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) +11.000 (+1.987%) 沽空 $47.78亿; 比率 15.179% │17.9%阿里巴巴-W(09988.HK) +1.400 (+1.049%) 沽空 $24.07亿; 比率 20.162% │10%宁德时代(300750.SZ) +22.680 (+6.027%) │3.2%中国平安(02318.HK) +0.300 (+0.473%) 沽空 $4.59亿; 比率 24.213% │3.1%建行(00939.HK) -0.040 (-0.506%) 沽空 $4.80亿; 比率 19.702% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.350 (+1.576%) 沽空 $8.03亿; 比率 22.667% │2.5%网易(09999.HK) -4.200 (-2.234%) 沽空 $2.61亿; 比率 24.888% │2.1%招行(03968.HK) +0.020 (+0.040%) 沽空 $4.35亿; 比率 51.865% │2.1%美团-W(03690.HK) -1.350 (-1.707%) 沽空 $14.05亿; 比率 41.548% │1.8%小米(01810.HK) +0.140 (+0.416%) 沽空 $12.95亿; 比率 26.554% │1.6%紫金(02899.HK) +0.300 (+0.751%) 沽空 $3.23亿; 比率 19.880% │1.5%携程(09961.HK) -6.000 (-1.427%) 沽空 $2.33亿; 比率 23.494% │1.4%美的集团(000333.SZ) +0.810 (+1.057%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -1.280 (-0.091%) │1.1%汇川技术(300124.SZ) +0.410 (+0.577%) │1.0%比亚迪(01211.HK) +1.800 (+1.857%) 沽空 $9.50亿; 比率 32.930% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -9.210 (-4.042%) │0.9%国寿(02628.HK) -0.300 (-1.020%) 沽空 $3.88亿; 比率 24.558% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.520 (+0.881%) │0.9%中国财险(02328.HK) -0.210 (-1.339%) 沽空 $5.19千万; 比率 18.034% │0.9%港交所(00388.HK) +1.920 (+0.468%) 沽空 $2.80亿; 比率 11.604% │0.6%工行(01398.HK) -0.030 (-0.478%) 沽空 $2.66亿; 比率 10.566% │0.6%翰森制药(03692.HK) -0.320 (-0.937%) 沽空 $9.54千万; 比率 27.841% │0.6%药明康德(02359.HK) 0.000 (0.000%) 沽空 $6.40千万; 比率 12.862% │0.6%海尔智家(06690.HK) +0.180 (+0.713%) 沽空 $6.89千万; 比率 39.354% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +2.100 (+1.738%) 沽空 $3.12亿; 比率 35.370% │0.5%澜起科技(688008.SH) -2.900 (-1.896%) │0.5%申洲(02313.HK) -1.800 (-3.117%) 沽空 $5.23千万; 比率 17.869% │0.5%华润置地(01109.HK) +0.120 (+0.392%) 沽空 $1.28亿; 比率 27.740% │0.5%恒瑞医药(600276.SH) -0.610 (-1.079%) │0.5%京东(09618.HK) +0.500 (+0.461%) 沽空 $3.05亿; 比率 24.655% │0.5%安踏(02020.HK) +0.650 (+0.813%) 沽空 $1.66亿; 比率 31.322% │0.5%华润啤酒(00291.HK) +0.200 (+0.760%) 沽空 $1.10千万; 比率 8.545% │0.5%创科(00669.HK) +0.200 (+0.170%) 沽空 $3.75亿; 比率 39.205% │0.4%中石油(00857.HK) +0.160 (+1.559%) 沽空 $5.55亿; 比率 24.596% │0.4%海螺水泥(00914.HK) +0.400 (+1.794%) 沽空 $2.66千万; 比率 11.177% │0.4%太保(02601.HK) +0.280 (+0.816%) 沽空 $2.39亿; 比率 28.718% │0.4%快手(01024.HK) +0.400 (+0.651%) 沽空 $3.95亿; 比率 19.095% │0.4%洛阳钼业(03993.HK) -0.020 (-0.096%) 沽空 $2.41亿; 比率 36.002% │0.4%北方华创(002371.SZ) -2.360 (-0.516%) │0.4%紫金黄金国际(02259.HK) +2.600 (+1.237%) 沽空 $4.99千万; 比率 8.565% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -6.320 (-1.931%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +1.400 (+8.712%) 沽空 $2.33亿; 比率 22.927% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-10 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。)