2025年上半年,A/H股市场在科技革命与资源周期共振下走出鲜明的结构性牛市行情——恒生科技指数累涨19%,A股半导体、AI硬件等科技制造板块净利润增速普遍超30%,有色金属板块更是在贵金属涨价驱动下迎来盈利爆发。然而,管理着超1.87万亿元总资产的老牌险企中国太平(00966),却在此轮市场盛宴中交出了一份与行情格格不入的中期成绩单:核心财务指标疲软、投资端逆势“踏空”,财报发布当日股价更重挫...
Source Link2025年上半年,A/H股市场在科技革命与资源周期共振下走出鲜明的结构性牛市行情——恒生科技指数累涨19%,A股半导体、AI硬件等科技制造板块净利润增速普遍超30%,有色金属板块更是在贵金属涨价驱动下迎来盈利爆发。然而,管理着超1.87万亿元总资产的老牌险企中国太平(00966),却在此轮市场盛宴中交出了一份与行情格格不入的中期成绩单:核心财务指标疲软、投资端逆势“踏空”,财报发布当日股价更重挫...
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