《大行》瑞银:内险股反弹但尚未重新评价 若正面因素持续偏好中国平安(02318.HK)

阿斯达克财经
Feb 25, 2025

瑞银发表研究报告指,继过去一段时间跑输恒生后,内险股在过去两个交易日开始反弹,升逾6%,升幅跑赢恒指的3%。该行认为,近期上涨主要是受到板块转动及近期有利的宏观因素所推动,但尚未重新评价。该行预料,年初至今,大多数保险公司新价值业务(VNB)将实现正增长,即使代理渠道面临一定压力,惟银保呈强劲增长。其中中国平安(02318.HK) 或表现优于同业,主要是公司继续扩大与外部银行的合作关系,因此估计...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10