摩根士丹利发表报告，列出国际及美资基金於9月二十大中资股持仓及按月变化：股份│投资组合综合权重│按月变幅腾讯(00700.HK) +2.500 (+0.395%) 沽空 $8.79亿; 比率 22.346% │18.9%│-0.5%阿里-W(09988.HK) +3.400 (+2.066%) 沽空 $12.21亿; 比率 16.796% │11.2%│+3.3%宁德时代A股(300750.SZ) +5.990 (+1.591%) │2.9%│+0.5%拼多多(PDD.US) │2.6%│+0.1%建行(00939.HK) -0.010 (-0.127%) 沽空 $1.34亿; 比率 19.666% │2.5%│+0.2%网易(09999.HK) +2.000 (+0.876%) 沽空 $1.24亿; 比率 27.726% │2.4%│+0.1%中国平安(02318.HK) +0.050 (+0.090%) 沽空 $1.24亿; 比率 26.992% │2.3%│-0.4%小米-W(01810.HK) -0.460 (-0.984%) 沽空 $5.84亿; 比率 19.501% │2.2%│+0.1%美团-W(03690.HK) -0.450 (-0.450%) 沽空 $9.71亿; 比率 29.962% │2.1%│+0.3%友邦(01299.HK) +0.350 (+0.494%) 沽空 $5.84千万; 比率 16.894% │1.9%│-0.1%招行(03968.HK) +0.140 (+0.280%) 沽空 $1.34亿; 比率 32.911% │1.8%│-0.1%比亚迪(01211.HK) 0.000 (0.000%) 沽空 $1.79亿; 比率 30.538% │1.3%│-0.2%携程-S(09961.HK) +17.000 (+3.108%) 沽空 $9.53千万; 比率 21.694% │1.3%││-0.2%紫金(02899.HK) +0.660 (+2.078%) 沽空 $2.59亿; 比率 32.600% │1.2%│0%腾讯音乐(TME.US) │1.2%│0%美的(000333.SZ) -0.100 (-0.134%) │1.1%│-0.1%满帮集团(YMM.US) │1.1%│0%贵州茅台(600519.SH) -14.050 (-0.957%) │1.1%│-0.1%华住集团(HTHT.US) │1.0%│-0.1%福耀玻璃(600660.SH) +0.310 (+0.464%) │0.9%│0%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-24 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。)