跳出惯性思维看平安估值新叙事：“产品+服务”打造新价值增长极

蓝鲸财经02-27

2025年以来，保险板块在A股市场走出一轮明显的修复行情，表现颇为亮眼。业内多认为，保险板块走强，受益于政策预期驱动、基本面改善与市场风格切换的“合力”，核心逻辑在于行业站在“戴维斯双击”（公司盈利增长和估值提升共同推动股价乘数上涨）的潜在起点上。估值，是审视上市公司投资价值的核心所在。然而笔者注意到，谈及估值，不少投资者当前仍在以综合金融的视角看待中国平安的价值，关注低利率环境给公司盈利增速和...

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