摩根士丹利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) +17.000 (+3.386%) 沽空 $27.24亿; 比率 22.518% │17.9%阿里巴巴-W(09988.HK) +4.400 (+3.484%) 沽空 $18.43亿; 比率 18.050% │10%宁德时代(300750.SZ) +4.520 (+1.291%) │3.2%中国平安(02318.HK) +0.600 (+0.937%) 沽空 $3.57亿; 比率 22.584% │3.1%建行(00939.HK) +0.060 (+0.764%) 沽空 $4.05亿; 比率 39.806% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.500 (+0.588%) 沽空 $7.43亿; 比率 27.640% │2.5%网易(09999.HK) +9.400 (+5.228%) 沽空 $6.43亿; 比率 36.354% │2.1%招行(03968.HK) +0.580 (+1.203%) 沽空 $1.56亿; 比率 60.709% │2.1%美团-W(03690.HK) +2.350 (+3.154%) 沽空 $9.88亿; 比率 26.644% │1.8%小米(01810.HK) +1.220 (+3.789%) 沽空 $14.26亿; 比率 18.502% │1.6%紫金(02899.HK) -0.740 (-1.811%) 沽空 $2.77亿; 比率 13.417% │1.5%携程(09961.HK) +28.000 (+7.179%) 沽空 $3.63亿; 比率 15.633% │1.4%美的集团(000333.SZ) +0.250 (+0.328%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +2.960 (+0.212%) │1.1%汇川技术(300124.SZ) +1.080 (+1.534%) │1.0%比亚迪(01211.HK) +2.100 (+2.268%) 沽空 $15.62亿; 比率 43.829% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.810 (+1.218%) │0.9%国寿(02628.HK) +0.180 (+0.629%) 沽空 $2.88亿; 比率 15.617% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.350 (-0.590%) │0.9%中国财险(02328.HK) +0.190 (+1.219%) 沽空 $8.90千万; 比率 35.743% │0.9%港交所(00388.HK) +7.600 (+1.865%) 沽空 $2.37亿; 比率 10.789% │0.6%工行(01398.HK) +0.050 (+0.786%) 沽空 $2.87亿; 比率 36.344% │0.6%翰森制药(03692.HK) +1.100 (+3.385%) 沽空 $7.74千万; 比率 36.388% │0.6%药明康德(02359.HK) +3.500 (+3.226%) 沽空 $1.37亿; 比率 38.315% │0.6%海尔智家(06690.HK) +0.280 (+1.132%) 沽空 $1.25亿; 比率 44.509% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +3.600 (+3.106%) 沽空 $5.12亿; 比率 46.169% │0.5%澜起科技(688008.SH) -1.020 (-0.668%) │0.5%申洲(02313.HK) +1.250 (+2.176%) 沽空 $6.42千万; 比率 18.364% │0.5%华润置地(01109.HK) +0.740 (+2.452%) 沽空 $2.15亿; 比率 30.122% │0.5%恒瑞医药(600276.SH) +1.840 (+3.425%) │0.5%京东(09618.HK) +9.650 (+9.954%) 沽空 $14.89亿; 比率 52.312% │0.5%安踏(02020.HK) +1.700 (+2.160%) 沽空 $1.44亿; 比率 30.959% │0.5%华润啤酒(00291.HK) +1.060 (+4.118%) 沽空 $1.32亿; 比率 32.182% │0.5%创科(00669.HK) -2.400 (-1.975%) 沽空 $4.48亿; 比率 35.506% │0.4%中石油(00857.HK) +0.140 (+1.365%) 沽空 $6.56亿; 比率 31.453% │0.4%海螺水泥(00914.HK) +0.420 (+1.850%) 沽空 $3.37千万; 比率 19.048% │0.4%太保(02601.HK) +0.380 (+1.131%) 沽空 $1.16亿; 比率 26.944% │0.4%快手(01024.HK) +1.850 (+3.104%) 沽空 $6.09亿; 比率 37.316% │0.4%洛阳钼业(03993.HK) -0.780 (-3.514%) 沽空 $6.15亿; 比率 56.520% │0.4%北方华创(002371.SZ) -0.900 (-0.193%) │0.4%紫金黄金国际(02259.HK) -1.800 (-0.851%) 沽空 $7.02千万; 比率 12.504% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -4.190 (-1.231%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +1.200 (+7.916%) 沽空 $2.82亿; 比率 23.296% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-06 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。)