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港股異動 | 保險股續漲 中國平安(2318.HK)漲超4%
格隆匯10月7日丨保險股延續昨日漲勢,中國平安(2318.HK)漲超4%領漲,市值重回萬億港元;中國太保、新華保險漲約2%,中國人壽、中國人保、中國財險等漲超1%。據聯交所最新權益披露資料顯示,中國平安於9月29日獲JPMorgan Chase & Co.涉資約34.35億港元增持好倉6290.2萬股。增持後,其持好倉比例由10.79%上升至11.64%。里昂曾發報吿指,平保目前的預測市盈率和市賬率均處於H股上市後歷史低位,高級管理層也一直在增持股份,顯示他們對公司長遠前景的信心。該行認為市場反應過度,所下跌的市值額多過其對國內房地產的風險敞口,維持平安“買入”評級及目標價83港元。此外,里昂曾於另一份報吿中表示,內地保險股今年上半年業績大致符預期,新業務價值按年下跌9%至25%、代理人數下滑,投資者目前關注保險代理改革進程,相信未來將會成催化劑,並可帶動內險股重估,但料短期相關可見性較低。

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