摩根士丹利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) -7.500 (-1.343%) 沽空 $8.46亿; 比率 15.248% │17.9%阿里巴巴-W(09988.HK) +1.000 (+0.746%) 沽空 $13.41亿; 比率 22.470% │10%宁德时代(300750.SZ) -3.400 (-0.833%) │3.2%中国平安(02318.HK) +0.900 (+1.446%) 沽空 $3.28亿; 比率 31.798% │3.1%建行(00939.HK) +0.050 (+0.621%) 沽空 $2.69亿; 比率 50.151% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.100 (+0.120%) 沽空 $1.06亿; 比率 15.364% │2.5%网易(09999.HK) -0.300 (-0.161%) 沽空 $5.77千万; 比率 20.765% │2.1%招行(03968.HK) +0.050 (+0.100%) 沽空 $8.13千万; 比率 35.879% │2.1%美团-W(03690.HK) +1.800 (+2.299%) 沽空 $6.19亿; 比率 24.007% │1.8%小米(01810.HK) +0.160 (+0.455%) 沽空 $10.25亿; 比率 21.802% │1.6%紫金(02899.HK) -0.140 (-0.379%) 沽空 $8.84千万; 比率 9.792% │1.5%携程(09961.HK) -0.200 (-0.049%) 沽空 $4.83千万; 比率 20.984% │1.4%美的集团(000333.SZ) -0.040 (-0.052%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +24.820 (+1.700%) │1.1%汇川技术(300124.SZ) -0.600 (-0.836%) │1.0%比亚迪(01211.HK) +0.500 (+0.479%) 沽空 $5.87亿; 比率 20.106% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.650 (+1.269%) │0.9%国寿(02628.HK) +0.320 (+1.125%) 沽空 $2.01亿; 比率 23.216% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.180 (+0.305%) │0.9%中国财险(02328.HK) -0.110 (-0.698%) 沽空 $2.23千万; 比率 8.726% │0.9%港交所(00388.HK) -0.800 (-0.197%) 沽空 $1.70亿; 比率 19.973% │0.6%工行(01398.HK) +0.050 (+0.772%) 沽空 $9.20千万; 比率 35.102% │0.6%翰森制药(03692.HK) +0.380 (+1.173%) 沽空 $2.84千万; 比率 16.583% │0.6%药明康德(02359.HK) +1.400 (+1.304%) 沽空 $6.25千万; 比率 32.869% │0.6%海尔智家(06690.HK) -0.020 (-0.080%) 沽空 $3.48千万; 比率 28.507% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -3.800 (-3.092%) 沽空 $1.38亿; 比率 30.446% │0.5%澜起科技(688008.SH) -5.910 (-3.875%) │0.5%申洲(02313.HK) +0.350 (+0.628%) 沽空 $4.54千万; 比率 23.936% │0.5%华润置地(01109.HK) +0.640 (+2.097%) 沽空 $7.62千万; 比率 28.743% │0.5%恒瑞医药(600276.SH) +0.710 (+1.277%) │0.5%京东(09618.HK) +0.800 (+0.717%) 沽空 $4.18千万; 比率 11.898% │0.5%安踏(02020.HK) +1.200 (+1.531%) 沽空 $7.34千万; 比率 34.691% │0.5%华润啤酒(00291.HK) +0.280 (+1.097%) 沽空 $1.35千万; 比率 18.546% │0.5%创科(00669.HK) -0.400 (-0.359%) 沽空 $6.20千万; 比率 36.499% │0.4%中石油(00857.HK) -0.020 (-0.188%) 沽空 $1.53亿; 比率 20.289% │0.4%海螺水泥(00914.HK) +0.320 (+1.405%) 沽空 $1.22千万; 比率 13.669% │0.4%太保(02601.HK) +0.440 (+1.293%) 沽空 $1.14亿; 比率 37.829% │0.4%快手(01024.HK) -0.200 (-0.333%) 沽空 $2.00亿; 比率 21.093% │0.4%洛阳钼业(03993.HK) +0.100 (+0.543%) 沽空 $6.49千万; 比率 13.716% │0.4%北方华创(002371.SZ) -4.710 (-1.036%) │0.4%紫金黄金国际(02259.HK) +0.200 (+0.110%) 沽空 $7.33千万; 比率 12.331% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -7.760 (-2.419%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.820 (+4.550%) 沽空 $3.51亿; 比率 19.901% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-17 12:25。) (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。)