随着上市公司三季报全部出炉,险资三季度持仓情况也浮出水面。数据显示,截至今年三季度末,险资共重仓了732家上市公司约1011.3亿股,相较二季度末加仓120.25亿股。其中,农业银行、邮储银行、工商银行、华菱钢铁、大悦城、南京银行等均被险资加仓超1亿股。中泰证券研报称,“利差不够,股票来凑”,迎接A股“慢牛”下险资权益投资新生态,A股慢牛有望改善当前持续低利率环境下险资的投资生态,新准则实施后股票...
Source Link随着上市公司三季报全部出炉,险资三季度持仓情况也浮出水面。数据显示,截至今年三季度末,险资共重仓了732家上市公司约1011.3亿股,相较二季度末加仓120.25亿股。其中,农业银行、邮储银行、工商银行、华菱钢铁、大悦城、南京银行等均被险资加仓超1亿股。中泰证券研报称,“利差不够,股票来凑”,迎接A股“慢牛”下险资权益投资新生态,A股慢牛有望改善当前持续低利率环境下险资的投资生态,新准则实施后股票...
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