摩根士丹利近日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) +12.600 (+2.603%) 沽空 $17.98亿; 比率 29.040% │15.3%阿里-W(09988.HK) +3.700 (+3.109%) 沽空 $14.46亿; 比率 28.382% │10%中国平安(02318.HK) +1.150 (+1.934%) 沽空 $7.46亿; 比率 38.430% │3.5%宁德时代(300750.SZ) +4.010 (+0.998%) │3.2%建行(00939.HK) +0.020 (+0.238%) 沽空 $4.07亿; 比率 27.861% │2.8%相关内容《大行》瑞银升中石油(00857.HK)目标价至14.2元 去年盈利跌幅略小於油价跌幅友邦(01299.HK) +2.650 (+3.123%) 沽空 $6.42亿; 比率 38.570% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +2.040 (+5.937%) 沽空 $7.78亿; 比率 31.257% │2.1%招行(03968.HK) -0.160 (-0.325%) 沽空 $2.16亿; 比率 33.591% │1.9%网易(09999.HK) +5.600 (+3.284%) 沽空 $1.71亿; 比率 33.015% │1.7%思源电气(002028.SZ) +7.000 (+3.465%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.490 (+0.642%) │1.2%美团-W(03690.HK) -1.000 (-1.206%) 沽空 $12.22亿; 比率 42.324% │1.2%贵州茅台(600519.SH) +9.440 (+0.651%) │1.1%携程(09961.HK) +13.200 (+3.466%) 沽空 $7.50千万; 比率 20.594% │1.1%国寿(02628.HK) +0.600 (+2.439%) 沽空 $2.19亿; 比率 21.192% │1.0%小米-W(01810.HK) +0.260 (+0.819%) 沽空 $19.00亿; 比率 55.447% │1.0%汇川技术(300124.SZ) +1.220 (+1.821%) │1.0%比亚迪(01211.HK) -1.100 (-1.040%) 沽空 $19.29亿; 比率 61.300% │0.9%相关内容《大行》美银证券降财险(02328.HK)目标价至18.4元 维持「买入」评级满帮(YMM.US) │0.9%澜起科技(688008.SH) +4.690 (+3.744%) │0.8%福耀玻璃(600660.SH) +0.970 (+1.702%) │0.8%中国财险(02328.HK) +0.360 (+2.525%) 沽空 $7.13千万; 比率 25.055% │0.8%药明康德(02359.HK) +6.400 (+5.447%) 沽空 $2.40亿; 比率 38.642% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +11.800 (+3.037%) 沽空 $4.77亿; 比率 24.796% │0.7%工行(01398.HK) +0.020 (+0.292%) 沽空 $3.15亿; 比率 26.609% │0.6%百度-SW(09888.HK) +3.900 (+3.690%) 沽空 $4.36亿; 比率 50.042% │0.6%紫金黄金国际(02259.HK) +8.000 (+4.595%) 沽空 $2.95亿; 比率 18.135% │0.6%安踏(02020.HK) +2.350 (+3.104%) 沽空 $2.34亿; 比率 18.112% │0.6%海尔智家(06690.HK) +0.040 (+0.193%) 沽空 $1.82亿; 比率 38.866% │0.6%创科(00669.HK) +5.500 (+5.387%) 沽空 $2.07亿; 比率 41.170% │0.6%翰森制药(03692.HK) +1.940 (+5.468%) 沽空 $2.28亿; 比率 33.835% │0.6%华润置地(01109.HK) +0.520 (+1.816%) 沽空 $1.93亿; 比率 75.735% │0.5%相关内容《大行》中银国际升工商银行(01398.HK)目标价至9.21 元 评级「买入」申洲(02313.HK) +0.760 (+1.625%) 沽空 $1.70亿; 比率 39.730% │0.5%中石油(00857.HK) -0.200 (-1.860%) 沽空 $3.03亿; 比率 38.562% │0.5%中微公司(688012.SH) +7.160 (+2.337%) │0.5%海螺水泥(00914.HK) +0.380 (+1.792%) 沽空 $2.86千万; 比率 46.209% │0.5%潍柴(02338.HK) +1.840 (+6.735%) 沽空 $1.39亿; 比率 42.249% │0.5%北方华创(002371.SZ) +3.530 (+0.790%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +1.080 (+5.619%) │0.5%洛阳钼业(03993.HK) +1.350 (+8.385%) 沽空 $2.39亿; 比率 23.221% │0.5%华润啤酒(00291.HK) +0.360 (+1.404%) 沽空 $6.94千万; 比率 47.680% │0.5%恒瑞医药(600276.SH) +2.510 (+4.545%) │0.4%太保(02601.HK) +0.900 (+2.823%) 沽空 $5.99千万; 比率 17.328% │0.4%国电南瑞(600406.SH) +0.430 (+1.654%) │0.4%京东-SW(09618.HK) -0.300 (-0.265%) 沽空 $2.05亿; 比率 43.344% │0.4%五矿资源(01208.HK) +0.620 (+8.587%) 沽空 $4.05千万; 比率 13.803% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-01 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。)相关内容《大行》高盛：美团(03690.HK)次季每单外卖亏损有望进一步改善 目标价112元吁「买入」