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) -9.500 (-1.527%) 沽空 $7.89亿; 比率 5.535% │17.9%阿里巴巴-W(09988.HK) -4.700 (-2.712%) 沽空 $10.62亿; 比率 9.101% │10%宁德时代(300750.SZ) +10.010 (+2.928%) │3.2%中国平安(02318.HK) -0.800 (-1.091%) 沽空 $18.80亿; 比率 30.438% │3.1%建行(00939.HK) -0.130 (-1.593%) 沽空 $3.57亿; 比率 9.697% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.200 (-0.220%) 沽空 $8.67亿; 比率 27.652% │2.5%网易(09999.HK) +0.400 (+0.194%) 沽空 $1.30亿; 比率 7.111% │2.1%招行(03968.HK) +0.320 (+0.669%) 沽空 $3.94亿; 比率 27.805% │2.1%美团-W(03690.HK) -0.750 (-0.761%) 沽空 $3.69亿; 比率 13.566% │1.8%小米(01810.HK) -1.000 (-2.731%) 沽空 $10.86亿; 比率 16.245% │1.6%紫金(02899.HK) -3.980 (-8.626%) 沽空 $9.29亿; 比率 14.975% │1.5%携程(09961.HK) +1.400 (+0.290%) 沽空 $1.85亿; 比率 9.192% │1.4%美的集团(000333.SZ) +0.740 (+0.950%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -31.360 (-2.181%) │1.1%汇川技术(300124.SZ) -1.080 (-1.423%) │1.0%比亚迪(01211.HK) -3.750 (-3.684%) 沽空 $10.02亿; 比率 27.935% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -0.910 (-0.490%) │0.9%国寿(02628.HK) -1.000 (-2.815%) 沽空 $3.55亿; 比率 14.571% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.040 (-0.064%) │0.9%中国财险(02328.HK) -0.160 (-0.976%) 沽空 $5.76千万; 比率 7.874% │0.9%港交所(00388.HK) -13.200 (-2.972%) 沽空 $3.74亿; 比率 11.683% │0.6%工行(01398.HK) -0.090 (-1.355%) 沽空 $2.60亿; 比率 11.697% │0.6%翰森制药(03692.HK) +0.160 (+0.416%) 沽空 $2.69千万; 比率 11.186% │0.6%药明康德(02359.HK) -4.500 (-3.893%) 沽空 $2.89亿; 比率 25.548% │0.6%海尔智家(06690.HK) -0.300 (-1.145%) 沽空 $6.37千万; 比率 17.975% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.700 (-1.736%) 沽空 $5.72亿; 比率 31.190% │0.5%澜起科技(688008.SH) +4.320 (+2.664%) │0.5%申洲(02313.HK) -1.400 (-2.194%) 沽空 $1.44亿; 比率 33.258% │0.5%华润置地(01109.HK) -0.100 (-0.321%) 沽空 $2.22亿; 比率 10.513% │0.5%恒瑞医药(600276.SH) +0.170 (+0.293%) │0.5%京东(09618.HK) -1.600 (-1.396%) 沽空 $2.13亿; 比率 12.514% │0.5%安踏(02020.HK) -2.150 (-2.664%) 沽空 $1.61亿; 比率 9.782% │0.5%华润啤酒(00291.HK) -0.400 (-1.495%) 沽空 $5.32千万; 比率 6.560% │0.5%创科(00669.HK) 0.000 (0.000%) 沽空 $3.24亿; 比率 41.526% │0.4%中石油(00857.HK) -0.120 (-1.278%) 沽空 $4.66亿; 比率 23.039% │0.4%海螺水泥(00914.HK) -0.680 (-2.671%) 沽空 $2.98千万; 比率 19.235% │0.4%太保(02601.HK) -0.780 (-1.966%) 沽空 $2.65亿; 比率 26.137% │0.4%快手(01024.HK) -2.450 (-2.954%) 沽空 $5.91亿; 比率 16.754% │0.4%洛阳钼业(03993.HK) -1.600 (-6.590%) 沽空 $3.43亿; 比率 16.064% │0.4%北方华创(002371.SZ) -0.490 (-0.103%) │0.4%紫金黄金国际(02259.HK) -24.600 (-10.049%) 沽空 $5.16亿; 比率 16.153% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +1.970 (+0.567%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.570 (-3.393%) 沽空 $1.11亿; 比率 18.227% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-29 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。)