经历了关税恐慌后，中国市场出现了高切低迹象，像银行、保险指数开始重新走强，银行板块重新站回了200日线上方，保险板块也在200日线上方实现了反弹；其中，股市行情、长端利率走势和负债端表现是催化保险股行情的三大核心要素1)历史上保险指数走势与大盘相关性很高，牛市是催化保险股行情的关键因素；2)利率水平是影响保险公司长期利差空间的基础因素，利率上行容易激发险企独立行情与超额收益表现；3)负债端表现是...
Source Link经历了关税恐慌后，中国市场出现了高切低迹象，像银行、保险指数开始重新走强，银行板块重新站回了200日线上方，保险板块也在200日线上方实现了反弹；其中，股市行情、长端利率走势和负债端表现是催化保险股行情的三大核心要素1)历史上保险指数走势与大盘相关性很高，牛市是催化保险股行情的关键因素；2)利率水平是影响保险公司长期利差空间的基础因素，利率上行容易激发险企独立行情与超额收益表现；3)负债端表现是...
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