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) +1.500 (+0.252%) 沽空 $5.02亿; 比率 9.362% │17.9%阿里巴巴-W(09988.HK) -2.900 (-1.721%) 沽空 $6.35亿; 比率 11.371% │10%宁德时代(300750.SZ) -4.950 (-1.427%) │3.2%中国平安(02318.HK) +1.450 (+2.164%) 沽空 $4.64亿; 比率 36.029% │3.1%建行(00939.HK) +0.090 (+1.183%) 沽空 $1.38亿; 比率 26.861% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.350 (-0.421%) 沽空 $2.03亿; 比率 17.555% │2.5%网易(09999.HK) +2.600 (+1.256%) 沽空 $4.53千万; 比率 21.119% │2.1%招行(03968.HK) +0.460 (+0.991%) 沽空 $1.25亿; 比率 38.358% │2.1%美团-W(03690.HK) -0.300 (-0.308%) 沽空 $3.97亿; 比率 27.531% │1.8%相关内容《大行》里昂：安踏(02020.HK)料今年品牌经营利润率承压 降目标价至110元小米(01810.HK) -0.880 (-2.428%) 沽空 $6.10亿; 比率 22.864% │1.6%紫金(02899.HK) +1.580 (+3.909%) 沽空 $3.86亿; 比率 13.512% │1.5%携程(09961.HK) +9.600 (+1.978%) 沽空 $9.01千万; 比率 12.375% │1.4%美的集团(000333.SZ) -0.430 (-0.560%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +5.000 (+0.374%) │1.1%汇川技术(300124.SZ) -2.180 (-2.746%) │1.0%比亚迪(01211.HK) -0.900 (-0.904%) 沽空 $2.05亿; 比率 30.340% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +1.210 (+0.642%) │0.9%国寿(02628.HK) +0.760 (+2.410%) 沽空 $2.09亿; 比率 18.801% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.810 (-1.322%) │0.9%中国财险(02328.HK) -0.160 (-1.011%) 沽空 $3.77千万; 比率 9.100% │0.9%港交所(00388.HK) 0.000 (0.000%) 沽空 $1.11亿; 比率 15.813% │0.6%工行(01398.HK) +0.100 (+1.626%) 沽空 $1.55亿; 比率 36.236% │0.6%翰森制药(03692.HK) +0.260 (+0.650%) 沽空 $1.54千万; 比率 30.538% │0.6%药明康德(02359.HK) +0.200 (+0.175%) 沽空 $1.89亿; 比率 59.002% │0.6%海尔智家(06690.HK) -0.220 (-0.849%) 沽空 $1.29千万; 比率 10.303% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -4.500 (-2.804%) 沽空 $3.89亿; 比率 30.261% │0.5%澜起科技(688008.SH) +4.090 (+2.556%) │0.5%申洲(02313.HK) -0.400 (-0.654%) 沽空 $2.88千万; 比率 14.251% │0.5%华润置地(01109.HK) -0.520 (-1.843%) 沽空 $9.01千万; 比率 19.578% │0.5%恒瑞医药(600276.SH) -0.830 (-1.407%) │0.5%京东(09618.HK) +1.500 (+1.307%) 沽空 $1.03亿; 比率 24.111% │0.5%安踏(02020.HK) -0.200 (-0.260%) 沽空 $6.30千万; 比率 12.045% │0.5%华润啤酒(00291.HK) +0.180 (+0.703%) 沽空 $6.55百万; 比率 3.219% │0.5%创科(00669.HK) +0.400 (+0.392%) 沽空 $5.87千万; 比率 34.448% │0.4%中石油(00857.HK) +0.340 (+4.038%) 沽空 $1.38亿; 比率 33.810% │0.4%相关内容《大行》摩通：马年偏好亚洲(除日本/澳洲外)保险业市场 首选平安(02318.HK)国寿(02628.HK)等海螺水泥(00914.HK) +0.660 (+2.764%) 沽空 $1.58千万; 比率 10.390% │0.4%太保(02601.HK) +0.520 (+1.405%) 沽空 $4.43千万; 比率 16.571% │0.4%快手(01024.HK) -2.350 (-2.892%) 沽空 $4.46亿; 比率 27.635% │0.4%洛阳钼业(03993.HK) +1.320 (+6.168%) 沽空 $2.10亿; 比率 19.615% │0.4%北方华创(002371.SZ) -14.150 (-2.772%) │0.4%紫金黄金国际(02259.HK) +4.800 (+2.332%) 沽空 $1.59亿; 比率 18.081% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -14.440 (-3.929%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.170 (-1.007%) 沽空 $1.40亿; 比率 31.415% │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 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。)