港股異動 | 內險股普漲 中國太保(2601.HK)漲逾4%
格隆匯9月8日丨內險股普漲,中國太保(2601.HK)漲4.24%、新華保險(1336.HK)漲3.5%。萬聯證券指,保險板塊,疫情轉好下保單銷售逐漸迴歸常態,同時受益於利率較4月大幅上行、股市上漲等利好,保險股估值回升較多。雖然7月以來由於股市震盪、利率略有下行,形成對保險板塊的短期壓制因素,但考慮保險市場發展空間廣闊、上市險企較低負債成本支撐較高的營運ROE、投資端政策不斷放寬、股市中長期仍向好、利率方面整體轉好等因素,長期仍看好保險行業的發展,給予行業“強於大市”投資評級。

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