A股異動丨中國平安漲超5% 股價創約5個月新高 市值重回萬億!
中國平安(601318.SH)午後漲幅擴大,一度漲5.18%至55.18元,股價創去年12月16日以來約5個月新高,市值重回萬億上方。中國平安H股現亦漲超4%至近2個月高位。個股方面,中國平安公司管理層在股東大會上表示:A股核心資產估值是整體偏低的,無風險利率又在持續走低,壽險公司的權益資產配置進入黃金期。在股東最爲關注的投資者回報上,中國平安分紅、回購雙管齊下,管理層迴應稱,“業績是最大底氣”;業務上,“綜合金融+醫療養老”戰略已顯成效;技術上,AI持續賦能業務轉型升級、經營管理提質增效。花旗近日列出A股首選名單(TopBuys),其中包括中國平安,目標價爲60元。行業方面,金融監管總局5月7日宣佈近期擬再批覆600億元的險資長期投資試點範圍,具備高股息、低波動、政策支持的板塊有望得到青睞。另有分析認爲,公募基金管理新規下,被公募系統性低配的金融,有可能在未來迎來較爲確定的增量資金。(格隆匯)

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