摩根士丹利近日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 (+0.091%) 沽空 $13.63億; 比率 11.664% │15.3%阿里-W(09988.HK) +3.100 (+2.303%) 沽空 $41.09億; 比率 27.670% │10%中國平安(02318.HK) +0.300 (+0.475%) 沽空 $2.93億; 比率 22.828% │3.5%寧德時代(300750.SZ) -2.980 (-0.736%) │3.2%建行(00939.HK) +0.030 (+0.370%) 沽空 $4.83億; 比率 36.822% │2.8%友邦(01299.HK) +1.550 (+1.867%) 沽空 $2.36億; 比率 16.643% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.400 (+1.083%) 沽空 $1.83億; 比率 14.794% │2.1%招行(03968.HK) -0.680 (-1.361%) 沽空 $1.42億; 比率 18.646% │1.9%網易(09999.HK) +1.000 (+0.535%) 沽空 $1.31億; 比率 15.055% │1.7%思源電氣(002028.SZ) +8.180 (+3.869%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.460 (+0.601%) │1.2%美團-W(03690.HK) +0.300 (+0.375%) 沽空 $5.96億; 比率 27.621% │1.2%貴州茅台(600519.SH) -16.200 (-1.091%) │1.1%攜程(09961.HK) +4.400 (+1.070%) 沽空 $1.29億; 比率 15.884% │1.1%國壽(02628.HK) +0.300 (+1.042%) 沽空 $1.43億; 比率 19.420% │1.0%小米-W(01810.HK) -0.220 (-0.622%) 沽空 $21.41億; 比率 44.209% │1.0%匯川技術(300124.SZ) -1.200 (-1.685%) │1.0%比亞迪(01211.HK) -2.300 (-2.201%) 沽空 $10.04億; 比率 43.161% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +7.030 (+4.796%) │0.8%福耀玻璃(600660.SH) -1.380 (-2.334%) │0.8%中國財險(02328.HK) +0.080 (+0.512%) 沽空 $9.11千萬; 比率 19.343% │0.8%藥明康德(02359.HK) +1.400 (+1.287%) 沽空 $5.89千萬; 比率 32.308% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -1.600 (-0.396%) 沽空 $2.12億; 比率 14.430% │0.7%工行(01398.HK) +0.030 (+0.459%) 沽空 $1.96億; 比率 17.433% │0.6%百度-SW(09888.HK) +2.600 (+2.181%) 沽空 $3.70億; 比率 31.004% │0.6%紫金黃金國際(02259.HK) +1.300 (+0.712%) 沽空 $4.55千萬; 比率 6.246% │0.6%安踏(02020.HK) -1.000 (-1.255%) 沽空 $6.35千萬; 比率 23.283% │0.6%海爾智家(06690.HK) +0.020 (+0.080%) 沽空 $4.73千萬; 比率 16.872% │0.6%創科(00669.HK) +0.500 (+0.451%) 沽空 $1.55億; 比率 28.170% │0.6%翰森製藥(03692.HK) +0.320 (+0.975%) 沽空 $3.86千萬; 比率 20.319% │0.6%華潤置地(01109.HK) -0.620 (-1.994%) 沽空 $8.55千萬; 比率 24.592% │0.5%申洲(02313.HK) -0.850 (-1.515%) 沽空 $6.57千萬; 比率 18.714% │0.5%中石油(00857.HK) -0.100 (-0.945%) 沽空 $2.39億; 比率 17.512% │0.5%中微公司(688012.SH) +7.920 (+2.530%) │0.5%海螺水泥(00914.HK) -0.120 (-0.522%) 沽空 $4.10千萬; 比率 36.324% │0.5%濰柴(02338.HK) +1.080 (+3.863%) 沽空 $1.13億; 比率 23.253% │0.5%北方華創(002371.SZ) +12.450 (+2.767%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.060 (-0.289%) │0.5%洛陽鉬業(03993.HK) +0.070 (+0.378%) 沽空 $9.42千萬; 比率 17.152% │0.5%華潤啤酒(00291.HK) -0.220 (-0.852%) 沽空 $2.50千萬; 比率 20.617% │0.5%恒瑞醫藥(600276.SH) +0.580 (+1.030%) │0.4%太保(02601.HK) +0.200 (+0.580%) 沽空 $3.43千萬; 比率 12.470% │0.4%國電南瑞(600406.SH) +0.150 (+0.534%) │0.4%京東-SW(09618.HK) +0.700 (+0.624%) 沽空 $1.77億; 比率 19.756% │0.4%五礦資源(01208.HK) +0.100 (+1.198%) 沽空 $1.43千萬; 比率 5.935% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-18 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。)