随着股市向好带来资产端催化、基本面改善支撑估值修复和公募新规后资金面加持,低估值、高弹性的保险板块有望成为市场攻守兼备之优选。回顾上半年,保险板块在震荡市中彰显韧性,在上涨行情中展现强大的进攻性。1-4月保险股价走势略弱于大盘,5月中旬A股与港股保险板块联袂上涨,尤其港股内险股因低估值和外资流入、人民币资产重估等表现更加突出。截止6月25日A股保险指数累计上涨14.5%,跑赢大盘8.5个百分点。但...
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