中(zhong)(zhong)信建(jian)(jian)投(tou)指出(chu)，當(dang)前(qian)保(bao)險板塊估值底部具備(bei)安全邊際(ji)，建(jian)(jian)議(yi)(yi)以配置為主。對保(bao)險股的投(tou)資(zi)更應注重長期(qi)邏輯，根據測(ce)算，即使(shi)本年NBV零增(zeng)長，險企EV仍(reng)能保(bao)持兩位(wei)數穩定增(zeng)長。長期(qi)來看養老健康(kang)保(bao)障需求(qiu)空(kong)間(jian)廣闊，短(duan)期(qi)陣痛(tong)不改(gai)長期(qi)價(jia)值，建(jian)(jian)議(yi)(yi)拉長投(tou)資(zi)期(qi)限(xian)追求(qiu)價(jia)值投(tou)資(zi)。價(jia)值股仍(reng)然推薦(jian)友邦(bang)保(bao)險、中(zhong)(zhong)國平安、中(zhong)(zhong)國太保(bao)。關注信保(bao)風(feng)險出(chu)清業(ye)績迎來改(gai)善(shan)的中(zhong)(zhong)國財險，以及互聯網(wang)保(bao)險眾安在線(xian)。