摩根士丹利發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) -0.500 (-0.090%) 沽空 $37.60億; 比率 23.791% │17.9%阿里巴巴-W(09988.HK) -0.100 (-0.075%) 沽空 $9.39億; 比率 22.880% │10%寧德時代(300750.SZ) +20.500 (+5.448%) │3.2%中國平安(02318.HK) +0.200 (+0.315%) 沽空 $1.97億; 比率 27.681% │3.1%建行(00939.HK) -0.120 (-1.517%) 沽空 $2.52億; 比率 41.455% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.050 (+1.226%) 沽空 $4.72億; 比率 31.743% │2.5%網易(09999.HK) -4.700 (-2.500%) 沽空 $1.07億; 比率 26.454% │2.1%招行(03968.HK) +0.180 (+0.363%) 沽空 $1.40億; 比率 76.681% │2.1%美團-W(03690.HK) -2.000 (-2.528%) 沽空 $7.21億; 比率 59.748% │1.8%小米(01810.HK) -0.320 (-0.952%) 沽空 $7.48億; 比率 38.404% │1.6%紫金(02899.HK) +0.040 (+0.100%) 沽空 $8.22千萬; 比率 19.187% │1.5%攜程(09961.HK) -5.000 (-1.189%) 沽空 $9.04千萬; 比率 30.775% │1.4%美的集團(000333.SZ) +0.790 (+1.031%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -1.880 (-0.134%) │1.1%匯川技術(300124.SZ) +0.110 (+0.155%) │1.0%比亞迪(01211.HK) +1.550 (+1.599%) 沽空 $3.45億; 比率 27.320% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -6.910 (-3.032%) │0.9%國壽(02628.HK) -0.400 (-1.361%) 沽空 $1.48億; 比率 35.345% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.730 (+1.237%) │0.9%中國財險(02328.HK) -0.090 (-0.574%) 沽空 $1.90千萬; 比率 23.049% │0.9%港交所(00388.HK) +1.120 (+0.273%) 沽空 $8.24千萬; 比率 16.084% │0.6%工行(01398.HK) -0.060 (-0.955%) 沽空 $1.35億; 比率 22.393% │0.6%翰森製藥(03692.HK) -0.660 (-1.933%) 沽空 $1.69千萬; 比率 22.888% │0.6%藥明康德(02359.HK) -1.300 (-1.175%) 沽空 $3.08千萬; 比率 20.995% │0.6%海爾智家(06690.HK) +0.040 (+0.158%) 沽空 $5.19千萬; 比率 48.835% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.700 (+1.407%) 沽空 $1.54億; 比率 38.319% │0.5%瀾起科技(688008.SH) -3.180 (-2.079%) │0.5%申洲(02313.HK) -2.050 (-3.550%) 沽空 $4.71千萬; 比率 15.546% │0.5%華潤置地(01109.HK) +0.260 (+0.850%) 沽空 $9.19千萬; 比率 50.149% │0.5%恒瑞醫藥(600276.SH) -0.720 (-1.273%) │0.5%京東(09618.HK) +0.200 (+0.184%) 沽空 $1.61億; 比率 60.985% │0.5%安踏(02020.HK) -0.050 (-0.063%) 沽空 $8.92千萬; 比率 52.893% │0.5%華潤啤酒(00291.HK) +0.300 (+1.141%) 沽空 $1.74千萬; 比率 12.374% │0.5%創科(00669.HK) +0.400 (+0.341%) 沽空 $9.39千萬; 比率 58.857% │0.4%中石油(00857.HK) +0.220 (+2.144%) 沽空 $2.84億; 比率 38.577% │0.4%海螺水泥(00914.HK) +0.800 (+3.587%) 沽空 $1.38千萬; 比率 13.036% │0.4%太保(02601.HK) +0.260 (+0.758%) 沽空 $3.23千萬; 比率 27.739% │0.4%快手(01024.HK) -0.300 (-0.489%) 沽空 $1.87億; 比率 37.674% │0.4%洛陽鉬業(03993.HK) -0.200 (-0.961%) 沽空 $9.40千萬; 比率 31.473% │0.4%北方華創(002371.SZ) +4.990 (+1.092%) │0.4%紫金黃金國際(02259.HK) +2.000 (+0.951%) 沽空 $4.17千萬; 比率 16.618% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -6.990 (-2.136%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +1.400 (+8.712%) 沽空 $3.00億; 比率 17.295% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-11 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)