花旗：友邦保险和保诚当前股价走势受情绪和风险未纳驱动多于实际风险

新浪港股2023-03-21

花旗发布研究报告称，在SVB破产，以及在瑞银收购瑞信（CS.US）的交易中，瑞信约1357亿港元额外一级资本（AT1）债券全数减值，令投资者担忧友邦保险（01299）和保诚（02378）的投资组合受影响，股价继而下跌。　　该行认为，目前友邦和保诚的股价走势更多的是由情绪和风险未纳驱动，除非出现传染性风险恶化导致银行承受更大压力和金融系统动荡加剧的情况，否则目前股价已经超过它们实际所面临的风险。另...

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