jetsetyeo的个人主页 - 老虎社区

jetsetyeo

jetsetyeo

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2021-12-04

Time to buy in?

抱歉，原内容已删除

2021-12-08

$Apple(AAPL)$why you raise so much after I sell? [Cry]

2021-12-08

$Lion-OCBC Sec HSTECH S$(HST.SI)$

2021-11-02

Great ariticle, would you like to share it?

抱歉，原内容已删除

2021-09-19

$Moderna, Inc.(MRNA)$ coming down

2021-10-22

$BLACKGOLD NATURAL RESOURCESLTD(41H.SI)$nice

2021-10-13

$Luokung Technology Corp(LKCO)$ negative net income and low revenue for the past 5 years. What's so attractive about this stock to cause the last few spikes?

2021-12-25

$Lion-OCBC Sec HSTECH S$(HST.SI)$ when is it going to get better

2021-09-22

$Lion-OCBC Sec HSTECH S$(HST.SI)$

2021-10-17

$RH PETROGAS LIMITED(T13.SI)$too late to buy?

2021-10-12

$STI ETF(ES3.SI)$ still optimistic

2021-10-30

FOMO

抱歉，原内容已删除

2021-10-13

$STI ETF(ES3.SI)$ up up up

2021-10-11

$SINGAPORE AIRLINES LTD(C6L.SI)$as expected, prices soar today. HUAT ah

2021-09-13

$STI ETF(ES3.SI)$ go up soon.. Like the daily cases [真香]

2021-09-11

$Apple(AAPL)$ come on Apple!

2021-09-10

$STI ETF(ES3.SI)$ not bad not bad

2021-09-09

$STI ETF(ES3.SI)$[胜利]

2021-10-12

Insurance sector going upside?

