港股热门交易(7.28)|创新药、保险、博彩板块表现亮眼,恒瑞医药午盘飙升 15%

海豚投研
28 Jul

7 月 28 日港股延续升势,创新药、博彩、保险板块表现亮眼。创新药受恒瑞医药斩获 120 亿美元大单提振;保险股延续涨势,行业反内卷及利率下调利好盈利前景;博彩股受益澳门 7 月赌收超预期及泰国撤回赌场法案。热门交易行业动态及相关港股保险股:保险板块领涨市场,7 月 25 日保险行业协会将预定利率下调至 1.99%,高盛认为新单业务将边际改善并上调保险板块至超配;友邦保险获摩根士丹利上调目标价至...

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