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) -18.000 (-3.098%) 沽空 $15.91亿; 比率 9.036% │17.9%阿里巴巴-W(09988.HK) -1.000 (-0.621%) 沽空 $2.79亿; 比率 5.021% │10%宁德时代(300750.SZ) +17.120 (+4.921%) │3.2%中国平安(02318.HK) +1.100 (+1.543%) 沽空 $2.14亿; 比率 24.465% │3.1%建行(00939.HK) +0.080 (+1.024%) 沽空 $2.15亿; 比率 28.385% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.400 (+1.565%) 沽空 $2.54亿; 比率 20.695% │2.5%网易(09999.HK) -4.900 (-2.469%) 沽空 $1.40亿; 比率 21.763% │2.1%招行(03968.HK) +0.400 (+0.845%) 沽空 $5.56千万; 比率 16.428% │2.1%美团-W(03690.HK) -0.950 (-1.019%) 沽空 $2.94亿; 比率 13.841% │1.8%相关内容《大行》中银国际料吉利(00175.HK)成本压力可控 降目标价至30元续吁「买入」小米(01810.HK) -0.560 (-1.618%) 沽空 $3.89亿; 比率 13.790% │1.6%紫金(02899.HK) +0.500 (+1.209%) 沽空 $3.74亿; 比率 24.254% │1.5%携程(09961.HK) -25.000 (-5.157%) 沽空 $2.79亿; 比率 15.465% │1.4%美的集团(000333.SZ) +1.900 (+2.439%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +50.080 (+3.395%) │1.1%汇川技术(300124.SZ) +0.140 (+0.186%) │1.0%比亚迪(01211.HK) +1.050 (+1.167%) 沽空 $2.02亿; 比率 19.966% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.330 (+1.168%) │0.9%国寿(02628.HK) +0.900 (+2.612%) 沽空 $1.31亿; 比率 24.140% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +2.140 (+3.537%) │0.9%中国财险(02328.HK) +0.180 (+1.142%) 沽空 $3.67千万; 比率 18.113% │0.9%港交所(00388.HK) -0.800 (-0.190%) 沽空 $1.21亿; 比率 16.240% │0.6%工行(01398.HK) +0.080 (+1.254%) 沽空 $1.26亿; 比率 31.125% │0.6%翰森制药(03692.HK) -0.400 (-1.068%) 沽空 $1.96千万; 比率 21.842% │0.6%药明康德(02359.HK) +0.200 (+0.181%) 沽空 $3.72千万; 比率 21.227% │0.6%海尔智家(06690.HK) +0.820 (+3.116%) 沽空 $2.99千万; 比率 24.808% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -3.200 (-2.263%) 沽空 $9.57千万; 比率 18.186% │0.5%澜起科技(688008.SH) -11.130 (-6.114%) │0.5%申洲(02313.HK) +1.250 (+2.024%) 沽空 $1.89千万; 比率 13.296% │0.5%华润置地(01109.HK) +1.860 (+6.139%) 沽空 $1.74亿; 比率 21.441% │0.5%恒瑞医药(600276.SH) +0.130 (+0.226%) │0.5%京东(09618.HK) -0.500 (-0.456%) 沽空 $8.60千万; 比率 20.692% │0.5%安踏(02020.HK) +1.850 (+2.378%) 沽空 $2.91千万; 比率 12.652% │0.5%华润啤酒(00291.HK) +0.300 (+1.113%) 沽空 $3.09千万; 比率 21.185% │0.5%创科(00669.HK) +6.100 (+5.653%) 沽空 $3.04亿; 比率 57.832% │0.4%中石油(00857.HK) +0.180 (+2.007%) 沽空 $9.67千万; 比率 30.584% │0.4%相关内容《大行》海通国际看好友邦保险(01299.HK)今明两年增长前景 目标价升至108.5元海螺水泥(00914.HK) +0.420 (+1.716%) 沽空 $3.76千万; 比率 24.014% │0.4%太保(02601.HK) +1.320 (+3.436%) 沽空 $3.29千万; 比率 24.234% │0.4%快手(01024.HK) +0.050 (+0.068%) 沽空 $2.38亿; 比率 21.902% │0.4%洛阳钼业(03993.HK) +0.640 (+2.827%) 沽空 $1.62亿; 比率 18.251% │0.4%北方华创(002371.SZ) -2.390 (-0.505%) │0.4%紫金黄金国际(02259.HK) -0.800 (-0.368%) 沽空 $1.31亿; 比率 16.775% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.850 (+0.823%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.250 (+1.579%) 沽空 $3.96千万; 比率 21.394% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-04 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。)