港股异动 | 港A两地保险股齐涨 中国太平(0966.HK)涨4.79%
格隆汇10月23日丨港A两地保险股齐涨,中国太平(0966.HK)涨4.79%,新华保险(1336.HK)、中国太保(2601.HK)涨逾2%;中国太保A股现涨3.6%,中国平安A股涨2.4%。兴业证券指,继续看好投资端改善和开门红催化为保险板块带来的估值提升。目前市场的关注点在于各家险企开门红,疫情后储蓄的需要整体有所增加,目前银行理财产品收益率与去年同期相比有所下降,保险储蓄型产品相对吸引力有所增强,同时保险公司今年对于开门红也更为积极,因此看好今年开门红的销量。中金公司认为,认为未来3-6个月A/H保险板块的确定性估值修复空间还有20%/30%,部分个股空间超过40%。

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