@财经壹些事:保险板块迎久违大涨四季度多重因素交织

2021-09-19

Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years

抱歉，原内容已删除

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Limited(601628)$</a>&nbsp;going up?tike to buy?&nbsp;","text":"$China Life Insurance Company Limited(601628)$ going up?tike to buy?","images":[{"img":"https://static.tigerbbs.com/5eef3a5316e8f6c93a10ac9a0935ac45","width":"1080","height":"2536"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826555434","isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":826555808,"gmtCreate":1634042083753,"gmtModify":1634042191945,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"Insurance sector going upside?&nbsp;","listText":"Insurance sector going upside?&nbsp;","text":"Insurance sector going upside?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826555808","repostId":"821224333","repostType":1,"repost":{"id":821224333,"gmtCreate":1633749916922,"gmtModify":1633751613003,"author":{"id":"3579235350711747","authorId":"3579235350711747","name":"财经壹些事","avatar":"https://static.tigerbbs.com/c1fe0218783737b72c056ec92edbe76a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3579235350711747","authorIdStr":"3579235350711747"},"themes":[],"title":"保险板块迎久违大涨 四季度多重因素交织","htmlText":"国庆假期后第一个交易日，A股出现难得的由保险板块领涨的行情。截至收盘，保险板块整体上涨超6%，其中中国太保（601601）、中国平安（601318）大涨超7%，中国人寿（601628）、新华保险（601336）上涨5%，中国人保（601319）上涨近3%。今年以来大多时候保险股集体表现不佳，使保险成为市场低估板块之一。股价承压背后，除了资金更偏好新兴产业、周期板块等市场资金因素外，还有自身短期面临压力的因素。从保险业务看，寿险和财险都因转型或改革而增长乏力。上市险企前几年有高增的基础，如今要在推进销售人力“清虚”、做业务“减法”的同时，还要尽量维持保费指标、业务价值的增长，尤其压力不小。今年占据市场半数以上份额的上市系寿险公司，新单业务出现一定下滑，影响了新业务价值等核心指标，令市场忧虑寿险业当前业务价值表现。与此同时，保险业还面临“内卷”化，惠民保等普惠健康险的快速发展，让保险公司过去倚重的重疾险等保障产品面临一定冲击，保障类业务价值下滑。普惠类产品对保险业务的潜在影响多大，目前还难以下定论，至少未来两三年内会处于不确定性状态。从保险公司的投资业务看，华夏幸福（600340）等房企流动性问题让市场对险资配置地产情况产生一定忧虑，这也是压制保险股的潜在因素之一。在前不久的北京辖区上市公司投资者接待日活动中，归于该辖区的国寿、人保、新华保险三大险企，均被问及投资房地产的情况，即体现了这种担忧。不过在这些短期因素困扰的同时，还应该看到，保险业的中长期向好基本趋势未改。从行业大势看，我国经济长期向好的基本面未改，保险深度、保险密度与成熟市场的差距体现出我国保险业仍有很大发展空间。从国内财富管理业看，在居民财富搬家、房住不炒、资产重新配置的趋势下，保险业作为一类稳定收益类资产，会迎来一定新增市场。从国内人口、经济、社会变化趋势看，老龄化、社会治理能力提升的趋势下，保险业在其中仍大有","listText":"国庆假期后第一个交易日，A股出现难得的由保险板块领涨的行情。截至收盘，保险板块整体上涨超6%，其中中国太保（601601）、中国平安（601318）大涨超7%，中国人寿（601628）、新华保险（601336）上涨5%，中国人保（601319）上涨近3%。今年以来大多时候保险股集体表现不佳，使保险成为市场低估板块之一。股价承压背后，除了资金更偏好新兴产业、周期板块等市场资金因素外，还有自身短期面临压力的因素。从保险业务看，寿险和财险都因转型或改革而增长乏力。上市险企前几年有高增的基础，如今要在推进销售人力“清虚”、做业务“减法”的同时，还要尽量维持保费指标、业务价值的增长，尤其压力不小。今年占据市场半数以上份额的上市系寿险公司，新单业务出现一定下滑，影响了新业务价值等核心指标，令市场忧虑寿险业当前业务价值表现。与此同时，保险业还面临“内卷”化，惠民保等普惠健康险的快速发展，让保险公司过去倚重的重疾险等保障产品面临一定冲击，保障类业务价值下滑。普惠类产品对保险业务的潜在影响多大，目前还难以下定论，至少未来两三年内会处于不确定性状态。从保险公司的投资业务看，华夏幸福（600340）等房企流动性问题让市场对险资配置地产情况产生一定忧虑，这也是压制保险股的潜在因素之一。在前不久的北京辖区上市公司投资者接待日活动中，归于该辖区的国寿、人保、新华保险三大险企，均被问及投资房地产的情况，即体现了这种担忧。不过在这些短期因素困扰的同时，还应该看到，保险业的中长期向好基本趋势未改。从行业大势看，我国经济长期向好的基本面未改，保险深度、保险密度与成熟市场的差距体现出我国保险业仍有很大发展空间。从国内财富管理业看，在居民财富搬家、房住不炒、资产重新配置的趋势下，保险业作为一类稳定收益类资产，会迎来一定新增市场。从国内人口、经济、社会变化趋势看，老龄化、社会治理能力提升的趋势下，保险业在其中仍大有","text":"国庆假期后第一个交易日，A股出现难得的由保险板块领涨的行情。截至收盘，保险板块整体上涨超6%，其中中国太保（601601）、中国平安（601318）大涨超7%，中国人寿（601628）、新华保险（601336）上涨5%，中国人保（601319）上涨近3%。今年以来大多时候保险股集体表现不佳，使保险成为市场低估板块之一。