【5 月 19 日,摩根士丹利发布研究报告称,中美互减关税使市场氛围得以改善。】该行指出,鉴于稳定的利率、良好的保险销售态势及持续以质量为重心的转型等要素,保险股颇具吸引力。大摩更看好寿险公司,且较偏好。该行认为市场对中国人保兴趣浓厚,其估值诱人,虽非财险业务交易估值仍为负,但业务质量在逐步提升。此外,因首季表现出色,加上有利的外汇影响,也受到市场关注。
Source Link【5 月 19 日,摩根士丹利发布研究报告称,中美互减关税使市场氛围得以改善。】该行指出,鉴于稳定的利率、良好的保险销售态势及持续以质量为重心的转型等要素,保险股颇具吸引力。大摩更看好寿险公司,且较偏好。该行认为市场对中国人保兴趣浓厚,其估值诱人,虽非财险业务交易估值仍为负,但业务质量在逐步提升。此外,因首季表现出色,加上有利的外汇影响,也受到市场关注。
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