保险股成了银行股“平替”?

读懂财经
Sep 15, 2025

©读懂财经原创/出品投资是充满遗憾的事业,其中最大的遗憾莫过于“错过”。过去几年,投资人最大的“错过”,当属以四大行为首的银行股。在险资密集举牌的推波助澜下,近三年,四大行总市值从4.9万亿增加到9.5万亿。增加的市值相当于5个北交所的价值。看惯了举牌银行股后,险资终于有了新动作。8月中旬开始,接连有机构开始举牌保险股,保险股也时隔6年后,再次出现“同业举牌”。为什么把四大行买出新高的资金,盯上了...

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