摩根士丹利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) +6.500 (+1.250%) 沽空 $4.66億; 比率 7.787% │17.9%阿里巴巴-W(09988.HK) +1.300 (+0.878%) 沽空 $3.53億; 比率 11.082% │10%寧德時代(300750.SZ) +3.600 (+0.995%) │3.2%中國平安(02318.HK) +1.600 (+2.292%) 沽空 $4.13億; 比率 37.319% │3.1%建行(00939.HK) +0.120 (+1.489%) 沽空 $2.29億; 比率 31.203% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.550 (+0.648%) 沽空 $1.82億; 比率 20.974% │2.5%網易(09999.HK) -1.200 (-0.669%) 沽空 $4.61千萬; 比率 9.300% │2.1%招行(03968.HK) -0.620 (-1.256%) 沽空 $7.96千萬; 比率 34.131% │2.1%美團-W(03690.HK) +1.900 (+2.334%) 沽空 $2.79億; 比率 17.816% │1.8%相關內容《大行》瑞銀：今年人工智能代理採用率加速 看好阿里、百度、騰訊及快手小米(01810.HK) -0.040 (-0.112%) 沽空 $2.25億; 比率 15.134% │1.6%紫金(02899.HK) +1.060 (+2.408%) 沽空 $1.95億; 比率 20.387% │1.5%攜程(09961.HK) +2.000 (+0.492%) 沽空 $6.27千萬; 比率 6.427% │1.4%美的集團(000333.SZ) +0.690 (+0.868%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +37.970 (+2.589%) │1.1%匯川技術(300124.SZ) -0.420 (-0.565%) │1.0%比亞迪(01211.HK) -0.150 (-0.151%) 沽空 $1.67億; 比率 21.815% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -0.090 (-0.040%) │0.9%國壽(02628.HK) +0.560 (+1.724%) 沽空 $1.35億; 比率 14.513% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.450 (+0.732%) │0.9%中國財險(02328.HK) +0.170 (+1.030%) 沽空 $4.62千萬; 比率 29.923% │0.9%港交所(00388.HK) +4.400 (+1.064%) 沽空 $7.64千萬; 比率 11.792% │0.6%工行(01398.HK) +0.040 (+0.620%) 沽空 $1.08億; 比率 27.504% │0.6%翰森製藥(03692.HK) +0.360 (+1.040%) 沽空 $1.85千萬; 比率 23.044% │0.6%藥明康德(02359.HK) -1.100 (-0.904%) 沽空 $3.55千萬; 比率 23.724% │0.6%海爾智家(06690.HK) +0.120 (+0.438%) 沽空 $2.70千萬; 比率 14.300% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.200 (+0.154%) 沽空 $7.54千萬; 比率 19.282% │0.5%瀾起科技(688008.SH) -7.010 (-4.015%) │0.5%申洲(02313.HK) +0.950 (+1.473%) 沽空 $4.40千萬; 比率 32.167% │0.5%華潤置地(01109.HK) +1.340 (+4.206%) 沽空 $1.48億; 比率 24.917% │0.5%恒瑞醫藥(600276.SH) +0.040 (+0.069%) │0.5%京東(09618.HK) +1.000 (+0.941%) 沽空 $1.35億; 比率 35.036% │0.5%安踏(02020.HK) +3.750 (+4.435%) 沽空 $1.81億; 比率 20.602% │0.5%華潤啤酒(00291.HK) +0.480 (+1.760%) 沽空 $1.87千萬; 比率 13.569% │0.5%創科(00669.HK) -0.100 (-0.081%) 沽空 $1.01億; 比率 26.618% │0.4%中石油(00857.HK) +0.120 (+1.255%) 沽空 $1.24億; 比率 21.917% │0.4%相關內容《大行》花旗：春運首17天旅客量按年增4% 維持攜程(TCOM.US)「買入」評級海螺水泥(00914.HK) +1.460 (+5.771%) 沽空 $4.91千萬; 比率 9.586% │0.4%太保(02601.HK) +0.520 (+1.419%) 沽空 $4.77千萬; 比率 22.098% │0.4%快手(01024.HK) +0.250 (+0.375%) 沽空 $2.13億; 比率 27.026% │0.4%洛陽鉬業(03993.HK) +0.980 (+4.128%) 沽空 $9.66千萬; 比率 19.195% │0.4%北方華創(002371.SZ) +9.330 (+1.915%) │0.4%紫金黃金國際(02259.HK) +5.600 (+2.412%) 沽空 $6.21千萬; 比率 14.798% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +15.640 (+4.443%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.030 (-0.179%) 沽空 $1.75千萬; 比率 7.460% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-25 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。)