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大行評級|瑞銀:予中國平安“買入”評級 上季經營溢利增長加速 派息或有驚喜
格隆匯 02-19 14:16

瑞銀髮表報告,預計中國平安去年稅後經營溢利按年增長8.5%,意味去年第四季按年增長40%,加速增長是由於資管(AM)業務的減值壓力減少,以及產險及意外險承保表現改善。另外,該行指平安派息或有正面驚喜,股息將增長4%至每股2.53元,大致與集團稅後經營溢利增長一致。

另外,瑞銀指,隨着近期中國科技股的上漲,收到投資者對平安AI算力的查詢。該行指,平安擁有強勁的數據基礎設施、特定領域人工智能模型的基礎以及專門的人工智能開發團隊。平安已利用AI優化營運。在Deepseek取得突破後,平安已在集團範圍內推出試點計劃,旨在增強客戶洞察力、降低成本和提高營運效率。該行期待在即將舉行的2024年業績簡報會上,集團更多有關其人工智能策略的分享。瑞銀予平安H股“買入”評級,目標價60港元。

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