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 (+1.251%) 沽空 $2.93亿; 比率 2.341% │17.9%阿里巴巴-W(09988.HK) +4.700 (+2.845%) 沽空 $7.27亿; 比率 7.181% │10%宁德时代(300750.SZ) -2.650 (-0.775%) │3.2%中国平安(02318.HK) +1.600 (+2.349%) 沽空 $9.00亿; 比率 34.171% │3.1%建行(00939.HK) +0.110 (+1.436%) 沽空 $2.66亿; 比率 18.222% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.400 (+4.094%) 沽空 $6.74亿; 比率 31.184% │2.5%网易(09999.HK) -1.400 (-0.672%) 沽空 $1.69亿; 比率 25.885% │2.1%招行(03968.HK) +0.540 (+1.158%) 沽空 $3.00亿; 比率 37.866% │2.1%美团-W(03690.HK) -0.550 (-0.566%) 沽空 $5.07亿; 比率 23.998% │1.8%相关内容《大行》里昂：阿里巴巴(09988.HK)进军核电领域 业内今年或出现更多合作消息小米(01810.HK) +0.340 (+0.965%) 沽空 $5.87亿; 比率 17.067% │1.6%紫金(02899.HK) +1.220 (+2.892%) 沽空 $7.16亿; 比率 14.026% │1.5%携程(09961.HK) +7.200 (+1.463%) 沽空 $3.24亿; 比率 27.484% │1.4%美的集团(000333.SZ) -0.250 (-0.327%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +1.010 (+0.075%) │1.1%汇川技术(300124.SZ) +1.240 (+1.606%) │1.0%比亚迪(01211.HK) -0.200 (-0.203%) 沽空 $4.22亿; 比率 29.371% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -0.510 (-0.269%) │0.9%国寿(02628.HK) +1.920 (+5.966%) 沽空 $5.93亿; 比率 17.848% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +1.870 (+3.092%) │0.9%中国财险(02328.HK) +0.040 (+0.255%) 沽空 $3.29千万; 比率 6.489% │0.9%港交所(00388.HK) +7.400 (+1.749%) 沽空 $2.23亿; 比率 12.454% │0.6%工行(01398.HK) +0.120 (+1.923%) 沽空 $2.80亿; 比率 24.341% │0.6%翰森制药(03692.HK) -1.760 (-4.374%) 沽空 $1.67亿; 比率 53.057% │0.6%药明康德(02359.HK) -0.600 (-0.525%) 沽空 $2.71亿; 比率 43.958% │0.6%海尔智家(06690.HK) +0.260 (+1.014%) 沽空 $6.20千万; 比率 37.927% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.300 (-0.193%) 沽空 $5.88亿; 比率 41.044% │0.5%澜起科技(688008.SH) +4.910 (+2.992%) │0.5%申洲(02313.HK) +0.550 (+0.897%) 沽空 $3.43千万; 比率 13.242% │0.5%华润置地(01109.HK) +0.480 (+1.714%) 沽空 $6.67千万; 比率 13.204% │0.5%恒瑞医药(600276.SH) -0.960 (-1.651%) │0.5%京东(09618.HK) -2.500 (-2.155%) 沽空 $3.78亿; 比率 33.714% │0.5%安踏(02020.HK) +1.550 (+2.030%) 沽空 $1.37亿; 比率 13.232% │0.5%华润啤酒(00291.HK) -0.140 (-0.544%) 沽空 $1.38千万; 比率 7.579% │0.5%创科(00669.HK) +3.000 (+2.953%) 沽空 $2.02亿; 比率 39.924% │0.4%中石油(00857.HK) +0.080 (+0.916%) 沽空 $1.91亿; 比率 28.382% │0.4%相关内容《大行》瑞银降安踏(02020.HK)目标价至117元 维持「买入」评级海螺水泥(00914.HK) 0.000 (0.000%) 沽空 $3.53千万; 比率 35.173% │0.4%太保(02601.HK) +1.000 (+2.672%) 沽空 $1.55亿; 比率 30.957% │0.4%快手(01024.HK) +0.200 (+0.254%) 沽空 $1.78亿; 比率 13.831% │0.4%洛阳钼业(03993.HK) +0.140 (+0.616%) 沽空 $2.49亿; 比率 23.003% │0.4%北方华创(002371.SZ) +1.460 (+0.294%) │0.4%紫金黄金国际(02259.HK) +24.200 (+11.590%) 沽空 $3.25亿; 比率 11.745% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +3.970 (+1.124%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.090 (-0.542%) 沽空 $6.89千万; 比率 13.075% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-27 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。)