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) +3.700 (+2.761%) 沽空 $13.22亿; 比率 19.788% │10%中国平安(02318.HK) +1.850 (+2.972%) 沽空 $3.31亿; 比率 20.325% │3.5%宁德时代(300750.SZ) +6.030 (+1.476%) │3.2%建行(00939.HK) +0.030 (+0.373%) 沽空 $5.12亿; 比率 30.237% │2.8%相关内容《大行》花旗：Keeta延迟扩张里约热内卢计划 美团(03690.HK)中国业务仍面临激烈竞争友邦(01299.HK) +1.150 (+1.379%) 沽空 $2.32亿; 比率 16.421% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.760 (+2.055%) 沽空 $2.59亿; 比率 7.097% │2.1%招行(03968.HK) +0.550 (+1.100%) 沽空 $3.23亿; 比率 44.518% │1.9%网易(09999.HK) +2.700 (+1.445%) 沽空 $2.23亿; 比率 23.974% │1.7%思源电气(002028.SZ) +6.930 (+3.319%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.570 (+0.744%) │1.2%美团-W(03690.HK) +3.400 (+4.342%) 沽空 $6.94亿; 比率 23.168% │1.2%贵州茅台(600519.SH) +33.150 (+2.270%) │1.1%携程(09961.HK) +2.800 (+0.681%) 沽空 $8.74千万; 比率 12.724% │1.1%国寿(02628.HK) +1.080 (+3.797%) 沽空 $1.89亿; 比率 21.293% │1.0%小米-W(01810.HK) +1.260 (+3.580%) 沽空 $15.77亿; 比率 20.048% │1.0%汇川技术(300124.SZ) +0.400 (+0.557%) │1.0%比亚迪(01211.HK) +2.400 (+2.301%) 沽空 $13.97亿; 比率 24.015% │0.9%相关内容《盈警》华润啤酒(00291.HK)确认商誉减值 去年可能少赚29.6%-38.6%满帮(YMM.US) │0.9%澜起科技(688008.SH) -3.380 (-2.216%) │0.8%福耀玻璃(600660.SH) +1.270 (+2.154%) │0.8%中国财险(02328.HK) +0.140 (+0.888%) 沽空 $7.57千万; 比率 13.310% │0.8%药明康德(02359.HK) +2.500 (+2.328%) 沽空 $1.08亿; 比率 26.585% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +5.000 (+1.231%) 沽空 $4.06亿; 比率 18.472% │0.7%工行(01398.HK) +0.010 (+0.154%) 沽空 $4.32亿; 比率 27.762% │0.6%百度-SW(09888.HK) -1.500 (-1.221%) 沽空 $2.30亿; 比率 25.627% │0.6%紫金黄金国际(02259.HK) +8.200 (+4.518%) 沽空 $1.52亿; 比率 11.133% │0.6%安踏(02020.HK) +2.050 (+2.615%) 沽空 $9.82千万; 比率 22.688% │0.6%海尔智家(06690.HK) +0.520 (+2.080%) 沽空 $7.53千万; 比率 36.539% │0.6%创科(00669.HK) +0.200 (+0.180%) 沽空 $2.16亿; 比率 36.444% │0.6%翰森制药(03692.HK) +0.460 (+1.420%) 沽空 $1.30亿; 比率 29.227% │0.6%华润置地(01109.HK) +1.000 (+3.277%) 沽空 $1.13亿; 比率 41.873% │0.5%相关内容《大行》富瑞：润啤(00291.HK)发盈警属预期之内 续列为首选股申洲(02313.HK) +0.300 (+0.538%) 沽空 $1.10亿; 比率 26.790% │0.5%中石油(00857.HK) +0.040 (+0.377%) 沽空 $3.41亿; 比率 23.309% │0.5%中微公司(688012.SH) -0.770 (-0.240%) │0.5%海螺水泥(00914.HK) +0.520 (+2.283%) 沽空 $6.29千万; 比率 19.027% │0.5%潍柴(02338.HK) +0.900 (+3.244%) 沽空 $9.03千万; 比率 19.525% │0.5%北方华创(002371.SZ) +4.220 (+0.928%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.220 (+1.055%) │0.5%洛阳钼业(03993.HK) +0.540 (+2.935%) 沽空 $3.51亿; 比率 19.503% │0.5%华润啤酒(00291.HK) +0.460 (+1.803%) 沽空 $3.17千万; 比率 20.564% │0.5%恒瑞医药(600276.SH) +1.630 (+2.932%) │0.4%太保(02601.HK) +1.260 (+3.702%) 沽空 $3.68千万; 比率 14.485% │0.4%国电南瑞(600406.SH) 0.000 (0.000%) │0.4%京东-SW(09618.HK) +1.800 (+1.614%) 沽空 $2.28亿; 比率 20.398% │0.4%五矿资源(01208.HK) +0.260 (+3.133%) 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》摩通升港交所(00388.HK)今明两年每股盈利预测 目标价上调至550元