摩根士丹利近日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) +12.400 (+2.562%) 沽空 $14.39亿; 比率 13.843% │15.3%阿里-W(09988.HK) +3.000 (+2.521%) 沽空 $13.88亿; 比率 16.167% │10%中国平安(02318.HK) +1.700 (+2.860%) 沽空 $4.25亿; 比率 19.750% │3.5%宁德时代(300750.SZ) +4.700 (+1.170%) │3.2%建行(00939.HK) +0.070 (+0.834%) 沽空 $5.92亿; 比率 24.966% │2.8%相关内容《大行》美银证券：美团(03690.HK)季绩符预期 料首季CLC亏损收窄友邦(01299.HK) +3.000 (+3.536%) 沽空 $4.25亿; 比率 27.170% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.700 (+4.948%) 沽空 $4.45亿; 比率 18.671% │2.1%招行(03968.HK) +0.200 (+0.406%) 沽空 $2.49亿; 比率 29.963% │1.9%网易(09999.HK) +4.900 (+2.874%) 沽空 $1.26亿; 比率 11.658% │1.7%思源电气(002028.SZ) +4.000 (+1.980%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.770 (+1.009%) │1.2%美团-W(03690.HK) -0.900 (-1.085%) 沽空 $8.24亿; 比率 23.933% │1.2%贵州茅台(600519.SH) +18.040 (+1.244%) │1.1%携程(09961.HK) +9.200 (+2.416%) 沽空 $1.15亿; 比率 10.848% │1.1%国寿(02628.HK) +0.700 (+2.846%) 沽空 $2.47亿; 比率 21.116% │1.0%小米-W(01810.HK) -0.060 (-0.189%) 沽空 $16.15亿; 比率 33.168% │1.0%汇川技术(300124.SZ) +1.000 (+1.493%) │1.0%比亚迪(01211.HK) -3.100 (-2.930%) 沽空 $10.66亿; 比率 41.177% │0.9%相关内容《大行》里昂：国寿(02628.HK)去年每股派息升32%超原先指引 评级「跑赢大市」满帮(YMM.US) │0.9%澜起科技(688008.SH) +3.860 (+3.081%) │0.8%福耀玻璃(600660.SH) +0.860 (+1.509%) │0.8%中国财险(02328.HK) +0.200 (+1.403%) 沽空 $7.45千万; 比率 11.239% │0.8%药明康德(02359.HK) +4.400 (+3.745%) 沽空 $1.23亿; 比率 17.990% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +10.800 (+2.779%) 沽空 $4.00亿; 比率 24.292% │0.7%工行(01398.HK) +0.070 (+1.020%) 沽空 $4.98亿; 比率 28.921% │0.6%百度-SW(09888.HK) +3.000 (+2.838%) 沽空 $1.63亿; 比率 16.848% │0.6%紫金黄金国际(02259.HK) +12.100 (+6.950%) 沽空 $3.51亿; 比率 14.615% │0.6%安踏(02020.HK) +2.050 (+2.708%) 沽空 $1.90亿; 比率 19.501% │0.6%海尔智家(06690.HK) +0.320 (+1.544%) 沽空 $2.47亿; 比率 32.395% │0.6%创科(00669.HK) +5.000 (+4.897%) 沽空 $1.31亿; 比率 43.395% │0.6%翰森制药(03692.HK) +1.540 (+4.340%) 沽空 $1.88亿; 比率 28.194% │0.6%华润置地(01109.HK) +0.540 (+1.885%) 沽空 $1.91亿; 比率 41.865% │0.5%相关内容《大行》大摩料记忆体成本上升持续侵蚀小米(01810.HK)智能手机利润 维持「增持」申洲(02313.HK) +1.020 (+2.180%) 沽空 $1.50亿; 比率 20.192% │0.5%中石油(00857.HK) +0.150 (+1.395%) 沽空 $6.82亿; 比率 30.187% │0.5%中微公司(688012.SH) +5.140 (+1.678%) │0.5%海螺水泥(00914.HK) +0.280 (+1.321%) 沽空 $4.92千万; 比率 20.173% │0.5%潍柴(02338.HK) +1.420 (+5.198%) 沽空 $1.12亿; 比率 19.397% │0.5%北方华创(002371.SZ) +11.990 (+2.682%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.660 (+3.434%) │0.5%洛阳钼业(03993.HK) +1.120 (+6.957%) 沽空 $1.11亿; 比率 14.055% │0.5%华润啤酒(00291.HK) +0.180 (+0.702%) 沽空 $1.36亿; 比率 29.722% │0.5%恒瑞医药(600276.SH) +2.390 (+4.328%) │0.4%太保(02601.HK) +0.740 (+2.321%) 沽空 $5.68千万; 比率 9.820% │0.4%国电南瑞(600406.SH) +0.230 (+0.885%) │0.4%京东-SW(09618.HK) +0.500 (+0.442%) 沽空 $3.15亿; 比率 27.539% │0.4%五矿资源(01208.HK) +0.530 (+7.341%) 沽空 $2.97千万; 比率 7.608% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-31 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。)相关内容《大行》瑞银降安踏(02020.HK)目标价至112元 去年下半年纯利胜预期