智通财经APP获悉，大金融板块集体上涨，截至发稿，中国人寿(02628)涨4.38%，报28.58港元；新华保险(01336)涨3.4%，报56.2港元；华泰证券(06886)涨4.36%，报19.64港元；中信证券(06030)涨4.01%，报28.5港元。
消息面上，央行近日发布《中国金融稳定报告（2025）》。报告提出，金融系统将实施更加积极有为的宏观政策，防范化解重点领域风险。报告还提出，着力健全有利于“长钱长投”的制度政策环境，显著提高各类中长期资金实际投资A股的规模和比例。
国信证券指出，保险行业负债端资产端景气度均进入上升周期：负债端长期受益于银行存款搬家趋势、短期开门红进展顺利；资产端长端利率企稳、资本市场持续活跃，预定利率阶梯式下调缓释利差损风险；“报行合一”推动行业反内卷和头部公司集中度提升，继续积极看好保险板块；市场风险偏好抬升、交投活跃度维持高位，券商板块从估值到业绩均具备β属性，全面受益。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.