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) -5.000 (-0.975%) 沽空 $19.15亿; 比率 25.236% │17.9%阿里巴巴-W(09988.HK) -8.300 (-6.288%) 沽空 $37.20亿; 比率 21.459% │10%宁德时代(300750.SZ) +12.500 (+3.121%) │3.2%中国平安(02318.HK) +0.100 (+0.162%) 沽空 $4.74亿; 比率 48.608% │3.1%建行(00939.HK) -0.010 (-0.124%) 沽空 $6.03亿; 比率 41.481% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.250 (+3.925%) 沽空 $12.89亿; 比率 92.280% │2.5%网易(09999.HK) -0.900 (-0.491%) 沽空 $1.72亿; 比率 17.666% │2.1%招行(03968.HK) -0.040 (-0.082%) 沽空 $8.05千万; 比率 23.751% │2.1%美团-W(03690.HK) -1.550 (-1.921%) 沽空 $14.59亿; 比率 48.806% │1.8%相关内容《大行》美银证券料中石油(00857.HK)年度天然气合同价按年升2%至5%小米(01810.HK) -3.120 (-8.590%) 沽空 $42.49亿; 比率 43.308% │1.6%紫金(02899.HK) -0.480 (-1.383%) 沽空 $3.95亿; 比率 15.621% │1.5%携程(09961.HK) +2.200 (+0.545%) 沽空 $1.24亿; 比率 32.634% │1.4%美的集团(000333.SZ) -0.880 (-1.158%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -7.870 (-0.542%) │1.1%汇川技术(300124.SZ) -0.480 (-0.693%) │1.0%比亚迪(01211.HK) +0.600 (+0.581%) 沽空 $13.08亿; 比率 50.143% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -7.400 (-3.505%) │0.9%国寿(02628.HK) -0.040 (-0.142%) 沽空 $1.89亿; 比率 31.048% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.490 (+0.868%) │0.9%中国财险(02328.HK) -0.350 (-2.246%) 沽空 $6.30千万; 比率 33.222% │0.9%港交所(00388.HK) -2.600 (-0.652%) 沽空 $4.66亿; 比率 72.726% │0.6%工行(01398.HK) +0.020 (+0.304%) 沽空 $4.34亿; 比率 53.388% │0.6%翰森制药(03692.HK) -0.480 (-1.468%) 沽空 $5.22千万; 比率 51.596% │0.6%药明康德(02359.HK) -0.800 (-0.742%) 沽空 $4.74千万; 比率 38.514% │0.6%海尔智家(06690.HK) -0.240 (-0.976%) 沽空 $9.97千万; 比率 86.215% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.200 (-1.868%) 沽空 $1.70亿; 比率 34.149% │0.5%澜起科技(688008.SH) -4.780 (-3.193%) │0.5%申洲(02313.HK) -0.050 (-0.092%) 沽空 $8.34千万; 比率 99.493% │0.5%华润置地(01109.HK) -0.140 (-0.474%) 沽空 $7.67千万; 比率 40.279% │0.5%恒瑞医药(600276.SH) -0.880 (-1.571%) │0.5%京东(09618.HK) -2.100 (-1.897%) 沽空 $3.64亿; 比率 37.530% │0.5%安踏(02020.HK) -0.650 (-0.841%) 沽空 $2.21亿; 比率 58.663% │0.5%华润啤酒(00291.HK) +0.040 (+0.161%) 沽空 $4.78千万; 比率 41.176% │0.5%创科(00669.HK) +0.100 (+0.093%) 沽空 $2.02亿; 比率 75.602% │0.4%中石油(00857.HK) +0.180 (+1.678%) 沽空 $7.14亿; 比率 46.630% │0.4%相关内容《蓝筹》腾讯(00700.HK)去年末季non-IFRS经调整纯利增17%至646.94亿人币 符预期海螺水泥(00914.HK) -0.040 (-0.180%) 沽空 $6.21千万; 比率 62.085% │0.4%太保(02601.HK) -0.340 (-1.009%) 沽空 $3.40千万; 比率 21.585% │0.4%快手(01024.HK) -1.550 (-2.800%) 沽空 $6.82亿; 比率 54.310% │0.4%洛阳钼业(03993.HK) -0.370 (-2.107%) 沽空 $1.59亿; 比率 26.054% │0.4%北方华创(002371.SZ) +7.090 (+1.536%) │0.4%紫金黄金国际(02259.HK) +9.200 (+5.512%) 沽空 $8.24亿; 比率 79.005% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -4.800 (-1.528%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +1.180 (+6.434%) 沽空 $6.18亿; 比率 20.178% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-20 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。)