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) +11.000 (+1.987%) 沽空 $47.78亿; 比率 15.179% │17.9%阿里巴巴-W(09988.HK) +0.900 (+0.674%) 沽空 $24.07亿; 比率 20.162% │10%宁德时代(300750.SZ) +22.470 (+5.971%) │3.2%中国平安(02318.HK) +0.250 (+0.394%) 沽空 $4.59亿; 比率 24.213% │3.1%建行(00939.HK) -0.080 (-1.011%) 沽空 $4.80亿; 比率 19.702% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.350 (+1.576%) 沽空 $8.03亿; 比率 22.667% │2.5%网易(09999.HK) -4.600 (-2.447%) 沽空 $2.61亿; 比率 24.888% │2.1%招行(03968.HK) +0.220 (+0.443%) 沽空 $4.35亿; 比率 51.865% │2.1%美团-W(03690.HK) -1.900 (-2.402%) 沽空 $14.05亿; 比率 41.548% │1.8%小米(01810.HK) -0.100 (-0.297%) 沽空 $12.95亿; 比率 26.554% │1.6%紫金(02899.HK) +0.260 (+0.651%) 沽空 $3.23亿; 比率 19.880% │1.5%携程(09961.HK) -7.200 (-1.712%) 沽空 $2.33亿; 比率 23.494% │1.4%美的集团(000333.SZ) +0.850 (+1.110%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -1.910 (-0.136%) │1.1%汇川技术(300124.SZ) +0.520 (+0.732%) │1.0%比亚迪(01211.HK) +1.800 (+1.857%) 沽空 $9.50亿; 比率 32.930% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -8.720 (-3.827%) │0.9%国寿(02628.HK) -0.340 (-1.156%) 沽空 $3.88亿; 比率 24.558% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.650 (+1.102%) │0.9%中国财险(02328.HK) -0.190 (-1.212%) 沽空 $5.19千万; 比率 18.034% │0.9%港交所(00388.HK) +1.920 (+0.468%) 沽空 $2.80亿; 比率 11.604% │0.6%工行(01398.HK) -0.030 (-0.478%) 沽空 $2.66亿; 比率 10.566% │0.6%翰森制药(03692.HK) -0.280 (-0.820%) 沽空 $9.54千万; 比率 27.841% │0.6%药明康德(02359.HK) -0.600 (-0.542%) 沽空 $6.40千万; 比率 12.862% │0.6%海尔智家(06690.HK) +0.040 (+0.158%) 沽空 $6.89千万; 比率 39.354% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +2.200 (+1.821%) 沽空 $3.12亿; 比率 35.370% │0.5%澜起科技(688008.SH) -2.730 (-1.785%) │0.5%申洲(02313.HK) -1.950 (-3.377%) 沽空 $5.23千万; 比率 17.869% │0.5%华润置地(01109.HK) -0.160 (-0.523%) 沽空 $1.28亿; 比率 27.740% │0.5%恒瑞医药(600276.SH) -0.670 (-1.185%) │0.5%京东(09618.HK) +0.100 (+0.092%) 沽空 $3.05亿; 比率 24.655% │0.5%安踏(02020.HK) +0.400 (+0.500%) 沽空 $1.66亿; 比率 31.322% │0.5%华润啤酒(00291.HK) +0.020 (+0.076%) 沽空 $1.10千万; 比率 8.545% │0.5%创科(00669.HK) +1.200 (+1.022%) 沽空 $3.75亿; 比率 39.205% │0.4%中石油(00857.HK) +0.130 (+1.267%) 沽空 $5.55亿; 比率 24.596% │0.4%海螺水泥(00914.HK) +0.380 (+1.704%) 沽空 $2.66千万; 比率 11.177% │0.4%太保(02601.HK) +0.320 (+0.932%) 沽空 $2.39亿; 比率 28.718% │0.4%快手(01024.HK) +0.200 (+0.326%) 沽空 $3.95亿; 比率 19.095% │0.4%洛阳钼业(03993.HK) -0.020 (-0.096%) 沽空 $2.41亿; 比率 36.002% │0.4%北方华创(002371.SZ) -2.200 (-0.481%) │0.4%紫金黄金国际(02259.HK) +3.000 (+1.427%) 沽空 $4.99千万; 比率 8.565% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -7.020 (-2.145%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +1.350 (+8.401%) 沽空 $2.33亿; 比率 22.927% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-10 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。)