Fu Xin, Ping An’s deputy general manager and CFO, said at the company’s results briefing on the 21st that recent share-price weakness mainly reflects sector rotation across peers and does not reflect Ping An’s intrinsic value. He urged investors to evaluate the stock by industry, company and value: China’s life-insurance sector is in a golden growth period; Ping An’s strategy is clear and fundamentals are stable; and he expects steady profit and shareholder-return growth to be reflected in the s

2026-08-21

Fu Xin, Ping An’s deputy general manager and CFO, said at the company’s results briefing on the 21st that recent share-price weakness mainly reflects sector rotation across peers and does not reflect Ping An’s intrinsic value. He urged investors to evaluate the stock by industry, company and value: China’s life-insurance sector is in a golden growth period; Ping An’s strategy is clear and fundamentals are stable; and he expects steady profit and shareholder-return growth to be reflected in the share price over time.

其他消息
2026-08-21

高盛认为,这次财政部扩大长债回购,短期最直接的作用,是给市场里非常拥挤的长债空头和陡峭化交易制造双向风险。 此前不少投资者已经习惯通过做空长久期、押注收益率曲线继续陡峭化来表达看空久期的观点;政策信号一出,原本接近单边的交易开始面临被迫调整。 图表显示,杠杆基金在美国国债期货上的空头仓位自2022年以来显著累积 ,覆盖2年、5年、10年和长期美债多个期限。虽然到2026年8月,这些空头仓位较峰值已有所回落,但整体规模依然明显高于前几年常态水平。后续如果政策层继续释放愿意管理长端压力的信号,长债市场的短期波动可能更多来自仓位重排,而不只是基本面变化。

2026-08-21

Broadcom (AVGO.O) rose more than 1% in after-hours trading.