港A保險股齊升 中國太保H股漲超4%
格隆匯2月10日丨港股中國太保漲超4%,中國太平升超3%,新華保險、中國人壽等均上漲;A股西水股份大漲近7%,新華保險、中國太保均漲超3%。今年以來截至2月9日收盤,中國人保等多隻保險股平均跌幅達10%。從影響保險股近期走勢的熱點事件來看,2020年業績或不及預期、“踩雷”房企債務危機等對保險股短期形成壓制。不過,從長期來看,隨着疫情逐步得到控制,春節後保險股有望走出反彈行情。近期,已有多家券商唱多A股保險股,險企資管人士也看好保險股的長期走勢。2021年開年,外資加速佈局中國金融市場,保險、支付、證券等業務領域取得多點突破。


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