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) +14.000 (+2.893%) 沽空 $7.26亿; 比率 15.135% │15.3%阿里-W(09988.HK) +4.400 (+3.697%) 沽空 $6.57亿; 比率 18.459% │10%中国平安(02318.HK) +1.400 (+2.355%) 沽空 $3.84亿; 比率 29.356% │3.5%宁德时代(300750.SZ) +4.010 (+0.998%) │3.2%建行(00939.HK) -0.010 (-0.119%) 沽空 $2.03亿; 比率 17.257% │2.8%相关内容支付宝推出内地首个「支付集成Skill」支持用自然语言接入支付友邦(01299.HK) +3.000 (+3.536%) 沽空 $3.00亿; 比率 24.569% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +2.320 (+6.752%) 沽空 $4.14亿; 比率 22.661% │2.1%招行(03968.HK) -0.020 (-0.041%) 沽空 $1.08亿; 比率 27.133% │1.9%网易(09999.HK) +6.500 (+3.812%) 沽空 $5.80千万; 比率 15.877% │1.7%思源电气(002028.SZ) +7.000 (+3.465%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.490 (+0.642%) │1.2%美团-W(03690.HK) -0.500 (-0.603%) 沽空 $4.80亿; 比率 25.453% │1.2%贵州茅台(600519.SH) +9.440 (+0.651%) │1.1%携程(09961.HK) +14.600 (+3.834%) 沽空 $2.88千万; 比率 15.404% │1.1%国寿(02628.HK) +0.720 (+2.927%) 沽空 $1.14亿; 比率 17.348% │1.0%小米-W(01810.HK) +0.320 (+1.008%) 沽空 $11.14亿; 比率 41.389% │1.0%汇川技术(300124.SZ) +1.220 (+1.821%) │1.0%比亚迪(01211.HK) -1.400 (-1.323%) 沽空 $9.98亿; 比率 41.545% │0.9%相关内容《大行》中银国际升工商银行(01398.HK)目标价至9.21 元 评级「买入」满帮(YMM.US) │0.9%澜起科技(688008.SH) +4.690 (+3.744%) │0.8%福耀玻璃(600660.SH) +0.970 (+1.702%) │0.8%中国财险(02328.HK) +0.370 (+2.595%) 沽空 $2.73千万; 比率 13.292% │0.8%药明康德(02359.HK) +6.700 (+5.702%) 沽空 $1.71亿; 比率 42.353% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +14.400 (+3.706%) 沽空 $2.81亿; 比率 20.843% │0.7%工行(01398.HK) +0.010 (+0.146%) 沽空 $1.38亿; 比率 14.581% │0.6%百度-SW(09888.HK) +5.000 (+4.730%) 沽空 $1.62亿; 比率 33.604% │0.6%紫金黄金国际(02259.HK) +7.600 (+4.365%) 沽空 $2.03亿; 比率 17.304% │0.6%安踏(02020.HK) +2.600 (+3.435%) 沽空 $1.46亿; 比率 16.050% │0.6%海尔智家(06690.HK) +0.160 (+0.772%) 沽空 $9.04千万; 比率 29.015% │0.6%创科(00669.HK) +6.200 (+6.072%) 沽空 $9.59千万; 比率 22.136% │0.6%翰森制药(03692.HK) +1.960 (+5.524%) 沽空 $1.43亿; 比率 26.424% │0.6%华润置地(01109.HK) +0.800 (+2.793%) 沽空 $9.80千万; 比率 48.746% │0.5%相关内容《大行》大摩将神华(01088.HK)纳入中国内地/香港焦点名单 剔出腾讯(00700.HK)申洲(02313.HK) +0.840 (+1.796%) 沽空 $6.49千万; 比率 25.337% │0.5%中石油(00857.HK) -0.180 (-1.674%) 沽空 $1.26亿; 比率 22.572% │0.5%中微公司(688012.SH) +7.160 (+2.337%) │0.5%海螺水泥(00914.HK) +0.420 (+1.981%) 沽空 $1.26千万; 比率 25.881% │0.5%潍柴(02338.HK) +1.880 (+6.881%) 沽空 $5.68千万; 比率 25.915% │0.5%北方华创(002371.SZ) +3.530 (+0.790%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +1.080 (+5.619%) │0.5%洛阳钼业(03993.HK) +1.480 (+9.193%) 沽空 $1.28亿; 比率 17.263% │0.5%华润啤酒(00291.HK) +0.380 (+1.482%) 沽空 $2.94千万; 比率 34.942% │0.5%恒瑞医药(600276.SH) +2.510 (+4.545%) │0.4%太保(02601.HK) +1.020 (+3.199%) 沽空 $4.02千万; 比率 20.583% │0.4%国电南瑞(600406.SH) +0.430 (+1.654%) │0.4%京东-SW(09618.HK) +0.400 (+0.353%) 沽空 $6.97千万; 比率 22.551% │0.4%五矿资源(01208.HK) +0.660 (+9.141%) 沽空 $2.28千万; 比率 10.250% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-01 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。)相关内容《大行》美银证券升中国平安(601318.SH)A股评级至「买入」 市况波动影响投资收益