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) +4.000 (+0.778%) 沽空 $34.22億; 比率 22.868% │15.3%阿里-W(09988.HK) +2.000 (+1.623%) 沽空 $16.22億; 比率 16.611% │10%中國平安(02318.HK) +1.950 (+3.277%) 沽空 $8.03億; 比率 28.341% │3.5%寧德時代(300750.SZ) -3.590 (-0.904%) │3.2%建行(00939.HK) +0.010 (+0.125%) 沽空 $4.78億; 比率 20.066% │2.8%相關內容《大行》麥格理料內地雲服務「價格戰」觸底 看好阿里巴巴(09988.HK)雲端組合轉型友邦(01299.HK) +0.950 (+1.116%) 沽空 $6.43億; 比率 26.074% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.500 (+4.303%) 沽空 $6.35億; 比率 19.469% │2.1%招行(03968.HK) +0.200 (+0.413%) 沽空 $2.68億; 比率 46.476% │1.9%網易(09999.HK) +1.900 (+1.073%) 沽空 $1.70億; 比率 23.307% │1.7%思源電氣(002028.SZ) +9.170 (+4.473%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.110 (+0.148%) │1.2%美團-W(03690.HK) +0.250 (+0.316%) 沽空 $7.53億; 比率 23.573% │1.2%貴州茅台(600519.SH) +7.830 (+0.556%) │1.1%攜程(09961.HK) +8.400 (+2.115%) 沽空 $9.21千萬; 比率 11.326% │1.1%國壽(02628.HK) +1.020 (+3.792%) 沽空 $3.47億; 比率 21.733% │1.0%小米-W(01810.HK) -0.340 (-1.040%) 沽空 $16.13億; 比率 29.525% │1.0%匯川技術(300124.SZ) +0.750 (+1.135%) │1.0%比亞迪(01211.HK) +0.900 (+0.841%) 沽空 $15.42億; 比率 31.454% │0.9%相關內容《大行》大摩料阿里雲業務增長加速 維持阿里巴巴(BABA.US)「增持」評級滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +4.200 (+3.053%) │0.8%福耀玻璃(600660.SH) +0.830 (+1.490%) │0.8%中國財險(02328.HK) +0.160 (+1.058%) 沽空 $6.69千萬; 比率 13.405% │0.8%藥明康德(02359.HK) -1.400 (-1.232%) 沽空 $4.70億; 比率 36.497% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +9.800 (+2.503%) 沽空 $3.75億; 比率 17.719% │0.7%工行(01398.HK) -0.020 (-0.307%) 沽空 $3.20億; 比率 19.460% │0.6%百度-SW(09888.HK) +0.600 (+0.533%) 沽空 $1.74億; 比率 25.108% │0.6%紫金黃金國際(02259.HK) +10.400 (+5.775%) 沽空 $5.51億; 比率 28.308% │0.6%安踏(02020.HK) -0.250 (-0.327%) 沽空 $1.45億; 比率 33.237% │0.6%海爾智家(06690.HK) +0.460 (+1.925%) 沽空 $1.95億; 比率 27.709% │0.6%創科(00669.HK) +4.700 (+4.451%) 沽空 $1.84億; 比率 46.627% │0.6%翰森製藥(03692.HK) -0.340 (-1.064%) 沽空 $7.67千萬; 比率 29.354% │0.6%華潤置地(01109.HK) +0.240 (+0.834%) 沽空 $7.01千萬; 比率 17.228% │0.5%相關內容《藍籌》騰訊(00700.HK)全年純利2,248.42億人幣升15.9% 末期息增至5.3港元申洲(02313.HK) +0.600 (+1.137%) 沽空 $7.08千萬; 比率 28.548% │0.5%中石油(00857.HK) -0.150 (-1.399%) 沽空 $5.39億; 比率 25.138% │0.5%中微公司(688012.SH) +11.740 (+3.907%) │0.5%海螺水泥(00914.HK) +0.380 (+1.771%) 沽空 $4.74千萬; 比率 21.627% │0.5%濰柴(02338.HK) +1.280 (+4.648%) 沽空 $1.28億; 比率 21.018% │0.5%北方華創(002371.SZ) +19.340 (+4.356%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.680 (+3.555%) │0.5%洛陽鉬業(03993.HK) +0.730 (+4.249%) 沽空 $1.61億; 比率 14.106% │0.5%華潤啤酒(00291.HK) +0.020 (+0.077%) 沽空 $1.28億; 比率 21.960% │0.5%恒瑞醫藥(600276.SH) +0.740 (+1.380%) │0.4%太保(02601.HK) +0.480 (+1.493%) 沽空 $8.51千萬; 比率 11.065% │0.4%國電南瑞(600406.SH) +0.730 (+2.706%) │0.4%京東-SW(09618.HK) +2.300 (+2.146%) 沽空 $2.63億; 比率 36.073% │0.4%五礦資源(01208.HK) +0.300 (+3.922%) 沽空 $6.19千萬; 比率 11.215% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-24 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。)相關內容《大行》大摩降五礦資源(01208.HK)目標價至9.8元 續予「增持」評級