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 (+0.915%) 沽空 $12.28亿; 比率 22.074% │17.9%阿里巴巴-W(09988.HK) +2.100 (+1.596%) 沽空 $8.98亿; 比率 24.300% │10%宁德时代(300750.SZ) +1.970 (+0.498%) │3.2%中国平安(02318.HK) -0.300 (-0.477%) 沽空 $2.06亿; 比率 29.072% │3.1%建行(00939.HK) -0.030 (-0.379%) 沽空 $2.59亿; 比率 41.138% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -2.150 (-2.549%) 沽空 $2.12亿; 比率 24.733% │2.5%网易(09999.HK) +2.716 (+1.497%) 沽空 $1.73亿; 比率 30.042% │2.1%招行(03968.HK) -0.100 (-0.202%) 沽空 $6.07千万; 比率 43.310% │2.1%美团-W(03690.HK) -0.150 (-0.196%) 沽空 $2.43亿; 比率 36.844% │1.8%小米(01810.HK) +0.180 (+0.541%) 沽空 $6.19亿; 比率 39.958% │1.6%紫金(02899.HK) -1.100 (-2.769%) 沽空 $1.31亿; 比率 22.088% │1.5%携程(09961.HK) -3.000 (-0.737%) 沽空 $4.76千万; 比率 27.216% │1.4%美的集团(000333.SZ) -0.230 (-0.297%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +21.980 (+1.579%) │1.1%汇川技术(300124.SZ) +0.520 (+0.731%) │1.0%比亚迪(01211.HK) -0.300 (-0.305%) 沽空 $3.66亿; 比率 43.464% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -0.360 (-0.169%) │0.9%国寿(02628.HK) 0.000 (0.000%) 沽空 $1.05亿; 比率 28.019% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.240 (-0.401%) │0.9%中国财险(02328.HK) +0.340 (+2.211%) 沽空 $4.00千万; 比率 18.020% │0.9%港交所(00388.HK) -4.800 (-1.181%) 沽空 $7.21千万; 比率 18.743% │0.6%工行(01398.HK) -0.010 (-0.158%) 沽空 $1.53亿; 比率 35.320% │0.6%翰森制药(03692.HK) -0.880 (-2.625%) 沽空 $2.89千万; 比率 24.391% │0.6%药明康德(02359.HK) -1.400 (-1.299%) 沽空 $4.41千万; 比率 27.064% │0.6%海尔智家(06690.HK) -0.020 (-0.079%) 沽空 $3.74千万; 比率 49.076% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +3.500 (+2.907%) 沽空 $1.19亿; 比率 39.017% │0.5%澜起科技(688008.SH) -0.400 (-0.271%) │0.5%申洲(02313.HK) -1.050 (-1.882%) 沽空 $3.13千万; 比率 16.554% │0.5%华润置地(01109.HK) -0.060 (-0.198%) 沽空 $7.47千万; 比率 44.204% │0.5%恒瑞医药(600276.SH) -0.120 (-0.217%) │0.5%京东(09618.HK) +1.200 (+1.096%) 沽空 $1.40亿; 比率 29.332% │0.5%安踏(02020.HK) -1.400 (-1.760%) 沽空 $7.66千万; 比率 34.551% │0.5%华润啤酒(00291.HK) -0.260 (-1.008%) 沽空 $2.03千万; 比率 19.636% │0.5%创科(00669.HK) -2.300 (-1.995%) 沽空 $1.20亿; 比率 49.505% │0.4%中石油(00857.HK) -0.050 (-0.471%) 沽空 $3.84亿; 比率 35.680% │0.4%海螺水泥(00914.HK) +0.060 (+0.262%) 沽空 $2.53千万; 比率 22.398% │0.4%太保(02601.HK) -0.300 (-0.881%) 沽空 $1.71千万; 比率 24.304% │0.4%快手(01024.HK) -0.650 (-1.080%) 沽空 $1.94亿; 比率 28.727% │0.4%洛阳钼业(03993.HK) -0.800 (-4.040%) 沽空 $1.04亿; 比率 18.671% │0.4%北方华创(002371.SZ) +3.320 (+0.725%) │0.4%紫金黄金国际(02259.HK) -12.300 (-6.041%) 沽空 $3.21千万; 比率 8.912% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -1.710 (-0.542%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.100 (-0.569%) 沽空 $1.72亿; 比率 37.201% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-13 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。)