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) -0.200 (-0.043%) 沽空 $8.73億; 比率 6.740% │15.3%阿里-W(09988.HK) +1.100 (+0.822%) 沽空 $21.46億; 比率 16.230% │10%中國平安(02318.HK) +0.350 (+0.538%) 沽空 $5.19億; 比率 21.065% │3.5%寧德時代(300750.SZ) -9.730 (-2.181%) │3.2%建行(00939.HK) +0.070 (+0.792%) 沽空 $6.17億; 比率 38.570% │2.8%友邦(01299.HK) -0.100 (-0.115%) 沽空 $3.27億; 比率 15.078% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.960 (+2.541%) 沽空 $4.53億; 比率 25.973% │2.1%招行(03968.HK) -0.060 (-0.126%) 沽空 $2.22億; 比率 27.979% │1.9%網易(09999.HK) +2.300 (+1.260%) 沽空 $2.05億; 比率 23.599% │1.7%思源電氣(002028.SZ) +2.490 (+1.269%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -0.030 (-0.037%) │1.2%美團-W(03690.HK) +0.850 (+1.008%) 沽空 $5.99億; 比率 24.083% │1.2%貴州茅台(600519.SH) -10.050 (-0.738%) │1.1%攜程(09961.HK) +4.400 (+1.099%) 沽空 $1.88億; 比率 17.146% │1.1%國壽(02628.HK) -0.220 (-0.701%) 沽空 $6.51億; 比率 39.222% │1.0%小米-W(01810.HK) +0.100 (+0.315%) 沽空 $6.85億; 比率 19.127% │1.0%匯川技術(300124.SZ) -1.880 (-2.426%) │1.0%比亞迪(01211.HK) -0.300 (-0.295%) 沽空 $7.02億; 比率 29.568% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -12.540 (-5.032%) │0.8%福耀玻璃(600660.SH) -0.150 (-0.253%) │0.8%中國財險(02328.HK) +0.280 (+1.847%) 沽空 $1.70億; 比率 19.667% │0.8%藥明康德(02359.HK) +1.600 (+1.159%) 沽空 $1.93億; 比率 33.556% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +1.200 (+0.282%) 沽空 $2.40億; 比率 14.297% │0.7%工行(01398.HK) +0.030 (+0.430%) 沽空 $4.97億; 比率 44.337% │0.6%百度-SW(09888.HK) +0.200 (+0.142%) 沽空 $11.03億; 比率 43.866% │0.6%紫金黃金國際(02259.HK) +2.700 (+1.646%) 沽空 $1.62億; 比率 15.427% │0.6%安踏(02020.HK) -0.050 (-0.064%) 沽空 $1.32億; 比率 26.698% │0.6%海爾智家(06690.HK) -0.080 (-0.372%) 沽空 $1.70億; 比率 45.615% │0.6%創科(00669.HK) +1.900 (+1.559%) 沽空 $2.06億; 比率 20.046% │0.6%翰森製藥(03692.HK) -0.480 (-1.309%) 沽空 $5.24千萬; 比率 12.820% │0.6%華潤置地(01109.HK) +1.220 (+3.177%) 沽空 $7.31億; 比率 34.185% │0.5%申洲(02313.HK) -0.360 (-0.777%) 沽空 $3.24千萬; 比率 11.566% │0.5%中石油(00857.HK) +0.340 (+3.195%) 沽空 $2.79億; 比率 29.954% │0.5%中微公司(688012.SH) +7.470 (+1.947%) │0.5%海螺水泥(00914.HK) +0.280 (+1.377%) 沽空 $5.17千萬; 比率 24.921% │0.5%濰柴(02338.HK) -1.600 (-3.848%) 沽空 $1.25億; 比率 17.591% │0.5%北方華創(002371.SZ) -4.370 (-0.762%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.580 (-2.656%) │0.5%洛陽鉬業(03993.HK) +0.690 (+3.494%) 沽空 $8.67千萬; 比率 13.831% │0.5%華潤啤酒(00291.HK) +0.160 (+0.592%) 沽空 $5.72千萬; 比率 22.475% │0.5%恒瑞醫藥(600276.SH) +0.230 (+0.430%) │0.4%太保(02601.HK) +0.340 (+0.966%) 沽空 $3.74千萬; 比率 11.536% │0.4%國電南瑞(600406.SH) +0.330 (+1.229%) │0.4%京東-SW(09618.HK) +0.400 (+0.338%) 沽空 $3.20億; 比率 30.518% │0.4%五礦資源(01208.HK) +0.260 (+2.610%) 沽空 $3.83千萬; 比率 7.821% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-05-11 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。)