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) +12.200 (+2.716%) 沽空 $10.93億; 比率 11.422% │15.3%阿里-W(09988.HK) +2.000 (+1.519%) 沽空 $9.33億; 比率 15.371% │10%中國平安(02318.HK) -0.650 (-1.051%) 沽空 $1.88億; 比率 23.535% │3.5%寧德時代(300750.SZ) -1.540 (-0.369%) │3.2%建行(00939.HK) +0.100 (+1.142%) 沽空 $2.90億; 比率 45.116% │2.8%友邦(01299.HK) -0.200 (-0.231%) 沽空 $2.58億; 比率 22.202% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -1.120 (-3.254%) 沽空 $1.78億; 比率 18.760% │2.1%招行(03968.HK) -0.080 (-0.172%) 沽空 $7.99千萬; 比率 24.924% │1.9%網易(09999.HK) +3.600 (+2.056%) 沽空 $9.27千萬; 比率 20.171% │1.7%思源電氣(002028.SZ) -1.140 (-0.592%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -1.990 (-2.403%) │1.2%美團-W(03690.HK) +0.400 (+0.487%) 沽空 $2.63億; 比率 25.436% │1.2%貴州茅台(600519.SH) -1.300 (-0.098%) │1.1%攜程(09961.HK) +3.800 (+0.989%) 沽空 $6.26千萬; 比率 23.507% │1.1%國壽(02628.HK) -0.080 (-0.269%) 沽空 $4.15億; 比率 46.375% │1.0%小米-W(01810.HK) +0.020 (+0.065%) 沽空 $3.23億; 比率 25.312% │1.0%匯川技術(300124.SZ) +0.130 (+0.168%) │1.0%比亞迪(01211.HK) -0.350 (-0.373%) 沽空 $2.25億; 比率 28.849% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -7.340 (-2.960%) │0.8%福耀玻璃(600660.SH) -0.360 (-0.650%) │0.8%中國財險(02328.HK) +0.280 (+1.815%) 沽空 $1.38億; 比率 19.901% │0.8%藥明康德(02359.HK) +0.100 (+0.079%) 沽空 $7.79千萬; 比率 28.631% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -1.000 (-0.244%) 沽空 $7.03千萬; 比率 10.146% │0.7%工行(01398.HK) +0.110 (+1.606%) 沽空 $1.87億; 比率 36.179% │0.6%百度-SW(09888.HK) +1.600 (+1.188%) 沽空 $3.02億; 比率 43.789% │0.6%紫金黃金國際(02259.HK) -5.200 (-3.467%) 沽空 $3.05千萬; 比率 9.442% │0.6%安踏(02020.HK) -0.050 (-0.066%) 沽空 $4.16千萬; 比率 20.498% │0.6%海爾智家(06690.HK) -0.140 (-0.680%) 沽空 $4.46千萬; 比率 35.057% │0.6%創科(00669.HK) -1.100 (-0.931%) 沽空 $1.02億; 比率 28.791% │0.6%翰森製藥(03692.HK) -0.500 (-1.464%) 沽空 $3.50千萬; 比率 19.550% │0.6%華潤置地(01109.HK) -0.720 (-2.004%) 沽空 $9.42千萬; 比率 19.544% │0.5%申洲(02313.HK) -0.040 (-0.088%) 沽空 $1.92千萬; 比率 5.999% │0.5%中石油(00857.HK) -0.020 (-0.182%) 沽空 $1.13億; 比率 31.247% │0.5%中微公司(688012.SH) +26.730 (+6.092%) │0.5%海螺水泥(00914.HK) -0.190 (-0.981%) 沽空 $3.14千萬; 比率 40.325% │0.5%濰柴(02338.HK) -1.460 (-3.639%) 沽空 $2.08千萬; 比率 4.734% │0.5%北方華創(002371.SZ) +17.970 (+3.005%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.280 (-1.444%) │0.5%洛陽鉬業(03993.HK) -0.500 (-2.782%) 沽空 $5.46千萬; 比率 17.629% │0.5%華潤啤酒(00291.HK) -0.260 (-0.993%) 沽空 $1.56千萬; 比率 15.628% │0.5%恒瑞醫藥(600276.SH) -0.870 (-1.659%) │0.4%太保(02601.HK) -0.420 (-1.275%) 沽空 $2.40千萬; 比率 24.637% │0.4%國電南瑞(600406.SH) +0.190 (+0.717%) │0.4%京東-SW(09618.HK) -0.800 (-0.632%) 沽空 $2.73億; 比率 39.434% │0.4%五礦資源(01208.HK) -0.380 (-4.113%) 沽空 $2.34千萬; 比率 9.708% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-05-19 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。)