摩根士丹利近日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) +5.600 (+1.124%) 沽空 $13.52億; 比率 21.601% │15.3%阿里-W(09988.HK) +0.900 (+0.752%) 沽空 $8.81億; 比率 17.174% │10%中國平安(02318.HK) +1.000 (+1.739%) 沽空 $3.02億; 比率 23.424% │3.5%寧德時代(300750.SZ) -9.490 (-2.361%) │3.2%建行(00939.HK) +0.080 (+1.027%) 沽空 $1.99億; 比率 21.263% │2.8%友邦(01299.HK) +4.300 (+5.419%) 沽空 $2.77億; 比率 24.376% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.280 (+3.936%) 沽空 $3.09億; 比率 19.375% │2.1%招行(03968.HK) +1.100 (+2.331%) 沽空 $1.26億; 比率 44.216% │1.9%網易(09999.HK) -2.100 (-1.195%) 沽空 $4.80千萬; 比率 13.177% │1.7%思源電氣(002028.SZ) +1.170 (+0.580%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.680 (+0.927%) │1.2%美團-W(03690.HK) +1.350 (+1.764%) 沽空 $3.99億; 比率 27.311% │1.2%貴州茅台(600519.SH) -4.010 (-0.285%) │1.1%攜程(09961.HK) +0.400 (+0.102%) 沽空 $4.93千萬; 比率 10.226% │1.1%國壽(02628.HK) +0.460 (+1.768%) 沽空 $1.54億; 比率 18.253% │1.0%小米-W(01810.HK) +0.220 (+0.686%) 沽空 $8.70億; 比率 31.376% │1.0%匯川技術(300124.SZ) +0.160 (+0.245%) │1.0%比亞迪(01211.HK) +2.000 (+1.953%) 沽空 $8.50億; 比率 31.564% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -1.890 (-1.382%) │0.8%福耀玻璃(600660.SH) +0.010 (+0.018%) │0.8%中國財險(02328.HK) +0.310 (+2.125%) 沽空 $2.95千萬; 比率 9.425% │0.8%藥明康德(02359.HK) +7.400 (+7.205%) 沽空 $3.42億; 比率 39.728% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +4.000 (+1.045%) 沽空 $2.36億; 比率 24.269% │0.7%工行(01398.HK) +0.050 (+0.785%) 沽空 $1.35億; 比率 20.357% │0.6%百度-SW(09888.HK) +0.300 (+0.273%) 沽空 $7.15千萬; 比率 23.040% │0.6%紫金黃金國際(02259.HK) +4.500 (+2.649%) 沽空 $3.13億; 比率 33.248% │0.6%安踏(02020.HK) +0.300 (+0.398%) 沽空 $6.42千萬; 比率 33.102% │0.6%海爾智家(06690.HK) +0.140 (+0.599%) 沽空 $7.81千萬; 比率 23.327% │0.6%創科(00669.HK) +1.100 (+1.072%) 沽空 $1.06億; 比率 52.800% │0.6%翰森製藥(03692.HK) +0.480 (+1.555%) 沽空 $2.87千萬; 比率 28.584% │0.6%華潤置地(01109.HK) -0.040 (-0.140%) 沽空 $4.15千萬; 比率 20.596% │0.5%申洲(02313.HK) +0.050 (+0.096%) 沽空 $3.21千萬; 比率 30.045% │0.5%中石油(00857.HK) -0.010 (-0.093%) 沽空 $2.68億; 比率 27.398% │0.5%中微公司(688012.SH) -1.700 (-0.571%) │0.5%海螺水泥(00914.HK) +0.420 (+2.013%) 沽空 $2.59千萬; 比率 26.358% │0.5%濰柴(02338.HK) +0.740 (+2.900%) 沽空 $2.84千萬; 比率 11.619% │0.5%北方華創(002371.SZ) -3.390 (-0.763%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.290 (+1.555%) │0.5%洛陽鉬業(03993.HK) +0.410 (+2.545%) 沽空 $5.12千萬; 比率 8.575% │0.5%華潤啤酒(00291.HK) +1.400 (+5.828%) 沽空 $4.83千萬; 比率 21.254% │0.5%恒瑞醫藥(600276.SH) +0.220 (+0.417%) │0.4%太保(02601.HK) -0.180 (-0.567%) 沽空 $4.58千萬; 比率 12.858% │0.4%國電南瑞(600406.SH) -0.350 (-1.292%) │0.4%京東-SW(09618.HK) 0.000 (0.000%) 沽空 $9.39千萬; 比率 38.911% │0.4%五礦資源(01208.HK) +0.160 (+2.247%) 沽空 $2.14千萬; 比率 9.813% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-24 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。)