明大教主
2022.06.22 08:33

近日,$中国人寿.HK等保险公司股价连续上涨,很多报道说是因为保险板块低估···其实保险已经低估很久了,这显然不是板块走强的原因。

  个人认为一个是近期 “个人养老制度” 消息频频,年内推出已是板上钉钉;

  二是 4、5 月份疫情影响期间,机构普遍认为保单销售会遭遇较大影响,但从各险企月保费收入来看,至少并未陷入窘境;

三是除了保险之外,传统行业均有所走强,保险大概率是个补涨的动作!复制 2016 年后的辉煌还要看政策以及寿险改革进展!

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