股价承压背后，除了资金更偏好新兴产业、周期板块等市场资金因素外，还有自身短期面临压力的因素。从保险业务看，寿险和财险都因转型或改革而增长乏力。上市险企前几年有高增的基础，如今要在推进销售人力“清虚”、做业务“减法”的同时，还要尽量维持保费指标、业务价值的增长，尤其压力不小。今年占据市场半数以上份额的上市系寿险公司，新单业务出现一定下滑，影响了新业务价值等核心指标，令市场忧虑寿险业当前业务价值表现。与此同时，保险业还面临“内卷”化，惠民保等普惠健康险的快速发展，让保险公司过去倚重的重疾险等保障产品面临一定冲击，保障类业务价值下滑。普惠类产品对保险业务的潜在影响多大，目前还难以下定论，至少未来两三年内会处于不确定性状态。从保险公司的投资业务看，华夏幸福（600340）等房企流动性问题让市场对险资配置地产情况产生一定忧虑，这也是压制保险股的潜在因素之一。在前不久的北京辖区上市公司投资者接待日活动中，归于该辖区的国寿、人保、新华保险三大险企，均被问及投资房地产的情况，即体现了这种担忧。不过在这些短期因素困扰的同时，还应该看到，保险业的中长期向好基本趋势未改。从行业大势看，我国经济长期向好的基本面未改，保险深度、保险密度与成熟市场的差距体现出我国保险业仍有很大发展空间。从国内财富管理业看，在居民财富搬家、房住不炒、资产重新配置的趋势下，保险业作为一类稳定收益类资产，会迎来一定新增市场。从国内人口、经济、社会变化趋势看，老龄化、社会治理能力提升的趋势下，保险业在其中仍大有","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821224333","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":828414135,"gmtCreate":1633935136984,"gmtModify":1633935136984,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>as expected, prices soar today. HUAT ah","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$SINGAPORE AIRLINES LTD(C6L.SI)$</a>as expected, prices soar today. HUAT ah","text":"$SINGAPORE AIRLINES LTD(C6L.SI)$as expected, prices soar today. HUAT ah","images":[{"img":"https://static.tigerbbs.com/89479b0c48969a1f0056ca85a2b5f17a","width":"1080","height":"2126"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828414135","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":828800932,"gmtCreate":1633876998285,"gmtModify":1633876998285,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>niceeee 😊","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>niceeee 😊","text":"$STI ETF(ES3.SI)$niceeee 😊","images":[{"img":"https://static.tigerbbs.com/ae017f8bf3ad64ff38c9305fb91db529","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/828800932","isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":869403134,"gmtCreate":1632312399228,"gmtModify":1632801342422,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>","listText":"<a href=\"https://laohu8.com/S/HST.SI\">$Lion-OCBC Sec HSTECH S$(HST.SI)$</a>","text":"$Lion-OCBC Sec HSTECH S$(HST.SI)$","images":[{"img":"https://static.tigerbbs.com/9d2a1139eaa8128c087baae8a28d5365","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/869403134","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887285196,"gmtCreate":1632046194715,"gmtModify":1632803143383,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;coming down","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>&nbsp;coming down","text":"$Moderna, Inc.(MRNA)$ coming down","images":[{"img":"https://static.tigerbbs.com/1fd1d94e1bd8b19bdad07a703d233afe","width":"1080","height":"2213"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":2,"link":"https://laohu8.com/post/887285196","isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":887286412,"gmtCreate":1632045932136,"gmtModify":1632803144955,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years","listText":"Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years","text":"Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/887286412","repostId":"1157890009","repostType":2,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":888557407,"gmtCreate":1631511108609,"gmtModify":1631885568387,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4087893451634750","authorIdStr":"4087893451634750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>&nbsp;go