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) -1.400 (-0.286%) 沽空 $3.61亿; 比率 8.666% │15.3%阿里-W(09988.HK) +0.900 (+0.731%) 沽空 $4.88亿; 比率 13.826% │10%中国平安(02318.HK) +1.050 (+1.703%) 沽空 $2.44亿; 比率 33.638% │3.5%宁德时代(300750.SZ) -6.160 (-1.442%) │3.2%建行(00939.HK) -0.020 (-0.238%) 沽空 $1.64亿; 比率 23.187% │2.8%友邦(01299.HK) -0.200 (-0.229%) 沽空 $1.35亿; 比率 18.703% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.120 (+3.060%) 沽空 $3.01亿; 比率 25.887% │2.1%招行(03968.HK) +0.020 (+0.040%) 沽空 $1.22亿; 比率 44.801% │1.9%网易(09999.HK) -1.000 (-0.569%) 沽空 $5.25千万; 比率 21.188% │1.7%思源电气(002028.SZ) +5.450 (+2.718%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.270 (+0.356%) │1.2%美团-W(03690.HK) -2.250 (-2.603%) 沽空 $5.03亿; 比率 31.571% │1.2%贵州茅台(600519.SH) -6.610 (-0.458%) │1.1%携程(09961.HK) +1.200 (+0.302%) 沽空 $1.20千万; 比率 6.955% │1.1%国寿(02628.HK) +0.340 (+1.256%) 沽空 $1.61亿; 比率 24.477% │1.0%小米-W(01810.HK) -0.080 (-0.261%) 沽空 $3.50亿; 比率 22.729% │1.0%汇川技术(300124.SZ) +1.390 (+2.056%) │1.0%比亚迪(01211.HK) -1.800 (-1.632%) 沽空 $6.17亿; 比率 38.194% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +2.490 (+1.635%) │0.8%福耀玻璃(600660.SH) +1.030 (+1.796%) │0.8%中国财险(02328.HK) +0.120 (+0.822%) 沽空 $4.52千万; 比率 24.580% │0.8%药明康德(02359.HK) -0.600 (-0.467%) 沽空 $6.74千万; 比率 33.777% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +0.600 (+0.148%) 沽空 $4.61千万; 比率 9.471% │0.7%工行(01398.HK) +0.050 (+0.716%) 沽空 $1.70亿; 比率 23.203% │0.6%百度-SW(09888.HK) +3.800 (+3.538%) 沽空 $1.38亿; 比率 18.990% │0.6%紫金黄金国际(02259.HK) -0.300 (-0.164%) 沽空 $2.92千万; 比率 12.026% │0.6%安踏(02020.HK) +1.550 (+1.875%) 沽空 $2.35亿; 比率 37.822% │0.6%海尔智家(06690.HK) +0.240 (+1.163%) 沽空 $2.17千万; 比率 13.978% │0.6%创科(00669.HK) +0.200 (+0.181%) 沽空 $6.39千万; 比率 28.197% │0.6%翰森制药(03692.HK) -0.240 (-0.624%) 沽空 $2.63千万; 比率 17.300% │0.6%华润置地(01109.HK) +0.620 (+2.103%) 沽空 $6.35千万; 比率 41.963% │0.5%申洲(02313.HK) -0.020 (-0.042%) 沽空 $2.06千万; 比率 12.374% │0.5%中石油(00857.HK) -0.020 (-0.182%) 沽空 $9.70千万; 比率 30.298% │0.5%中微公司(688012.SH) +5.420 (+1.712%) │0.5%海螺水泥(00914.HK) -0.260 (-1.240%) 沽空 $7.41百万; 比率 11.954% │0.5%潍柴(02338.HK) +0.020 (+0.061%) 沽空 $2.78亿; 比率 43.657% │0.5%北方华创(002371.SZ) +6.210 (+1.314%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.460 (+2.259%) │0.5%洛阳钼业(03993.HK) +0.620 (+3.379%) 沽空 $1.02亿; 比率 17.330% │0.5%华润啤酒(00291.HK) -0.180 (-0.673%) 沽空 $1.47千万; 比率 30.256% │0.5%恒瑞医药(600276.SH) -0.020 (-0.036%) │0.4%太保(02601.HK) +0.200 (+0.598%) 沽空 $1.24千万; 比率 16.759% │0.4%国电南瑞(600406.SH) +0.120 (+0.463%) │0.4%京东-SW(09618.HK) +1.500 (+1.336%) 沽空 $8.43千万; 比率 24.042% │0.4%五矿资源(01208.HK) +0.220 (+2.641%) 沽空 $4.86千万; 比率 20.972% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-14 12:25。) (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。)