摩根大通也進場了!豪擲15億抄底這幾隻港股
自10月31日恆生指數創下歷史新低14597.31點後,今年來連續下跌的港股市場迎來反彈行情,11月18日恆生指數報收17992.5點,11月以來恆生指數漲幅已超23%。(中國基金報見習記者 周倬睿)
其中,港股市場上長期受到壓制的優質標的也再度受到關注。以摩根大通爲代表的巨頭開始在港股市場上瘋狂掃貨,加倉了嗶哩嗶哩、中國平安、理想汽車、中國財險、紫金礦業、招商銀行等個股。據記者不完全統計,僅11月11日-11月14之間,摩根大通在港股市場上加倉標的所涉及資金就高達約15億港元。
具體來看,嗶哩嗶哩獲摩根大通以每股均價92.64港元增持多倉100.67萬股,涉及資金約9326.7港元。增持後,摩根大通最新持倉數目爲3565.44萬股,持倉比例由10.95%上升至11.27%。從股價表現上看,Wind數據顯示,嗶哩嗶哩港股股價已從10月28日的66.1港元上漲至11月18日的119.2港元,漲幅超80%。
值得一提的是,最新的恆生指數公司季檢結果顯示,嗶哩嗶哩被剔除恆生中國企業指數;而中金此前根據市值和行業代表性等因素將嗶哩嗶哩列爲最有望“染藍”的八隻個股之一,儘管嗶哩嗶哩再度被中金提名爲“染藍”熱門股,但週五公佈的最新恆指季檢結果顯示並未實現。
11月11日,中國平安則被摩根大通一舉加倉超2200萬股,涉及資金約爲8.62億港元。增持後,摩根大通最新持倉數目爲6.79億股,持倉比例由8.81%上升至9.11%。從股價表現上看,中國平安股價已從10月31日的31.3港元上漲至11月18日的42.45港元,漲幅超35%。
同日,摩根大通以每股70.34港元的均價增持近464萬股理想汽車,涉及資金約3.26億港元。增持後,摩根大通最新持倉數目爲8946萬股,持倉比例由4.9%上升至5.17%。理想汽車股價已從10月31日的52.05港元上漲至11月18日的70.40港元,漲幅超31%。
值得一提的是,最新的恆生指數公司季檢結果顯示,理想汽車被納入恆生中國企業指數。
此外,中國財險也於11月11日獲摩根大通以每股均價7.61港元增持1511.41萬股,涉及資金約1.15億港元。增持後,摩根大通最新持多倉數目爲4.16億股,持多倉比例由5.81%上升至6.03%。
11月14日,紫金礦業獲摩根大通以每股均價10.13港元增持894.6萬股,涉及資金約9066.01萬港元。增持後,摩根大通最新持多倉數目爲2.89億股,持多倉比例由4.89%上升至5.04%。從股價表現上看,資金狂野股價已從10月31日的7.50港元上漲至11月18日的9.81港元,漲幅超30%。
標的依次爲:$嗶哩嗶哩-W(09626.HK)$、$中國平安(02318.HK)$、$理想汽車-W(02015.HK)$、$中國財險(02328.HK)$、$紫金礦業(02899.HK)$。
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