研报点睛:概念走强!关注龙头企业

东方财富研究中心
23 Jan

1月23日,沪指涨0.51%,深证成指跌0.49%,创业板指跌0.37%。盘面上,保险行业板块涨5.14%;个股方面,天茂集团涨停,新华保险、中国人寿等均有不同程度上涨。华创证券表示,监管持续推动中长线资金入市,将有助于提振市场信心,改善资本市场生态。此次《方案》重点通过考核行为引导险资、社保基金、养老金入市,中长期考核或将有效助力上述长钱突破投资的“软性”约束,缩短与配置上限的距离。从配置角度,...

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