港A異動丨中國平安AH股齊升超2% 年內反彈超50% 獲多家機構看好
中國平安A股現升2.71%報59.05元,暫成交50億元,最新市值1.08萬億元,年內累升超55%;中國平安H股現升2.88%報50.05港元,年內累升超53%。資金面上,南下資金昨日淨買入港股214.87億港元,其中淨買入中國平安7.89億港元。此外,興證全球基金知名基金經理謝治宇旗下的興全合宜、興全合潤披露了2024年三季報。整體來看,兩隻基金三季度均大舉加倉中國平安(A股),中國平安進入到兩隻基金的前十大重倉股序列。里昂近日發研報指,中資保險公司普遍已公佈第三季業績,核心保險業務方面,中國平安等公司的表現似乎較同業優勝。該行較偏好中國平安等三家險企,均給予“跑贏大市”評級。招銀國際亦指,中國平安在2024年第三季度錄得強勁的業績,集團淨利潤以及壽險和健康保險新業務價值均實現翻倍增長。進入2024年第四季度,隨着業務愈加明朗,該行預計中國平安在2024財年新業價值將增長超過20%,並有可能在2025年第一季度保持這一增長勢頭。隨着投資收益的回升和2023年第四季度低基數,該行相信中國平安2024年下半年的業績有望超出預期。(格隆匯)
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