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) +10.000 (+1.826%) 沽空 $13.09億; 比率 21.418% │15.3%阿里-W(09988.HK) +1.400 (+1.057%) 沽空 $4.29億; 比率 26.641% │10%中國平安(02318.HK) -0.200 (-0.321%) 沽空 $1.72億; 比率 28.530% │3.5%寧德時代(300750.SZ) +11.400 (+2.872%) │3.2%建行(00939.HK) +0.110 (+1.391%) 沽空 $1.72億; 比率 35.451% │2.8%友邦(01299.HK) +1.300 (+1.589%) 沽空 $1.28億; 比率 22.087% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -1.360 (-3.555%) 沽空 $1.79億; 比率 14.934% │2.1%招行(03968.HK) +0.740 (+1.502%) 沽空 $1.91億; 比率 118.927% │1.9%網易(09999.HK) +4.400 (+2.412%) 沽空 $9.13千萬; 比率 39.491% │1.7%思源電氣(002028.SZ) -2.600 (-1.230%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -0.220 (-0.286%) │1.2%美團-W(03690.HK) +2.200 (+2.897%) 沽空 $3.59億; 比率 31.933% │1.2%貴州茅台(600519.SH) +46.540 (+3.292%) │1.1%攜程(09961.HK) +7.800 (+1.942%) 沽空 $3.22千萬; 比率 16.531% │1.1%國壽(02628.HK) +0.300 (+1.068%) 沽空 $8.59千萬; 比率 30.188% │1.0%小米-W(01810.HK) +1.760 (+5.282%) 沽空 $7.52億; 比率 24.316% │1.0%匯川技術(300124.SZ) -0.990 (-1.360%) │1.0%比亞迪(01211.HK) +6.950 (+7.183%) 沽空 $5.08億; 比率 27.483% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +6.000 (+4.096%) │0.8%福耀玻璃(600660.SH) -0.560 (-0.941%) │0.8%中國財險(02328.HK) -0.020 (-0.127%) 沽空 $3.39千萬; 比率 19.744% │0.8%藥明康德(02359.HK) +1.000 (+0.943%) 沽空 $3.99千萬; 比率 39.203% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +4.400 (+1.096%) 沽空 $2.49億; 比率 24.800% │0.7%工行(01398.HK) +0.120 (+1.896%) 沽空 $1.12億; 比率 25.890% │0.6%百度-SW(09888.HK) +0.100 (+0.082%) 沽空 $9.08千萬; 比率 50.115% │0.6%紫金黃金國際(02259.HK) -8.000 (-4.253%) 沽空 $9.10千萬; 比率 20.458% │0.6%安踏(02020.HK) +0.600 (+0.772%) 沽空 $6.27千萬; 比率 39.259% │0.6%海爾智家(06690.HK) -0.120 (-0.479%) 沽空 $3.94千萬; 比率 59.457% │0.6%創科(00669.HK) -1.500 (-1.331%) 沽空 $8.67千萬; 比率 34.938% │0.6%翰森製藥(03692.HK) -0.240 (-0.736%) 沽空 $4.96千萬; 比率 42.283% │0.6%華潤置地(01109.HK) +0.300 (+0.997%) 沽空 $8.36千萬; 比率 44.717% │0.5%申洲(02313.HK) +0.950 (+1.742%) 沽空 $5.35千萬; 比率 38.830% │0.5%中石油(00857.HK) -0.030 (-0.281%) 沽空 $2.08億; 比率 27.714% │0.5%中微公司(688012.SH) +7.840 (+2.505%) │0.5%海螺水泥(00914.HK) -0.040 (-0.176%) 沽空 $3.87千萬; 比率 26.626% │0.5%濰柴(02338.HK) -0.620 (-2.194%) 沽空 $1.37千萬; 比率 14.752% │0.5%北方華創(002371.SZ) -3.170 (-0.692%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.440 (-2.067%) │0.5%洛陽鉬業(03993.HK) -0.470 (-2.496%) 沽空 $2.58億; 比率 32.901% │0.5%華潤啤酒(00291.HK) +0.020 (+0.079%) 沽空 $1.77千萬; 比率 23.593% │0.5%恒瑞醫藥(600276.SH) +0.480 (+0.871%) │0.4%太保(02601.HK) +0.440 (+1.314%) 沽空 $1.17千萬; 比率 18.520% │0.4%國電南瑞(600406.SH) -0.510 (-1.746%) │0.4%京東-SW(09618.HK) +1.800 (+1.642%) 沽空 $9.64千萬; 比率 31.316% │0.4%五礦資源(01208.HK) -0.190 (-2.249%) 沽空 $2.04千萬; 比率 6.696% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-16 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。)