进入2026年三季度，资本市场风格显著切换，前期火热的科技板块出现大幅调整，银行等红利板块逆势上涨。 10月8日，国庆假期后首个交易日，创业板指跌3.15%，银行板块逆势走强，中国银行、工商银行、杭州银行股价盘中创历史新高。 面对这一市场变化，保险机构在三季度对上市公司的调研已经呈现“成长进攻+红利防守”的特征。一方面，密集调研以银行股为代表的防御底仓，另一方面，保险机构调研高度集中于光模块、...
Source Link进入2026年三季度，资本市场风格显著切换，前期火热的科技板块出现大幅调整，银行等红利板块逆势上涨。 10月8日，国庆假期后首个交易日，创业板指跌3.15%，银行板块逆势走强，中国银行、工商银行、杭州银行股价盘中创历史新高。 面对这一市场变化，保险机构在三季度对上市公司的调研已经呈现“成长进攻+红利防守”的特征。一方面，密集调研以银行股为代表的防御底仓，另一方面，保险机构调研高度集中于光模块、...
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