险资下半年有望增配权益类资产
news flash·2025-07-08 21:12
Core Viewpoint - Insurance capital is expected to increase allocation to equity assets in the second half of the year due to the low interest rate market environment [1] Group 1 - Insurance capital will focus on two main directions for equity asset allocation: undervalued, high-dividend stocks and high-growth stocks represented by new productive forces and new consumption [1]