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) -1.000 (-0.161%) 沽空 $4.35亿; 比率 7.520% │17.9%阿里巴巴-W(09988.HK) -1.200 (-0.692%) 沽空 $5.47亿; 比率 9.753% │10%宁德时代(300750.SZ) +3.830 (+1.127%) │3.2%中国平安(02318.HK) +2.100 (+2.960%) 沽空 $5.84亿; 比率 26.017% │3.1%建行(00939.HK) +0.140 (+1.743%) 沽空 $1.30亿; 比率 7.954% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.750 (+1.970%) 沽空 $2.71亿; 比率 20.687% │2.5%网易(09999.HK) -5.400 (-2.547%) 沽空 $7.01千万; 比率 10.564% │2.1%招行(03968.HK) +0.180 (+0.378%) 沽空 $1.39亿; 比率 24.330% │2.1%美团-W(03690.HK) -0.150 (-0.153%) 沽空 $1.98亿; 比率 16.049% │1.8%相关内容《大行》花旗：同程旅行(00780.HK)估值合理基本面稳定 评级「买入」小米(01810.HK) +0.300 (+0.826%) 沽空 $6.52亿; 比率 15.226% │1.6%紫金(02899.HK) +1.060 (+2.368%) 沽空 $6.78亿; 比率 20.266% │1.5%携程(09961.HK) -14.800 (-2.987%) 沽空 $4.09千万; 比率 4.412% │1.4%美的集团(000333.SZ) +2.680 (+3.557%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +112.510 (+8.500%) │1.1%汇川技术(300124.SZ) -0.200 (-0.262%) │1.0%比亚迪(01211.HK) -1.700 (-1.654%) 沽空 $4.59亿; 比率 30.140% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -3.630 (-1.894%) │0.9%国寿(02628.HK) +0.360 (+1.023%) 沽空 $2.06亿; 比率 16.149% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) 0.000 (0.000%) │0.9%中国财险(02328.HK) +0.180 (+1.102%) 沽空 $2.20千万; 比率 7.907% │0.9%港交所(00388.HK) +2.800 (+0.638%) 沽空 $1.42亿; 比率 11.130% │0.6%工行(01398.HK) +0.050 (+0.759%) 沽空 $8.74千万; 比率 8.396% │0.6%翰森制药(03692.HK) -0.740 (-1.895%) 沽空 $1.38千万; 比率 20.382% │0.6%药明康德(02359.HK) +2.100 (+1.849%) 沽空 $1.20亿; 比率 30.627% │0.6%海尔智家(06690.HK) +0.180 (+0.701%) 沽空 $2.30千万; 比率 23.582% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.100 (-0.064%) 沽空 $1.84亿; 比率 29.411% │0.5%澜起科技(688008.SH) -8.810 (-5.085%) │0.5%申洲(02313.HK) +0.150 (+0.238%) 沽空 $7.65千万; 比率 34.838% │0.5%华润置地(01109.HK) +1.120 (+3.758%) 沽空 $1.20亿; 比率 9.764% │0.5%恒瑞医药(600276.SH) +1.770 (+3.130%) │0.5%京东(09618.HK) -2.000 (-1.720%) 沽空 $9.53千万; 比率 13.998% │0.5%安踏(02020.HK) +2.400 (+3.117%) 沽空 $6.58千万; 比率 8.089% │0.5%华润啤酒(00291.HK) +0.380 (+1.468%) 沽空 $1.39千万; 比率 8.780% │0.5%创科(00669.HK) -0.900 (-0.841%) 沽空 $1.24亿; 比率 42.869% │0.4%中石油(00857.HK) +0.240 (+2.595%) 沽空 $1.47亿; 比率 21.927% │0.4%相关内容《大行》招银国际对汽车、零部件及相关股份投资评级及目标价(表)海螺水泥(00914.HK) +0.260 (+1.037%) 沽空 $7.84百万; 比率 12.964% │0.4%太保(02601.HK) +1.380 (+3.579%) 沽空 $6.19千万; 比率 17.176% │0.4%快手(01024.HK) +0.250 (+0.304%) 沽空 $3.44亿; 比率 14.853% │0.4%洛阳钼业(03993.HK) +0.060 (+0.249%) 沽空 $2.46亿; 比率 19.315% │0.4%北方华创(002371.SZ) -24.130 (-4.807%) │0.4%紫金黄金国际(02259.HK) -11.400 (-4.502%) 沽空 $4.49亿; 比率 23.921% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -17.600 (-4.775%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.040 (-0.239%) 沽空 $5.89千万; 比率 21.626% │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 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。)