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) -2.000 (-0.358%) 沽空 $8.46亿; 比率 15.248% │15.3%阿里-W(09988.HK) +2.400 (+1.791%) 沽空 $13.41亿; 比率 22.470% │10%中国平安(02318.HK) +1.200 (+1.928%) 沽空 $3.28亿; 比率 31.798% │3.5%宁德时代(300750.SZ) -1.570 (-0.384%) │3.2%建行(00939.HK) +0.040 (+0.497%) 沽空 $2.69亿; 比率 50.151% │2.8%友邦(01299.HK) +0.700 (+0.839%) 沽空 $1.06亿; 比率 15.364% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.540 (+1.460%) 沽空 $8.84千万; 比率 9.792% │2.1%招行(03968.HK) +0.050 (+0.100%) 沽空 $8.13千万; 比率 35.879% │1.9%网易(09999.HK) -0.400 (-0.214%) 沽空 $5.77千万; 比率 20.765% │1.7%思源电气(002028.SZ) +4.590 (+2.198%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.120 (+0.157%) │1.2%美团-W(03690.HK) +2.400 (+3.065%) 沽空 $6.19亿; 比率 24.007% │1.2%贵州茅台(600519.SH) +28.910 (+1.980%) │1.1%携程(09961.HK) -0.800 (-0.194%) 沽空 $4.83千万; 比率 20.984% │1.1%国寿(02628.HK) +0.560 (+1.969%) 沽空 $2.01亿; 比率 23.216% │1.0%小米-W(01810.HK) +0.480 (+1.364%) 沽空 $10.25亿; 比率 21.802% │1.0%汇川技术(300124.SZ) -0.200 (-0.279%) │1.0%比亚迪(01211.HK) +0.500 (+0.479%) 沽空 $5.87亿; 比率 20.106% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) -4.650 (-3.049%) │0.8%福耀玻璃(600660.SH) +0.340 (+0.577%) │0.8%中国财险(02328.HK) +0.070 (+0.444%) 沽空 $2.23千万; 比率 8.726% │0.8%药明康德(02359.HK) +2.800 (+2.607%) 沽空 $6.25千万; 比率 32.869% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) 0.000 (0.000%) 沽空 $1.70亿; 比率 19.973% │0.7%工行(01398.HK) +0.030 (+0.463%) 沽空 $9.20千万; 比率 35.102% │0.6%百度-SW(09888.HK) -2.300 (-1.871%) 沽空 $1.38亿; 比率 30.446% │0.6%紫金黄金国际(02259.HK) +4.800 (+2.645%) 沽空 $7.33千万; 比率 12.331% │0.6%安踏(02020.HK) +1.800 (+2.296%) 沽空 $7.34千万; 比率 34.691% │0.6%海尔智家(06690.HK) +0.140 (+0.560%) 沽空 $3.48千万; 比率 28.507% │0.6%创科(00669.HK) -0.100 (-0.090%) 沽空 $6.20千万; 比率 36.499% │0.6%翰森制药(03692.HK) +0.740 (+2.284%) 沽空 $2.84千万; 比率 16.583% │0.6%华润置地(01109.HK) +0.760 (+2.490%) 沽空 $7.62千万; 比率 28.743% │0.5%申洲(02313.HK) -0.200 (-0.359%) 沽空 $4.54千万; 比率 23.936% │0.5%中石油(00857.HK) -0.120 (-1.130%) 沽空 $1.53亿; 比率 20.289% │0.5%中微公司(688012.SH) -4.250 (-1.325%) │0.5%海螺水泥(00914.HK) +0.180 (+0.790%) 沽空 $1.22千万; 比率 13.669% │0.5%潍柴(02338.HK) +0.300 (+1.081%) 沽空 $2.54千万; 比率 13.769% │0.5%北方华创(002371.SZ) -0.080 (-0.018%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.010 (-0.048%) │0.5%洛阳钼业(03993.HK) +0.320 (+1.739%) 沽空 $6.49千万; 比率 13.716% │0.5%华润啤酒(00291.HK) +0.480 (+1.881%) 沽空 $1.35千万; 比率 18.546% │0.5%恒瑞医药(600276.SH) +1.010 (+1.817%) │0.4%太保(02601.HK) +0.840 (+2.468%) 沽空 $1.14亿; 比率 37.829% │0.4%国电南瑞(600406.SH) -0.380 (-1.324%) │0.4%京东-SW(09618.HK) +0.600 (+0.538%) 沽空 $4.18千万; 比率 11.898% │0.4%五矿资源(01208.HK) +0.110 (+1.325%) 沽空 $2.10千万; 比率 13.082% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-17 12:25。) (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。)