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) +9.100 (+1.826%) 沽空 $16.22億; 比率 9.236% │15.3%阿里-W(09988.HK) +1.800 (+1.504%) 沽空 $29.72億; 比率 18.214% │10%中國平安(02318.HK) +1.250 (+2.174%) 沽空 $8.97億; 比率 15.065% │3.5%寧德時代(300750.SZ) -7.780 (-1.935%) │3.2%建行(00939.HK) +0.070 (+0.899%) 沽空 $6.03億; 比率 20.763% │2.8%友邦(01299.HK) +4.850 (+6.112%) 沽空 $7.58億; 比率 24.243% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.800 (+5.535%) 沽空 $5.70億; 比率 12.074% │2.1%招行(03968.HK) +0.960 (+2.034%) 沽空 $2.26億; 比率 30.022% │1.9%網易(09999.HK) -0.500 (-0.284%) 沽空 $2.13億; 比率 23.467% │1.7%思源電氣(002028.SZ) +2.050 (+1.016%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.510 (+0.695%) │1.2%美團-W(03690.HK) +1.500 (+1.960%) 沽空 $9.99億; 比率 23.880% │1.2%貴州茅台(600519.SH) -1.480 (-0.105%) │1.1%攜程(09961.HK) +0.600 (+0.154%) 沽空 $1.76億; 比率 10.729% │1.1%國壽(02628.HK) +0.600 (+2.306%) 沽空 $7.65億; 比率 22.494% │1.0%小米-W(01810.HK) +0.500 (+1.560%) 沽空 $29.72億; 比率 36.656% │1.0%匯川技術(300124.SZ) +0.540 (+0.827%) │1.0%比亞迪(01211.HK) +3.200 (+3.125%) 沽空 $24.34億; 比率 32.751% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -1.130 (-0.826%) │0.8%福耀玻璃(600660.SH) +0.250 (+0.453%) │0.8%中國財險(02328.HK) +0.300 (+2.056%) 沽空 $7.55千萬; 比率 11.717% │0.8%藥明康德(02359.HK) +8.100 (+7.887%) 沽空 $1.09億; 比率 18.072% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +6.600 (+1.725%) 沽空 $14.01億; 比率 33.488% │0.7%工行(01398.HK) +0.030 (+0.471%) 沽空 $4.05億; 比率 19.470% │0.6%百度-SW(09888.HK) +1.300 (+1.184%) 沽空 $2.96億; 比率 19.767% │0.6%紫金黃金國際(02259.HK) +7.400 (+4.356%) 沽空 $4.22億; 比率 18.720% │0.6%安踏(02020.HK) +0.400 (+0.530%) 沽空 $2.28億; 比率 33.930% │0.6%海爾智家(06690.HK) +0.220 (+0.942%) 沽空 $1.79億; 比率 30.777% │0.6%創科(00669.HK) +1.600 (+1.559%) 沽空 $2.40億; 比率 41.804% │0.6%翰森製藥(03692.HK) +0.500 (+1.620%) 沽空 $1.82億; 比率 35.477% │0.6%華潤置地(01109.HK) +0.040 (+0.140%) 沽空 $1.83億; 比率 28.666% │0.5%申洲(02313.HK) +0.300 (+0.576%) 沽空 $8.73千萬; 比率 23.198% │0.5%中石油(00857.HK) -0.060 (-0.558%) 沽空 $9.67億; 比率 36.247% │0.5%中微公司(688012.SH) +0.460 (+0.155%) │0.5%海螺水泥(00914.HK) +0.360 (+1.726%) 沽空 $9.69千萬; 比率 28.304% │0.5%濰柴(02338.HK) +1.180 (+4.624%) 沽空 $8.41千萬; 比率 16.302% │0.5%北方華創(002371.SZ) -0.940 (-0.212%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.420 (+2.252%) │0.5%洛陽鉬業(03993.HK) +0.770 (+4.780%) 沽空 $2.04億; 比率 12.246% │0.5%華潤啤酒(00291.HK) +1.280 (+5.329%) 沽空 $1.37億; 比率 36.408% │0.5%恒瑞醫藥(600276.SH) +0.120 (+0.227%) │0.4%太保(02601.HK) 0.000 (0.000%) 沽空 $1.15億; 比率 11.972% │0.4%國電南瑞(600406.SH) -0.230 (-0.849%) │0.4%京東-SW(09618.HK) +0.600 (+0.571%) 沽空 $3.99億; 比率 19.863% │0.4%五礦資源(01208.HK) +0.290 (+4.073%) 沽空 $6.40千萬; 比率 9.476% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-23 16:25。) (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。)