高盛：保诚(02378)与友邦保险(01299)估值吸引股价回调提供买入机会

智通财经02-16

智通财经APP获悉，高盛发布研报称，以当前估值，看到具吸引力的风险回报，重申友邦保险(01299)及保诚(02378)的“买入”评级，前者目标价96港元，后者目标价150港元。保诚及友邦保险股价于上周五(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)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...

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高盛：保诚(02378)与友邦保险(01299)估值吸引 股价回调提供买入机会

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高盛：保诚(02378)与友邦保险(01299)估值吸引股价回调提供买入机会