《大行》大摩：友邦(01299.HK)及内地寿险股可能是博反弹良好选择

阿斯达克财经04-25

摩根士丹利发长研究报告指，憧憬险资首季业绩向好，市场对内地来港旅客保险业务的担忧正逐步消散，一众保险股估值变得吸引，预期友邦保险(01299.HK) 以及中国平安(02318.HK) 、中国太保(02601.HK) 和中国人寿(02628.HK) 等将可迎来反弹。
大摩指，友邦过去一个月备受争议，除了针对其回购计划外，亦因内地市场气氛疲弱、毛利率持续下跌以及主要财务指标增长令人忧虑等，令其股价自上月以来累跌逾20%。不过大摩预期，友邦拥有稳健基本面及具吸引力的估值，相信今年主要财务指标将逐渐恢复增长，预期或有资金重新回流，长期投资者的兴趣料回升。友邦将于4月29日开市前公布首季业绩，该行预测友邦首季新业务价值增长20%维持强劲。
寿险板块方面，大摩指出去年下半年起寿险股股价受到利率的不利影响，但各公司都采取不同措施应对，预期中国的寿险公司将获得市场关注。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-24 16:25。)

AASTOCKS新闻

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2430744608?lang=zh_CN&edition=full","thumbnail":"http://plib.aastocks.com/aafnnews/image/medialib/20180205150920018_s.jpg","is_english":false,"pubTime":"2024-04-25 11:15","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2430744608","market":"hk","top_or_hot":-1,"title":"《大行》大摩：友邦(01299.HK)及内地寿险股可能是博反弹良好选择","media":"阿斯达克财经","content":"<html><body><div> <span> <p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发长研究报告指，憧憬险资首季业绩向好，市场对内地来港旅客保险业务的担忧正逐步消散，一众保险股估值变得吸引，预期<a href=\"https://laohu8.com/S/01299\">友邦保险</a>(01299.HK)<span> </span>以及<a href=\"https://laohu8.com/S/601318\">中国平安</a>(02318.HK)<span> </span>、<a href=\"https://laohu8.com/S/601601\">中国太保</a>(02601.HK)<span> </span>和<a href=\"https://laohu8.com/S/601628\">中国人寿</a>(02628.HK)<span> </span>等将可迎来反弹。<br/>大摩指，友邦过去一个月备受争议，除了针对其回购计划外，亦因内地市场气氛疲弱、毛利率持续下跌以及主要财务指标增长令人忧虑等，令其股价自上月以来累跌逾20%。不过大摩预期，友邦拥有稳健基本面及具吸引力的估值，相信今年主要财务指标将逐渐恢复增长，预期或有资金重新回流，长期投资者的兴趣料回升。友邦将于4月29日开市前公布首季业绩，该行预测友邦首季新业务价值增长20%维持强劲。<br/>寿险板块方面，大摩指出去年下半年起寿险股股价受到利率的不利影响，但各公司都采取不同措施应对，预期中国的寿险公司将获得市场关注。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-24 16:25。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>","source":"aastocks_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>《大行》大摩：友邦(01299.HK)及内地寿险股可能是博反弹良好选择</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《大行》大摩：友邦(01299.HK)及内地寿险股可能是博反弹良好选择\n</h2>\n\n<h4 class=\"meta\">\n\n<p class=\"head\">\n<strong class=\"h-name small\">阿斯达克财经</strong><span class=\"h-time small\">2024-04-25 11:15</span>\n</p>\n\n</h4>\n\n</header>\n<article>\n<html><body><div> <span> <p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发长研究报告指，憧憬险资首季业绩向好，市场对内地来港旅客保险业务的担忧正逐步消散，一众保险股估值变得吸引，预期<a href=\"https://laohu8.com/S/01299\">友邦保险</a>(01299.HK)<span> </span>以及<a href=\"https://laohu8.com/S/601318\">中国平安</a>(02318.HK)<span> </span>、<a href=\"https://laohu8.com/S/601601\">中国太保</a>(02601.HK)<span> </span>和<a href=\"https://laohu8.com/S/601628\">中国人寿</a>(02628.HK)<span> </span>等将可迎来反弹。<br/>大摩指，友邦过去一个月备受争议，除了针对其回购计划外，亦因内地市场气氛疲弱、毛利率持续下跌以及主要财务指标增长令人忧虑等，令其股价自上月以来累跌逾20%。不过大摩预期，友邦拥有稳健基本面及具吸引力的估值，相信今年主要财务指标将逐渐恢复增长，预期或有资金重新回流，长期投资者的兴趣料回升。友邦将于4月29日开市前公布首季业绩，该行预测友邦首季新业务价值增长20%维持强劲。<br/>寿险板块方面，大摩指出去年下半年起寿险股股价受到利率的不利影响，但各公司都采取不同措施应对，预期中国的寿险公司将获得市场关注。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-24 16:25。)</p><div></div>AASTOCKS新闻 </span> </div></body></html>\n\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1344926&catg=4&source=AAFN\">阿斯达克财经</a> </p>\n\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n</div>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0370786039.SGD","symbol_name":"Fidelity Greater China A-SGD","start_time":0,"source_url":"http://www.aastocks.com/tc/stocks/analysis/china-hot-topic-content.aspx?id=NOW.1344926&catg=4&source=AAFN","article_id":"2430744608","we_media_id":null,"thumbnails":["http://plib.aastocks.com/aafnnews/image/medialib/20180205150920018_s.