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) -7.000 (-1.485%) 沽空 $8.73億; 比率 6.740% │15.3%阿里-W(09988.HK) -5.100 (-3.669%) 沽空 $21.46億; 比率 16.230% │10%中國平安(02318.HK) -0.550 (-0.838%) 沽空 $5.19億; 比率 21.065% │3.5%寧德時代(300750.SZ) +9.110 (+2.085%) │3.2%建行(00939.HK) +0.080 (+0.913%) 沽空 $6.17億; 比率 38.570% │2.8%友邦(01299.HK) 0.000 (0.000%) 沽空 $3.27億; 比率 15.078% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.720 (-1.870%) 沽空 $4.53億; 比率 25.973% │2.1%招行(03968.HK) +0.220 (+0.466%) 沽空 $2.22億; 比率 27.979% │1.9%網易(09999.HK) -0.900 (-0.490%) 沽空 $2.05億; 比率 23.599% │1.7%思源電氣(002028.SZ) -1.940 (-0.979%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.270 (+0.336%) │1.2%美團-W(03690.HK) +0.300 (+0.357%) 沽空 $5.99億; 比率 24.083% │1.2%貴州茅台(600519.SH) -11.660 (-0.849%) │1.1%攜程(09961.HK) -16.800 (-4.029%) 沽空 $1.88億; 比率 17.146% │1.1%國壽(02628.HK) +0.120 (+0.384%) 沽空 $6.51億; 比率 39.222% │1.0%小米-W(01810.HK) +0.020 (+0.063%) 沽空 $6.85億; 比率 19.127% │1.0%匯川技術(300124.SZ) +2.490 (+3.320%) │1.0%比亞迪(01211.HK) +1.950 (+1.955%) 沽空 $7.02億; 比率 29.568% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +38.950 (+18.524%) │0.8%福耀玻璃(600660.SH) -0.590 (-0.983%) │0.8%中國財險(02328.HK) +0.280 (+1.882%) 沽空 $1.70億; 比率 19.667% │0.8%藥明康德(02359.HK) +3.000 (+2.221%) 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 (+0.283%) 沽空 $2.40億; 比率 14.297% │0.7%工行(01398.HK) +0.060 (+0.867%) 沽空 $4.97億; 比率 44.337% │0.6%百度-SW(09888.HK) -4.300 (-2.961%) 沽空 $11.03億; 比率 43.866% │0.6%紫金黃金國際(02259.HK) -8.500 (-4.928%) 沽空 $1.62億; 比率 15.427% │0.6%安踏(02020.HK) +0.250 (+0.319%) 沽空 $1.32億; 比率 26.698% │0.6%海爾智家(06690.HK) -0.120 (-0.555%) 沽空 $1.70億; 比率 45.615% │0.6%創科(00669.HK) -1.300 (-1.055%) 沽空 $2.06億; 比率 20.046% │0.6%翰森製藥(03692.HK) +0.440 (+1.214%) 沽空 $5.24千萬; 比率 12.820% │0.6%華潤置地(01109.HK) +1.640 (+4.461%) 沽空 $7.31億; 比率 34.185% │0.5%申洲(02313.HK) -0.180 (-0.387%) 沽空 $3.24千萬; 比率 11.566% │0.5%中石油(00857.HK) +0.050 (+0.472%) 沽空 $2.79億; 比率 29.954% │0.5%中微公司(688012.SH) +13.640 (+3.686%) │0.5%海螺水泥(00914.HK) +0.440 (+2.211%) 沽空 $5.17千萬; 比率 24.921% │0.5%濰柴(02338.HK) +0.180 (+0.435%) 沽空 $1.25億; 比率 17.591% │0.5%北方華創(002371.SZ) +32.400 (+5.991%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +1.310 (+6.381%) │0.5%洛陽鉬業(03993.HK) -0.410 (-2.034%) 沽空 $8.67千萬; 比率 13.831% │0.5%華潤啤酒(00291.HK) +0.460 (+1.732%) 沽空 $5.72千萬; 比率 22.475% │0.5%恒瑞醫藥(600276.SH) +0.720 (+1.364%) │0.4%太保(02601.HK) -0.260 (-0.734%) 沽空 $3.74千萬; 比率 11.536% │0.4%國電南瑞(600406.SH) +0.770 (+2.952%) │0.4%京東-SW(09618.HK) 0.000 (0.000%) 沽空 $3.20億; 比率 30.518% │0.4%五礦資源(01208.HK) -0.040 (-0.400%) 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。)