You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
港股異動丨中國太平領漲內險股 券商仍建議超配保險股
格隆匯 11-01 16:01
格隆匯11月1日丨內險股今日普漲,其中中國太平(0966.HK)以4.41%的漲幅領漲。招商證券鄭積沙團隊認為,預計保險行業利潤增速有望繼續加速,支撐估值修復。流動性方面,通脹壓力制約貨幣政策階段性放鬆,利率或維持底部回升趨勢,利好保險股。保險開門紅方面,較去年積極性顯著提升,考慮市場環境較去年有所改善,預計行業開門紅成績整體樂觀。同時考慮年末估值切換,建議投資者務必超配保險。廣發證券則認為,上市險企整體上仍然在保險這條優質賽道上享有得天獨厚的優勢。當前行業估值仍然較低,龍頭公司仍有佈局價值。天風證券也表示,今年四季度保險股有望開啟“估值切換”行情。
Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account