2025 年以来中国权益资本市场表现良好,截至10 月14 日,wind 全A 指数年初至今增长23.5%,但SW 非银金融板块涨幅仅为10.6%,在全部行业中排名较为靠后,但我们认为近期在业绩驱动和市场偏好变化下,板块有望迎来投资机会。驱动力1:业绩和估值的相对“不匹配”:我们预计较为强劲的3 季报预期将驱动估值增长保险板块:2025 年10 月13 日新华保险披露业绩预增公告,公告显示新华保险...
Source Link2025 年以来中国权益资本市场表现良好,截至10 月14 日,wind 全A 指数年初至今增长23.5%,但SW 非银金融板块涨幅仅为10.6%,在全部行业中排名较为靠后,但我们认为近期在业绩驱动和市场偏好变化下,板块有望迎来投资机会。驱动力1:业绩和估值的相对“不匹配”:我们预计较为强劲的3 季报预期将驱动估值增长保险板块:2025 年10 月13 日新华保险披露业绩预增公告,公告显示新华保险...
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