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) -1.200 (-0.242%) 沽空 $8.03億; 比率 13.597% │15.3%阿里-W(09988.HK) 0.000 (0.000%) 沽空 $5.29億; 比率 16.991% │10%中國平安(02318.HK) +1.250 (+2.150%) 沽空 $2.74億; 比率 26.197% │3.5%寧德時代(300750.SZ) +13.680 (+3.399%) │3.2%建行(00939.HK) +0.100 (+1.248%) 沽空 $1.70億; 比率 21.298% │2.8%友邦(01299.HK) -1.400 (-1.609%) 沽空 $2.71億; 比率 23.129% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.260 (+0.767%) 沽空 $3.69億; 比率 29.417% │2.1%招行(03968.HK) +0.060 (+0.122%) 沽空 $1.23億; 比率 46.112% │1.9%網易(09999.HK) +2.000 (+1.164%) 沽空 $5.86千萬; 比率 19.133% │1.7%思源電氣(002028.SZ) -2.020 (-0.961%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.460 (+0.619%) │1.2%美團-W(03690.HK) +0.250 (+0.288%) 沽空 $17.96億; 比率 29.041% │1.2%貴州茅台(600519.SH) +14.840 (+1.059%) │1.1%攜程(09961.HK) +2.000 (+0.513%) 沽空 $9.55千萬; 比率 25.352% │1.1%國壽(02628.HK) +0.020 (+0.080%) 沽空 $1.36億; 比率 17.150% │1.0%小米-W(01810.HK) +0.800 (+2.466%) 沽空 $5.19億; 比率 25.634% │1.0%匯川技術(300124.SZ) +1.020 (+1.511%) │1.0%比亞迪(01211.HK) +4.100 (+3.992%) 沽空 $7.69億; 比率 35.521% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -1.890 (-1.380%) │0.8%福耀玻璃(600660.SH) +1.040 (+1.836%) │0.8%中國財險(02328.HK) -0.060 (-0.401%) 沽空 $1.74億; 比率 16.567% │0.8%藥明康德(02359.HK) +2.500 (+2.207%) 沽空 $6.41千萬; 比率 24.545% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +0.400 (+0.102%) 沽空 $1.30億; 比率 30.052% │0.7%工行(01398.HK) +0.040 (+0.610%) 沽空 $1.14億; 比率 20.059% │0.6%百度-SW(09888.HK) -0.800 (-0.731%) 沽空 $6.03千萬; 比率 16.115% │0.6%紫金黃金國際(02259.HK) +4.600 (+2.730%) 沽空 $6.35千萬; 比率 17.366% │0.6%安踏(02020.HK) +0.300 (+0.397%) 沽空 $5.32千萬; 比率 15.492% │0.6%海爾智家(06690.HK) -0.960 (-4.207%) 沽空 $2.35億; 比率 33.867% │0.6%創科(00669.HK) -1.000 (-0.935%) 沽空 $3.63千萬; 比率 19.290% │0.6%翰森製藥(03692.HK) +1.640 (+5.267%) 沽空 $4.19千萬; 比率 27.312% │0.6%華潤置地(01109.HK) -0.040 (-0.143%) 沽空 $3.58千萬; 比率 22.376% │0.5%申洲(02313.HK) -0.500 (-0.949%) 沽空 $5.43千萬; 比率 31.980% │0.5%中石油(00857.HK) +0.130 (+1.195%) 沽空 $1.54億; 比率 31.335% │0.5%中微公司(688012.SH) -0.390 (-0.127%) │0.5%海螺水泥(00914.HK) -0.040 (-0.188%) 沽空 $1.42千萬; 比率 37.388% │0.5%濰柴(02338.HK) +0.360 (+1.347%) 沽空 $1.60億; 比率 26.377% │0.5%北方華創(002371.SZ) +6.870 (+1.540%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.100 (-0.519%) │0.5%洛陽鉬業(03993.HK) +0.140 (+0.839%) 沽空 $2.93千萬; 比率 10.276% │0.5%華潤啤酒(00291.HK) +0.280 (+1.132%) 沽空 $3.72千萬; 比率 33.428% │0.5%恒瑞醫藥(600276.SH) +3.550 (+6.876%) │0.4%太保(02601.HK) +0.280 (+0.880%) 沽空 $5.26千萬; 比率 29.449% │0.4%國電南瑞(600406.SH) +0.140 (+0.519%) │0.4%京東-SW(09618.HK) +1.000 (+0.880%) 沽空 $1.31億; 比率 25.036% │0.4%五礦資源(01208.HK) -0.030 (-0.402%) 沽空 $3.30千萬; 比率 19.914% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-27 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。)