保险资金近期的动向很可能是由于地震赔付的需要,即保险机构为了应对巨额的理赔资金而造成被动减持其重仓股。近期股市持续疲弱,除了缺乏强有力的政策利好刺激外,在人民币升值预期强烈的市场背景下,持续的低利率环境将对保险公司资产负债管理提出严峻挑战, The recent trend of insurance funds is likely to be due to the need for earthquake payouts, meaning that insurers passively reduce their Awkwardness in response to huge claims funding. Recent stock market continued to weakness, in addition to the lack of strong favorable policy stimulus, the expected strong appreciation of the renminbi against the background of the market, the continuing low interest rate environment will be asset management of insurance companies pose a serious challenge,