核心股息策略遭遇阶段性“逆风”,中国太保业绩发布会详解投资应对

第一财经
Aug 28

今年以来,资本市场板块迅速轮动中,险资如何穿越周期、权益投资如何抵御风格切换带来的净值波动,成为行业共同面临的挑战。  对于长期坚持核心股息价值策略的中国太保(601601.SH,02601.HK)而言,这一挑战尤为直接——上半年,中国太保未年化综合投资收益率同比回落0.6个百分点至1.8%。  在8月28日的中国太保2026年中期业绩发布会上,管理层坦言经历了一次“实战性压力测试”,上半年核心...

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