摩根士丹利近日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) -2.500 (-0.487%) 沽空 $43.56亿; 比率 14.136% │15.3%阿里-W(09988.HK) -7.600 (-5.758%) 沽空 $30.19亿; 比率 20.336% │10%中国平安(02318.HK) +0.200 (+0.324%) 沽空 $5.57亿; 比率 29.134% │3.5%宁德时代(300750.SZ) +19.940 (+4.979%) │3.2%建行(00939.HK) +0.010 (+0.124%) 沽空 $6.96亿; 比率 33.416% │2.8%友邦(01299.HK) +2.450 (+2.959%) 沽空 $6.91亿; 比率 33.579% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.100 (-0.288%) 沽空 $6.66亿; 比率 14.365% │2.1%招行(03968.HK) +0.180 (+0.368%) 沽空 $1.78亿; 比率 20.664% │1.9%网易(09999.HK) -1.300 (-0.709%) 沽空 $2.92亿; 比率 31.933% │1.7%思源电气(002028.SZ) -2.410 (-1.142%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) -0.010 (-0.013%) │1.2%美团-W(03690.HK) -1.500 (-1.859%) 沽空 $11.78亿; 比率 28.888% │1.2%贵州茅台(600519.SH) -2.880 (-0.198%) │1.1%携程(09961.HK) +0.200 (+0.050%) 沽空 $1.39亿; 比率 19.758% │1.1%国寿(02628.HK) +0.040 (+0.142%) 沽空 $3.95亿; 比率 33.427% │1.0%小米-W(01810.HK) -2.520 (-6.938%) 沽空 $31.38亿; 比率 24.719% │1.0%汇川技术(300124.SZ) -0.420 (-0.607%) │1.0%比亚迪(01211.HK) +1.900 (+1.841%) 沽空 $10.06亿; 比率 37.209% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +0.150 (+0.100%) │0.8%福耀玻璃(600660.SH) +1.070 (+1.895%) │0.8%中国财险(02328.HK) -0.160 (-1.027%) 沽空 $8.04千万; 比率 19.612% │0.8%药明康德(02359.HK) -0.500 (-0.464%) 沽空 $8.89千万; 比率 30.558% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) 0.000 (0.000%) 沽空 $4.60亿; 比率 27.021% │0.7%工行(01398.HK) +0.050 (+0.760%) 沽空 $4.75亿; 比率 37.988% │0.6%百度-SW(09888.HK) -1.300 (-1.104%) 沽空 $3.21亿; 比率 27.911% │0.6%紫金黄金国际(02259.HK) +10.600 (+6.351%) 沽空 $2.26亿; 比率 11.822% │0.6%安踏(02020.HK) -0.900 (-1.164%) 沽空 $3.28亿; 比率 49.646% │0.6%海尔智家(06690.HK) -0.060 (-0.244%) 沽空 $1.35亿; 比率 36.680% │0.6%创科(00669.HK) +0.400 (+0.373%) 沽空 $3.03亿; 比率 42.742% │0.6%翰森制药(03692.HK) +0.040 (+0.122%) 沽空 $5.57千万; 比率 23.108% │0.6%华润置地(01109.HK) +0.120 (+0.407%) 沽空 $1.64亿; 比率 35.042% │0.5%申洲(02313.HK) +0.100 (+0.184%) 沽空 $8.19千万; 比率 15.077% │0.5%中石油(00857.HK) +0.150 (+1.398%) 沽空 $6.12亿; 比率 39.832% │0.5%中微公司(688012.SH) +1.450 (+0.462%) │0.5%海螺水泥(00914.HK) 0.000 (0.000%) 沽空 $7.52千万; 比率 42.360% │0.5%潍柴(02338.HK) -0.400 (-1.460%) 沽空 $1.02亿; 比率 16.350% │0.5%北方华创(002371.SZ) +9.220 (+1.997%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.080 (+0.405%) │0.5%洛阳钼业(03993.HK) -0.080 (-0.456%) 沽空 $3.10亿; 比率 22.385% │0.5%华润啤酒(00291.HK) +0.200 (+0.803%) 沽空 $6.50千万; 比率 29.975% │0.5%恒瑞医药(600276.SH) -0.020 (-0.036%) │0.4%太保(02601.HK) -0.180 (-0.534%) 沽空 $3.47千万; 比率 6.862% │0.4%国电南瑞(600406.SH) +0.160 (+0.575%) │0.4%京东-SW(09618.HK) -4.000 (-3.613%) 沽空 $3.48亿; 比率 31.901% │0.4%五矿资源(01208.HK) -0.290 (-3.671%) 沽空 $5.60千万; 比率 11.145% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-19 16:25。) (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。)