up soon.. Like the daily cases&nbsp;[真香]&nbsp;","listText":"<a href=\"https://laohu8.com/S/ES3.SI\">$STI ETF(ES3.SI)$</a>&nbsp;go up soon.. Like the daily cases&nbsp;[真香]&nbsp;","text":"$STI ETF(ES3.SI)$ go up soon.. Like the daily cases [真香]","images":[{"img":"https://static.tigerbbs.com/0248174d64c80d446c8f25bb557070ee","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/888557407","isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":608973574,"gmtCreate":1638608746837,"gmtModify":1638608746905,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893451634750","idStr":"4087893451634750"},"themes":[],"htmlText":"Time to buy in?&nbsp;","listText":"Time to buy in?&nbsp;","text":"Time to buy in?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":2,"link":"https://laohu8.com/post/608973574","repostId":"1140678193","repostType":4,"isVote":1,"tweetType":1,"viewCount":1658,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":602396913,"gmtCreate":1638968872346,"gmtModify":1638968918217,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893451634750","idStr":"4087893451634750"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>why you raise so much after I sell?&nbsp;[Cry]&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>why you raise so much after I sell?&nbsp;[Cry]&nbsp;","text":"$Apple(AAPL)$why you raise so much after I sell? 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ETF(ES3.SI)$[胜利]","images":[{"img":"https://static.tigerbbs.com/4ee821c6108c8131410a65dadb8abe61","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/889423243","isVote":1,"tweetType":1,"viewCount":411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":826555808,"gmtCreate":1634042083753,"gmtModify":1634042191945,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893451634750","idStr":"4087893451634750"},"themes":[],"htmlText":"Insurance sector going upside?&nbsp;","listText":"Insurance sector going upside?&nbsp;","text":"Insurance sector going upside?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/826555808","repostId":"821224333","repostType":1,"repost":{"id":821224333,"gmtCreate":1633749916922,"gmtModify":1633751613003,"author":{"id":"3579235350711747","authorId":"3579235350711747","name":"财经壹些事","avatar":"https://static.tigerbbs.com/c1fe0218783737b72c056ec92edbe76a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3579235350711747","idStr":"3579235350711747"},"themes":[],"title":"保险板块迎久违大涨 四季度多重因素交织","htmlText":"国庆假期后第一个交易日，A股出现难得的由保险板块领涨的行情。截至收盘，保险板块整体上涨超6%，其中中国太保（601601）、中国平安（601318）大涨超7%，中国人寿（601628）、新华保险（601336）上涨5%，中国人保（601319）上涨近3%。今年以来大多时候保险股集体表现不佳，使保险成为市场低估板块之一。股价承压背后，除了资金更偏好新兴产业、周期板块等市场资金因素外，还有自身短期面临压力的因素。从保险业务看，寿险和财险都因转型或改革而增长乏力。上市险企前几年有高增的基础，如今要在推进销售人力“清虚”、做业务“减法”的同时，还要尽量维持保费指标、业务价值的增长，尤其压力不小。