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) -5.500 (-0.985%) 沽空 $8.46亿; 比率 15.248% │15.3%阿里-W(09988.HK) +1.600 (+1.194%) 沽空 $13.41亿; 比率 22.470% │10%中国平安(02318.HK) +1.000 (+1.606%) 沽空 $3.28亿; 比率 31.798% │3.5%宁德时代(300750.SZ) -2.870 (-0.703%) │3.2%建行(00939.HK) +0.020 (+0.248%) 沽空 $2.69亿; 比率 50.151% │2.8%相关内容《大行》里昂：润啤(00291.HK)去年白酒减值损失超预期 调整后纯利稍胜预期友邦(01299.HK) +0.050 (+0.060%) 沽空 $1.06亿; 比率 15.364% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.080 (+0.216%) 沽空 $8.84千万; 比率 9.792% │2.1%招行(03968.HK) -0.140 (-0.280%) 沽空 $8.13千万; 比率 35.879% │1.9%网易(09999.HK) -1.100 (-0.589%) 沽空 $5.77千万; 比率 20.765% │1.7%思源电气(002028.SZ) +3.940 (+1.887%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.090 (+0.117%) │1.2%美团-W(03690.HK) +2.100 (+2.682%) 沽空 $6.19亿; 比率 24.007% │1.2%贵州茅台(600519.SH) +31.820 (+2.179%) │1.1%携程(09961.HK) -2.400 (-0.583%) 沽空 $4.83千万; 比率 20.984% │1.1%国寿(02628.HK) +0.320 (+1.125%) 沽空 $2.01亿; 比率 23.216% │1.0%小米-W(01810.HK) +0.280 (+0.795%) 沽空 $10.25亿; 比率 21.802% │1.0%汇川技术(300124.SZ) -0.300 (-0.418%) │1.0%比亚迪(01211.HK) -0.400 (-0.384%) 沽空 $5.87亿; 比率 20.106% │0.9%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)满帮(YMM.US) │0.9%澜起科技(688008.SH) -5.260 (-3.449%) │0.8%福耀玻璃(600660.SH) +0.220 (+0.373%) │0.8%中国财险(02328.HK) -0.020 (-0.127%) 沽空 $2.23千万; 比率 8.726% │0.8%药明康德(02359.HK) +2.000 (+1.862%) 沽空 $6.25千万; 比率 32.869% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) -1.400 (-0.345%) 沽空 $1.70亿; 比率 19.973% │0.7%工行(01398.HK) +0.010 (+0.154%) 沽空 $9.20千万; 比率 35.102% │0.6%百度-SW(09888.HK) -3.300 (-2.685%) 沽空 $1.38亿; 比率 30.446% │0.6%紫金黄金国际(02259.HK) +2.600 (+1.433%) 沽空 $7.33千万; 比率 12.331% │0.6%安踏(02020.HK) +1.350 (+1.722%) 沽空 $7.34千万; 比率 34.691% │0.6%海尔智家(06690.HK) 0.000 (0.000%) 沽空 $3.48千万; 比率 28.507% │0.6%创科(00669.HK) -0.700 (-0.629%) 沽空 $6.20千万; 比率 36.499% │0.6%翰森制药(03692.HK) +0.500 (+1.543%) 沽空 $2.84千万; 比率 16.583% │0.6%华润置地(01109.HK) +0.660 (+2.163%) 沽空 $7.62千万; 比率 28.743% │0.5%相关内容《大行》花旗对腾讯(00700.HK)去年第四季度业绩预测(表)申洲(02313.HK) -0.350 (-0.628%) 沽空 $4.54千万; 比率 23.936% │0.5%中石油(00857.HK) -0.010 (-0.094%) 沽空 $1.53亿; 比率 20.289% │0.5%中微公司(688012.SH) -6.590 (-2.054%) │0.5%海螺水泥(00914.HK) +0.220 (+0.966%) 沽空 $1.22千万; 比率 13.669% │0.5%潍柴(02338.HK) +0.080 (+0.288%) 沽空 $2.54千万; 比率 13.769% │0.5%北方华创(002371.SZ) -1.040 (-0.229%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.030 (-0.144%) │0.5%洛阳钼业(03993.HK) +0.100 (+0.543%) 沽空 $6.49千万; 比率 13.716% │0.5%华润啤酒(00291.HK) +0.340 (+1.332%) 沽空 $1.35千万; 比率 18.546% │0.5%恒瑞医药(600276.SH) +1.000 (+1.799%) │0.4%太保(02601.HK) +0.600 (+1.763%) 沽空 $1.14亿; 比率 37.829% │0.4%国电南瑞(600406.SH) -0.510 (-1.777%) │0.4%京东-SW(09618.HK) +0.500 (+0.448%) 沽空 $4.18千万; 比率 11.898% │0.4%五矿资源(01208.HK) +0.040 (+0.482%) 沽空 $2.10千万; 比率 13.082% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-17 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。)相关内容《大行》里昂建议上调中国、澳洲、新加坡及马来西亚持仓配置 并削减南韩配置比重