摩根士丹利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) -8.500 (-1.522%) 沽空 $17.35億; 比率 15.497% │17.9%阿里巴巴-W(09988.HK) -4.300 (-2.694%) 沽空 $14.23億; 比率 21.089% │10%寧德時代(300750.SZ) +6.170 (+1.700%) │3.2%中國平安(02318.HK) -1.250 (-1.757%) 沽空 $4.48億; 比率 40.324% │3.1%建行(00939.HK) +0.060 (+0.758%) 沽空 $4.73億; 比率 50.632% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -4.250 (-4.808%) 沽空 $4.40億; 比率 20.270% │2.5%網易(09999.HK) -3.600 (-1.869%) 沽空 $1.97億; 比率 20.687% │2.1%招行(03968.HK) +0.660 (+1.356%) 沽空 $1.56億; 比率 43.248% │2.1%美團-W(03690.HK) -1.900 (-2.026%) 沽空 $4.35億; 比率 28.456% │1.8%小米(01810.HK) +0.340 (+0.974%) 沽空 $5.76億; 比率 21.539% │1.6%紫金(02899.HK) -0.460 (-1.160%) 沽空 $2.97億; 比率 20.057% │1.5%攜程(09961.HK) -4.800 (-1.061%) 沽空 $1.03億; 比率 21.779% │1.4%美的集團(000333.SZ) -0.910 (-1.131%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -39.990 (-2.572%) │1.1%匯川技術(300124.SZ) +0.120 (+0.161%) │1.0%比亞迪(01211.HK) +1.300 (+1.425%) 沽空 $5.06億; 比率 35.343% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -4.380 (-2.277%) │0.9%國壽(02628.HK) -0.260 (-0.760%) 沽空 $2.50億; 比率 34.996% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -2.050 (-3.272%) │0.9%中國財險(02328.HK) -0.030 (-0.189%) 沽空 $4.74千萬; 比率 29.742% │0.9%港交所(00388.HK) -5.800 (-1.400%) 沽空 $2.82億; 比率 18.069% │0.6%工行(01398.HK) +0.030 (+0.464%) 沽空 $2.92億; 比率 48.312% │0.6%翰森製藥(03692.HK) -0.180 (-0.492%) 沽空 $4.74千萬; 比率 32.998% │0.6%藥明康德(02359.HK) +1.900 (+1.677%) 沽空 $9.68千萬; 比率 37.457% │0.6%海爾智家(06690.HK) -0.440 (-1.606%) 沽空 $7.69千萬; 比率 38.876% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.100 (-1.490%) 沽空 $3.41億; 比率 34.587% │0.5%瀾起科技(688008.SH) -4.610 (-2.742%) │0.5%申洲(02313.HK) -1.000 (-1.547%) 沽空 $4.22千萬; 比率 20.623% │0.5%華潤置地(01109.HK) -0.400 (-1.250%) 沽空 $1.04億; 比率 45.142% │0.5%恒瑞醫藥(600276.SH) -0.850 (-1.461%) │0.5%京東(09618.HK) -1.800 (-1.654%) 沽空 $1.59億; 比率 25.908% │0.5%安踏(02020.HK) +0.250 (+0.311%) 沽空 $9.01千萬; 比率 31.898% │0.5%華潤啤酒(00291.HK) -0.460 (-1.661%) 沽空 $6.39千萬; 比率 37.443% │0.5%創科(00669.HK) -1.700 (-1.499%) 沽空 $8.91千萬; 比率 23.381% │0.4%中石油(00857.HK) +0.170 (+1.868%) 沽空 $2.08億; 比率 47.665% │0.4%海螺水泥(00914.HK) -0.260 (-1.046%) 沽空 $2.55千萬; 比率 11.313% │0.4%太保(02601.HK) -0.760 (-1.935%) 沽空 $3.48千萬; 比率 27.728% │0.4%快手(01024.HK) -1.300 (-1.781%) 沽空 $2.96億; 比率 34.619% │0.4%洛陽鉬業(03993.HK) -0.520 (-2.396%) 沽空 $7.43千萬; 比率 10.551% │0.4%北方華創(002371.SZ) +2.110 (+0.449%) │0.4%紫金黃金國際(02259.HK) -1.000 (-0.486%) 沽空 $2.60千萬; 比率 5.227% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -7.680 (-2.152%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.170 (+1.053%) 沽空 $9.07千萬; 比率 27.124% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-06 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。)