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) -13.500 (-2.601%) 沽空 $13.11亿; 比率 19.245% │15.3%阿里-W(09988.HK) -4.800 (-3.522%) 沽空 $10.16亿; 比率 16.606% │10%中国平安(02318.HK) -0.050 (-0.081%) 沽空 $2.21亿; 比率 20.338% │3.5%宁德时代(300750.SZ) -1.830 (-0.415%) │3.2%建行(00939.HK) -0.150 (-1.674%) 沽空 $5.32亿; 比率 23.310% │2.8%友邦(01299.HK) +0.400 (+0.483%) 沽空 $2.31亿; 比率 17.067% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.040 (-0.105%) 沽空 $4.11亿; 比率 18.423% │2.1%招行(03968.HK) -0.500 (-0.974%) 沽空 $2.43亿; 比率 48.337% │1.9%网易(09999.HK) -6.600 (-3.609%) 沽空 $6.07千万; 比率 10.568% │1.7%思源电气(002028.SZ) -1.230 (-0.569%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) -0.120 (-0.151%) │1.2%美团-W(03690.HK) -2.450 (-2.834%) 沽空 $4.76亿; 比率 22.420% │1.2%贵州茅台(600519.SH) -5.890 (-0.417%) │1.1%携程(09961.HK) -8.400 (-1.967%) 沽空 $4.60千万; 比率 7.091% │1.1%国寿(02628.HK) -0.180 (-0.654%) 沽空 $1.36亿; 比率 15.912% │1.0%小米-W(01810.HK) -0.440 (-1.358%) 沽空 $6.09亿; 比率 25.989% │1.0%汇川技术(300124.SZ) +0.010 (+0.015%) │1.0%比亚迪(01211.HK) -2.100 (-1.925%) 沽空 $9.42亿; 比率 52.936% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +0.570 (+0.360%) │0.8%福耀玻璃(600660.SH) -0.410 (-0.681%) │0.8%中国财险(02328.HK) -0.300 (-2.062%) 沽空 $7.98千万; 比率 15.576% │0.8%药明康德(02359.HK) -0.100 (-0.083%) 沽空 $1.69亿; 比率 38.144% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) -1.600 (-0.384%) 沽空 $2.80亿; 比率 12.216% │0.7%工行(01398.HK) -0.110 (-1.515%) 沽空 $4.66亿; 比率 22.793% │0.6%百度-SW(09888.HK) -3.500 (-2.809%) 沽空 $2.65亿; 比率 25.483% │0.6%紫金黄金国际(02259.HK) -5.300 (-3.029%) 沽空 $4.30千万; 比率 9.934% │0.6%安踏(02020.HK) -1.350 (-1.568%) 沽空 $1.34亿; 比率 22.033% │0.6%海尔智家(06690.HK) -0.160 (-0.749%) 沽空 $1.11亿; 比率 34.643% │0.6%创科(00669.HK) -0.500 (-0.436%) 沽空 $3.79亿; 比率 48.746% │0.6%翰森制药(03692.HK) +0.260 (+0.666%) 沽空 $4.47千万; 比率 18.684% │0.6%华润置地(01109.HK) +0.220 (+0.689%) 沽空 $1.17亿; 比率 34.681% │0.5%申洲(02313.HK) -1.510 (-3.011%) 沽空 $5.65千万; 比率 14.658% │0.5%中石油(00857.HK) +0.140 (+1.341%) 沽空 $2.76亿; 比率 20.428% │0.5%中微公司(688012.SH) +5.900 (+1.910%) │0.5%海螺水泥(00914.HK) -0.200 (-0.969%) 沽空 $3.19千万; 比率 22.778% │0.5%潍柴(02338.HK) +1.180 (+3.690%) 沽空 $3.66千万; 比率 14.150% │0.5%北方华创(002371.SZ) +20.560 (+4.565%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.040 (+0.201%) │0.5%洛阳钼业(03993.HK) +0.130 (+0.672%) 沽空 $9.40千万; 比率 22.200% │0.5%华润啤酒(00291.HK) -0.040 (-0.154%) 沽空 $3.62千万; 比率 26.308% │0.5%恒瑞医药(600276.SH) -0.640 (-1.148%) │0.4%太保(02601.HK) -0.420 (-1.275%) 沽空 $1.04千万; 比率 5.715% │0.4%国电南瑞(600406.SH) +0.030 (+0.111%) │0.4%京东-SW(09618.HK) -3.300 (-2.683%) 沽空 $1.51亿; 比率 25.584% │0.4%五矿资源(01208.HK) +0.660 (+7.811%) 沽空 $6.91千万; 比率 30.944% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-21 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。)