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) -9.000 (-1.607%) 沽空 $15.04億; 比率 9.288% │17.9%阿里巴巴-W(09988.HK) +2.600 (+1.647%) 沽空 $18.77億; 比率 19.998% │10%寧德時代(300750.SZ) -3.850 (-1.044%) │3.2%中國平安(02318.HK) +0.450 (+0.616%) 沽空 $10.33億; 比率 32.728% │3.1%建行(00939.HK) +0.040 (+0.495%) 沽空 $2.61億; 比率 18.473% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.450 (-0.521%) 沽空 $3.26億; 比率 11.499% │2.5%網易(09999.HK) +1.700 (+0.889%) 沽空 $2.14億; 比率 16.086% │2.1%招行(03968.HK) +0.080 (+0.163%) 沽空 $1.06億; 比率 16.213% │2.1%美團-W(03690.HK) -2.250 (-2.471%) 沽空 $17.32億; 比率 26.091% │1.8%相關內容《大行》高盛亞太區確信買入名單(精選版)加入毛戈平(01318.HK) 剔出華潤置地(01109.HK)小米(01810.HK) +0.380 (+1.080%) 沽空 $8.06億; 比率 20.973% │1.6%紫金(02899.HK) +1.040 (+2.519%) 沽空 $7.87億; 比率 27.971% │1.5%攜程(09961.HK) -7.400 (-1.623%) 沽空 $1.68億; 比率 10.807% │1.4%美的集團(000333.SZ) +1.030 (+1.301%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -20.160 (-1.322%) │1.1%匯川技術(300124.SZ) +1.520 (+1.978%) │1.0%比亞迪(01211.HK) +2.250 (+2.405%) 沽空 $6.81億; 比率 29.266% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +6.000 (+2.970%) │0.9%國壽(02628.HK) +0.480 (+1.370%) 沽空 $3.53億; 比率 21.204% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.340 (+0.565%) │0.9%中國財險(02328.HK) +0.080 (+0.487%) 沽空 $6.86千萬; 比率 11.320% │0.9%港交所(00388.HK) -1.400 (-0.334%) 沽空 $1.68億; 比率 13.001% │0.6%工行(01398.HK) +0.050 (+0.767%) 沽空 $1.42億; 比率 18.788% │0.6%翰森製藥(03692.HK) +0.420 (+1.131%) 沽空 $1.11億; 比率 30.044% │0.6%藥明康德(02359.HK) +4.800 (+4.138%) 沽空 $3.71億; 比率 28.636% │0.6%海爾智家(06690.HK) +0.220 (+0.817%) 沽空 $7.67千萬; 比率 21.660% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.200 (+0.844%) 沽空 $4.37億; 比率 34.602% │0.5%瀾起科技(688008.SH) +4.050 (+2.335%) │0.5%申洲(02313.HK) +2.600 (+4.150%) 沽空 $1.63億; 比率 34.750% │0.5%華潤置地(01109.HK) +0.040 (+0.125%) 沽空 $8.79千萬; 比率 16.237% │0.5%恒瑞醫藥(600276.SH) +0.950 (+1.654%) │0.5%京東(09618.HK) +2.100 (+1.946%) 沽空 $2.03億; 比率 16.205% │0.5%安踏(02020.HK) +0.600 (+0.726%) 沽空 $1.02億; 比率 14.717% │0.5%華潤啤酒(00291.HK) -0.080 (-0.292%) 沽空 $8.71千萬; 比率 32.786% │0.5%創科(00669.HK) +1.200 (+1.061%) 沽空 $1.54億; 比率 11.863% │0.4%中石油(00857.HK) +0.150 (+1.638%) 沽空 $1.53億; 比率 27.033% │0.4%相關內容《大行》美銀證券料京東(09618.HK)上季新業務虧損收窄 降目標價至141元海螺水泥(00914.HK) +0.160 (+0.642%) 沽空 $2.82千萬; 比率 8.678% │0.4%太保(02601.HK) +0.260 (+0.654%) 沽空 $7.70千萬; 比率 20.351% │0.4%快手(01024.HK) +1.100 (+1.587%) 沽空 $5.07億; 比率 18.602% │0.4%洛陽鉬業(03993.HK) +0.460 (+2.091%) 沽空 $1.03億; 比率 16.510% │0.4%北方華創(002371.SZ) -1.100 (-0.227%) │0.4%紫金黃金國際(02259.HK) -0.600 (-0.285%) 沽空 $1.22億; 比率 21.004% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -1.610 (-0.457%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.090 (-0.542%) 沽空 $5.31千萬; 比率 10.609% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-10 16:25。) (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。)