智通财经APP获悉，内险股早盘普涨，截至发稿，中国太保(02601)涨4.38%，报22.65港元；中国人寿(02628)涨3.11%，报15.26港元；新华保险(01336)涨2.68%，报30.65港元；中国财险(02328)涨2.5%，报14.74港元；中国平安(02318)涨1.61%，报47.35港元。
消息面上，5月7日，央行、金融监管总局和证监会在国新办发布会上宣布一揽子金融政策，其中有关保险行业的增量政策包括进一步扩大保险资金长期投资试点范围，近期拟再批复600亿元，为市场注入更多增量资金；调整偿付能力监管规则，将股票投资风险因子进一步下调10%；完善长周期考核机制，促进实现长钱长投。
民生证券认为，长端利率中枢下行背景下，险企有望通过加大权益投资提升投资弹性，缓解险企潜在“利差损”压力，提升资产负债匹配能力。权益投资比例的提升也意味着要更好地面对市场风险，需强化险企投研能力和风控体系，对险资整体的权益投资体系提出了更高的要求，头部险企有望更为受益。
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