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) -5.000 (-0.909%) 沽空 $13.69億; 比率 10.772% │15.3%阿里-W(09988.HK) -1.100 (-0.817%) 沽空 $21.73億; 比率 20.876% │10%中國平安(02318.HK) +0.150 (+0.238%) 沽空 $5.61億; 比率 28.243% │3.5%寧德時代(300750.SZ) -3.470 (-0.857%) │3.2%建行(00939.HK) +0.020 (+0.247%) 沽空 $6.53億; 比率 40.299% │2.8%友邦(01299.HK) +1.850 (+2.229%) 沽空 $1.90億; 比率 11.418% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.080 (+0.217%) 沽空 $1.86億; 比率 8.972% │2.1%招行(03968.HK) -0.500 (-1.001%) 沽空 $1.55億; 比率 27.386% │1.9%網易(09999.HK) +0.800 (+0.428%) 沽空 $1.41億; 比率 20.763% │1.7%思源電氣(002028.SZ) +3.580 (+1.693%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.390 (+0.509%) │1.2%美團-W(03690.HK) -0.050 (-0.062%) 沽空 $9.36億; 比率 22.142% │1.2%貴州茅台(600519.SH) -10.020 (-0.675%) │1.1%攜程(09961.HK) +1.400 (+0.340%) 沽空 $1.33億; 比率 26.907% │1.1%國壽(02628.HK) +0.120 (+0.417%) 沽空 $3.90億; 比率 27.153% │1.0%小米-W(01810.HK) -0.540 (-1.527%) 沽空 $18.01億; 比率 24.336% │1.0%匯川技術(300124.SZ) -1.820 (-2.556%) │1.0%比亞迪(01211.HK) -2.600 (-2.488%) 沽空 $9.02億; 比率 19.055% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +5.780 (+3.943%) │0.8%福耀玻璃(600660.SH) -2.190 (-3.704%) │0.8%中國財險(02328.HK) +0.190 (+1.215%) 沽空 $6.44千萬; 比率 13.321% │0.8%藥明康德(02359.HK) +0.400 (+0.368%) 沽空 $8.79千萬; 比率 29.401% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -3.000 (-0.742%) 沽空 $3.71億; 比率 19.494% │0.7%工行(01398.HK) +0.050 (+0.765%) 沽空 $3.41億; 比率 34.252% │0.6%百度-SW(09888.HK) -1.000 (-0.839%) 沽空 $3.74億; 比率 33.066% │0.6%紫金黃金國際(02259.HK) -1.100 (-0.602%) 沽空 $1.03億; 比率 10.314% │0.6%安踏(02020.HK) -1.300 (-1.632%) 沽空 $1.51億; 比率 32.402% │0.6%海爾智家(06690.HK) -0.080 (-0.319%) 沽空 $6.37千萬; 比率 23.328% │0.6%創科(00669.HK) -0.300 (-0.271%) 沽空 $1.54億; 比率 36.158% │0.6%翰森製藥(03692.HK) +0.100 (+0.305%) 沽空 $6.90千萬; 比率 19.183% │0.6%華潤置地(01109.HK) -0.560 (-1.801%) 沽空 $1.58億; 比率 29.961% │0.5%申洲(02313.HK) -1.150 (-2.050%) 沽空 $1.31億; 比率 33.852% │0.5%中石油(00857.HK) -0.260 (-2.457%) 沽空 $3.58億; 比率 23.504% │0.5%中微公司(688012.SH) +5.950 (+1.901%) │0.5%海螺水泥(00914.HK) -0.200 (-0.870%) 沽空 $7.47千萬; 比率 26.583% │0.5%濰柴(02338.HK) -0.020 (-0.072%) 沽空 $5.66千萬; 比率 14.649% │0.5%北方華創(002371.SZ) +10.000 (+2.222%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.390 (-1.879%) │0.5%洛陽鉬業(03993.HK) -0.060 (-0.324%) 沽空 $9.49千萬; 比率 11.811% │0.5%華潤啤酒(00291.HK) -0.380 (-1.472%) 沽空 $3.72千萬; 比率 20.482% │0.5%恒瑞醫藥(600276.SH) +0.030 (+0.053%) │0.4%太保(02601.HK) +0.200 (+0.580%) 沽空 $1.44億; 比率 30.647% │0.4%國電南瑞(600406.SH) -0.210 (-0.748%) │0.4%京東-SW(09618.HK) -0.100 (-0.089%) 沽空 $1.62億; 比率 18.838% │0.4%五礦資源(01208.HK) +0.010 (+0.120%) 沽空 $3.29千萬; 比率 11.033% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-17 16:25。) (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。)