百亿成交背后的险资变局,中国平安领涨,H股为何成“新战场”?

东针商略
Dec 15, 2025

中国平安的股票在单日交易中突破了百亿成交额,收盘大涨超过5%。几乎在同一时间,瑞众人寿发布公告,宣布其持有青岛啤酒H股的比例已达到5%,构成了“举牌”。另外,有数据显示,截至当日,保险资金在2025年内的举牌行动已达38次,这个数字创下了近十年的最高纪录。似乎,以万亿计量的保险资金,其投资方向正在发生转变。中国平安的大涨,许多人归因于券商机构的集中看好,或是某种技术性的估值修复。但实际上,确实如此...

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