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保險股發力:中國平安A股漲超6%,H股漲超7%
格隆匯 10-21 12:13
格隆匯10月21日丨港A兩地保險股齊發力,其中中國平安表現最強。截至半日收盤,中國平安A股漲6.05%報54.48元,領漲保險板塊;H股漲7.28%報62.6港元,亦領漲內險股;中國平安最新總市值為9767億人民幣。對於保險股,目前機構普遍認為,保險板塊估值處於歷史底部,市場空間廣闊、具備長期配置價值。另外,有分析師指出,保險股在四季度存在較好的投資機會。保險股容易在名義利率走高的環境下取得超額收益,因為保險公司的投資收益和利率成正相關關係。近日,央行官員關於貨幣中性的表態降低了降準預期,加上不斷上漲的商品價格帶來的強烈通脹預期,這兩個因素將在四季度助推名義利率持續上行,對保險股形成利好。

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