摩根士丹利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) -8.500 (-1.654%) 沽空 $27.81億; 比率 14.632% │17.9%阿里巴巴-W(09988.HK) +5.700 (+4.627%) 沽空 $41.28億; 比率 21.828% │10%寧德時代(300750.SZ) +0.820 (+0.207%) │3.2%中國平安(02318.HK) +0.950 (+1.597%) 沽空 $6.62億; 比率 27.675% │3.1%建行(00939.HK) +0.110 (+1.380%) 沽空 $5.33億; 比率 22.826% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.700 (+1.998%) 沽空 $5.51億; 比率 18.994% │2.5%網易(09999.HK) -0.800 (-0.452%) 沽空 $1.92億; 比率 27.272% │2.1%招行(03968.HK) +0.580 (+1.198%) 沽空 $1.91億; 比率 38.193% │2.1%美團-W(03690.HK) +11.000 (+13.924%) 沽空 $65.20億; 比率 29.682% │1.8%相關內容《大行》大華繼顯：友邦(01299.HK)去年新業務價值略遜預期 股東回報略勝預期小米(01810.HK) -0.160 (-0.490%) 沽空 $40.21億; 比率 39.881% │1.6%紫金(02899.HK) +0.760 (+2.180%) 沽空 $6.13億; 比率 18.305% │1.5%攜程(09961.HK) +3.000 (+0.755%) 沽空 $1.38億; 比率 13.140% │1.4%美的集團(000333.SZ) +0.570 (+0.768%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +2.940 (+0.209%) │1.1%匯川技術(300124.SZ) +1.910 (+2.890%) │1.0%比亞迪(01211.HK) -0.600 (-0.561%) 沽空 $14.55億; 比率 42.633% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +7.860 (+3.834%) │0.9%國壽(02628.HK) +0.460 (+1.710%) 沽空 $3.95億; 比率 26.088% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.850 (+1.526%) │0.9%中國財險(02328.HK) +0.200 (+1.323%) 沽空 $6.01千萬; 比率 16.607% │0.9%港交所(00388.HK) +6.400 (+1.634%) 沽空 $2.28億; 比率 12.784% │0.6%工行(01398.HK) +0.060 (+0.922%) 沽空 $3.87億; 比率 29.088% │0.6%翰森製藥(03692.HK) -0.480 (-1.503%) 沽空 $5.91千萬; 比率 31.677% │0.6%藥明康德(02359.HK) -1.400 (-1.232%) 沽空 $1.63億; 比率 29.611% │0.6%海爾智家(06690.HK) -0.240 (-1.004%) 沽空 $1.09億; 比率 20.125% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.600 (-0.533%) 沽空 $3.85億; 比率 40.613% │0.5%瀾起科技(688008.SH) +4.430 (+3.220%) │0.5%申洲(02313.HK) +0.350 (+0.664%) 沽空 $1.33億; 比率 39.089% │0.5%華潤置地(01109.HK) +0.040 (+0.139%) 沽空 $8.21千萬; 比率 17.976% │0.5%恒瑞醫藥(600276.SH) +0.460 (+0.858%) │0.5%京東(09618.HK) +5.200 (+4.851%) 沽空 $6.43億; 比率 31.675% │0.5%安踏(02020.HK) -0.800 (-1.045%) 沽空 $2.57億; 比率 23.135% │0.5%華潤啤酒(00291.HK) -0.620 (-2.385%) 沽空 $1.48億; 比率 27.197% │0.5%創科(00669.HK) +4.800 (+4.545%) 沽空 $3.07億; 比率 43.294% │0.4%中石油(00857.HK) 0.000 (0.000%) 沽空 $3.45億; 比率 18.873% │0.4%相關內容《大行》摩通：蘋果(AAPL.US)降低內地App Store抽成比例對部分互聯網股屬溫和利好海螺水泥(00914.HK) +0.280 (+1.305%) 沽空 $3.44千萬; 比率 26.734% │0.4%太保(02601.HK) +0.440 (+1.368%) 沽空 $7.74千萬; 比率 13.347% │0.4%快手(01024.HK) +0.250 (+0.473%) 沽空 $11.56億; 比率 49.748% │0.4%洛陽鉬業(03993.HK) +0.140 (+0.815%) 沽空 $1.52億; 比率 11.794% │0.4%北方華創(002371.SZ) +20.200 (+4.550%) │0.4%紫金黃金國際(02259.HK) +2.200 (+1.222%) 沽空 $3.95億; 比率 26.901% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +11.130 (+3.704%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.340 (+1.627%) 沽空 $4.92億; 比率 17.693% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-25 16:25。) (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。)