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资金是资本市场的血液,巨量的保险资金直接入市会给资本市场带来哪些影响呢?本刊约请国泰君安证券研究所研究员马国旗撰文,分析这一变化发展趋势及其社会意义。马国旗认为,巨大的、源源不断的增量资金,有利于推动资本市场不断发展壮大,市场投资者结构也会进一步得到调整,机构投资者时代有望开启。另外, 他还分析,保险机构虽然不会大规模抛弃基金,但未来投资基金的热情会逐步降低, 而优质券商则可通过为保险资金提供交易通道而坐地收银。
Capital is the blood of the capital market, a huge amount of insurance funds directly into the market will bring about the capital market impact? This article invites Guotai Junan Securities researcher Ma Guoqi author, analysis of the changing trend of development and its social significance. Ma Guoqi believes that a huge and steady stream of incremental funds is conducive to promoting the continuous growth and development of the capital market and further adjustment of the market investor structure. The era of institutional investors is expected to open. In addition, he also analyzed that although the insurance agencies will not abandon the fund on a large scale, their enthusiasm for investing in the fund will gradually decline, while the high-quality brokerage firms can place cashiers by providing trading channels for insurance funds.