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 $7.65亿; 比率 7.681% │17.9%阿里巴巴-W(09988.HK) +3.900 (+2.361%) 沽空 $9.74亿; 比率 9.279% │10%宁德时代(300750.SZ) -3.500 (-1.023%) │3.2%中国平安(02318.HK) +1.400 (+2.056%) 沽空 $8.41亿; 比率 39.330% │3.1%建行(00939.HK) +0.150 (+1.958%) 沽空 $3.03亿; 比率 27.813% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.250 (+3.913%) 沽空 $3.57亿; 比率 19.059% │2.5%网易(09999.HK) -0.800 (-0.384%) 沽空 $1.29亿; 比率 20.140% │2.1%招行(03968.HK) +0.820 (+1.758%) 沽空 $2.26亿; 比率 39.339% │2.1%美团-W(03690.HK) +0.150 (+0.154%) 沽空 $7.98亿; 比率 29.216% │1.8%相关内容《蓝筹》招行(03968.HK)业绩快报 去年纯利升1.21%至1,501.81亿人币小米(01810.HK) +0.440 (+1.249%) 沽空 $10.75亿; 比率 20.143% │1.6%紫金(02899.HK) +2.360 (+5.595%) 沽空 $6.45亿; 比率 11.718% │1.5%携程(09961.HK) +6.600 (+1.341%) 沽空 $1.98亿; 比率 12.405% │1.4%美的集团(000333.SZ) +0.700 (+0.917%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +1.800 (+0.134%) │1.1%汇川技术(300124.SZ) +1.850 (+2.396%) │1.0%比亚迪(01211.HK) +0.600 (+0.609%) 沽空 $4.56亿; 比率 33.538% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +0.650 (+0.343%) │0.9%国寿(02628.HK) +1.040 (+3.232%) 沽空 $4.37亿; 比率 23.660% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +2.790 (+4.613%) │0.9%中国财险(02328.HK) +0.100 (+0.637%) 沽空 $1.02亿; 比率 15.525% │0.9%港交所(00388.HK) +8.400 (+1.986%) 沽空 $2.22亿; 比率 15.144% │0.6%工行(01398.HK) +0.180 (+2.885%) 沽空 $2.77亿; 比率 34.023% │0.6%翰森制药(03692.HK) -1.440 (-3.579%) 沽空 $4.46千万; 比率 35.993% │0.6%药明康德(02359.HK) -0.300 (-0.263%) 沽空 $2.95亿; 比率 48.466% │0.6%海尔智家(06690.HK) +0.400 (+1.560%) 沽空 $6.07千万; 比率 19.605% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.100 (+0.064%) 沽空 $6.25亿; 比率 27.755% │0.5%澜起科技(688008.SH) -0.210 (-0.128%) │0.5%申洲(02313.HK) +0.650 (+1.060%) 沽空 $5.18千万; 比率 16.662% │0.5%华润置地(01109.HK) +0.780 (+2.786%) 沽空 $1.43亿; 比率 17.129% │0.5%恒瑞医药(600276.SH) -0.980 (-1.685%) │0.5%京东(09618.HK) -0.800 (-0.690%) 沽空 $2.72亿; 比率 27.341% │0.5%安踏(02020.HK) +1.550 (+2.030%) 沽空 $1.61亿; 比率 16.954% │0.5%华润啤酒(00291.HK) -0.100 (-0.389%) 沽空 $3.46千万; 比率 8.354% │0.5%创科(00669.HK) +2.800 (+2.756%) 沽空 $1.32亿; 比率 38.084% │0.4%中石油(00857.HK) +0.080 (+0.916%) 沽空 $3.65亿; 比率 40.620% │0.4%相关内容《大行》大和：材料及工业股跑赢 推动A+H股估值溢价策略累计相对回报近月提升海螺水泥(00914.HK) -0.160 (-0.654%) 沽空 $5.06千万; 比率 19.575% │0.4%太保(02601.HK) +0.680 (+1.817%) 沽空 $7.29千万; 比率 14.063% │0.4%快手(01024.HK) +0.700 (+0.891%) 沽空 $7.32亿; 比率 28.921% │0.4%洛阳钼业(03993.HK) +0.700 (+3.078%) 沽空 $3.35亿; 比率 21.175% │0.4%北方华创(002371.SZ) +7.790 (+1.570%) │0.4%紫金黄金国际(02259.HK) +25.600 (+12.261%) 沽空 $2.07亿; 比率 13.051% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +12.910 (+3.656%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.030 (-0.181%) 沽空 $2.65亿; 比率 30.857% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-26 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。)