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2430744608","pubTimestamp":1714014900,"sourceInfo":{"source_id":"aastocks_highlight","name":"阿思達克財經"},"weMediaInfo":null,"summary":"摩根士丹利发长研究报告指，憧憬险资首季业绩向好，市场对内地来港旅客保险业务的担忧正逐步消散，一众保险股估值变得吸引，预期友邦保险以及中国平安、中国太保和中国人寿等将可迎来反弹。友邦将于4月29日开市前公布首季业绩，该行预测友邦首季新业务价值增长20%维持强劲。寿险板块方面，大摩指出去年下半年起寿险股股价受到利率的不利影响，但各公司都采取不同措施应对，预期中国的寿险公司将获得市场关注。","collect":0,"end_time":0,"defaultTopTitle":"aastocks.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81299":"友邦保险-R","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","01299":"友邦保险","BK4588":"碎股","LU0456842615.SGD":"JPMorgan Funds - Emerging Markets Equity A (acc) SGD","LU0251144936.SGD":"Fidelity Sustainable Asia Equity A-SGD","AAGIY":"友邦保险ADR","LU0029875118.USD":"TEMPLETON ASIAN GROWTH \"A\" INC","LU0971096721.USD":"富达环球金融服务 A","LU0043850808.USD":"HSBC GIF ASIA EX JAPAN EQUITY \"AD\" INC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0630378429.USD":"HSBC GIF ASIA PACIFIC EX JAPAN EQ HD \"AM2\" (USD) INC","LU0577902611.USD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"A\" (USD) ACC","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0516422440.USD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"A\" (USD) ACC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK1184":"人寿与健康保险","LU0516422366.SGD":"Fullerton Lux Funds - Asia Focus Equities A Acc SGD","LU0251143458.SGD":"Fidelity Emerging Markets A-SGD","LU0557290698.USD":"施罗德环球可持续增长基金","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0577902298.EUR":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (EUR) ACC","LU0072462343.USD":"贝莱德亚洲巨龙基金","IE00BF5LJ272.USD":"Legg Mason Martin Currie - Global Emerging Markets A Acc USD","LU0205439572.USD":"富达亚太股息基金","LU0140636845.USD":"施罗德大中华区股票A Acc","LU0516422952.EUR":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (EUR) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0577902538.SGD":"Fullerton Lux Funds - Asia Growth and Income Equities A Acc SGD","LU0672654166.SGD":"FTIF - Templeton Asian Growth A (acc) SGD-H1","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0543330483.HKD":"TEMPLETON ASIAN GROWTH \"A\" (HKD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","BK1589":"北水核心资产","BK4585":"ETF&股票定投概念","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU0516423091.SGD":"FULLERTON LUX FUNDS - ASIA FOCUS EQUITIES \"I\" (SGD) ACC","LU0414403682.SGD":"Blackrock Asia Pacific Equity Income A5 SGD-H","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU0348814723.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"A\" (USD) INC  NC","LU0348788117.USD":"ALLIANZ EMERGING ASIA EQUITY \"A\" (USD) INC","LU0738912210.USD":"Blackrock Asia Pacific Equity Income A6 USD"},"translate_title":"\"Daxing\" Morgan Stanley: AIA (01299. HK) and mainland life insurance stocks may be good choices for Bo rebound","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81299":0.6,"01299":1,"AAGIY":0.6},"content_text":"摩根士丹利发长研究报告指，憧憬险资首季业绩向好，市场对内地来港旅客保险业务的担忧正逐步消散，一众保险股估值变得吸引，预期友邦保险(01299.HK) 以及中国平安(02318.HK) 、中国太保(02601.HK) 和中国人寿(02628.HK) 等将可迎来反弹。大摩指，友邦过去一个月备受争议，除了针对其回购计划外，亦因内地市场气氛疲弱、毛利率持续下跌以及主要财务指标增长令人忧虑等，令其股价自上月以来累跌逾20%。不过大摩预期，友邦拥有稳健基本面及具吸引力的估值，相信今年主要财务指标将逐渐恢复增长，预期或有资金重新回流，长期投资者的兴趣料回升。友邦将于4月29日开市前公布首季业绩，该行预测友邦首季新业务价值增长20%维持强劲。寿险板块方面，大摩指出去年下半年起寿险股股价受到利率的不利影响，但各公司都采取不同措施应对，预期中国的寿险公司将获得市场关注。(gc/u)(港股报价延迟最少十五分钟。沽空资料截至 2024-04-24 16:25。)AASTOCKS新闻","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2430744608"}