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) -19.500 (-3.356%) 沽空 $37.88亿; 比率 10.084% │17.9%阿里巴巴-W(09988.HK) -1.500 (-0.932%) 沽空 $12.51亿; 比率 7.050% │10%宁德时代(300750.SZ) +5.490 (+1.578%) │3.2%中国平安(02318.HK) 0.000 (0.000%) 沽空 $11.21亿; 比率 39.572% │3.1%建行(00939.HK) +0.030 (+0.384%) 沽空 $4.57亿; 比率 30.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.650 (+0.727%) 沽空 $5.41亿; 比率 23.183% │2.5%网易(09999.HK) -4.700 (-2.368%) 沽空 $7.45亿; 比率 26.424% │2.1%招行(03968.HK) +0.120 (+0.253%) 沽空 $2.51亿; 比率 30.780% │2.1%美团-W(03690.HK) -2.050 (-2.200%) 沽空 $8.11亿; 比率 17.261% │1.8%相关内容《大行》里昂料腾讯(00700.HK)今年游戏业务保持双位数增长 广告业务升两成小米(01810.HK) -0.900 (-2.601%) 沽空 $9.93亿; 比率 20.155% │1.6%紫金(02899.HK) -0.040 (-0.097%) 沽空 $9.40亿; 比率 19.397% │1.5%携程(09961.HK) -29.600 (-6.106%) 沽空 $9.86千万; 比率 8.215% │1.4%美的集团(000333.SZ) +0.890 (+1.142%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +29.630 (+2.009%) │1.1%汇川技术(300124.SZ) -0.840 (-1.114%) │1.0%比亚迪(01211.HK) -0.500 (-0.556%) 沽空 $7.43亿; 比率 23.438% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +0.300 (+0.150%) │0.9%国寿(02628.HK) -0.140 (-0.406%) 沽空 $7.75亿; 比率 33.454% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.780 (+1.289%) │0.9%中国财险(02328.HK) +0.030 (+0.190%) 沽空 $1.40亿; 比率 16.680% │0.9%港交所(00388.HK) -4.200 (-0.995%) 沽空 $4.67亿; 比率 18.899% │0.6%工行(01398.HK) +0.050 (+0.784%) 沽空 $2.94亿; 比率 23.459% │0.6%翰森制药(03692.HK) -0.840 (-2.242%) 沽空 $8.22千万; 比率 31.318% │0.6%药明康德(02359.HK) -2.600 (-2.355%) 沽空 $8.15千万; 比率 18.677% │0.6%海尔智家(06690.HK) +0.420 (+1.596%) 沽空 $9.80千万; 比率 21.242% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -3.600 (-2.546%) 沽空 $10.65亿; 比率 36.085% │0.5%澜起科技(688008.SH) -14.440 (-7.933%) │0.5%申洲(02313.HK) +0.650 (+1.053%) 沽空 $1.06亿; 比率 25.167% │0.5%华润置地(01109.HK) +1.200 (+3.960%) 沽空 $1.51亿; 比率 24.791% │0.5%恒瑞医药(600276.SH) -1.230 (-2.140%) │0.5%京东(09618.HK) -1.600 (-1.459%) 沽空 $3.64亿; 比率 30.960% │0.5%安踏(02020.HK) +0.500 (+0.643%) 沽空 $1.53亿; 比率 19.678% │0.5%华润啤酒(00291.HK) +0.240 (+0.890%) 沽空 $8.25千万; 比率 18.865% │0.5%创科(00669.HK) +5.500 (+5.097%) 沽空 $1.99亿; 比率 40.169% │0.4%中石油(00857.HK) +0.100 (+1.115%) 沽空 $2.28亿; 比率 34.401% │0.4%相关内容《大行》野村料网易(NTES.US)上季总收入按年增4%但逊市场预期 续予「买入」评级海螺水泥(00914.HK) +0.340 (+1.389%) 沽空 $3.42千万; 比率 15.562% │0.4%太保(02601.HK) +0.080 (+0.208%) 沽空 $9.28千万; 比率 19.053% │0.4%快手(01024.HK) -1.750 (-2.383%) 沽空 $6.27亿; 比率 12.251% │0.4%洛阳钼业(03993.HK) +0.380 (+1.678%) 沽空 $3.40亿; 比率 23.645% │0.4%北方华创(002371.SZ) -3.920 (-0.829%) │0.4%紫金黄金国际(02259.HK) -0.800 (-0.368%) 沽空 $1.86亿; 比率 11.717% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +1.620 (+0.468%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.010 (+0.063%) 沽空 $1.51亿; 比率 20.640% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-03 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。)