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中資保險股全面發力 太保AH股漲7%-8%
中資保險股今天全面發力跑贏大市,尤其是太保(02601.HK)承昨天重越10天及20天線勢,今天進一步重越100天線(23.98元),午後升幅擴至7.9%報25.25元;其A股漲6.9%報29.01元人民幣。 中國平安(02318.HK)三連升,報58元,續升3%;其A股漲6.9%曾高見52.08元人民幣。國壽(02628.HK)升4.6%報13.54元;其A股漲4.9%曾高見31.49元人民幣。新華保險(01336.HK)升3.9%報24.2元,股價正朝着百天線(24.54元)進發;其A股漲4.6%報42.01元人民幣。 中國太平(00966.HK)升3.2%報12.44元,股價重越百天線(12.38元)。財險(02328.HK)及人保(01339.HK)升1.8%-2%,分別報7.55元及2.5元。 花旗上月下旬指,恆大事件對保險商的內涵值的影響有限,市場對恆大危機的影響過度擔憂,中港險企面臨來自房地產行業的風險可控,相信保險股現時估值相當於2021年預測內涵值的0.2至0.5倍,其歷史性的低估值已反映投資憂慮,在投資者風險偏好降低及市場加劇波動的情況下,該行認爲友邦(01299.HK)、 財險和太保將是首選防守性股份。
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