港股異動丨保險股走強,中國平安升超4%,獲瑞銀看高至60港元
港股市場保險股走強,其中,中國平安一度升4.45%,報49.3港元,股價創2024年12月10日以來新高。行業消息面上,國家金融監督管理總局近日披露2024年四季度保險業資金運用情況顯示,截至2024年末,保險公司資金運用餘額達33.26萬億元,同比增長15.08%;2024年,保險公司年化財務投資收益率為3.43%,同比增加約1.2個百分點;年化綜合投資收益率為7.21%,同比增加約4個百分點,同比均出現提升。個股消息面上,中國平安將於3月20日公佈財報。瑞銀近日發表報吿,預計中國平安去年税後經營溢利同比增長8.5%,意味着去年第四季同比增長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,大致與集團税後經營溢利增長一致。瑞銀還稱,隨着近期中國科技股的上升,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,旨在增強客户洞察力、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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