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) +6.500 (+1.084%) 沽空 $1.28億; 比率 1.783% │17.9%阿里巴巴-W(09988.HK) +3.600 (+2.179%) 沽空 $4.18億; 比率 8.823% │10%寧德時代(300750.SZ) -2.220 (-0.649%) │3.2%中國平安(02318.HK) +1.300 (+1.909%) 沽空 $3.25億; 比率 25.043% │3.1%建行(00939.HK) +0.110 (+1.436%) 沽空 $1.34億; 比率 16.596% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.900 (+3.492%) 沽空 $2.15億; 比率 19.917% │2.5%網易(09999.HK) -2.400 (-1.152%) 沽空 $6.95千萬; 比率 22.386% │2.1%招行(03968.HK) +0.740 (+1.587%) 沽空 $1.42億; 比率 39.412% │2.1%美團-W(03690.HK) -0.500 (-0.515%) 沽空 $2.56億; 比率 27.396% │1.8%相關內容《大行》花旗上調壽險股目標價 料今年進入黃金時期 偏好國壽(02628.HK)平安(02318.HK)等龍頭小米(01810.HK) +0.180 (+0.511%) 沽空 $2.69億; 比率 15.450% │1.6%紫金(02899.HK) +1.720 (+4.078%) 沽空 $5.97億; 比率 18.971% │1.5%攜程(09961.HK) +5.400 (+1.097%) 沽空 $1.35億; 比率 25.619% │1.4%美的集團(000333.SZ) +0.280 (+0.367%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +5.710 (+0.425%) │1.1%匯川技術(300124.SZ) +1.550 (+2.008%) │1.0%比亞迪(01211.HK) +0.150 (+0.152%) 沽空 $2.45億; 比率 34.941% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -0.180 (-0.095%) │0.9%國壽(02628.HK) +1.160 (+3.605%) 沽空 $2.73億; 比率 19.934% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +2.760 (+4.563%) │0.9%中國財險(02328.HK) +0.050 (+0.319%) 沽空 $2.04千萬; 比率 8.942% │0.9%港交所(00388.HK) +6.400 (+1.513%) 沽空 $7.86千萬; 比率 8.531% │0.6%工行(01398.HK) +0.120 (+1.923%) 沽空 $1.48億; 比率 19.811% │0.6%翰森製藥(03692.HK) -1.440 (-3.579%) 沽空 $5.75千萬; 比率 39.479% │0.6%藥明康德(02359.HK) 0.000 (0.000%) 沽空 $2.00億; 比率 56.360% │0.6%海爾智家(06690.HK) +0.300 (+1.170%) 沽空 $1.74千萬; 比率 27.474% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.300 (-0.193%) 沽空 $2.48億; 比率 35.444% │0.5%瀾起科技(688008.SH) +1.260 (+0.768%) │0.5%申洲(02313.HK) +0.350 (+0.571%) 沽空 $1.11千萬; 比率 12.370% │0.5%華潤置地(01109.HK) +0.640 (+2.286%) 沽空 $3.48千萬; 比率 14.289% │0.5%恒瑞醫藥(600276.SH) -0.860 (-1.479%) │0.5%京東(09618.HK) -1.600 (-1.379%) 沽空 $1.05億; 比率 28.482% │0.5%安踏(02020.HK) +1.050 (+1.375%) 沽空 $6.39千萬; 比率 10.045% │0.5%華潤啤酒(00291.HK) -0.240 (-0.933%) 沽空 $2.38百萬; 比率 2.736% │0.5%創科(00669.HK) +2.800 (+2.756%) 沽空 $6.86千萬; 比率 18.546% │0.4%中石油(00857.HK) +0.010 (+0.115%) 沽空 $7.84千萬; 比率 19.918% │0.4%相關內容《大行》大摩列出亞太區(包括日股)主題投資股票名單(表)海螺水泥(00914.HK) -0.140 (-0.572%) 沽空 $6.28百萬; 比率 11.576% │0.4%太保(02601.HK) +0.620 (+1.657%) 沽空 $6.91千萬; 比率 28.360% │0.4%快手(01024.HK) +0.450 (+0.573%) 沽空 $8.61千萬; 比率 13.260% │0.4%洛陽鉬業(03993.HK) +0.140 (+0.616%) 沽空 $1.71億; 比率 26.552% │0.4%北方華創(002371.SZ) +5.790 (+1.167%) │0.4%紫金黃金國際(02259.HK) +22.200 (+10.632%) 沽空 $2.27億; 比率 12.206% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +7.700 (+2.181%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.110 (-0.662%) 沽空 $2.77千萬; 比率 11.969% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-27 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。)