近期路演反馈:保险涨到哪了?

中金公司
Aug 11

行业近况近期我们开展了新一轮境内外保险路演,我们的见闻和最新观点如下:评论投资者在买短期盈利弹性还是长期改善趋势?保险行业基本面确有改善趋势,诸如负债成本下降、行业竞争格局向头部集中等,这也是我们过去几年持续看多行业、认为行业股价会波动向上的根本逻辑,但本轮路演中我们接触到的很大一部分投资者目前持有或者继续买入保险的最直接原因还是市场Beta,或者说是资产端的短期收益弹性预期。保险的Beta比券商...

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