今年占据市场半数以上份额的上市系寿险公司，新单业务出现一定下滑，影响了新业务价值等核心指标，令市场忧虑寿险业当前业务价值表现。与此同时，保险业还面临“内卷”化，惠民保等普惠健康险的快速发展，让保险公司过去倚重的重疾险等保障产品面临一定冲击，保障类业务价值下滑。普惠类产品对保险业务的潜在影响多大，目前还难以下定论，至少未来两三年内会处于不确定性状态。从保险公司的投资业务看，华夏幸福（600340）等房企流动性问题让市场对险资配置地产情况产生一定忧虑，这也是压制保险股的潜在因素之一。在前不久的北京辖区上市公司投资者接待日活动中，归于该辖区的国寿、人保、新华保险三大险企，均被问及投资房地产的情况，即体现了这种担忧。不过在这些短期因素困扰的同时，还应该看到，保险业的中长期向好基本趋势未改。从行业大势看，我国经济长期向好的基本面未改，保险深度、保险密度与成熟市场的差距体现出我国保险业仍有很大发展空间。从国内财富管理业看，在居民财富搬家、房住不炒、资产重新配置的趋势下，保险业作为一类稳定收益类资产，会迎来一定新增市场。从国内人口、经济、社会变化趋势看，老龄化、社会治理能力提升的趋势下，保险业在其中仍大有","listText":"国庆假期后第一个交易日，A股出现难得的由保险板块领涨的行情。截至收盘，保险板块整体上涨超6%，其中中国太保（601601）、中国平安（601318）大涨超7%，中国人寿（601628）、新华保险（601336）上涨5%，中国人保（601319）上涨近3%。今年以来大多时候保险股集体表现不佳，使保险成为市场低估板块之一。股价承压背后，除了资金更偏好新兴产业、周期板块等市场资金因素外，还有自身短期面临压力的因素。从保险业务看，寿险和财险都因转型或改革而增长乏力。上市险企前几年有高增的基础，如今要在推进销售人力“清虚”、做业务“减法”的同时，还要尽量维持保费指标、业务价值的增长，尤其压力不小。今年占据市场半数以上份额的上市系寿险公司，新单业务出现一定下滑，影响了新业务价值等核心指标，令市场忧虑寿险业当前业务价值表现。与此同时，保险业还面临“内卷”化，惠民保等普惠健康险的快速发展，让保险公司过去倚重的重疾险等保障产品面临一定冲击，保障类业务价值下滑。普惠类产品对保险业务的潜在影响多大，目前还难以下定论，至少未来两三年内会处于不确定性状态。从保险公司的投资业务看，华夏幸福（600340）等房企流动性问题让市场对险资配置地产情况产生一定忧虑，这也是压制保险股的潜在因素之一。在前不久的北京辖区上市公司投资者接待日活动中，归于该辖区的国寿、人保、新华保险三大险企，均被问及投资房地产的情况，即体现了这种担忧。不过在这些短期因素困扰的同时，还应该看到，保险业的中长期向好基本趋势未改。从行业大势看，我国经济长期向好的基本面未改，保险深度、保险密度与成熟市场的差距体现出我国保险业仍有很大发展空间。从国内财富管理业看，在居民财富搬家、房住不炒、资产重新配置的趋势下，保险业作为一类稳定收益类资产，会迎来一定新增市场。从国内人口、经济、社会变化趋势看，老龄化、社会治理能力提升的趋势下，保险业在其中仍大有","text":"国庆假期后第一个交易日，A股出现难得的由保险板块领涨的行情。截至收盘，保险板块整体上涨超6%，其中中国太保（601601）、中国平安（601318）大涨超7%，中国人寿（601628）、新华保险（601336）上涨5%，中国人保（601319）上涨近3%。今年以来大多时候保险股集体表现不佳，使保险成为市场低估板块之一。股价承压背后，除了资金更偏好新兴产业、周期板块等市场资金因素外，还有自身短期面临压力的因素。从保险业务看，寿险和财险都因转型或改革而增长乏力。上市险企前几年有高增的基础，如今要在推进销售人力“清虚”、做业务“减法”的同时，还要尽量维持保费指标、业务价值的增长，尤其压力不小。今年占据市场半数以上份额的上市系寿险公司，新单业务出现一定下滑，影响了新业务价值等核心指标，令市场忧虑寿险业当前业务价值表现。与此同时，保险业还面临“内卷”化，惠民保等普惠健康险的快速发展，让保险公司过去倚重的重疾险等保障产品面临一定冲击，保障类业务价值下滑。普惠类产品对保险业务的潜在影响多大，目前还难以下定论，至少未来两三年内会处于不确定性状态。从保险公司的投资业务看，华夏幸福（600340）等房企流动性问题让市场对险资配置地产情况产生一定忧虑，这也是压制保险股的潜在因素之一。在前不久的北京辖区上市公司投资者接待日活动中，归于该辖区的国寿、人保、新华保险三大险企，均被问及投资房地产的情况，即体现了这种担忧。不过在这些短期因素困扰的同时，还应该看到，保险业的中长期向好基本趋势未改。从行业大势看，我国经济长期向好的基本面未改，保险深度、保险密度与成熟市场的差距体现出我国保险业仍有很大发展空间。从国内财富管理业看，在居民财富搬家、房住不炒、资产重新配置的趋势下，保险业作为一类稳定收益类资产，会迎来一定新增市场。从国内人口、经济、社会变化趋势看，老龄化、社会治理能力提升的趋势下，保险业在其中仍大有","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821224333","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887286412,"gmtCreate":1632045932136,"gmtModify":1632803144955,"author":{"id":"4087893451634750","authorId":"4087893451634750","name":"jetsetyeo","avatar":"https://static.tigerbbs.com/93006c438d33d220446e74e4a5e4900d","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087893451634750","idStr":"4087893451634750"},"themes":[],"htmlText":"Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years","listText":"Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years","text":"Unfortunately, as shown in the next chart, AAPL seems to have passed the tipping point of scalability and begin to see a diminishing return in recent years","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/887286412","repostId":"1157890009","repostType":2,"isVote":1,"tweetType":1,"viewCount":46,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}