《大行》大摩:内地调整保险相关业务风险因子 进一步惠及保险股及股市

阿斯达克财经
Dec 08, 2025

摩根士丹利发表研究报告指,国家金融监理总局发布《关于调整保险公司相关业务风险因子的通知》,对于符合条件的CSI300、上交所科创板等综合股票,提供10%的折扣。大摩认为,措施可能会透过减轻资本要求来惠及保险公司,并鼓励保险公司作为长期投资者参与股市。这亦可能有利于股权市场,因为保险公司是主要投资者,大摩预计明年将继续有保险资金流入股市。该行重申首选中国平安(02318.HK) ,相信该公司可进一步...

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