港股異動 | 港A兩地保險股齊漲 中國太平(0966.HK)漲4.79%
格隆匯10月23日丨港A兩地保險股齊漲,中國太平(0966.HK)漲4.79%,新華保險(1336.HK)、中國太保(2601.HK)漲逾2%;中國太保A股現漲3.6%,中國平安A股漲2.4%。興業證券指,繼續看好投資端改善和開門紅催化為保險板塊帶來的估值提升。目前市場的關注點在於各家險企開門紅,疫情後儲蓄的需要整體有所增加,目前銀行理財產品收益率與去年同期相比有所下降,保險儲蓄型產品相對吸引力有所增強,同時保險公司今年對於開門紅也更為積極,因此看好今年開門紅的銷量。中金公司認為,認為未來3-6個月A/H保險板塊的確定性估值修復空間還有20%/30%,部分個股空間超過40%。

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