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港股異動 | 保險股走強 友邦保險漲超3% 機構預計險企業績將改善
格隆匯 09-07 10:04
格隆匯9月7日丨保險股集體上漲,友邦保險漲3.54%貢獻恆指84點漲幅,中國太保漲近2%,中國太平、中國人壽、新華保險皆有漲幅。
大和認為,在資產及負債方面都將會有正面因素推動一些企業的評級。行業首選為中國人壽、新華保險及友邦保險。
分析人士稱,上市險企半年報披露完畢,利空因素出盡。在經濟復甦背景下,長端利率回升,權益投資回報率改善,險企資產端持續修復具有較強確定性,負債端有望延續改善趨勢。

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