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) -4.000 (-0.787%) 沽空 $15.71亿; 比率 15.020% │17.9%阿里巴巴-W(09988.HK) +2.600 (+2.116%) 沽空 $13.26亿; 比率 13.415% │10%宁德时代(300750.SZ) +26.010 (+6.669%) │3.2%中国平安(02318.HK) +0.500 (+0.803%) 沽空 $6.01亿; 比率 34.741% │3.1%建行(00939.HK) 0.000 (0.000%) 沽空 $4.65亿; 比率 33.273% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.450 (+0.508%) 沽空 $1.92亿; 比率 12.716% │2.5%网易(09999.HK) +1.400 (+0.791%) 沽空 $1.10亿; 比率 16.140% │2.1%招行(03968.HK) -0.100 (-0.200%) 沽空 $1.70亿; 比率 43.193% │2.1%美团-W(03690.HK) -0.400 (-0.455%) 沽空 $7.14亿; 比率 25.508% │1.8%相关内容《大行》摩通维持美团(03690.HK)「中性」评级 长期外卖前景高度不确定小米(01810.HK) -0.460 (-1.467%) 沽空 $13.43亿; 比率 25.569% │1.6%紫金(02899.HK) +0.020 (+0.055%) 沽空 $3.98亿; 比率 27.796% │1.5%携程(09961.HK) -0.800 (-0.199%) 沽空 $8.16千万; 比率 14.539% │1.4%美的集团(000333.SZ) -0.110 (-0.144%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -6.530 (-0.447%) │1.1%汇川技术(300124.SZ) +2.070 (+3.134%) │1.0%比亚迪(01211.HK) +3.300 (+3.242%) 沽空 $9.81亿; 比率 29.698% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +7.650 (+3.774%) │0.9%国寿(02628.HK) +0.840 (+3.191%) 沽空 $2.23亿; 比率 15.743% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.270 (-0.468%) │0.9%中国财险(02328.HK) +0.100 (+0.680%) 沽空 $8.69千万; 比率 19.115% │0.9%港交所(00388.HK) +0.200 (+0.049%) 沽空 $2.70亿; 比率 16.045% │0.6%工行(01398.HK) +0.040 (+0.577%) 沽空 $2.82亿; 比率 28.900% │0.6%翰森制药(03692.HK) +0.180 (+0.467%) 沽空 $4.93千万; 比率 16.317% │0.6%药明康德(02359.HK) +0.800 (+0.621%) 沽空 $1.43亿; 比率 30.231% │0.6%海尔智家(06690.HK) +0.100 (+0.482%) 沽空 $3.98千万; 比率 11.672% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -1.000 (-0.912%) 沽空 $6.66亿; 比率 44.337% │0.5%澜起科技(688008.SH) +4.360 (+3.133%) │0.5%申洲(02313.HK) -0.280 (-0.566%) 沽空 $5.85千万; 比率 22.059% │0.5%华润置地(01109.HK) +0.040 (+0.136%) 沽空 $1.55亿; 比率 33.009% │0.5%恒瑞医药(600276.SH) +0.100 (+0.176%) │0.5%京东(09618.HK) -0.300 (-0.269%) 沽空 $2.51亿; 比率 36.730% │0.5%安踏(02020.HK) +1.350 (+1.635%) 沽空 $1.68亿; 比率 23.512% │0.5%华润啤酒(00291.HK) +0.200 (+0.741%) 沽空 $6.50千万; 比率 22.329% │0.5%创科(00669.HK) +0.500 (+0.440%) 沽空 $2.16亿; 比率 45.502% │0.4%中石油(00857.HK) +0.030 (+0.279%) 沽空 $2.92亿; 比率 35.198% │0.4%相关内容《大行》美银证券：中国市场第二季宜采守势 静待正面催化剂 挑选十大「超配」行业海螺水泥(00914.HK) 0.000 (0.000%) 沽空 $1.21千万; 比率 6.143% │0.4%太保(02601.HK) +0.020 (+0.059%) 沽空 $3.39千万; 比率 8.994% │0.4%快手(01024.HK) +0.120 (+0.267%) 沽空 $3.31亿; 比率 15.997% │0.4%洛阳钼业(03993.HK) -0.020 (-0.108%) 沽空 $1.48亿; 比率 24.820% │0.4%北方华创(002371.SZ) +4.050 (+0.857%) │0.4%紫金黄金国际(02259.HK) -2.000 (-1.081%) 沽空 $6.55千万; 比率 10.043% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.700 (+0.840%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.600 (+2.461%) 沽空 $4.24亿; 比率 18.146% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-10 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。)