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港股异动|内险股延续昨日强势中国太保涨逾3%领涨
格隆汇 07-12 10:19
格隆汇7月12日丨内险股延续昨日强势再度上行,中国太保(2601.HK)涨3.28%,新华保险(1336.HK)、中国人寿(2628.HK)、中国太平(0966.HK)等出现不同程度涨幅。中信证券指,保险股首选标的均实现显著上涨,仍然看好中国平安和中国财险的中长期表现。同时认为,中国太保目前处于估值底部,在概率和赔率上均有较好的持股优势,适合中长期投资者布局,将中国太保调整为首选标的,维持保险行业“强于大市”评级。而近期有多家券商看好保险公司半年报,认为保险公司半年报业绩将受益于减税政策,利润有望超预期。随着市场对于中报业绩关注提升,保险公司有望受到市场青睐。
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