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) -6.000 (-1.208%) 沽空 $17.98亿; 比率 16.965% │15.3%阿里-W(09988.HK) -4.000 (-3.260%) 沽空 $14.46亿; 比率 17.358% │10%中国平安(02318.HK) -0.850 (-1.403%) 沽空 $7.46亿; 比率 23.480% │3.5%宁德时代(300750.SZ) -1.780 (-0.439%) │3.2%建行(00939.HK) 0.000 (0.000%) 沽空 $4.07亿; 比率 17.592% │2.8%友邦(01299.HK) -1.000 (-1.143%) 沽空 $6.42亿; 比率 23.117% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.680 (-1.868%) 沽空 $7.78亿; 比率 20.356% │2.1%招行(03968.HK) +0.200 (+0.407%) 沽空 $2.16亿; 比率 22.313% │1.9%网易(09999.HK) -0.500 (-0.284%) 沽空 $1.71亿; 比率 17.708% │1.7%思源电气(002028.SZ) +0.150 (+0.072%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.430 (+0.560%) │1.2%美团-W(03690.HK) -2.700 (-3.295%) 沽空 $12.22亿; 比率 25.681% │1.2%贵州茅台(600519.SH) +1.100 (+0.075%) │1.1%携程(09961.HK) -5.000 (-1.269%) 沽空 $7.50千万; 比率 10.599% │1.1%国寿(02628.HK) -0.080 (-0.317%) 沽空 $2.19亿; 比率 13.196% │1.0%小米-W(01810.HK) -1.280 (-3.998%) 沽空 $19.00亿; 比率 37.377% │1.0%汇川技术(300124.SZ) -1.690 (-2.477%) │1.0%比亚迪(01211.HK) -1.200 (-1.146%) 沽空 $19.29亿; 比率 44.403% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +0.740 (+0.569%) │0.8%福耀玻璃(600660.SH) +0.370 (+0.638%) │0.8%中国财险(02328.HK) -0.140 (-0.958%) 沽空 $7.13千万; 比率 13.879% │0.8%药明康德(02359.HK) +1.300 (+1.049%) 沽空 $2.40亿; 比率 27.063% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) -5.000 (-1.249%) 沽空 $4.77亿; 比率 18.764% │0.7%工行(01398.HK) +0.030 (+0.436%) 沽空 $3.15亿; 比率 16.480% │0.6%百度-SW(09888.HK) -1.100 (-1.004%) 沽空 $4.36亿; 比率 27.548% │0.6%紫金黄金国际(02259.HK) -3.900 (-2.142%) 沽空 $2.95亿; 比率 13.755% │0.6%安踏(02020.HK) +0.350 (+0.448%) 沽空 $2.34亿; 比率 14.699% │0.6%海尔智家(06690.HK) -0.260 (-1.252%) 沽空 $1.82亿; 比率 26.613% │0.6%创科(00669.HK) -3.200 (-2.974%) 沽空 $2.07亿; 比率 27.492% │0.6%翰森制药(03692.HK) +1.120 (+2.993%) 沽空 $2.28亿; 比率 23.925% │0.6%华润置地(01109.HK) -0.540 (-1.852%) 沽空 $1.93亿; 比率 45.298% │0.5%申洲(02313.HK) -1.100 (-2.314%) 沽空 $1.70亿; 比率 27.174% │0.5%中石油(00857.HK) +0.170 (+1.611%) 沽空 $3.03亿; 比率 18.964% │0.5%中微公司(688012.SH) -14.160 (-4.516%) │0.5%海螺水泥(00914.HK) -0.360 (-1.668%) 沽空 $2.86千万; 比率 31.962% │0.5%潍柴(02338.HK) -0.280 (-0.960%) 沽空 $1.39亿; 比率 25.370% │0.5%北方华创(002371.SZ) -11.360 (-2.521%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.230 (-1.133%) │0.5%洛阳钼业(03993.HK) -0.030 (-0.172%) 沽空 $2.39亿; 比率 16.023% │0.5%华润啤酒(00291.HK) -0.160 (-0.615%) 沽空 $6.94千万; 比率 32.538% │0.5%恒瑞医药(600276.SH) +0.270 (+0.468%) │0.4%太保(02601.HK) +0.340 (+1.037%) 沽空 $5.99千万; 比率 10.674% │0.4%国电南瑞(600406.SH) -0.190 (-0.719%) │0.4%京东-SW(09618.HK) -1.900 (-1.683%) 沽空 $2.05亿; 比率 21.034% │0.4%五矿资源(01208.HK) -0.140 (-1.786%) 沽空 $4.05千万; 比率 8.800% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-01 16:25。) (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。)