摩根士丹利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) +1.000 (+0.161%) 沽空 $4.35億; 比率 7.520% │17.9%阿里巴巴-W(09988.HK) -0.200 (-0.115%) 沽空 $5.47億; 比率 9.753% │10%寧德時代(300750.SZ) +1.900 (+0.559%) │3.2%中國平安(02318.HK) +2.350 (+3.312%) 沽空 $5.84億; 比率 26.017% │3.1%建行(00939.HK) +0.130 (+1.619%) 沽空 $1.30億; 比率 7.954% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.100 (+2.364%) 沽空 $2.71億; 比率 20.687% │2.5%網易(09999.HK) -5.400 (-2.547%) 沽空 $7.01千萬; 比率 10.564% │2.1%招行(03968.HK) +0.160 (+0.336%) 沽空 $1.39億; 比率 24.330% │2.1%美團-W(03690.HK) +0.250 (+0.254%) 沽空 $1.98億; 比率 16.049% │1.8%相關內容《大行》中金列出內地主動偏股型基金上季「重倉」港股情況(表)小米(01810.HK) +0.300 (+0.826%) 沽空 $6.52億; 比率 15.226% │1.6%紫金(02899.HK) +1.380 (+3.083%) 沽空 $6.78億; 比率 20.266% │1.5%攜程(09961.HK) -13.200 (-2.665%) 沽空 $4.09千萬; 比率 4.412% │1.4%美的集團(000333.SZ) +2.540 (+3.371%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +114.030 (+8.615%) │1.1%匯川技術(300124.SZ) -0.540 (-0.707%) │1.0%比亞迪(01211.HK) -1.000 (-0.973%) 沽空 $4.59億; 比率 30.140% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -5.800 (-3.026%) │0.9%國壽(02628.HK) +0.340 (+0.966%) 沽空 $2.06億; 比率 16.149% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.030 (+0.048%) │0.9%中國財險(02328.HK) +0.060 (+0.367%) 沽空 $2.20千萬; 比率 7.907% │0.9%港交所(00388.HK) +5.000 (+1.138%) 沽空 $1.42億; 比率 11.130% │0.6%工行(01398.HK) +0.050 (+0.759%) 沽空 $8.74千萬; 比率 8.396% │0.6%翰森製藥(03692.HK) -0.560 (-1.434%) 沽空 $1.38千萬; 比率 20.382% │0.6%藥明康德(02359.HK) +2.000 (+1.761%) 沽空 $1.20億; 比率 30.627% │0.6%海爾智家(06690.HK) +0.540 (+2.104%) 沽空 $2.30千萬; 比率 23.582% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.600 (-0.384%) 沽空 $1.84億; 比率 29.411% │0.5%瀾起科技(688008.SH) -11.080 (-6.395%) │0.5%申洲(02313.HK) +0.800 (+1.270%) 沽空 $7.65千萬; 比率 34.838% │0.5%華潤置地(01109.HK) +1.380 (+4.631%) 沽空 $1.20億; 比率 9.764% │0.5%恒瑞醫藥(600276.SH) +1.560 (+2.759%) │0.5%京東(09618.HK) -1.700 (-1.462%) 沽空 $9.53千萬; 比率 13.998% │0.5%安踏(02020.HK) +3.700 (+4.805%) 沽空 $6.58千萬; 比率 8.089% │0.5%華潤啤酒(00291.HK) +0.880 (+3.400%) 沽空 $1.39千萬; 比率 8.780% │0.5%創科(00669.HK) -0.800 (-0.748%) 沽空 $1.24億; 比率 42.869% │0.4%中石油(00857.HK) +0.140 (+1.514%) 沽空 $1.47億; 比率 21.927% │0.4%相關內容《大行》瑞銀下調內房目標價 偏好新城(01030.HK)建發(01908.HK)及潤地(01109.HK)海螺水泥(00914.HK) +0.380 (+1.515%) 沽空 $7.84百萬; 比率 12.964% │0.4%太保(02601.HK) +1.120 (+2.905%) 沽空 $6.19千萬; 比率 17.176% │0.4%快手(01024.HK) +0.650 (+0.790%) 沽空 $3.44億; 比率 14.853% │0.4%洛陽鉬業(03993.HK) +0.140 (+0.580%) 沽空 $2.46億; 比率 19.315% │0.4%北方華創(002371.SZ) -26.630 (-5.305%) │0.4%紫金黃金國際(02259.HK) -8.400 (-3.318%) 沽空 $4.49億; 比率 23.921% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -21.190 (-5.749%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.060 (+0.358%) 沽空 $5.89千萬; 比率 21.626% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-29 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。)