保险周观点：本周保险板块持续调整，预计主要受伊以冲突影响、市场避险情绪升温和短期资金面扰动。着眼短期，上市险企2025 年年报即将迎来披露期，预计部分险企归母净利润增速或有望达到30%-50%，主要受2025Q3 投资端带动。2026Q1 来看，负债端或构成业绩增长的核心驱动，银保承接挪储流量新单预计增速在高两位数区间；权益市场波动、亦演绎主题性机会，长端利率维持在1.8%附近，预计投资端同比小幅...
Source Link保险周观点：本周保险板块持续调整，预计主要受伊以冲突影响、市场避险情绪升温和短期资金面扰动。着眼短期，上市险企2025 年年报即将迎来披露期，预计部分险企归母净利润增速或有望达到30%-50%，主要受2025Q3 投资端带动。2026Q1 来看，负债端或构成业绩增长的核心驱动，银保承接挪储流量新单预计增速在高两位数区间；权益市场波动、亦演绎主题性机会，长端利率维持在1.8%附近，预计投资端同比小幅...
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