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) +6.000 (+1.098%) 沽空 $17.68亿; 比率 16.424% │17.9%阿里巴巴-W(09988.HK) +1.900 (+1.444%) 沽空 $15.77亿; 比率 20.765% │10%宁德时代(300750.SZ) +1.440 (+0.364%) │3.2%中国平安(02318.HK) -0.200 (-0.318%) 沽空 $4.42亿; 比率 24.547% │3.1%建行(00939.HK) -0.030 (-0.379%) 沽空 $6.02亿; 比率 33.268% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -1.100 (-1.304%) 沽空 $8.61亿; 比率 31.119% │2.5%网易(09999.HK) +2.616 (+1.441%) 沽空 $3.88亿; 比率 35.162% │2.1%招行(03968.HK) -0.140 (-0.282%) 沽空 $1.88亿; 比率 33.241% │2.1%美团-W(03690.HK) -0.350 (-0.456%) 沽空 $12.36亿; 比率 42.761% │1.8%相关内容《大行》大和：京东(09618.HK)季绩符预期 目标价微升至172元小米(01810.HK) +0.100 (+0.300%) 沽空 $7.54亿; 比率 28.775% │1.6%紫金(02899.HK) -0.740 (-1.863%) 沽空 $3.35亿; 比率 20.980% │1.5%携程(09961.HK) -2.400 (-0.589%) 沽空 $1.59亿; 比率 14.156% │1.4%美的集团(000333.SZ) -0.280 (-0.362%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +12.500 (+0.898%) │1.1%汇川技术(300124.SZ) +0.420 (+0.590%) │1.0%比亚迪(01211.HK) -0.750 (-0.764%) 沽空 $8.60亿; 比率 35.907% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +0.750 (+0.352%) │0.9%国寿(02628.HK) +0.140 (+0.493%) 沽空 $1.78亿; 比率 19.477% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.200 (-0.334%) │0.9%中国财险(02328.HK) +0.350 (+2.276%) 沽空 $6.07千万; 比率 14.709% │0.9%港交所(00388.HK) -2.800 (-0.689%) 沽空 $3.45亿; 比率 20.640% │0.6%工行(01398.HK) -0.010 (-0.158%) 沽空 $4.92亿; 比率 33.525% │0.6%翰森制药(03692.HK) -0.660 (-1.969%) 沽空 $6.12千万; 比率 25.932% │0.6%药明康德(02359.HK) -1.000 (-0.928%) 沽空 $1.08亿; 比率 24.993% │0.6%海尔智家(06690.HK) -0.120 (-0.477%) 沽空 $1.22亿; 比率 37.897% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.500 (+1.246%) 沽空 $2.36亿; 比率 29.740% │0.5%澜起科技(688008.SH) +0.190 (+0.129%) │0.5%申洲(02313.HK) -0.900 (-1.613%) 沽空 $6.42千万; 比率 15.899% │0.5%华润置地(01109.HK) +0.060 (+0.198%) 沽空 $1.53亿; 比率 28.149% │0.5%恒瑞医药(600276.SH) -0.230 (-0.416%) │0.5%京东(09618.HK) +1.400 (+1.279%) 沽空 $2.78亿; 比率 28.939% │0.5%安踏(02020.HK) -1.200 (-1.508%) 沽空 $2.20亿; 比率 42.975% │0.5%华润啤酒(00291.HK) -0.260 (-1.008%) 沽空 $3.35千万; 比率 13.469% │0.5%创科(00669.HK) -1.700 (-1.474%) 沽空 $2.92亿; 比率 39.950% │0.4%中石油(00857.HK) +0.130 (+1.224%) 沽空 $7.47亿; 比率 35.186% │0.4%相关内容《大行》瑞银：油价波动令电动车总持有成本变吸引 比亚迪、宁德及理想具良好风险回报海螺水泥(00914.HK) +0.140 (+0.612%) 沽空 $7.29千万; 比率 31.336% │0.4%太保(02601.HK) -0.180 (-0.529%) 沽空 $5.27千万; 比率 10.248% │0.4%快手(01024.HK) -0.450 (-0.748%) 沽空 $2.64亿; 比率 23.364% │0.4%洛阳钼业(03993.HK) -0.610 (-3.081%) 沽空 $4.79亿; 比率 25.997% │0.4%北方华创(002371.SZ) +3.360 (+0.734%) │0.4%紫金黄金国际(02259.HK) -7.600 (-3.733%) 沽空 $1.01亿; 比率 12.096% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -2.710 (-0.859%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.180 (-1.025%) 沽空 $4.18亿; 比率 29.298% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-12 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。)