本期投资提示：保险：本周申万保险II 指数收跌0.15%，跑赢沪深300 指数1.60pct。 8 月8 日后新发国债、地方政府债、金融债利息收入恢复征收增值税。财政部、税务总局发布《关于国债等债券利息收入增值税政策的公告》（简称“《公告》”），自2025 年8 月8 日起，对在该日期之后（含当日）新发行的国债、地方政府债券、金融债券的利息收入，恢复征收增值税。对在该日期之前已发行的国债、地方政府...
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