港股異動 | 保險股普漲 中國財險(2328.HK)漲超5%領漲
格隆匯3月25日丨保險股普漲,中國財險(2328.HK)漲超5%領漲,友邦漲3%,中國平安、新華保險跟漲。個股方面,中國財險近日公佈2020年度實現税前利潤人民幣246.76億元,擬每股派0.375元。績後瑞銀上調財險目標價至7.8港元,評級“買入”。此外,中國財險獲貝萊德於3月19日涉資約9302.51萬港元增持1418萬股,增持後其持股比例升至6.18%。板塊上,中信建投近日指出,最近保險股下跌原因一方面是由於板塊高貝塔屬性隨市場回調而出現超跌,另一方面市場存量資金存在博弈,板塊之間輪動所致。該行認為下跌提供加倉機會,保險股估值修復邏輯順暢,負債端業績同比改善預期逐步落地,長期國債利率上行利好保險股估值上修,當前估值不到歷史中樞,且長期投資價值顯著。

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