中国太保(02601)今日盘中暴跌5.36%,市场人气低迷。期间,国内保险股整体表现低迷,给投资者带来了一定焦虑。
消息面上,国债收益率持续下行,10年期国债收益率降至1.65%,刷新历史新低。分析人士认为,国债利率持续走低暗示了债券市场收益率承压,这可能会带来二级市场的大幅波动,这对保险公司的资金投资形成了一定压力。
此外,有分析师指出,未来保险公司将进一步增持具有高股息、高资本增值潜力、高ROE属性的优质上市公司股权,以匹配自身资产端长期稳定的需求。但随着优质非标资产陆续到期,险企投资收益也可能承压。
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