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) -8.500 (-1.522%) 沽空 $13.69亿; 比率 10.772% │17.9%阿里巴巴-W(09988.HK) +0.600 (+0.448%) 沽空 $21.73亿; 比率 20.876% │10%宁德时代(300750.SZ) -3.400 (-0.833%) │3.2%中国平安(02318.HK) +0.850 (+1.365%) 沽空 $5.61亿; 比率 28.243% │3.1%建行(00939.HK) +0.060 (+0.745%) 沽空 $6.53亿; 比率 40.299% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.400 (-0.480%) 沽空 $1.90亿; 比率 11.418% │2.5%网易(09999.HK) -0.100 (-0.054%) 沽空 $1.41亿; 比率 20.763% │2.1%招行(03968.HK) -0.040 (-0.080%) 沽空 $1.55亿; 比率 27.386% │2.1%美团-W(03690.HK) +1.700 (+2.171%) 沽空 $9.36亿; 比率 22.142% │1.8%相关内容《大行》招商证券对汽车股投资评级及目标价(表)小米(01810.HK) +0.160 (+0.455%) 沽空 $18.01亿; 比率 24.336% │1.6%紫金(02899.HK) -0.040 (-0.108%) 沽空 $1.86亿; 比率 8.972% │1.5%携程(09961.HK) -0.200 (-0.049%) 沽空 $1.33亿; 比率 26.907% │1.4%美的集团(000333.SZ) -0.040 (-0.052%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +24.820 (+1.700%) │1.1%汇川技术(300124.SZ) -0.600 (-0.836%) │1.0%比亚迪(01211.HK) +0.200 (+0.192%) 沽空 $9.02亿; 比率 19.055% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.650 (+1.269%) │0.9%国寿(02628.HK) +0.340 (+1.195%) 沽空 $3.90亿; 比率 27.153% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.180 (+0.305%) │0.9%中国财险(02328.HK) -0.120 (-0.761%) 沽空 $6.44千万; 比率 13.321% │0.9%港交所(00388.HK) -1.800 (-0.443%) 沽空 $3.71亿; 比率 19.494% │0.6%工行(01398.HK) +0.060 (+0.926%) 沽空 $3.41亿; 比率 34.252% │0.6%翰森制药(03692.HK) +0.420 (+1.296%) 沽空 $6.90千万; 比率 19.183% │0.6%药明康德(02359.HK) +1.400 (+1.304%) 沽空 $8.79千万; 比率 29.401% │0.6%海尔智家(06690.HK) +0.060 (+0.240%) 沽空 $6.37千万; 比率 23.328% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -3.700 (-3.011%) 沽空 $3.74亿; 比率 33.066% │0.5%澜起科技(688008.SH) -5.910 (-3.875%) │0.5%申洲(02313.HK) +0.350 (+0.628%) 沽空 $1.31亿; 比率 33.852% │0.5%华润置地(01109.HK) +0.580 (+1.900%) 沽空 $1.58亿; 比率 29.961% │0.5%恒瑞医药(600276.SH) +0.710 (+1.277%) │0.5%京东(09618.HK) +0.600 (+0.538%) 沽空 $1.62亿; 比率 18.838% │0.5%安踏(02020.HK) +1.250 (+1.594%) 沽空 $1.51亿; 比率 32.402% │0.5%华润啤酒(00291.HK) +0.300 (+1.176%) 沽空 $3.72千万; 比率 20.482% │0.5%创科(00669.HK) -0.400 (-0.359%) 沽空 $1.54亿; 比率 36.158% │0.4%中石油(00857.HK) -0.040 (-0.377%) 沽空 $3.58亿; 比率 23.504% │0.4%相关内容《大行》花旗下调今明两年全球智能手机出货量预测 料今年出货量按年跌17%海螺水泥(00914.HK) +0.220 (+0.966%) 沽空 $7.47千万; 比率 26.583% │0.4%太保(02601.HK) +0.440 (+1.293%) 沽空 $1.44亿; 比率 30.647% │0.4%快手(01024.HK) -0.150 (-0.250%) 沽空 $3.57亿; 比率 23.322% │0.4%洛阳钼业(03993.HK) +0.130 (+0.707%) 沽空 $9.49千万; 比率 11.811% │0.4%北方华创(002371.SZ) -4.710 (-1.036%) │0.4%紫金黄金国际(02259.HK) +1.200 (+0.661%) 沽空 $1.03亿; 比率 10.314% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -7.760 (-2.419%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.820 (+4.550%) 沽空 $6.74亿; 比率 24.613% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-17 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。)