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) -5.500 (-0.996%) 沽空 $17.68亿; 比率 22.279% │17.9%阿里巴巴-W(09988.HK) -1.600 (-1.201%) 沽空 $15.77亿; 比率 27.490% │10%宁德时代(300750.SZ) -1.300 (-0.328%) │3.2%中国平安(02318.HK) -0.650 (-1.024%) 沽空 $4.42亿; 比率 41.374% │3.1%建行(00939.HK) +0.140 (+1.799%) 沽空 $6.02亿; 比率 47.115% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -2.100 (-2.429%) 沽空 $8.61亿; 比率 43.816% │2.5%网易(09999.HK) -1.100 (-0.597%) 沽空 $3.88亿; 比率 53.800% │2.1%招行(03968.HK) -0.060 (-0.121%) 沽空 $1.88亿; 比率 54.176% │2.1%美团-W(03690.HK) -0.700 (-0.904%) 沽空 $12.36亿; 比率 59.102% │1.8%小米(01810.HK) -0.040 (-0.120%) 沽空 $7.54亿; 比率 41.930% │1.6%紫金(02899.HK) -0.040 (-0.101%) 沽空 $3.35亿; 比率 27.316% │1.5%携程(09961.HK) -8.600 (-2.068%) 沽空 $1.59亿; 比率 27.087% │1.4%美的集团(000333.SZ) +0.010 (+0.013%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -8.000 (-0.571%) │1.1%汇川技术(300124.SZ) +0.010 (+0.014%) │1.0%比亚迪(01211.HK) +0.050 (+0.051%) 沽空 $8.60亿; 比率 55.263% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -7.850 (-3.553%) │0.9%国寿(02628.HK) -0.300 (-1.045%) 沽空 $1.78亿; 比率 26.537% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.170 (+0.285%) │0.9%中国财险(02328.HK) -0.190 (-1.220%) 沽空 $6.07千万; 比率 25.216% │0.9%港交所(00388.HK) -5.000 (-1.215%) 沽空 $3.45亿; 比率 26.056% │0.6%工行(01398.HK) +0.090 (+1.447%) 沽空 $4.92亿; 比率 44.620% │0.6%翰森制药(03692.HK) -0.120 (-0.357%) 沽空 $6.12千万; 比率 50.087% │0.6%药明康德(02359.HK) -2.000 (-1.821%) 沽空 $1.08亿; 比率 31.883% │0.6%海尔智家(06690.HK) -0.060 (-0.238%) 沽空 $1.22亿; 比率 70.190% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -1.400 (-1.149%) 沽空 $2.36亿; 比率 46.409% │0.5%澜起科技(688008.SH) -1.950 (-1.302%) │0.5%申洲(02313.HK) +0.150 (+0.270%) 沽空 $6.42千万; 比率 20.282% │0.5%华润置地(01109.HK) -0.340 (-1.110%) 沽空 $1.53亿; 比率 38.735% │0.5%恒瑞医药(600276.SH) -0.530 (-0.949%) │0.5%京东(09618.HK) +0.900 (+0.829%) 沽空 $2.78亿; 比率 49.361% │0.5%安踏(02020.HK) +0.100 (+0.126%) 沽空 $2.20亿; 比率 63.436% │0.5%华润啤酒(00291.HK) -0.660 (-2.494%) 沽空 $3.35千万; 比率 20.230% │0.5%创科(00669.HK) -2.500 (-2.122%) 沽空 $2.92亿; 比率 64.829% │0.4%中石油(00857.HK) +0.120 (+1.143%) 沽空 $7.47亿; 比率 41.113% │0.4%海螺水泥(00914.HK) -0.120 (-0.522%) 沽空 $7.29千万; 比率 45.774% │0.4%太保(02601.HK) -0.440 (-1.276%) 沽空 $5.27千万; 比率 14.431% │0.4%快手(01024.HK) -0.650 (-1.068%) 沽空 $2.64亿; 比率 29.872% │0.4%洛阳钼业(03993.HK) -0.800 (-3.883%) 沽空 $4.79亿; 比率 34.808% │0.4%北方华创(002371.SZ) -4.000 (-0.866%) │0.4%紫金黄金国际(02259.HK) -6.600 (-3.140%) 沽空 $1.01亿; 比率 18.327% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -4.970 (-1.552%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.170 (+0.978%) 沽空 $4.18亿; 比率 34.366% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-12 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。)