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) +1.000 (+0.161%) 沽空 $4.35亿; 比率 7.520% │17.9%阿里巴巴-W(09988.HK) -1.300 (-0.749%) 沽空 $5.47亿; 比率 9.753% │10%宁德时代(300750.SZ) +1.900 (+0.559%) │3.2%中国平安(02318.HK) +2.300 (+3.242%) 沽空 $5.84亿; 比率 26.017% │3.1%建行(00939.HK) +0.110 (+1.370%) 沽空 $1.30亿; 比率 7.954% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.750 (+1.970%) 沽空 $2.71亿; 比率 20.687% │2.5%网易(09999.HK) -5.400 (-2.547%) 沽空 $7.01千万; 比率 10.564% │2.1%招行(03968.HK) +0.060 (+0.126%) 沽空 $1.39亿; 比率 24.330% │2.1%美团-W(03690.HK) 0.000 (0.000%) 沽空 $1.98亿; 比率 16.049% │1.8%相关内容《大行》招银国际下调今年新能源汽车销量预测 首选吉利(00175.HK)小米(01810.HK) +0.300 (+0.826%) 沽空 $6.52亿; 比率 15.226% │1.6%紫金(02899.HK) +1.020 (+2.279%) 沽空 $6.78亿; 比率 20.266% │1.5%携程(09961.HK) -14.200 (-2.866%) 沽空 $4.09千万; 比率 4.412% │1.4%美的集团(000333.SZ) +2.410 (+3.199%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +113.320 (+8.561%) │1.1%汇川技术(300124.SZ) -0.430 (-0.563%) │1.0%比亚迪(01211.HK) -1.500 (-1.459%) 沽空 $4.59亿; 比率 30.140% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -5.470 (-2.854%) │0.9%国寿(02628.HK) +0.240 (+0.682%) 沽空 $2.06亿; 比率 16.149% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.170 (-0.274%) │0.9%中国财险(02328.HK) +0.170 (+1.041%) 沽空 $2.20千万; 比率 7.907% │0.9%港交所(00388.HK) +4.000 (+0.911%) 沽空 $1.42亿; 比率 11.130% │0.6%工行(01398.HK) +0.030 (+0.455%) 沽空 $8.74千万; 比率 8.396% │0.6%翰森制药(03692.HK) -0.680 (-1.741%) 沽空 $1.38千万; 比率 20.382% │0.6%药明康德(02359.HK) +1.700 (+1.496%) 沽空 $1.20亿; 比率 30.627% │0.6%海尔智家(06690.HK) +0.180 (+0.701%) 沽空 $2.30千万; 比率 23.582% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.300 (-0.192%) 沽空 $1.84亿; 比率 29.411% │0.5%澜起科技(688008.SH) -10.280 (-5.933%) │0.5%申洲(02313.HK) +0.350 (+0.556%) 沽空 $7.65千万; 比率 34.838% │0.5%华润置地(01109.HK) +1.340 (+4.497%) 沽空 $1.20亿; 比率 9.764% │0.5%恒瑞医药(600276.SH) +1.460 (+2.582%) │0.5%京东(09618.HK) -2.100 (-1.806%) 沽空 $9.53千万; 比率 13.998% │0.5%安踏(02020.HK) +2.450 (+3.182%) 沽空 $6.58千万; 比率 8.089% │0.5%华润啤酒(00291.HK) +0.460 (+1.777%) 沽空 $1.39千万; 比率 8.780% │0.5%创科(00669.HK) -1.600 (-1.495%) 沽空 $1.24亿; 比率 42.869% │0.4%中石油(00857.HK) +0.170 (+1.838%) 沽空 $1.47亿; 比率 21.927% │0.4%相关内容《大行》花旗：互联网企业於农历新年加码推广AI应用 偏好腾讯(00700.HK)阿里(09988.HK)百度(09888.HK)海螺水泥(00914.HK) +0.320 (+1.276%) 沽空 $7.84百万; 比率 12.964% │0.4%太保(02601.HK) +1.320 (+3.423%) 沽空 $6.19千万; 比率 17.176% │0.4%快手(01024.HK) +0.250 (+0.304%) 沽空 $3.44亿; 比率 14.853% │0.4%洛阳钼业(03993.HK) -0.020 (-0.083%) 沽空 $2.46亿; 比率 19.315% │0.4%北方华创(002371.SZ) -26.950 (-5.369%) │0.4%紫金黄金国际(02259.HK) -11.000 (-4.344%) 沽空 $4.49亿; 比率 23.921% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -20.560 (-5.578%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.030 (-0.179%) 沽空 $5.89千万; 比率 21.626% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-29 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。)