港股異動丨內險股走強 眾安在線(6060.HK)漲6.72%領漲
格隆匯5月6日丨內險股走強,眾安在線(6060.HK)漲6.72%領漲,中國財險(2328.HK)漲3.7%。銀河證券研報稱,新冠疫情防控取得重要階段性成效,保險代理人展業穩步推進,疊加疫情刺激居民風險保障意識增強,保障型產品需求有望逐步釋放,助力負債端改善。當前市場流動性合理充裕,低利率環境延續,長債收益率低位震盪,下行壓力仍存但空間有限,投資端風險整體可控。天風證券研報稱,在保險公司的負債端,2季度保費將迎來改善,壽險保費有望進入小復甦期,這是保險股估值修復的驅動力。在資產端方面,保險公司的長期配置價值在於長期投資收益率的“實際值”顯著高於“當前估值隱含值”。

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