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) -1.500 (-0.269%) 沽空 $24.19亿; 比率 17.911% │15.3%阿里-W(09988.HK) +3.400 (+2.537%) 沽空 $13.22亿; 比率 19.788% │10%中国平安(02318.HK) +1.300 (+2.088%) 沽空 $3.31亿; 比率 20.325% │3.5%宁德时代(300750.SZ) +1.660 (+0.406%) │3.2%建行(00939.HK) +0.010 (+0.124%) 沽空 $5.12亿; 比率 30.237% │2.8%相关内容《大行》高盛下调内银股拨备前利润预测0.3% 推荐招行(03968.HK)友邦(01299.HK) +0.700 (+0.839%) 沽空 $2.32亿; 比率 16.421% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.620 (+1.677%) 沽空 $2.59亿; 比率 7.097% │2.1%招行(03968.HK) +0.150 (+0.300%) 沽空 $3.23亿; 比率 44.518% │1.9%网易(09999.HK) +1.400 (+0.749%) 沽空 $2.23亿; 比率 23.974% │1.7%思源电气(002028.SZ) +6.540 (+3.132%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.430 (+0.561%) │1.2%美团-W(03690.HK) +2.950 (+3.768%) 沽空 $6.94亿; 比率 23.168% │1.2%贵州茅台(600519.SH) +25.420 (+1.741%) │1.1%携程(09961.HK) +1.000 (+0.243%) 沽空 $8.74千万; 比率 12.724% │1.1%国寿(02628.HK) +0.660 (+2.321%) 沽空 $1.89亿; 比率 21.293% │1.0%小米-W(01810.HK) +0.760 (+2.159%) 沽空 $15.77亿; 比率 20.048% │1.0%汇川技术(300124.SZ) +0.320 (+0.446%) │1.0%比亚迪(01211.HK) +2.100 (+2.013%) 沽空 $13.97亿; 比率 24.015% │0.9%相关内容《大行》高盛：OpenClaw展现AI应用潜力 重申对AI基建供应链正面展望满帮(YMM.US) │0.9%澜起科技(688008.SH) -3.770 (-2.472%) │0.8%福耀玻璃(600660.SH) +0.620 (+1.052%) │0.8%中国财险(02328.HK) +0.070 (+0.444%) 沽空 $7.57千万; 比率 13.310% │0.8%药明康德(02359.HK) +3.600 (+3.352%) 沽空 $1.08亿; 比率 26.585% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +3.600 (+0.886%) 沽空 $4.06亿; 比率 18.472% │0.7%工行(01398.HK) 0.000 (0.000%) 沽空 $4.32亿; 比率 27.762% │0.6%百度-SW(09888.HK) -1.900 (-1.546%) 沽空 $2.30亿; 比率 25.627% │0.6%紫金黄金国际(02259.HK) +8.100 (+4.463%) 沽空 $1.52亿; 比率 11.133% │0.6%安踏(02020.HK) +2.100 (+2.679%) 沽空 $9.82千万; 比率 22.688% │0.6%海尔智家(06690.HK) +0.280 (+1.120%) 沽空 $7.53千万; 比率 36.539% │0.6%创科(00669.HK) -0.400 (-0.359%) 沽空 $2.16亿; 比率 36.444% │0.6%翰森制药(03692.HK) +0.640 (+1.975%) 沽空 $1.30亿; 比率 29.227% │0.6%华润置地(01109.HK) +0.560 (+1.835%) 沽空 $1.13亿; 比率 41.873% │0.5%相关内容《大行》大和：润啤(00291.HK)核心净利润胜预期 维持行业首选目标价36元申洲(02313.HK) -0.100 (-0.179%) 沽空 $1.10亿; 比率 26.790% │0.5%中石油(00857.HK) -0.200 (-1.883%) 沽空 $3.41亿; 比率 23.309% │0.5%中微公司(688012.SH) +0.640 (+0.200%) │0.5%海螺水泥(00914.HK) +0.240 (+1.054%) 沽空 $6.29千万; 比率 19.027% │0.5%潍柴(02338.HK) +0.560 (+2.019%) 沽空 $9.03千万; 比率 19.525% │0.5%北方华创(002371.SZ) +4.650 (+1.023%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.130 (+0.624%) │0.5%洛阳钼业(03993.HK) +0.420 (+2.283%) 沽空 $3.51亿; 比率 19.503% │0.5%华润啤酒(00291.HK) +0.480 (+1.881%) 沽空 $3.17千万; 比率 20.564% │0.5%恒瑞医药(600276.SH) +1.430 (+2.572%) │0.4%太保(02601.HK) +0.720 (+2.115%) 沽空 $3.68千万; 比率 14.485% │0.4%国电南瑞(600406.SH) -0.210 (-0.732%) │0.4%京东-SW(09618.HK) +1.200 (+1.076%) 沽空 $2.28亿; 比率 20.398% │0.4%五矿资源(01208.HK) +0.200 (+2.410%) 沽空 $2.92千万; 比率 5.860% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-16 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。)相关内容《大行》高盛报告提出采取战术性「中性」持股策略 建议对冲股票上升风险