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) 0.000 (0.000%) 沽空 $3.42亿; 比率 5.908% │17.9%阿里巴巴-W(09988.HK) +4.500 (+2.731%) 沽空 $7.17亿; 比率 7.644% │10%宁德时代(300750.SZ) +0.400 (+0.116%) │3.2%中国平安(02318.HK) +0.300 (+0.448%) 沽空 $2.88亿; 比率 26.692% │3.1%建行(00939.HK) 0.000 (0.000%) 沽空 $1.06亿; 比率 19.749% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.350 (+0.424%) 沽空 $1.28亿; 比率 16.180% │2.5%网易(09999.HK) -2.600 (-1.244%) 沽空 $1.26亿; 比率 27.778% │2.1%招行(03968.HK) +0.200 (+0.432%) 沽空 $1.12亿; 比率 39.870% │2.1%美团-W(03690.HK) +0.900 (+0.928%) 沽空 $1.66亿; 比率 8.947% │1.8%小米(01810.HK) +0.800 (+2.270%) 沽空 $5.26亿; 比率 14.684% │1.6%紫金(02899.HK) +0.540 (+1.351%) 沽空 $1.77亿; 比率 18.357% │1.5%携程(09961.HK) +7.600 (+1.578%) 沽空 $5.36千万; 比率 7.425% │1.4%美的集团(000333.SZ) -0.320 (-0.413%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -0.260 (-0.019%) │1.1%汇川技术(300124.SZ) +0.400 (+0.506%) │1.0%比亚迪(01211.HK) -0.450 (-0.451%) 沽空 $8.92千万; 比率 17.169% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -2.560 (-1.340%) │0.9%国寿(02628.HK) -0.220 (-0.694%) 沽空 $3.42亿; 比率 21.274% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.280 (+0.458%) │0.9%中国财险(02328.HK) +0.100 (+0.635%) 沽空 $6.10千万; 比率 16.022% │0.9%港交所(00388.HK) +2.400 (+0.563%) 沽空 $1.06亿; 比率 17.435% │0.6%工行(01398.HK) 0.000 (0.000%) 沽空 $8.20千万; 比率 27.330% │0.6%翰森制药(03692.HK) -0.100 (-0.248%) 沽空 $1.85千万; 比率 28.376% │0.6%药明康德(02359.HK) +0.900 (+0.795%) 沽空 $9.31千万; 比率 45.088% │0.6%海尔智家(06690.HK) -0.260 (-0.988%) 沽空 $1.39千万; 比率 10.650% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.200 (-0.125%) 沽空 $2.90亿; 比率 27.421% │0.5%澜起科技(688008.SH) -8.660 (-5.158%) │0.5%申洲(02313.HK) -0.450 (-0.728%) 沽空 $5.71千万; 比率 35.931% │0.5%华润置地(01109.HK) -0.560 (-1.949%) 沽空 $4.18千万; 比率 16.028% │0.5%恒瑞医药(600276.SH) -0.040 (-0.067%) │0.5%京东(09618.HK) +1.900 (+1.668%) 沽空 $6.98千万; 比率 13.017% │0.5%安踏(02020.HK) -0.200 (-0.258%) 沽空 $6.07千万; 比率 9.594% │0.5%华润啤酒(00291.HK) -0.040 (-0.156%) 沽空 $2.22千万; 比率 18.608% │0.5%创科(00669.HK) +0.200 (+0.197%) 沽空 $3.44千万; 比率 29.213% │0.4%中石油(00857.HK) -0.190 (-2.209%) 沽空 $4.56千万; 比率 14.157% │0.4%海螺水泥(00914.HK) -0.560 (-2.306%) 沽空 $1.78千万; 比率 20.214% │0.4%太保(02601.HK) -0.880 (-2.321%) 沽空 $5.17千万; 比率 12.643% │0.4%快手(01024.HK) +1.500 (+1.896%) 沽空 $3.31亿; 比率 29.746% │0.4%洛阳钼业(03993.HK) +0.020 (+0.093%) 沽空 $9.42千万; 比率 22.875% │0.4%北方华创(002371.SZ) +3.440 (+0.687%) │0.4%紫金黄金国际(02259.HK) +13.800 (+7.271%) 沽空 $1.02亿; 比率 17.438% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +7.540 (+2.133%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.180 (+1.077%) 沽空 $1.38亿; 比率 31.189% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-23 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。)