摩根士丹利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) +1.000 (+0.183%) 沽空 $17.75亿; 比率 20.286% │17.9%阿里巴巴-W(09988.HK) +0.900 (+0.684%) 沽空 $15.24亿; 比率 26.214% │10%宁德时代(300750.SZ) +1.500 (+0.379%) │3.2%中国平安(02318.HK) -0.600 (-0.955%) 沽空 $4.04亿; 比率 32.805% │3.1%建行(00939.HK) -0.010 (-0.126%) 沽空 $5.45亿; 比率 39.562% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -2.550 (-3.023%) 沽空 $6.87亿; 比率 38.691% │2.5%网易(09999.HK) +0.916 (+0.505%) 沽空 $2.81亿; 比率 30.896% │2.1%招行(03968.HK) -0.300 (-0.605%) 沽空 $1.30亿; 比率 43.866% │2.1%美团-W(03690.HK) -0.750 (-0.978%) 沽空 $5.03亿; 比率 42.294% │1.8%小米(01810.HK) +0.020 (+0.060%) 沽空 $9.62亿; 比率 37.926% │1.6%紫金(02899.HK) -1.460 (-3.676%) 沽空 $2.74亿; 比率 18.859% │1.5%携程(09961.HK) -5.600 (-1.375%) 沽空 $1.20亿; 比率 30.508% │1.4%美的集团(000333.SZ) -0.540 (-0.698%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +21.640 (+1.555%) │1.1%汇川技术(300124.SZ) +1.630 (+2.291%) │1.0%比亚迪(01211.HK) -1.450 (-1.477%) 沽空 $6.20亿; 比率 42.101% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -1.710 (-0.802%) │0.9%国寿(02628.HK) -0.340 (-1.196%) 沽空 $1.75亿; 比率 26.714% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.390 (-0.651%) │0.9%中国财险(02328.HK) +0.360 (+2.341%) 沽空 $9.59千万; 比率 21.220% │0.9%港交所(00388.HK) -5.000 (-1.230%) 沽空 $2.76亿; 比率 21.181% │0.6%工行(01398.HK) +0.020 (+0.317%) 沽空 $3.49亿; 比率 34.728% │0.6%翰森制药(03692.HK) -0.920 (-2.745%) 沽空 $1.00亿; 比率 35.244% │0.6%药明康德(02359.HK) -1.800 (-1.670%) 沽空 $7.64千万; 比率 25.816% │0.6%海尔智家(06690.HK) -0.120 (-0.477%) 沽空 $6.52千万; 比率 48.323% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.800 (+1.495%) 沽空 $3.68亿; 比率 50.594% │0.5%澜起科技(688008.SH) -1.350 (-0.913%) │0.5%申洲(02313.HK) -1.250 (-2.240%) 沽空 $6.86千万; 比率 24.602% │0.5%华润置地(01109.HK) -0.220 (-0.726%) 沽空 $1.19亿; 比率 40.171% │0.5%恒瑞医药(600276.SH) -0.190 (-0.344%) │0.5%京东(09618.HK) +0.100 (+0.091%) 沽空 $2.94亿; 比率 33.923% │0.5%安踏(02020.HK) -1.850 (-2.326%) 沽空 $2.03亿; 比率 47.916% │0.5%华润啤酒(00291.HK) -0.340 (-1.318%) 沽空 $4.69千万; 比率 20.166% │0.5%创科(00669.HK) -2.600 (-2.255%) 沽空 $2.60亿; 比率 53.292% │0.4%中石油(00857.HK) +0.050 (+0.471%) 沽空 $5.80亿; 比率 35.805% │0.4%海螺水泥(00914.HK) -0.120 (-0.525%) 沽空 $3.90千万; 比率 22.594% │0.4%太保(02601.HK) -0.560 (-1.645%) 沽空 $4.89千万; 比率 29.122% │0.4%快手(01024.HK) -1.050 (-1.744%) 沽空 $3.52亿; 比率 29.484% │0.4%洛阳钼业(03993.HK) -0.970 (-4.899%) 沽空 $2.64亿; 比率 20.924% │0.4%北方华创(002371.SZ) -0.110 (-0.024%) │0.4%紫金黄金国际(02259.HK) -15.500 (-7.613%) 沽空 $2.08亿; 比率 24.573% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -2.400 (-0.761%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.160 (-0.911%) 沽空 $3.26亿; 比率 36.875% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-13 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。)