摩根士丹利近日發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) -2.500 (-0.487%) 沽空 $10.13億; 比率 18.764% │15.3%阿里-W(09988.HK) -8.600 (-6.515%) 沽空 $20.40億; 比率 20.457% │10%中國平安(02318.HK) +0.200 (+0.324%) 沽空 $2.62億; 比率 47.426% │3.5%寧德時代(300750.SZ) +13.500 (+3.371%) │3.2%建行(00939.HK) +0.030 (+0.371%) 沽空 $2.78億; 比率 36.678% │2.8%友邦(01299.HK) +2.950 (+3.563%) 沽空 $3.81億; 比率 39.904% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.680 (-1.960%) 沽空 $2.63億; 比率 17.306% │2.1%招行(03968.HK) +0.060 (+0.123%) 沽空 $3.56千萬; 比率 16.894% │1.9%網易(09999.HK) -1.700 (-0.927%) 沽空 $5.31千萬; 比率 8.000% │1.7%思源電氣(002028.SZ) -6.660 (-3.155%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -0.780 (-1.026%) │1.2%美團-W(03690.HK) -1.900 (-2.354%) 沽空 $7.62億; 比率 42.427% │1.2%貴州茅台(600519.SH) -10.190 (-0.701%) │1.1%攜程(09961.HK) 0.000 (0.000%) 沽空 $3.39千萬; 比率 18.173% │1.1%國壽(02628.HK) +0.020 (+0.071%) 沽空 $8.75千萬; 比率 21.018% │1.0%小米-W(01810.HK) -2.640 (-7.269%) 沽空 $27.02億; 比率 37.321% │1.0%匯川技術(300124.SZ) -0.430 (-0.621%) │1.0%比亞迪(01211.HK) +0.700 (+0.678%) 沽空 $6.21億; 比率 39.574% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -3.640 (-2.432%) │0.8%福耀玻璃(600660.SH) +0.610 (+1.080%) │0.8%中國財險(02328.HK) -0.220 (-1.412%) 沽空 $2.17千萬; 比率 19.096% │0.8%藥明康德(02359.HK) -0.500 (-0.464%) 沽空 $1.49千萬; 比率 24.867% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -1.000 (-0.251%) 沽空 $1.83億; 比率 39.392% │0.7%工行(01398.HK) +0.050 (+0.760%) 沽空 $1.70億; 比率 50.219% │0.6%百度-SW(09888.HK) -2.600 (-2.207%) 沽空 $6.62千萬; 比率 32.859% │0.6%紫金黃金國際(02259.HK) +7.600 (+4.554%) 沽空 $1.19億; 比率 18.709% │0.6%安踏(02020.HK) -1.100 (-1.423%) 沽空 $7.79千萬; 比率 33.359% │0.6%海爾智家(06690.HK) -0.160 (-0.650%) 沽空 $2.29千萬; 比率 59.122% │0.6%創科(00669.HK) +0.300 (+0.280%) 沽空 $7.35千萬; 比率 36.372% │0.6%翰森製藥(03692.HK) -0.520 (-1.590%) 沽空 $2.63千萬; 比率 47.813% │0.6%華潤置地(01109.HK) -0.020 (-0.068%) 沽空 $4.03千萬; 比率 45.902% │0.5%申洲(02313.HK) +0.100 (+0.184%) 沽空 $1.70千萬; 比率 38.617% │0.5%中石油(00857.HK) +0.180 (+1.678%) 沽空 $2.87億; 比率 42.137% │0.5%中微公司(688012.SH) -1.880 (-0.599%) │0.5%海螺水泥(00914.HK) +0.120 (+0.539%) 沽空 $1.53千萬; 比率 37.134% │0.5%濰柴(02338.HK) -0.580 (-2.117%) 沽空 $3.71千萬; 比率 30.927% │0.5%北方華創(002371.SZ) +9.950 (+2.155%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.260 (-1.316%) │0.5%洛陽鉬業(03993.HK) -0.370 (-2.107%) 沽空 $8.31千萬; 比率 34.040% │0.5%華潤啤酒(00291.HK) +0.120 (+0.482%) 沽空 $2.35千萬; 比率 24.360% │0.5%恒瑞醫藥(600276.SH) -0.820 (-1.464%) │0.4%太保(02601.HK) -0.500 (-1.484%) 沽空 $1.54千萬; 比率 32.470% │0.4%國電南瑞(600406.SH) -0.370 (-1.330%) │0.4%京東-SW(09618.HK) -3.600 (-3.252%) 沽空 $1.18億; 比率 30.160% │0.4%五礦資源(01208.HK) -0.340 (-4.304%) 沽空 $4.28千萬; 比率 9.790% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-20 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)