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) +12.000 (+2.351%) 沽空 $19.65億; 比率 16.115% │15.3%阿里-W(09988.HK) +0.600 (+0.440%) 沽空 $15.30億; 比率 15.699% │10%中國平安(02318.HK) +0.900 (+1.485%) 沽空 $4.49億; 比率 17.937% │3.5%寧德時代(300750.SZ) -11.700 (-2.634%) │3.2%建行(00939.HK) +0.200 (+2.304%) 沽空 $7.56億; 比率 26.246% │2.8%友邦(01299.HK) +1.900 (+2.328%) 沽空 $5.65億; 比率 28.099% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.500 (+1.365%) 沽空 $2.54億; 比率 15.919% │2.1%招行(03968.HK) +0.550 (+1.088%) 沽空 $1.90億; 比率 39.117% │1.9%網易(09999.HK) +1.500 (+0.823%) 沽空 $1.10億; 比率 10.964% │1.7%思源電氣(002028.SZ) +4.020 (+1.880%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.930 (+1.182%) │1.2%美團-W(03690.HK) -1.350 (-1.561%) 沽空 $8.30億; 比率 26.779% │1.2%貴州茅台(600519.SH) +3.650 (+0.259%) │1.1%攜程(09961.HK) -4.400 (-1.029%) 沽空 $3.96千萬; 比率 4.860% │1.1%國壽(02628.HK) -0.120 (-0.433%) 沽空 $2.23億; 比率 23.776% │1.0%小米-W(01810.HK) +0.320 (+1.000%) 沽空 $7.13億; 比率 17.415% │1.0%匯川技術(300124.SZ) +0.860 (+1.310%) │1.0%比亞迪(01211.HK) -1.400 (-1.257%) 沽空 $8.55億; 比率 46.852% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +3.880 (+2.573%) │0.8%福耀玻璃(600660.SH) +1.370 (+2.330%) │0.8%中國財險(02328.HK) -0.050 (-0.347%) 沽空 $9.75千萬; 比率 21.819% │0.8%藥明康德(02359.HK) +0.900 (+0.732%) 沽空 $1.53億; 比率 33.540% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +3.000 (+0.734%) 沽空 $2.20億; 比率 16.680% │0.7%工行(01398.HK) +0.160 (+2.276%) 沽空 $3.65億; 比率 23.848% │0.6%百度-SW(09888.HK) +0.900 (+0.738%) 沽空 $2.07億; 比率 23.854% │0.6%紫金黃金國際(02259.HK) +2.600 (+1.487%) 沽空 $2.96千萬; 比率 3.095% │0.6%安踏(02020.HK) +0.550 (+0.646%) 沽空 $2.11億; 比率 28.593% │0.6%海爾智家(06690.HK) +0.160 (+0.763%) 沽空 $5.28千萬; 比率 16.024% │0.6%創科(00669.HK) +2.700 (+2.473%) 沽空 $2.56億; 比率 47.042% │0.6%翰森製藥(03692.HK) +0.140 (+0.352%) 沽空 $5.47千萬; 比率 17.840% │0.6%華潤置地(01109.HK) +0.060 (+0.191%) 沽空 $1.91億; 比率 40.620% │0.5%申洲(02313.HK) +1.420 (+2.973%) 沽空 $8.47千萬; 比率 22.828% │0.5%中石油(00857.HK) -0.350 (-3.274%) 沽空 $3.49億; 比率 21.429% │0.5%中微公司(688012.SH) -0.460 (-0.146%) │0.5%海螺水泥(00914.HK) +0.140 (+0.693%) 沽空 $2.19千萬; 比率 22.076% │0.5%濰柴(02338.HK) +0.160 (+0.508%) 沽空 $3.91千萬; 比率 14.115% │0.5%北方華創(002371.SZ) +1.320 (+0.281%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.240 (-1.190%) │0.5%洛陽鉬業(03993.HK) +0.110 (+0.569%) 沽空 $1.25億; 比率 18.825% │0.5%華潤啤酒(00291.HK) -0.060 (-0.230%) 沽空 $3.42千萬; 比率 22.646% │0.5%恒瑞醫藥(600276.SH) +0.010 (+0.018%) │0.4%太保(02601.HK) +0.200 (+0.607%) 沽空 $3.46千萬; 比率 13.006% │0.4%國電南瑞(600406.SH) +0.430 (+1.604%) │0.4%京東-SW(09618.HK) -0.200 (-0.163%) 沽空 $2.85億; 比率 29.222% │0.4%五礦資源(01208.HK) +0.140 (+1.663%) 沽空 $7.27千萬; 比率 27.555% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-20 16:25。) (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。)