内险股集体走低，截至发稿， 新华保险 跌5.87%，报42.6港元； 中国人寿 跌4.64%，报27.1港元； 中国财险 跌2.68%，报13.8港元； 中国太保 跌1.68%，报26.94港元。
消息面上，世界气象组织近日更新的数据显示，2026年7月至9月期间，厄尔尼诺预计将迅速增强。国泰海通证券指出，厄尔尼诺通常会通过改变西太平洋副热带高压、季风输送和降水带分布，对我国汛期降水、台风路径、洪涝及阶段性干旱产生扰动，或对农险、车险、企财险及巨灾相关赔付造成影响。该行测算，在强厄尔尼诺阶段，财险公司COR和赔付率表现分化。
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