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) -33.500 (-6.080%) 沽空 $15.04亿; 比率 9.288% │17.9%阿里巴巴-W(09988.HK) +0.500 (+0.312%) 沽空 $18.77亿; 比率 19.998% │10%宁德时代(300750.SZ) +1.930 (+0.529%) │3.2%中国平安(02318.HK) +0.550 (+0.749%) 沽空 $10.33亿; 比率 32.728% │3.1%建行(00939.HK) +0.060 (+0.739%) 沽空 $2.61亿; 比率 18.473% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.100 (+1.281%) 沽空 $3.26亿; 比率 11.499% │2.5%网易(09999.HK) 0.000 (0.000%) 沽空 $2.14亿; 比率 16.086% │2.1%招行(03968.HK) -1.000 (-2.028%) 沽空 $1.06亿; 比率 16.213% │2.1%美团-W(03690.HK) -1.300 (-1.464%) 沽空 $17.32亿; 比率 26.091% │1.8%相关内容《大行》高盛按盈利重评领先指标(ERLI)列出港股买入名单(表)小米(01810.HK) +0.420 (+1.180%) 沽空 $8.06亿; 比率 20.973% │1.6%紫金(02899.HK) +0.440 (+1.040%) 沽空 $7.87亿; 比率 27.971% │1.5%携程(09961.HK) -9.600 (-2.140%) 沽空 $1.68亿; 比率 10.807% │1.4%美的集团(000333.SZ) -0.190 (-0.237%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) 0.000 (0.000%) │1.1%汇川技术(300124.SZ) -0.370 (-0.472%) │1.0%比亚迪(01211.HK) +1.200 (+1.253%) 沽空 $6.81亿; 比率 29.266% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -1.100 (-0.529%) │0.9%国寿(02628.HK) -0.340 (-0.957%) 沽空 $3.53亿; 比率 21.204% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) 0.000 (0.000%) │0.9%中国财险(02328.HK) +0.100 (+0.606%) 沽空 $6.86千万; 比率 11.320% │0.9%港交所(00388.HK) +0.800 (+0.192%) 沽空 $1.68亿; 比率 13.001% │0.6%工行(01398.HK) -0.060 (-0.913%) 沽空 $1.42亿; 比率 18.788% │0.6%翰森制药(03692.HK) +0.840 (+2.238%) 沽空 $1.11亿; 比率 30.044% │0.6%药明康德(02359.HK) +1.000 (+0.828%) 沽空 $3.71亿; 比率 28.636% │0.6%海尔智家(06690.HK) -0.220 (-0.811%) 沽空 $7.67千万; 比率 21.660% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +6.100 (+4.254%) 沽空 $4.37亿; 比率 34.602% │0.5%澜起科技(688008.SH) -2.600 (-1.465%) │0.5%申洲(02313.HK) -2.250 (-3.448%) 沽空 $1.63亿; 比率 34.750% │0.5%华润置地(01109.HK) -0.440 (-1.371%) 沽空 $8.79千万; 比率 16.237% │0.5%恒瑞医药(600276.SH) 0.000 (0.000%) │0.5%京东(09618.HK) +1.000 (+0.909%) 沽空 $2.03亿; 比率 16.205% │0.5%安踏(02020.HK) -1.500 (-1.803%) 沽空 $1.02亿; 比率 14.717% │0.5%华润啤酒(00291.HK) +0.160 (+0.586%) 沽空 $8.71千万; 比率 32.786% │0.5%创科(00669.HK) +3.700 (+3.237%) 沽空 $1.54亿; 比率 11.863% │0.4%中石油(00857.HK) +0.070 (+0.752%) 沽空 $1.53亿; 比率 27.033% │0.4%相关内容《大行》汇研：福建推一揽子政策刺激房产销售 偏好润地(01109.HK)建发(01908.HK)及新城(01030.HK)海螺水泥(00914.HK) -0.200 (-0.797%) 沽空 $2.82千万; 比率 8.678% │0.4%太保(02601.HK) -0.160 (-0.400%) 沽空 $7.70千万; 比率 20.351% │0.4%快手(01024.HK) +0.100 (+0.142%) 沽空 $5.07亿; 比率 18.602% │0.4%洛阳钼业(03993.HK) +0.540 (+2.404%) 沽空 $1.03亿; 比率 16.510% │0.4%北方华创(002371.SZ) -4.100 (-0.849%) │0.4%紫金黄金国际(02259.HK) +4.200 (+2.002%) 沽空 $1.22亿; 比率 21.004% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -2.490 (-0.710%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.080 (+0.485%) 沽空 $5.31千万; 比率 10.609% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-10 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。)