周三，港股内险股持续跌势，其中， 中国人寿 跌超7%，已较2月初的历史高点回落超20%。新华保险 、 中国太平 跌超5%， 友邦保险 、 中国平安 、 中国太保 跌超4%。
消息上，摩根大通发布研报称，农历新年长假期结束后，中国H股保险公司的表现落后于大市。市场似乎关注：短期盈利风险，因主要保险公司尚未公布正面盈利预告; 缺乏数据点，因未有披露每月保费收入; 农历新年假期后的宏观走势。
该行预期，随着业绩公布期临近，板块将重拾动力。值得注意的是，市场共识2026财年纯利预测已显示同比下跌9%，因此该行认为现阶段市场共识进一步下调的风险有限。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
