【1 月 2 日，保险板块多数个股下跌】1 月 2 日，保险板块中，中国太保跌近 4%，中国太平、中国人民保险跌超 3%，中国财险跌超 2%。消息显示，中航证券曾表示，保险板块当前不确定性主要源于资产端所面临的压力，后续估值修复状况需依据债券市场、权益市场以及房地产市场表现判定。国信证券则称，险资“破局”重点可能集中在权益类资产及长期股权投资等方向。
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