《大行》摩通：中资保险股落后大市偏好中国平安

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摩根大通发表报告指出，农历新年长假期结束后，中国H股保险公司的表现落后于大市。市场似乎关注：(1)短期盈利风险，因主要保险公司尚未公布正面盈利预告；(2)缺乏数据点，因未有披露每月保费收入；及(3)农历新年假期后的宏观走势。该行预期，随著业绩公布期临近，板块将重拾动力。五大关键催化剂包括：(1)加强股东总回报的讨论；(2)管理层对2026财年寿险销售前景的乐观指引；(3)2025年第四季偿付能力...

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《大行》摩通：中资保险股落后大市 偏好中国平安

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《大行》摩通：中资保险股落后大市偏好中国平安