智通财经APP获悉，内险股尾盘跌幅扩大，截至发稿，新华保险(01336)跌5.29%，报46.54港元；中国人保(01339)跌3.55%，报6.52港元；中国太保(02601)跌3.82%，报35.24港元；中国人寿(02628)跌3.4%，报23.84港元。
消息面上，今日，在中国平安业绩发布会上，中国平安副总经理兼首席财务官付欣谈及上半年中国平安净利润同比下滑，但营运利润却同比增长现象时表示，背后有三大原因：一季度会计并表的一次性处理、发行可转债，以及上半年举牌上市公司的600亿浮盈没在利润表体现。付欣表示，建议市场更多关注营运利润指标。
长城证券指出，受去产能等政策影响，十年期国债收益率回升1.78%附近，受公募新规、红利风格等影响，保险板块高位波动。保险资产管理业协会日前公布了2025年下半年保险资产管理业投资者信心调查结果资产配置偏好方面，股票是下半年我国保险机构首选的投资资产，其次是债券和证券投资基金。我们继续谨慎乐观看好保险板块的配置价值。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.