中泰证券:重申保险板块当前投资价值 把握宽基抛压缓释后的顺周期龙头机会

智通财经
Jan 30

智通财经APP获悉,中泰证券发布研报称,自去年12月以来保险板块先后历经“开门红预期好转——长端利率回升——指数上攻强化利润弹性”的顺周期逻辑,“短期看资金面抛压缓解,中期看“存款搬家&慢牛持续”提振价值与利润增速,长期看顺周期兑现告别利差损隐忧”,该行重申板块当前投资价值。把握宽基抛压缓释后的顺周期龙头机会。重返1倍PEV修复途,资产负债两端开花。中泰证券主要观点如下:境内宽基ETF交易层面压制...

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