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) +5.000 (+0.973%) 沽空 $34.22亿; 比率 22.868% │15.3%阿里-W(09988.HK) +2.000 (+1.623%) 沽空 $16.22亿; 比率 16.611% │10%中国平安(02318.HK) +0.700 (+1.176%) 沽空 $8.03亿; 比率 28.341% │3.5%宁德时代(300750.SZ) -5.850 (-1.474%) │3.2%建行(00939.HK) +0.030 (+0.376%) 沽空 $4.78亿; 比率 20.066% │2.8%相关内容《大行》里昂降润啤(00291.HK)目标价至34.6元 今年初平均售价回复增长友邦(01299.HK) +1.400 (+1.645%) 沽空 $6.43亿; 比率 26.074% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.340 (+3.844%) 沽空 $6.35亿; 比率 19.469% │2.1%招行(03968.HK) +0.480 (+0.992%) 沽空 $2.68亿; 比率 46.476% │1.9%网易(09999.HK) +2.700 (+1.525%) 沽空 $1.70亿; 比率 23.307% │1.7%思源电气(002028.SZ) +9.500 (+4.634%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.110 (+0.148%) │1.2%美团-W(03690.HK) +0.950 (+1.203%) 沽空 $7.53亿; 比率 23.573% │1.2%贵州茅台(600519.SH) +6.170 (+0.438%) │1.1%携程(09961.HK) +6.200 (+1.561%) 沽空 $9.21千万; 比率 11.326% │1.1%国寿(02628.HK) +0.460 (+1.710%) 沽空 $3.47亿; 比率 21.733% │1.0%小米-W(01810.HK) -0.640 (-1.958%) 沽空 $16.13亿; 比率 29.525% │1.0%汇川技术(300124.SZ) +0.690 (+1.044%) │1.0%比亚迪(01211.HK) +2.000 (+1.869%) 沽空 $15.42亿; 比率 31.454% │0.9%相关内容《大行》瑞银：紫金黄金(02259.HK)去年盈利远胜预期 维持「买入」评级满帮(YMM.US) │0.9%澜起科技(688008.SH) +4.070 (+2.958%) │0.8%福耀玻璃(600660.SH) +0.890 (+1.598%) │0.8%中国财险(02328.HK) +0.110 (+0.728%) 沽空 $6.69千万; 比率 13.405% │0.8%药明康德(02359.HK) +1.500 (+1.320%) 沽空 $4.70亿; 比率 36.497% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +2.400 (+0.613%) 沽空 $3.75亿; 比率 17.719% │0.7%工行(01398.HK) +0.030 (+0.461%) 沽空 $3.20亿; 比率 19.460% │0.6%百度-SW(09888.HK) 0.000 (0.000%) 沽空 $1.74亿; 比率 25.108% │0.6%紫金黄金国际(02259.HK) +7.900 (+4.386%) 沽空 $5.51亿; 比率 28.308% │0.6%安踏(02020.HK) 0.000 (0.000%) 沽空 $1.45亿; 比率 33.237% │0.6%海尔智家(06690.HK) +0.080 (+0.335%) 沽空 $1.95亿; 比率 27.709% │0.6%创科(00669.HK) +4.200 (+3.977%) 沽空 $1.84亿; 比率 46.627% │0.6%翰森制药(03692.HK) 0.000 (0.000%) 沽空 $7.67千万; 比率 29.354% │0.6%华润置地(01109.HK) +0.220 (+0.765%) 沽空 $7.01千万; 比率 17.228% │0.5%相关内容《蓝筹》小米(01810.HK)全年纯利416.43亿元人民币升76% 创新业务首次实现经营收益转正申洲(02313.HK) -0.200 (-0.379%) 沽空 $7.08千万; 比率 28.548% │0.5%中石油(00857.HK) -0.020 (-0.187%) 沽空 $5.39亿; 比率 25.138% │0.5%中微公司(688012.SH) +10.120 (+3.368%) │0.5%海螺水泥(00914.HK) +0.380 (+1.771%) 沽空 $4.74千万; 比率 21.627% │0.5%潍柴(02338.HK) +0.260 (+0.944%) 沽空 $1.28亿; 比率 21.018% │0.5%北方华创(002371.SZ) +18.510 (+4.169%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.640 (+3.346%) │0.5%洛阳钼业(03993.HK) +1.150 (+6.694%) 沽空 $1.61亿; 比率 14.106% │0.5%华润啤酒(00291.HK) +0.240 (+0.923%) 沽空 $1.28亿; 比率 21.960% │0.5%恒瑞医药(600276.SH) +0.690 (+1.286%) │0.4%太保(02601.HK) +0.580 (+1.803%) 沽空 $8.51千万; 比率 11.065% │0.4%国电南瑞(600406.SH) +0.680 (+2.520%) │0.4%京东-SW(09618.HK) +1.100 (+1.026%) 沽空 $2.63亿; 比率 36.073% │0.4%五矿资源(01208.HK) +0.420 (+5.490%) 沽空 $6.19千万; 比率 11.215% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-24 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》野村降腾讯(00700.HK)目标价至727元 因AI投资加大下调净利润预测