智通财经APP获悉，内险股延续近期跌势，截至发稿，中国人寿(02628)跌4.43%，报30.18港元；中国人保(02601)跌3.9%，报34.54港元；中国财险(02328)跌2.53%，报15.78港元；新华保险(01336)跌2.35%，报53.95港元。
开源证券发布研报称，春节假期前后，保险H和A股标的调整较明显。除了2026年开年前后保险板块有所抢跑上涨带来高基数外（开门红+牛市预期），AI冲击的担忧（对保险中介等销售渠道或有替代；对白领就业和经济带来潜在冲击）也对板块带来负面压制。该行认为，AI冲击担忧造成保险板块承压，回调带来布局机会。
国泰海通证券也认为，节后开市后，以保险为代表的非银板块出现大幅下跌。该行认为包括“AI带来的生产力提升，将导致长期通缩”等叙事，是板块出现大幅下跌的重要催化。该行认为在利率企稳回升背景下，依然看好低估值保险股的估值修复机会。
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