近(jin)期(qi)恒指(zhi)表現(xian)不俗，近(jin)一周(zhou)再度上漲(zhang)2.71%，周(zhou)線已實現(xian)三連(lian)陽，累計(ji)上漲(zhang)8.9%，升(sheng)至近(jin)兩(liang)個月以來的(de)新高。市(shi)(shi)場(chang)分析(xi)人士認為，港股(gu)本輪反(fan)彈主要受外圍(wei)市(shi)(shi)場(chang)走(zou)強影響，全(quan)球股(gu)市(shi)(shi)升(sheng)勢加(jia)劇，港股(gu)投資(zi)氣(qi)氛亦大為改善，加(jia)上港匯(hui)近(jin)期(qi)的(de)持續強勢，金管局(ju)頻頻向市(shi)(shi)場(chang)注資(zi)維穩，市(shi)(shi)場(chang)交易量有所回升(sheng)，港股(gu)后市(shi)(shi)仍(reng)可期(qi)待(dai)。

據港交(jiao)所(suo)披露(lu)的權(quan)益變(bian)動數據顯示，最(zui)(zui)近十個交(jiao)易(yi)日的權(quan)益變(bian)動事項為1067項，較上期增加194項，反(fan)映(ying)市(shi)場交(jiao)投活(huo)躍度繼(ji)續回暖。隨著市(shi)場對經濟刺激政策(ce)出(chu)臺(tai)的預期增強，加上港股恒(heng)指(zhi)近期反(fan)彈持續走強，已有(you)機(ji)構投資(zi)者積(ji)極(ji)布局(ju)。其中，以國際投行摩根大(da)通(tong)(JPMorganChase&Co.)表(biao)現最(zui)(zui)為積(ji)極(ji)，該(gai)機(ji)構近期大(da)范(fan)圍(wei)增持建材、醫(yi)藥、電信、房地產(chan)等(deng)板塊個股。

據港(gang)交所截至(zhi)(zhi)16日披(pi)露的權(quan)益(yi)變動(dong)數(shu)據來(lai)看，摩根大(da)通增(zeng)(zeng)持(chi)(chi)(chi)(chi)了(le)中國(guo)電信(0728)，數(shu)據顯(xian)示，摩根大(da)通在(zai)10月13日增(zeng)(zeng)持(chi)(chi)(chi)(chi)逾1174萬(wan)(wan)股(gu)(gu)中國(guo)電信H股(gu)(gu)，增(zeng)(zeng)持(chi)(chi)(chi)(chi)均(jun)價4.088港(gang)元(yuan)/股(gu)(gu)，增(zeng)(zeng)持(chi)(chi)(chi)(chi)后持(chi)(chi)(chi)(chi)股(gu)(gu)逾16.74億股(gu)(gu)，持(chi)(chi)(chi)(chi)股(gu)(gu)比例(li)升至(zhi)(zhi)12.06%。另外，摩根大(da)通在(zai)10月12日增(zeng)(zeng)持(chi)(chi)(chi)(chi)逾330萬(wan)(wan)股(gu)(gu)上海醫(yi)藥(2607)H股(gu)(gu)，增(zeng)(zeng)持(chi)(chi)(chi)(chi)均(jun)價17.7港(gang)元(yuan)/股(gu)(gu)，增(zeng)(zeng)持(chi)(chi)(chi)(chi)后持(chi)(chi)(chi)(chi)股(gu)(gu)總(zong)數(shu)超8514萬(wan)(wan)股(gu)(gu)，持(chi)(chi)(chi)(chi)股(gu)(gu)占比升至(zhi)(zhi)11.11%。

