险资开年300次调研锚定科技周期,举牌节奏提速释放布局信号

投资快报
Jan 19

作为A股市场举足轻重的长期资金,保险机构的调研与持仓动向始终是市场情绪的“风向标”。进入2026年,险资调研聚焦性显著提升,科创板、创业板成长标的成新宠。与此同时,2025年以来险资举牌节奏持续加快,叠加明确的板块偏好,为投资者2026年权益市场布局提供了一份“寻宝图”参考。开年调研聚焦80家公司,科创板块关注度升温Wind数据显示,截至2026年1月18日,开年不足20个交易日内,81家险资机构...

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