摩根士丹利近日发表中国市场策略报告，列出新兴市场和中国「长仓」基金经理持有的前50大港股及中资股名单(Top 50 China/HK holdings among long-only EM and China active managers)：股份│国际及美国基金的组合所持权重腾讯(00700.HK) +14.400 (+3.110%) 沽空 $12.74亿; 比率 6.532% │15.3%阿里-W(09988.HK) +6.700 (+4.993%) 沽空 $21.59亿; 比率 13.283% │10%中国平安(02318.HK) +1.800 (+2.804%) 沽空 $12.08亿; 比率 33.248% │3.5%宁德时代(300750.SZ) -8.360 (-1.817%) │3.2%建行(00939.HK) -0.050 (-0.560%) 沽空 $4.05亿; 比率 17.471% │2.8%相关内容《大行》摩通予交行(03328.HK)目标价8.2元 首季手续费收入逊色及资产质素转弱友邦(01299.HK) +1.700 (+1.944%) 沽空 $4.20亿; 比率 18.046% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.860 (+2.306%) 沽空 $6.85亿; 比率 21.198% │2.1%招行(03968.HK) +0.780 (+1.658%) 沽空 $2.75亿; 比率 25.708% │1.9%网易(09999.HK) +4.100 (+2.259%) 沽空 $1.83亿; 比率 14.497% │1.7%思源电气(002028.SZ) +0.680 (+0.330%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) -0.630 (-0.783%) │1.2%美团-W(03690.HK) +1.750 (+2.121%) 沽空 $5.78亿; 比率 16.400% │1.2%贵州茅台(600519.SH) -3.950 (-0.287%) │1.1%携程(09961.HK) +12.600 (+3.090%) 沽空 $1.59亿; 比率 20.045% │1.1%国寿(02628.HK) +1.280 (+4.281%) 沽空 $6.77亿; 比率 29.970% │1.0%小米-W(01810.HK) +0.300 (+0.973%) 沽空 $13.65亿; 比率 30.751% │1.0%汇川技术(300124.SZ) +4.480 (+6.304%) │1.0%比亚迪(01211.HK) +1.800 (+1.820%) 沽空 $9.23亿; 比率 38.443% │0.9%相关内容《大行》高盛列出亚太区「确信买入」精选版股票名单(表)满帮(YMM.US) │0.9%澜起科技(688008.SH) +10.930 (+5.493%) │0.8%福耀玻璃(600660.SH) +0.110 (+0.185%) │0.8%中国财险(02328.HK) +0.830 (+5.912%) 沽空 $1.79亿; 比率 16.006% │0.8%药明康德(02359.HK) +2.800 (+2.044%) 沽空 $2.41亿; 比率 24.012% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +5.800 (+1.377%) 沽空 $3.11亿; 比率 12.786% │0.7%工行(01398.HK) +0.040 (+0.576%) 沽空 $5.61亿; 比率 34.568% │0.6%百度-SW(09888.HK) +5.700 (+4.331%) 沽空 $9.38亿; 比率 30.174% │0.6%紫金黄金国际(02259.HK) +6.500 (+4.027%) 沽空 $2.95亿; 比率 15.578% │0.6%安踏(02020.HK) +0.200 (+0.254%) 沽空 $1.01亿; 比率 14.124% │0.6%海尔智家(06690.HK) +0.120 (+0.554%) 沽空 $1.11亿; 比率 27.951% │0.6%创科(00669.HK) +11.800 (+10.306%) 沽空 $7.29亿; 比率 44.873% │0.6%翰森制药(03692.HK) +0.460 (+1.236%) 沽空 $5.90千万; 比率 17.055% │0.6%华润置地(01109.HK) +0.160 (+0.453%) 沽空 $2.57亿; 比率 22.741% │0.5%相关内容《大行》美银证券：友邦(01299.HK)首季新业务价值胜预期 评级「买入」申洲(02313.HK) +0.360 (+0.783%) 沽空 $2.07千万; 比率 4.405% │0.5%中石油(00857.HK) -0.990 (-8.476%) 沽空 $10.08亿; 比率 29.877% │0.5%中微公司(688012.SH) +1.300 (+0.339%) │0.5%海螺水泥(00914.HK) +0.100 (+0.498%) 沽空 $4.26千万; 比率 14.988% │0.5%潍柴(02338.HK) -0.960 (-2.150%) 沽空 $2.69亿; 比率 21.469% │0.5%北方华创(002371.SZ) +6.790 (+1.245%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.070 (+0.335%) │0.5%洛阳钼业(03993.HK) +0.500 (+2.608%) 沽空 $1.93亿; 比率 23.880% │0.5%华润啤酒(00291.HK) +0.100 (+0.384%) 沽空 $1.54千万; 比率 9.713% │0.5%恒瑞医药(600276.SH) +0.050 (+0.093%) │0.4%太保(02601.HK) +1.160 (+3.374%) 沽空 $2.24亿; 比率 34.303% │0.4%国电南瑞(600406.SH) +0.220 (+0.839%) │0.4%京东-SW(09618.HK) +2.600 (+2.234%) 沽空 $3.82亿; 比率 28.588% │0.4%五矿资源(01208.HK) +0.640 (+7.323%) 沽空 $1.14亿; 比率 15.944% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-05-07 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)相关内容《大行》腾讯(00700.HK)投资评级及目标价(表)