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) +14.000 (+2.306%) 沽空 $5.29亿; 比率 8.541% │17.9%阿里巴巴-W(09988.HK) +3.200 (+1.883%) 沽空 $8.22亿; 比率 8.430% │10%宁德时代(300750.SZ) +0.320 (+0.094%) │3.2%中国平安(02318.HK) +1.050 (+1.506%) 沽空 $4.65亿; 比率 27.396% │3.1%建行(00939.HK) +0.240 (+3.089%) 沽空 $1.99亿; 比率 15.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.550 (+2.950%) 沽空 $2.13亿; 比率 15.598% │2.5%网易(09999.HK) +5.600 (+2.705%) 沽空 $1.06亿; 比率 19.528% │2.1%招行(03968.HK) +0.700 (+1.484%) 沽空 $2.16亿; 比率 44.688% │2.1%美团-W(03690.HK) +1.700 (+1.761%) 沽空 $2.68亿; 比率 16.431% │1.8%相关内容《大行》大摩看好友邦保险(01299.HK)盈利前景 上调目标价至111元小米(01810.HK) +0.680 (+1.912%) 沽空 $3.66亿; 比率 16.947% │1.6%紫金(02899.HK) +1.020 (+2.350%) 沽空 $3.98亿; 比率 12.192% │1.5%携程(09961.HK) -4.400 (-0.881%) 沽空 $1.36亿; 比率 10.490% │1.4%美的集团(000333.SZ) -0.250 (-0.329%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -11.010 (-0.820%) │1.1%汇川技术(300124.SZ) -2.230 (-2.843%) │1.0%比亚迪(01211.HK) +3.600 (+3.662%) 沽空 $3.49亿; 比率 38.146% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +1.820 (+0.962%) │0.9%国寿(02628.HK) +0.920 (+2.698%) 沽空 $5.35亿; 比率 27.183% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.140 (-0.225%) │0.9%中国财险(02328.HK) +0.510 (+3.242%) 沽空 $1.30千万; 比率 5.507% │0.9%港交所(00388.HK) +8.200 (+1.905%) 沽空 $1.29亿; 比率 11.934% │0.6%工行(01398.HK) +0.210 (+3.302%) 沽空 $2.00亿; 比率 16.812% │0.6%翰森制药(03692.HK) +0.440 (+1.143%) 沽空 $6.73千万; 比率 37.219% │0.6%药明康德(02359.HK) -1.900 (-1.673%) 沽空 $1.37亿; 比率 36.202% │0.6%海尔智家(06690.HK) -0.280 (-1.081%) 沽空 $2.56千万; 比率 12.684% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.000 (+0.644%) 沽空 $2.15亿; 比率 28.394% │0.5%澜起科技(688008.SH) +3.480 (+2.059%) │0.5%申洲(02313.HK) +1.000 (+1.617%) 沽空 $6.29千万; 比率 35.574% │0.5%华润置地(01109.HK) +0.900 (+3.160%) 沽空 $4.44千万; 比率 9.707% │0.5%恒瑞医药(600276.SH) -0.630 (-1.101%) │0.5%京东(09618.HK) +1.800 (+1.586%) 沽空 $1.74亿; 比率 29.674% │0.5%安踏(02020.HK) -0.700 (-0.899%) 沽空 $1.68亿; 比率 17.878% │0.5%华润啤酒(00291.HK) +0.200 (+0.782%) 沽空 $6.68百万; 比率 6.178% │0.5%创科(00669.HK) +2.300 (+2.199%) 沽空 $1.14亿; 比率 46.188% │0.4%中石油(00857.HK) +0.460 (+5.221%) 沽空 $2.40亿; 比率 26.456% │0.4%相关内容《大行》汇丰研究降安踏(02020.HK)今明两年净利润预测 内地运动服饰需求疲软及竞争加剧海螺水泥(00914.HK) +0.820 (+3.352%) 沽空 $1.58千万; 比率 15.109% │0.4%太保(02601.HK) +0.140 (+0.364%) 沽空 $6.40千万; 比率 23.395% │0.4%快手(01024.HK) +3.000 (+3.807%) 沽空 $2.32亿; 比率 15.475% │0.4%洛阳钼业(03993.HK) +1.000 (+4.371%) 沽空 $1.10亿; 比率 20.096% │0.4%北方华创(002371.SZ) -3.880 (-0.780%) │0.4%紫金黄金国际(02259.HK) +7.000 (+3.004%) 沽空 $1.74亿; 比率 22.022% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +0.020 (+0.006%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.170 (+1.028%) 沽空 $4.90千万; 比率 12.626% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-28 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。)