摩根士丹利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) +13.000 (+2.374%) 沽空 $7.35億; 比率 9.185% │17.9%阿里巴巴-W(09988.HK) +4.400 (+2.839%) 沽空 $9.00億; 比率 17.737% │10%寧德時代(300750.SZ) +0.350 (+0.095%) │3.2%中國平安(02318.HK) +3.350 (+4.813%) 沽空 $6.24億; 比率 30.252% │3.1%建行(00939.HK) +0.090 (+1.129%) 沽空 $2.29億; 比率 25.016% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.850 (+3.413%) 沽空 $1.05億; 比率 7.591% │2.5%網易(09999.HK) +3.700 (+1.965%) 沽空 $5.65千萬; 比率 9.126% │2.1%招行(03968.HK) -0.040 (-0.081%) 沽空 $2.55億; 比率 47.946% │2.1%美團-W(03690.HK) +0.450 (+0.492%) 沽空 $9.17億; 比率 45.690% │1.8%相關內容《大行》高盛微降網易(09999.HK)目標價及盈測 重申「買入」小米(01810.HK) +0.300 (+0.853%) 沽空 $9.96億; 比率 40.820% │1.6%紫金(02899.HK) +2.060 (+5.269%) 沽空 $4.55億; 比率 30.161% │1.5%攜程(09961.HK) +11.800 (+2.646%) 沽空 $6.61千萬; 比率 13.757% │1.4%美的集團(000333.SZ) -0.530 (-0.666%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +8.990 (+0.593%) │1.1%匯川技術(300124.SZ) +2.200 (+2.947%) │1.0%比亞迪(01211.HK) +2.100 (+2.275%) 沽空 $1.40億; 比率 24.165% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +14.500 (+7.713%) │0.9%國壽(02628.HK) +1.580 (+4.688%) 沽空 $1.90億; 比率 13.935% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.410 (-0.677%) │0.9%中國財險(02328.HK) +0.650 (+4.106%) 沽空 $6.56千萬; 比率 24.149% │0.9%港交所(00388.HK) +11.800 (+2.895%) 沽空 $1.59億; 比率 17.223% │0.6%工行(01398.HK) +0.050 (+0.770%) 沽空 $10.00千萬; 比率 25.455% │0.6%翰森製藥(03692.HK) +0.580 (+1.590%) 沽空 $6.43千萬; 比率 40.344% │0.6%藥明康德(02359.HK) +1.600 (+1.389%) 沽空 $1.30億; 比率 41.361% │0.6%海爾智家(06690.HK) -0.020 (-0.074%) 沽空 $6.43千萬; 比率 26.336% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +4.900 (+3.556%) 沽空 $2.26億; 比率 34.016% │0.5%瀾起科技(688008.SH) +10.100 (+6.176%) │0.5%申洲(02313.HK) -0.500 (-0.787%) 沽空 $7.24千萬; 比率 53.285% │0.5%華潤置地(01109.HK) +0.360 (+1.136%) 沽空 $9.82千萬; 比率 20.552% │0.5%恒瑞醫藥(600276.SH) +0.140 (+0.244%) │0.5%京東(09618.HK) +2.200 (+2.058%) 沽空 $5.71千萬; 比率 19.647% │0.5%安踏(02020.HK) +2.200 (+2.731%) 沽空 $8.01千萬; 比率 20.728% │0.5%華潤啤酒(00291.HK) +0.100 (+0.367%) 沽空 $3.47千萬; 比率 27.776% │0.5%創科(00669.HK) +1.600 (+1.427%) 沽空 $1.27億; 比率 31.981% │0.4%中石油(00857.HK) -0.060 (-0.647%) 沽空 $8.91千萬; 比率 26.459% │0.4%相關內容《大行》瑞銀上調友邦保險(01299.HK)目標價至106元 重申「買入」評級海螺水泥(00914.HK) +0.240 (+0.979%) 沽空 $2.11千萬; 比率 16.676% │0.4%太保(02601.HK) +1.360 (+3.529%) 沽空 $1.35億; 比率 33.597% │0.4%快手(01024.HK) -1.650 (-2.316%) 沽空 $7.83億; 比率 20.311% │0.4%洛陽鉬業(03993.HK) +0.820 (+3.853%) 沽空 $8.75千萬; 比率 21.961% │0.4%北方華創(002371.SZ) +12.350 (+2.615%) │0.4%紫金黃金國際(02259.HK) +7.800 (+3.816%) 沽空 $7.86千萬; 比率 21.526% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.400 (+0.687%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.380 (+2.330%) 沽空 $3.59千萬; 比率 9.584% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-09 12:25。) (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。)