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) +6.500 (+1.084%) 沽空 $7.65亿; 比率 7.681% │17.9%阿里巴巴-W(09988.HK) +3.600 (+2.179%) 沽空 $9.74亿; 比率 9.279% │10%宁德时代(300750.SZ) -3.050 (-0.892%) │3.2%中国平安(02318.HK) +1.300 (+1.909%) 沽空 $8.41亿; 比率 39.330% │3.1%建行(00939.HK) +0.110 (+1.436%) 沽空 $3.03亿; 比率 27.813% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.900 (+3.492%) 沽空 $3.57亿; 比率 19.059% │2.5%网易(09999.HK) -2.400 (-1.152%) 沽空 $1.29亿; 比率 20.140% │2.1%招行(03968.HK) +0.740 (+1.587%) 沽空 $2.26亿; 比率 39.339% │2.1%美团-W(03690.HK) -0.500 (-0.515%) 沽空 $7.98亿; 比率 29.216% │1.8%相关内容《大行》大和降安踏(02020.HK)至「跑赢大市」评级 目标价下调至95元小米(01810.HK) +0.180 (+0.511%) 沽空 $10.75亿; 比率 20.143% │1.6%紫金(02899.HK) +1.720 (+4.078%) 沽空 $6.45亿; 比率 11.718% │1.5%携程(09961.HK) +5.400 (+1.097%) 沽空 $1.98亿; 比率 12.405% │1.4%美的集团(000333.SZ) +0.560 (+0.733%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +3.010 (+0.224%) │1.1%汇川技术(300124.SZ) +1.430 (+1.852%) │1.0%比亚迪(01211.HK) +0.150 (+0.152%) 沽空 $4.56亿; 比率 33.538% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +0.380 (+0.200%) │0.9%国寿(02628.HK) +1.160 (+3.605%) 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) +2.610 (+4.315%) │0.9%中国财险(02328.HK) +0.050 (+0.319%) 沽空 $1.02亿; 比率 15.525% │0.9%港交所(00388.HK) +6.400 (+1.513%) 沽空 $2.22亿; 比率 15.144% │0.6%工行(01398.HK) +0.120 (+1.923%) 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) 0.000 (0.000%) 沽空 $2.95亿; 比率 48.466% │0.6%海尔智家(06690.HK) +0.300 (+1.170%) 沽空 $6.07千万; 比率 19.605% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.300 (-0.193%) 沽空 $6.25亿; 比率 27.755% │0.5%澜起科技(688008.SH) +1.880 (+1.146%) │0.5%申洲(02313.HK) +0.350 (+0.571%) 沽空 $5.18千万; 比率 16.662% │0.5%华润置地(01109.HK) +0.640 (+2.286%) 沽空 $1.43亿; 比率 17.129% │0.5%恒瑞医药(600276.SH) -0.890 (-1.530%) │0.5%京东(09618.HK) -1.600 (-1.379%) 沽空 $2.72亿; 比率 27.341% │0.5%安踏(02020.HK) +1.050 (+1.375%) 沽空 $1.61亿; 比率 16.954% │0.5%华润啤酒(00291.HK) -0.240 (-0.933%) 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) +0.010 (+0.115%) 沽空 $3.65亿; 比率 40.620% │0.4%相关内容《大行》花旗：中国房地产2025年迎减值挑战 首选金茂(00817.HK)、润地(01109.HK)及中海外(00688.HK)海螺水泥(00914.HK) -0.140 (-0.572%) 沽空 $5.06千万; 比率 19.575% │0.4%太保(02601.HK) +0.620 (+1.657%) 沽空 $7.29千万; 比率 14.063% │0.4%快手(01024.HK) +0.450 (+0.573%) 沽空 $7.32亿; 比率 28.921% │0.4%洛阳钼业(03993.HK) +0.140 (+0.616%) 沽空 $3.35亿; 比率 21.175% │0.4%北方华创(002371.SZ) +8.040 (+1.620%) │0.4%紫金黄金国际(02259.HK) +22.200 (+10.632%) 沽空 $2.07亿; 比率 13.051% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +12.980 (+3.676%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.110 (-0.662%) 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。)