智通财经APP获悉，内险股尾盘涨幅扩大，截至发稿，新华保险(01336)涨6.89%，报28.7港元；中国太保(02601)涨6.39%，报25.8港元；中国人保(01339)涨5.12%，报4.11港元；中国平安(02318)涨4.73%，报48.7港元。
东吴证券指出，当前市场储蓄需求依然旺盛，在监管持续引导险企降低负债成本趋势下，保险公司利差压力预计逐渐得到缓解。近期十年期国债收益率回升至1.72%左右，该行预计，未来伴随国内经济复苏，长端利率若企稳或修复上行，则保险公司新增固收类投资收益率压力将有所缓解。
中信建投指出，近期长端利率回升有助于缓解险企配置压力，且受益于政策环境优化高质量发展可期，后续随着一系列稳增长政策的出台和落地见效权益投资有望进一步贡献业绩弹性。业绩方面，股市表现有望在政策、宏观经济和较为宽松流动性环境的共振下迎来改善，进而带动保险公司总投资收益和利润的改善。此外，后续长端利率进一步下行空间预计较为有限，后续若宏观经济复苏力度超预期长端利率亦有望上行，建议持续关注。
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