摩根士丹利近日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) +17.100 (+3.431%) 沽空 $13.52亿; 比率 21.601% │15.3%阿里-W(09988.HK) +3.900 (+3.258%) 沽空 $8.81亿; 比率 17.174% │10%中国平安(02318.HK) +1.900 (+3.304%) 沽空 $3.02亿; 比率 23.424% │3.5%宁德时代(300750.SZ) -5.000 (-1.244%) │3.2%建行(00939.HK) +0.170 (+2.182%) 沽空 $1.99亿; 比率 21.263% │2.8%友邦(01299.HK) +5.700 (+7.183%) 沽空 $2.77亿; 比率 24.376% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +2.340 (+7.196%) 沽空 $3.09亿; 比率 19.375% │2.1%招行(03968.HK) +1.200 (+2.542%) 沽空 $1.26亿; 比率 44.216% │1.9%网易(09999.HK) +1.600 (+0.910%) 沽空 $4.80千万; 比率 13.177% │1.7%思源电气(002028.SZ) +3.200 (+1.586%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.860 (+1.172%) │1.2%美团-W(03690.HK) +2.450 (+3.201%) 沽空 $3.99亿; 比率 27.311% │1.2%贵州茅台(600519.SH) -0.740 (-0.053%) │1.1%携程(09961.HK) +7.000 (+1.793%) 沽空 $4.93千万; 比率 10.226% │1.1%国寿(02628.HK) +0.900 (+3.459%) 沽空 $1.54亿; 比率 18.253% │1.0%小米-W(01810.HK) +0.600 (+1.871%) 沽空 $8.70亿; 比率 31.376% │1.0%汇川技术(300124.SZ) +0.770 (+1.179%) │1.0%比亚迪(01211.HK) +4.700 (+4.590%) 沽空 $8.50亿; 比率 31.564% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +0.770 (+0.563%) │0.8%福耀玻璃(600660.SH) +0.530 (+0.961%) │0.8%中国财险(02328.HK) +0.520 (+3.564%) 沽空 $2.95千万; 比率 9.425% │0.8%药明康德(02359.HK) +11.100 (+10.808%) 沽空 $3.42亿; 比率 39.728% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +8.200 (+2.143%) 沽空 $2.36亿; 比率 24.269% │0.7%工行(01398.HK) +0.150 (+2.355%) 沽空 $1.35亿; 比率 20.357% │0.6%百度-SW(09888.HK) +2.900 (+2.641%) 沽空 $7.15千万; 比率 23.040% │0.6%紫金黄金国际(02259.HK) +10.200 (+6.004%) 沽空 $3.13亿; 比率 33.248% │0.6%安踏(02020.HK) +1.000 (+1.325%) 沽空 $6.42千万; 比率 33.102% │0.6%海尔智家(06690.HK) +0.500 (+2.140%) 沽空 $7.81千万; 比率 23.327% │0.6%创科(00669.HK) +2.700 (+2.632%) 沽空 $1.06亿; 比率 52.800% │0.6%翰森制药(03692.HK) +1.020 (+3.305%) 沽空 $2.87千万; 比率 28.584% │0.6%华润置地(01109.HK) +0.260 (+0.912%) 沽空 $4.15千万; 比率 20.596% │0.5%申洲(02313.HK) +0.650 (+1.248%) 沽空 $3.21千万; 比率 30.045% │0.5%中石油(00857.HK) -0.060 (-0.558%) 沽空 $2.68亿; 比率 27.398% │0.5%中微公司(688012.SH) +2.950 (+0.992%) │0.5%海螺水泥(00914.HK) +0.600 (+2.876%) 沽空 $2.59千万; 比率 26.358% │0.5%潍柴(02338.HK) +2.180 (+8.542%) 沽空 $2.84千万; 比率 11.619% │0.5%北方华创(002371.SZ) -0.390 (-0.088%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.480 (+2.574%) │0.5%洛阳钼业(03993.HK) +1.050 (+6.518%) 沽空 $5.12千万; 比率 8.575% │0.5%华润啤酒(00291.HK) +1.980 (+8.243%) 沽空 $4.83千万; 比率 21.254% │0.5%恒瑞医药(600276.SH) +0.860 (+1.629%) │0.4%太保(02601.HK) +0.500 (+1.576%) 沽空 $4.58千万; 比率 12.858% │0.4%国电南瑞(600406.SH) -0.110 (-0.406%) │0.4%京东-SW(09618.HK) +2.400 (+2.284%) 沽空 $9.39千万; 比率 38.911% │0.4%五矿资源(01208.HK) +0.510 (+7.163%) 沽空 $2.14千万; 比率 9.813% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-24 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。)