另外，房地(di)產、建材等(deng)個(ge)股(gu)(gu)(gu)(gu)也獲得摩根大通(tong)的(de)(de)增持(chi)(chi)(chi)，其在10月12日增持(chi)(chi)(chi)236萬(wan)股(gu)(gu)(gu)(gu)安徽(hui)海螺水泥股(gu)(gu)(gu)(gu)份(0914)H股(gu)(gu)(gu)(gu)，增持(chi)(chi)(chi)后持(chi)(chi)(chi)股(gu)(gu)(gu)(gu)逾1.95億(yi)股(gu)(gu)(gu)(gu)，持(chi)(chi)(chi)股(gu)(gu)(gu)(gu)比(bi)例升(sheng)(sheng)至15.02%。同日，該機構以17.549港(gang)元/股(gu)(gu)(gu)(gu)的(de)(de)均價增持(chi)(chi)(chi)逾155萬(wan)股(gu)(gu)(gu)(gu)萬(wan)科企(qi)業(ye)(2202)H股(gu)(gu)(gu)(gu)，增持(chi)(chi)(chi)后持(chi)(chi)(chi)股(gu)(gu)(gu)(gu)總數超2.23億(yi)股(gu)(gu)(gu)(gu)，持(chi)(chi)(chi)股(gu)(gu)(gu)(gu)占比(bi)升(sheng)(sheng)至17.02%。同時，摩根大通(tong)還增持(chi)(chi)(chi)了福(fu)耀(yao)玻璃(3606)H股(gu)(gu)(gu)(gu)，該機構在12日增持(chi)(chi)(chi)41.56萬(wan)股(gu)(gu)(gu)(gu)福(fu)耀(yao)玻璃，增持(chi)(chi)(chi)成(cheng)本16.1港(gang)元/股(gu)(gu)(gu)(gu)，持(chi)(chi)(chi)股(gu)(gu)(gu)(gu)比(bi)例升(sheng)(sheng)至6.07%。

此外，同樣(yang)表(biao)現積極入市(shi)的(de)(de)機(ji)構(gou)(gou)貝(bei)(bei)萊德(BlackRock,Inc.)選擇標(biao)的(de)(de)卻有所區別(bie)，該機(ji)構(gou)(gou)于10月9日增持(chi)(chi)了(le)中(zhong)資券商(shang)、核電(dian)、汽車等板塊個股(gu)(gu)(gu)(gu)(gu)，增持(chi)(chi)涉及(ji)范(fan)圍跨度(du)也較(jiao)大，一定程度(du)上反映了(le)機(ji)構(gou)(gou)投資者對后市(shi)眾多(duo)板塊表(biao)現的(de)(de)分歧(qi)性。數據顯示，該機(ji)構(gou)(gou)于10月12日增持(chi)(chi)逾704萬股(gu)(gu)(gu)(gu)(gu)中(zhong)信(xin)證券(6030)H股(gu)(gu)(gu)(gu)(gu)，增持(chi)(chi)后持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)逾1.83億(yi)股(gu)(gu)(gu)(gu)(gu)，持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)占比升至(zhi)8.06%。10月9日增持(chi)(chi)中(zhong)國銀河(he)(6881)逾2400萬股(gu)(gu)(gu)(gu)(gu)，增持(chi)(chi)后持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)逾1.97億(yi)股(gu)(gu)(gu)(gu)(gu)，持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)比例升至(zhi)5.36%。同日還增持(chi)(chi)了(le)核電(dian)股(gu)(gu)(gu)(gu)(gu)中(zhong)廣核電(dian)力(1816)逾8590萬股(gu)(gu)(gu)(gu)(gu)，增持(chi)(chi)后持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)逾6.22億(yi)股(gu)(gu)(gu)(gu)(gu)，持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)占比5.58%。汽車股(gu)(gu)(gu)(gu)(gu)比亞迪(di)股(gu)(gu)(gu)(gu)(gu)份(1211)也獲得貝(bei)(bei)萊德逾449萬股(gu)(gu)(gu)(gu)(gu)的(de)(de)增持(chi)(chi)，增持(chi)(chi)后持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)逾4821萬股(gu)(gu)(gu)(gu)(gu)，持(chi)(chi)股(gu)(gu)(gu)(gu)(gu)占比升至(zhi)5.27%。