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) -8.200 (-1.651%) 沽空 $17.98億; 比率 16.965% │15.3%阿里-W(09988.HK) -4.300 (-3.504%) 沽空 $14.46億; 比率 17.358% │10%中國平安(02318.HK) -0.800 (-1.320%) 沽空 $7.46億; 比率 23.480% │3.5%寧德時代(300750.SZ) -2.390 (-0.589%) │3.2%建行(00939.HK) +0.010 (+0.119%) 沽空 $4.07億; 比率 17.592% │2.8%友邦(01299.HK) -1.200 (-1.371%) 沽空 $6.42億; 比率 23.117% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.620 (-1.703%) 沽空 $7.78億; 比率 20.356% │2.1%招行(03968.HK) +0.260 (+0.529%) 沽空 $2.16億; 比率 22.313% │1.9%網易(09999.HK) -0.800 (-0.454%) 沽空 $1.71億; 比率 17.708% │1.7%思源電氣(002028.SZ) +0.040 (+0.019%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.690 (+0.898%) │1.2%美團-W(03690.HK) -2.550 (-3.112%) 沽空 $12.22億; 比率 25.681% │1.2%貴州茅台(600519.SH) +3.550 (+0.243%) │1.1%攜程(09961.HK) -5.200 (-1.320%) 沽空 $7.50千萬; 比率 10.599% │1.1%國壽(02628.HK) -0.040 (-0.159%) 沽空 $2.19億; 比率 13.196% │1.0%小米-W(01810.HK) -1.320 (-4.122%) 沽空 $19.00億; 比率 37.377% │1.0%匯川技術(300124.SZ) -1.790 (-2.624%) │1.0%比亞迪(01211.HK) -2.300 (-2.197%) 沽空 $19.29億; 比率 44.403% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +0.420 (+0.323%) │0.8%福耀玻璃(600660.SH) +0.340 (+0.587%) │0.8%中國財險(02328.HK) -0.020 (-0.137%) 沽空 $7.13千萬; 比率 13.879% │0.8%藥明康德(02359.HK) +0.900 (+0.726%) 沽空 $2.40億; 比率 27.063% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -5.800 (-1.449%) 沽空 $4.77億; 比率 18.764% │0.7%工行(01398.HK) +0.030 (+0.436%) 沽空 $3.15億; 比率 16.480% │0.6%百度-SW(09888.HK) -1.100 (-1.004%) 沽空 $4.36億; 比率 27.548% │0.6%紫金黃金國際(02259.HK) -2.700 (-1.483%) 沽空 $2.95億; 比率 13.755% │0.6%安踏(02020.HK) +0.900 (+1.153%) 沽空 $2.34億; 比率 14.699% │0.6%海爾智家(06690.HK) -0.280 (-1.349%) 沽空 $1.82億; 比率 26.613% │0.6%創科(00669.HK) -3.100 (-2.881%) 沽空 $2.07億; 比率 27.492% │0.6%翰森製藥(03692.HK) +1.520 (+4.062%) 沽空 $2.28億; 比率 23.925% │0.6%華潤置地(01109.HK) -0.240 (-0.823%) 沽空 $1.93億; 比率 45.298% │0.5%申洲(02313.HK) -0.900 (-1.893%) 沽空 $1.70億; 比率 27.174% │0.5%中石油(00857.HK) +0.110 (+1.043%) 沽空 $3.03億; 比率 18.964% │0.5%中微公司(688012.SH) -15.550 (-4.959%) │0.5%海螺水泥(00914.HK) -0.420 (-1.946%) 沽空 $2.86千萬; 比率 31.962% │0.5%濰柴(02338.HK) -0.260 (-0.892%) 沽空 $1.39億; 比率 25.370% │0.5%北方華創(002371.SZ) -11.760 (-2.610%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.130 (-0.640%) │0.5%洛陽鉬業(03993.HK) -0.140 (-0.802%) 沽空 $2.39億; 比率 16.023% │0.5%華潤啤酒(00291.HK) -0.080 (-0.308%) 沽空 $6.94千萬; 比率 32.538% │0.5%恒瑞醫藥(600276.SH) -0.040 (-0.069%) │0.4%太保(02601.HK) +0.420 (+1.281%) 沽空 $5.99千萬; 比率 10.674% │0.4%國電南瑞(600406.SH) -0.220 (-0.833%) │0.4%京東-SW(09618.HK) -1.600 (-1.417%) 沽空 $2.05億; 比率 21.034% │0.4%五礦資源(01208.HK) -0.140 (-1.786%) 沽空 $4.05千萬; 比率 8.800% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-01 16:25。) (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。)