摩根士丹利近日發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) -7.500 (-1.459%) 沽空 $15.88億; 比率 18.007% │15.3%阿里-W(09988.HK) +2.200 (+1.786%) 沽空 $9.74億; 比率 19.918% │10%中國平安(02318.HK) +0.500 (+0.840%) 沽空 $4.35億; 比率 39.375% │3.5%寧德時代(300750.SZ) +1.170 (+0.295%) │3.2%建行(00939.HK) +0.040 (+0.502%) 沽空 $2.35億; 比率 21.075% │2.8%友邦(01299.HK) +1.300 (+1.528%) 沽空 $3.17億; 比率 19.909% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.640 (+1.836%) 沽空 $4.66億; 比率 21.804% │2.1%招行(03968.HK) +0.040 (+0.083%) 沽空 $7.41千萬; 比率 45.861% │1.9%網易(09999.HK) -1.600 (-0.903%) 沽空 $5.26千萬; 比率 22.523% │1.7%思源電氣(002028.SZ) +8.000 (+3.902%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.230 (+0.310%) │1.2%美團-W(03690.HK) +3.900 (+4.937%) 沽空 $5.44億; 比率 30.300% │1.2%貴州茅台(600519.SH) -0.800 (-0.057%) │1.1%攜程(09961.HK) +1.200 (+0.302%) 沽空 $6.14千萬; 比率 11.868% │1.1%國壽(02628.HK) +0.340 (+1.264%) 沽空 $1.82億; 比率 23.482% │1.0%小米-W(01810.HK) -0.740 (-2.264%) 沽空 $24.42億; 比率 43.405% │1.0%匯川技術(300124.SZ) +1.320 (+1.997%) │1.0%比亞迪(01211.HK) -0.100 (-0.093%) 沽空 $9.03億; 比率 43.086% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +3.910 (+2.842%) │0.8%福耀玻璃(600660.SH) +1.130 (+2.029%) │0.8%中國財險(02328.HK) +0.100 (+0.661%) 沽空 $2.48千萬; 比率 21.344% │0.8%藥明康德(02359.HK) -1.900 (-1.673%) 沽空 $1.03億; 比率 34.516% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +4.800 (+1.226%) 沽空 $1.19億; 比率 13.710% │0.7%工行(01398.HK) +0.020 (+0.307%) 沽空 $8.27千萬; 比率 20.861% │0.6%百度-SW(09888.HK) -2.700 (-2.398%) 沽空 $9.44千萬; 比率 31.428% │0.6%紫金黃金國際(02259.HK) +3.900 (+2.165%) 沽空 $2.29億; 比率 23.593% │0.6%安踏(02020.HK) -0.500 (-0.653%) 沽空 $7.26千萬; 比率 25.511% │0.6%海爾智家(06690.HK) -0.180 (-0.753%) 沽空 $5.25千萬; 比率 24.344% │0.6%創科(00669.HK) +4.600 (+4.356%) 沽空 $1.52億; 比率 44.794% │0.6%翰森製藥(03692.HK) -0.560 (-1.753%) 沽空 $3.03千萬; 比率 33.425% │0.6%華潤置地(01109.HK) -0.160 (-0.556%) 沽空 $2.87千萬; 比率 22.641% │0.5%申洲(02313.HK) -0.050 (-0.095%) 沽空 $3.57千萬; 比率 43.614% │0.5%中石油(00857.HK) -0.040 (-0.373%) 沽空 $2.27億; 比率 18.164% │0.5%中微公司(688012.SH) +11.670 (+3.884%) │0.5%海螺水泥(00914.HK) +0.280 (+1.305%) 沽空 $1.16千萬; 比率 20.052% │0.5%濰柴(02338.HK) +0.540 (+1.961%) 沽空 $8.95千萬; 比率 32.496% │0.5%北方華創(002371.SZ) +21.970 (+4.948%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.540 (+2.823%) │0.5%洛陽鉬業(03993.HK) +0.090 (+0.524%) 沽空 $1.16億; 比率 14.277% │0.5%華潤啤酒(00291.HK) -0.760 (-2.923%) 沽空 $8.19千萬; 比率 27.376% │0.5%恒瑞醫藥(600276.SH) +0.660 (+1.230%) │0.4%太保(02601.HK) +0.060 (+0.187%) 沽空 $3.16千萬; 比率 13.872% │0.4%國電南瑞(600406.SH) +0.510 (+1.890%) │0.4%京東-SW(09618.HK) +1.700 (+1.586%) 沽空 $8.94千萬; 比率 25.573% │0.4%五礦資源(01208.HK) +0.160 (+2.092%) 沽空 $5.09千萬; 比率 14.546% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-25 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)