《大行》高盛:保诚(02378.HK)友邦(01299.HK)估值吸引 股价回调提供买入机会

阿斯达克财经
Feb 16

高盛发表研究报告指出,保诚(02378.HK) 及友邦保险(01299.HK) 股价于上周五(13日)分别下跌8%及4%。投资者提及综合因素包括宏利金融(00945.HK) 于2月12日公布的2025年第四季销售疲弱,以及对人工智能颠覆的担忧。该行认为,从宏利业绩直接引伸的关联性有限,因2025年第四季销售疲弱是受高基数效应及监管变化导致经纪渠道中断的共同影响。相比宏利,友邦及保诚来自经纪渠道的...

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