股神巴菲特新宠安达保险，但这只保险股更值得关注

金融界05-26

沃伦巴菲特出手，必有他独到的眼光。伯克希尔哈撒韦持续买入安达保险的消息使其股价上周上涨约8%，这无疑再次印证了巴菲特的投资魔力。然而，对于想要复制巴菲特投资组合的投资者而言，除了直接买入安达保险的股票，不妨将目光投向同一行业中的美国国际集团(AIG)。美国国际集团VS安达保险：价值洼地VS市场宠儿作为财产和意外伤害保险行业的两大巨头，美国国际集团和安达保险近年来都受益于良好的市场趋势。但从估值...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024052620453595634806&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>沃伦巴菲特出手，必有他独到的眼光。伯克希尔哈撒韦持续买入安达保险的消息使其股价上周上涨约8%，这无疑再次印证了巴菲特的投资魔力。然而，对于想要复制巴菲特投资组合的投资者而言，除了直接买入安达保险的股票，不妨将目光投向同一行业中的美国国际集团(AIG)。美国国际集团VS安达保险：价值洼地VS市场宠儿作为财产和意外伤害保险行业的两大巨头，美国国际集团和安达保险近年来都受益于良好的市场趋势。但从估值...</p>\n\n<a 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attention","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"CB":1,"AIG":0.9},"content_text":"沃伦巴菲特出手，必有他独到的眼光。伯克希尔哈撒韦持续买入安达保险的消息使其股价上周上涨约8%，这无疑再次印证了巴菲特的投资魔力。然而，对于想要复制巴菲特投资组合的投资者而言，除了直接买入安达保险的股票，不妨将目光投向同一行业中的美国国际集团(AIG)。美国国际集团VS安达保险：价值洼地VS市场宠儿作为财产和意外伤害保险行业的两大巨头，美国国际集团和安达保险近年来都受益于良好的市场趋势。但从估值角度看，美国国际集团更具吸引力。按照2025年预期营业利润计算，美国国际集团的市盈率仅为7.3倍，而安达保险则高达11.7倍。此外，从账面价值来看，美国国际集团的股价仅为账面价值的1.2倍，而安达保险则为1.8倍，高于标普500指数成份股中银行和保险公司1.6倍的平均水平。可以说，相较于备受追捧的安达保险，美国国际集团无疑是一只被市场低估的价值洼地。新CEO上任，美国国际集团蓄势待发便宜只是一方面，更重要的是公司要有良好的成长性。自2021年彼得扎菲诺接任美国国际集团CEO以来，公司变得更加精简和专注。他先后剥离了再保险和部分人寿保险业务，同时优先考虑向股东回报现金。过去三年，美国国际集团通过回购和派息将80%的自由现金流回报给了投资者，远高于安达保险40%的比例，公司的流通股数量也因此下降了约20%。在新CEO的带领下，美国国际集团正蓄势待发，未来有望创造更大的股东价值。总的来说，虽然巴菲特青睐安达保险，但美国国际集团无论从估值还是成长性角度看都更值得关注。对于追随股神脚步的投资者而言，不妨将美国国际集团纳入自己的投资候选名单中。毕竟在投资的道路上，独立思考和自主判断同样不可或缺。。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 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