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) +7.100 (+1.425%) 沽空 $13.52亿; 比率 21.601% │17.9%阿里巴巴-W(09988.HK) +1.300 (+1.086%) 沽空 $8.81亿; 比率 17.174% │10%宁德时代(300750.SZ) -9.860 (-2.453%) │3.2%中国平安(02318.HK) +1.100 (+1.913%) 沽空 $3.02亿; 比率 23.424% │3.1%建行(00939.HK) +0.090 (+1.155%) 沽空 $1.99亿; 比率 21.263% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +4.550 (+5.734%) 沽空 $2.77亿; 比率 24.376% │2.5%网易(09999.HK) -1.500 (-0.853%) 沽空 $4.80千万; 比率 13.177% │2.1%招行(03968.HK) +1.120 (+2.373%) 沽空 $1.26亿; 比率 44.216% │2.1%美团-W(03690.HK) +1.650 (+2.155%) 沽空 $3.99亿; 比率 27.311% │1.8%小米(01810.HK) +0.340 (+1.061%) 沽空 $8.70亿; 比率 31.376% │1.6%紫金(02899.HK) +1.500 (+4.613%) 沽空 $3.09亿; 比率 19.375% │1.5%携程(09961.HK) +1.400 (+0.359%) 沽空 $4.93千万; 比率 10.226% │1.4%美的集团(000333.SZ) +0.600 (+0.818%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -3.280 (-0.233%) │1.1%汇川技术(300124.SZ) +0.090 (+0.138%) │1.0%比亚迪(01211.HK) +2.500 (+2.441%) 沽空 $8.50亿; 比率 31.564% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +0.900 (+0.446%) │0.9%国寿(02628.HK) +0.480 (+1.845%) 沽空 $1.54亿; 比率 18.253% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.060 (-0.109%) │0.9%中国财险(02328.HK) +0.340 (+2.330%) 沽空 $2.95千万; 比率 9.425% │0.9%港交所(00388.HK) +5.200 (+1.359%) 沽空 $2.36亿; 比率 24.269% │0.6%工行(01398.HK) +0.050 (+0.785%) 沽空 $1.35亿; 比率 20.357% │0.6%翰森制药(03692.HK) +0.580 (+1.879%) 沽空 $2.87千万; 比率 28.584% │0.6%药明康德(02359.HK) +8.100 (+7.887%) 沽空 $3.42亿; 比率 39.728% │0.6%海尔智家(06690.HK) +0.180 (+0.771%) 沽空 $7.81千万; 比率 23.327% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.700 (+0.638%) 沽空 $7.15千万; 比率 23.040% │0.5%澜起科技(688008.SH) -1.860 (-1.360%) │0.5%申洲(02313.HK) +0.250 (+0.480%) 沽空 $3.21千万; 比率 30.045% │0.5%华润置地(01109.HK) +0.040 (+0.140%) 沽空 $4.15千万; 比率 20.596% │0.5%恒瑞医药(600276.SH) +0.210 (+0.398%) │0.5%京东(09618.HK) +0.300 (+0.285%) 沽空 $9.39千万; 比率 38.911% │0.5%安踏(02020.HK) +0.400 (+0.530%) 沽空 $6.42千万; 比率 33.102% │0.5%华润啤酒(00291.HK) +1.500 (+6.245%) 沽空 $4.83千万; 比率 21.254% │0.5%创科(00669.HK) +1.400 (+1.365%) 沽空 $1.06亿; 比率 52.800% │0.4%中石油(00857.HK) +0.080 (+0.743%) 沽空 $2.68亿; 比率 27.398% │0.4%海螺水泥(00914.HK) +0.480 (+2.301%) 沽空 $2.59千万; 比率 26.358% │0.4%太保(02601.HK) -0.100 (-0.315%) 沽空 $4.58千万; 比率 12.858% │0.4%快手(01024.HK) +0.400 (+0.774%) 沽空 $2.66亿; 比率 34.879% │0.4%洛阳钼业(03993.HK) +0.560 (+3.476%) 沽空 $5.12千万; 比率 8.575% │0.4%北方华创(002371.SZ) -4.580 (-1.031%) │0.4%紫金黄金国际(02259.HK) +7.000 (+4.120%) 沽空 $3.13亿; 比率 33.248% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -1.550 (-0.521%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.520 (+2.600%) 沽空 $2.55亿; 比率 15.918% │0.3%(wl/u)(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。)