摩根士丹利近日發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) -4.400 (-0.919%) 沽空 $5.34億; 比率 8.546% │15.3%阿里-W(09988.HK) -3.300 (-2.535%) 沽空 $4.88億; 比率 11.279% │10%中國平安(02318.HK) -0.750 (-1.232%) 沽空 $8.25千萬; 比率 16.508% │3.5%寧德時代(300750.SZ) -2.420 (-0.556%) │3.2%建行(00939.HK) -0.070 (-0.787%) 沽空 $2.14億; 比率 30.765% │2.8%友邦(01299.HK) +0.050 (+0.060%) 沽空 $2.35億; 比率 25.601% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.660 (-1.822%) 沽空 $1.58億; 比率 23.718% │2.1%招行(03968.HK) -0.630 (-1.251%) 沽空 $1.12億; 比率 31.697% │1.9%網易(09999.HK) -0.100 (-0.058%) 沽空 $8.91千萬; 比率 24.341% │1.7%思源電氣(002028.SZ) -11.660 (-5.620%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.930 (+1.170%) │1.2%美團-W(03690.HK) -1.300 (-1.588%) 沽空 $2.80億; 比率 22.943% │1.2%貴州茅台(600519.SH) -1.090 (-0.078%) │1.1%攜程(09961.HK) +2.600 (+0.635%) 沽空 $5.01千萬; 比率 14.070% │1.1%國壽(02628.HK) -0.940 (-3.515%) 沽空 $3.10億; 比率 27.633% │1.0%小米-W(01810.HK) -0.980 (-3.151%) 沽空 $10.62億; 比率 40.148% │1.0%匯川技術(300124.SZ) -4.720 (-7.180%) │1.0%比亞迪(01211.HK) -1.700 (-1.604%) 沽空 $4.37億; 比率 39.785% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -1.230 (-0.691%) │0.8%福耀玻璃(600660.SH) -0.120 (-0.202%) │0.8%中國財險(02328.HK) -0.030 (-0.213%) 沽空 $2.18千萬; 比率 20.331% │0.8%藥明康德(02359.HK) +17.300 (+13.730%) 沽空 $3.59億; 比率 16.228% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -3.400 (-0.825%) 沽空 $1.05億; 比率 13.224% │0.7%工行(01398.HK) -0.120 (-1.662%) 沽空 $2.62億; 比率 23.180% │0.6%百度-SW(09888.HK) -1.400 (-1.114%) 沽空 $1.52億; 比率 32.473% │0.6%紫金黃金國際(02259.HK) -5.800 (-3.671%) 沽空 $1.82千萬; 比率 3.548% │0.6%安踏(02020.HK) -1.300 (-1.562%) 沽空 $4.33千萬; 比率 30.392% │0.6%海爾智家(06690.HK) +0.400 (+1.918%) 沽空 $8.62千萬; 比率 22.817% │0.6%創科(00669.HK) -2.400 (-2.137%) 沽空 $3.96千萬; 比率 20.551% │0.6%翰森製藥(03692.HK) -0.720 (-1.865%) 沽空 $2.47千萬; 比率 19.792% │0.6%華潤置地(01109.HK) -0.560 (-1.785%) 沽空 $2.29千萬; 比率 15.120% │0.5%申洲(02313.HK) +0.120 (+0.252%) 沽空 $6.15百萬; 比率 7.851% │0.5%中石油(00857.HK) 0.000 (0.000%) 沽空 $2.44億; 比率 34.340% │0.5%中微公司(688012.SH) +15.960 (+4.534%) │0.5%海螺水泥(00914.HK) -0.440 (-2.183%) 沽空 $1.28千萬; 比率 14.983% │0.5%濰柴(02338.HK) -0.260 (-0.717%) 沽空 $7.84千萬; 比率 36.826% │0.5%北方華創(002371.SZ) +1.910 (+0.370%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.700 (+3.590%) │0.5%洛陽鉬業(03993.HK) -0.610 (-3.342%) 沽空 $1.02億; 比率 25.994% │0.5%華潤啤酒(00291.HK) -0.020 (-0.079%) 沽空 $1.47千萬; 比率 18.124% │0.5%恒瑞醫藥(600276.SH) -0.300 (-0.542%) │0.4%太保(02601.HK) -0.260 (-0.813%) 沽空 $7.56百萬; 比率 5.060% │0.4%國電南瑞(600406.SH) -0.030 (-0.114%) │0.4%京東-SW(09618.HK) -1.400 (-1.197%) 沽空 $1.89億; 比率 41.628% │0.4%五礦資源(01208.HK) -0.240 (-2.721%) 沽空 $1.39千萬; 比率 9.461% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-28 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)