大行評級|摩根大通:國債收益率回升 相信中國人壽將成主要受益者
摩根大通發表研究報吿指,中國的10年期國債收益率最近升至2.2%。該行認為或提供了重新審視行業的窗口,因為債券收益率下降一直被視為該行業的主要負面因素。該行表示,在國債收益進一步回升的情況下,相信中國人壽將成為主要受益者,為行業首推。摩通強調,上半年業績有兩個重點,首先是每股盈利修正。該行預計上半年行業的每股盈測平均負增長7%,而中國人壽和中國人保潛在獲市場上調預測。另外,市場亦會關注行業派發中期股息。
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