金吾财讯 | 保险股普遍走高，新华保险(01336)涨7.07%，中国人民保险集团(01339)涨4.27%，中国太平(00966)涨4.27%，中国人寿(02628)涨2.13%，中国财险(02328)涨1.73%，中国平安(02318)涨1.46%。国海证券表示，超预期“政策组合拳”落地，释放出极强的“政策底”信号与中央坚决呵护资本市场的决心。该行指，上周两个会议的超预期政策组合拳，以及市场快速恢复，对上市险企的资产端和负债端两端形成戴维斯共振，该行仍维持对保险板块的“推荐”评级，同时建议做内部调仓，当前优先推荐投资端弹性更大的标的。
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