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) +5.500 (+1.087%) 沽空 $24.43亿; 比率 16.025% │17.9%阿里巴巴-W(09988.HK) -0.500 (-0.385%) 沽空 $29.79亿; 比率 14.852% │10%宁德时代(300750.SZ) +10.310 (+3.042%) │3.2%中国平安(02318.HK) +0.850 (+1.317%) 沽空 $11.09亿; 比率 23.363% │3.1%建行(00939.HK) +0.130 (+1.669%) 沽空 $7.78亿; 比率 30.962% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.850 (+4.753%) 沽空 $7.40亿; 比率 28.014% │2.5%网易(09999.HK) -1.300 (-0.715%) 沽空 $3.25亿; 比率 24.652% │2.1%招行(03968.HK) +0.740 (+1.557%) 沽空 $3.33亿; 比率 44.194% │2.1%美团-W(03690.HK) -0.500 (-0.663%) 沽空 $8.21亿; 比率 19.232% │1.8%相关内容《大行》瑞银：携程(09961.HK)春节需求韧性支持增长 惟反垄断调查续成阴霾小米(01810.HK) +0.840 (+2.625%) 沽空 $11.59亿; 比率 18.799% │1.6%紫金(02899.HK) +0.300 (+0.715%) 沽空 $4.75亿; 比率 16.032% │1.5%携程(09961.HK) -3.800 (-0.957%) 沽空 $2.40亿; 比率 15.096% │1.4%美的集团(000333.SZ) +0.160 (+0.210%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +3.370 (+0.241%) │1.1%汇川技术(300124.SZ) +2.290 (+3.368%) │1.0%比亚迪(01211.HK) +1.050 (+1.105%) 沽空 $17.14亿; 比率 49.942% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +8.370 (+3.722%) │0.9%国寿(02628.HK) +0.680 (+2.355%) 沽空 $4.26亿; 比率 13.772% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.580 (+0.987%) │0.9%中国财险(02328.HK) +0.340 (+2.189%) 沽空 $1.23亿; 比率 20.798% │0.9%港交所(00388.HK) +7.200 (+1.779%) 沽空 $9.73亿; 比率 27.361% │0.6%工行(01398.HK) +0.070 (+1.104%) 沽空 $5.31亿; 比率 30.042% │0.6%翰森制药(03692.HK) +1.040 (+3.250%) 沽空 $1.11亿; 比率 26.586% │0.6%药明康德(02359.HK) +2.200 (+2.020%) 沽空 $1.57亿; 比率 27.256% │0.6%海尔智家(06690.HK) +0.320 (+1.291%) 沽空 $1.46亿; 比率 35.949% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +3.000 (+2.609%) 沽空 $4.02亿; 比率 22.607% │0.5%澜起科技(688008.SH) +4.650 (+3.094%) │0.5%申洲(02313.HK) +0.450 (+0.772%) 沽空 $1.95亿; 比率 26.279% │0.5%华润置地(01109.HK) +0.720 (+2.403%) 沽空 $1.32亿; 比率 31.993% │0.5%恒瑞医药(600276.SH) +0.750 (+1.416%) │0.5%京东(09618.HK) +0.300 (+0.306%) 沽空 $8.78亿; 比率 42.679% │0.5%安踏(02020.HK) +0.100 (+0.125%) 沽空 $2.69亿; 比率 47.031% │0.5%华润啤酒(00291.HK) -0.140 (-0.529%) 沽空 $2.54亿; 比率 32.137% │0.5%创科(00669.HK) +3.400 (+2.791%) 沽空 $4.77亿; 比率 39.839% │0.4%中石油(00857.HK) -0.010 (-0.099%) 沽空 $13.80亿; 比率 39.262% │0.4%相关影片港股有望创新高？仓位必备港交所？海螺水泥(00914.HK) +0.260 (+1.124%) 沽空 $3.49千万; 比率 15.916% │0.4%太保(02601.HK) +0.640 (+1.905%) 沽空 $1.34亿; 比率 17.744% │0.4%快手(01024.HK) +1.100 (+1.847%) 沽空 $5.80亿; 比率 25.854% │0.4%洛阳钼业(03993.HK) 0.000 (0.000%) 沽空 $1.35亿; 比率 15.588% │0.4%北方华创(002371.SZ) +20.080 (+4.474%) │0.4%紫金黄金国际(02259.HK) -1.400 (-0.643%) 沽空 $7.28千万; 比率 9.841% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +13.940 (+4.189%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.380 (+2.512%) 沽空 $2.97亿; 比率 26.804% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-04 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。)