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) +9.000 (+1.483%) 沽空 $2.93亿; 比率 2.341% │17.9%阿里巴巴-W(09988.HK) +1.500 (+0.883%) 沽空 $7.27亿; 比率 7.181% │10%宁德时代(300750.SZ) -3.450 (-1.016%) │3.2%中国平安(02318.HK) +0.900 (+1.291%) 沽空 $9.00亿; 比率 34.171% │3.1%建行(00939.HK) +0.150 (+1.931%) 沽空 $2.66亿; 比率 18.222% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.400 (+1.619%) 沽空 $6.74亿; 比率 31.184% │2.5%网易(09999.HK) +3.400 (+1.643%) 沽空 $1.69亿; 比率 25.885% │2.1%招行(03968.HK) +0.300 (+0.636%) 沽空 $3.00亿; 比率 37.866% │2.1%美团-W(03690.HK) +0.250 (+0.259%) 沽空 $5.07亿; 比率 23.998% │1.8%相关内容《大行》中金降安踏(02020.HK)目标价至110.91元 维持「跑赢行业」评级小米(01810.HK) +0.400 (+1.125%) 沽空 $5.87亿; 比率 17.067% │1.6%紫金(02899.HK) +0.540 (+1.244%) 沽空 $7.16亿; 比率 14.026% │1.5%携程(09961.HK) -9.600 (-1.922%) 沽空 $3.24亿; 比率 27.484% │1.4%美的集团(000333.SZ) -0.420 (-0.552%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -13.580 (-1.011%) │1.1%汇川技术(300124.SZ) -2.170 (-2.766%) │1.0%比亚迪(01211.HK) -0.450 (-0.458%) 沽空 $4.22亿; 比率 29.371% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +1.610 (+0.851%) │0.9%国寿(02628.HK) +0.880 (+2.581%) 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) -0.250 (-0.401%) │0.9%中国财险(02328.HK) +0.210 (+1.335%) 沽空 $3.29千万; 比率 6.489% │0.9%港交所(00388.HK) +2.600 (+0.604%) 沽空 $2.23亿; 比率 12.454% │0.6%工行(01398.HK) +0.160 (+2.516%) 沽空 $2.80亿; 比率 24.341% │0.6%翰森制药(03692.HK) +0.200 (+0.520%) 沽空 $1.67亿; 比率 53.057% │0.6%药明康德(02359.HK) -2.000 (-1.761%) 沽空 $2.71亿; 比率 43.958% │0.6%海尔智家(06690.HK) -0.720 (-2.780%) 沽空 $6.20千万; 比率 37.927% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.500 (+0.322%) 沽空 $5.88亿; 比率 41.044% │0.5%澜起科技(688008.SH) +1.680 (+0.994%) │0.5%申洲(02313.HK) +0.750 (+1.213%) 沽空 $3.43千万; 比率 13.242% │0.5%华润置地(01109.HK) +0.560 (+1.966%) 沽空 $6.67千万; 比率 13.204% │0.5%恒瑞医药(600276.SH) -0.520 (-0.909%) │0.5%京东(09618.HK) +1.600 (+1.410%) 沽空 $3.78亿; 比率 33.714% │0.5%安踏(02020.HK) -1.600 (-2.054%) 沽空 $1.37亿; 比率 13.232% │0.5%华润啤酒(00291.HK) -0.040 (-0.156%) 沽空 $1.38千万; 比率 7.579% │0.5%创科(00669.HK) +1.000 (+0.956%) 沽空 $2.02亿; 比率 39.924% │0.4%中石油(00857.HK) +0.330 (+3.746%) 沽空 $1.91亿; 比率 28.382% │0.4%相关内容《大行》大华继显升洛阳钼业(03993.HK)目标价至24元 料受惠於全球钴供应收紧海螺水泥(00914.HK) +0.680 (+2.780%) 沽空 $3.53千万; 比率 35.173% │0.4%太保(02601.HK) +0.120 (+0.312%) 沽空 $1.55亿; 比率 30.957% │0.4%快手(01024.HK) +2.050 (+2.602%) 沽空 $1.78亿; 比率 13.831% │0.4%洛阳钼业(03993.HK) +0.620 (+2.710%) 沽空 $2.49亿; 比率 23.003% │0.4%北方华创(002371.SZ) -1.870 (-0.376%) │0.4%紫金黄金国际(02259.HK) +2.800 (+1.202%) 沽空 $3.25亿; 比率 11.745% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +0.530 (+0.148%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.100 (-0.605%) 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。)