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) -2.400 (-0.519%) 沽空 $32.04亿; 比率 17.434% │15.3%阿里-W(09988.HK) +5.100 (+3.840%) 沽空 $20.86亿; 比率 8.965% │10%中国平安(02318.HK) -0.600 (-0.936%) 沽空 $3.32亿; 比率 17.307% │3.5%宁德时代(300750.SZ) -7.050 (-1.624%) │3.2%建行(00939.HK) 0.000 (0.000%) 沽空 $5.24亿; 比率 32.838% │2.8%友邦(01299.HK) +0.750 (+0.863%) 沽空 $6.57亿; 比率 27.826% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -1.600 (-4.122%) 沽空 $4.12亿; 比率 18.109% │2.1%招行(03968.HK) +0.260 (+0.551%) 沽空 $8.79千万; 比率 24.952% │1.9%网易(09999.HK) -2.400 (-1.290%) 沽空 $3.07亿; 比率 27.977% │1.7%思源电气(002028.SZ) -4.400 (-2.124%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +1.430 (+1.779%) │1.2%美团-W(03690.HK) -1.900 (-2.169%) 沽空 $15.07亿; 比率 32.181% │1.2%贵州茅台(600519.SH) -1.920 (-0.143%) │1.1%携程(09961.HK) -7.600 (-1.876%) 沽空 $1.05亿; 比率 14.740% │1.1%国寿(02628.HK) -0.080 (-0.267%) 沽空 $5.30亿; 比率 43.005% │1.0%小米-W(01810.HK) -0.080 (-0.252%) 沽空 $8.38亿; 比率 16.151% │1.0%汇川技术(300124.SZ) -2.040 (-2.668%) │1.0%比亚迪(01211.HK) 0.000 (0.000%) 沽空 $4.14亿; 比率 20.201% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +6.280 (+2.427%) │0.8%福耀玻璃(600660.SH) -0.430 (-0.753%) │0.8%中国财险(02328.HK) +0.210 (+1.385%) 沽空 $2.03亿; 比率 22.983% │0.8%药明康德(02359.HK) -7.200 (-5.244%) 沽空 $1.78亿; 比率 23.715% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) -0.200 (-0.047%) 沽空 $1.99亿; 比率 13.141% │0.7%工行(01398.HK) +0.040 (+0.571%) 沽空 $2.38亿; 比率 21.913% │0.6%百度-SW(09888.HK) +3.400 (+2.473%) 沽空 $6.53亿; 比率 25.852% │0.6%紫金黄金国际(02259.HK) -5.200 (-3.148%) 沽空 $1.08亿; 比率 15.577% │0.6%安踏(02020.HK) -0.150 (-0.194%) 沽空 $1.95亿; 比率 41.286% │0.6%海尔智家(06690.HK) +0.100 (+0.479%) 沽空 $4.74千万; 比率 16.646% │0.6%创科(00669.HK) -2.980 (-2.419%) 沽空 $2.08亿; 比率 36.626% │0.6%翰森制药(03692.HK) -0.460 (-1.272%) 沽空 $4.79千万; 比率 16.696% │0.6%华润置地(01109.HK) -0.580 (-1.518%) 沽空 $1.87亿; 比率 16.314% │0.5%申洲(02313.HK) +1.260 (+2.719%) 沽空 $4.85千万; 比率 15.256% │0.5%中石油(00857.HK) -0.140 (-1.266%) 沽空 $3.09亿; 比率 31.531% │0.5%中微公司(688012.SH) -18.430 (-4.544%) │0.5%海螺水泥(00914.HK) -0.180 (-0.877%) 沽空 $5.94千万; 比率 35.852% │0.5%潍柴(02338.HK) -0.220 (-0.529%) 沽空 $8.83千万; 比率 17.336% │0.5%北方华创(002371.SZ) -16.600 (-2.857%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.780 (-3.647%) │0.5%洛阳钼业(03993.HK) -0.700 (-3.411%) 沽空 $9.99千万; 比率 10.042% │0.5%华润啤酒(00291.HK) +0.040 (+0.148%) 沽空 $4.27千万; 比率 22.943% │0.5%恒瑞医药(600276.SH) -1.540 (-2.757%) │0.4%太保(02601.HK) -0.620 (-1.800%) 沽空 $5.00千万; 比率 15.181% │0.4%国电南瑞(600406.SH) -0.750 (-2.677%) │0.4%京东-SW(09618.HK) +1.900 (+1.482%) 沽空 $5.83亿; 比率 24.003% │0.4%五矿资源(01208.HK) -0.270 (-2.542%) 沽空 $2.88千万; 比率 7.534% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-05-14 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。)