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) -11.500 (-2.054%) 沽空 $6.27亿; 比率 8.841% │17.9%阿里巴巴-W(09988.HK) +2.500 (+1.583%) 沽空 $9.71亿; 比率 16.891% │10%宁德时代(300750.SZ) -3.850 (-1.044%) │3.2%中国平安(02318.HK) +0.500 (+0.685%) 沽空 $5.94亿; 比率 33.066% │3.1%建行(00939.HK) +0.020 (+0.248%) 沽空 $1.45亿; 比率 17.778% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.500 (-0.579%) 沽空 $1.56亿; 比率 10.981% │2.5%网易(09999.HK) +2.400 (+1.255%) 沽空 $7.35千万; 比率 11.691% │2.1%招行(03968.HK) -0.020 (-0.041%) 沽空 $4.26千万; 比率 17.776% │2.1%美团-W(03690.HK) -2.200 (-2.416%) 沽空 $11.17亿; 比率 28.212% │1.8%相关内容《大行》美银证券：美团(03690.HK)收购叮咚买菜中国业务财务影响有限 评级「中性」小米(01810.HK) +0.520 (+1.477%) 沽空 $3.84亿; 比率 17.420% │1.6%紫金(02899.HK) +0.680 (+1.647%) 沽空 $4.57亿; 比率 29.702% │1.5%携程(09961.HK) -10.000 (-2.193%) 沽空 $7.23千万; 比率 10.531% │1.4%美的集团(000333.SZ) +1.030 (+1.301%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -20.160 (-1.322%) │1.1%汇川技术(300124.SZ) +1.520 (+1.978%) │1.0%比亚迪(01211.HK) +2.350 (+2.512%) 沽空 $3.54亿; 比率 27.193% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +6.000 (+2.970%) │0.9%国寿(02628.HK) +0.440 (+1.256%) 沽空 $1.86亿; 比率 21.497% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.340 (+0.565%) │0.9%中国财险(02328.HK) +0.100 (+0.609%) 沽空 $4.53千万; 比率 10.426% │0.9%港交所(00388.HK) -2.400 (-0.573%) 沽空 $1.07亿; 比率 15.478% │0.6%工行(01398.HK) +0.040 (+0.613%) 沽空 $7.12千万; 比率 19.137% │0.6%翰森制药(03692.HK) +0.700 (+1.886%) 沽空 $7.16千万; 比率 45.437% │0.6%药明康德(02359.HK) +4.600 (+3.966%) 沽空 $2.36亿; 比率 32.525% │0.6%海尔智家(06690.HK) +0.280 (+1.040%) 沽空 $4.09千万; 比率 29.365% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.500 (+1.055%) 沽空 $2.88亿; 比率 42.391% │0.5%澜起科技(688008.SH) +4.050 (+2.335%) │0.5%申洲(02313.HK) +2.050 (+3.272%) 沽空 $6.80千万; 比率 33.216% │0.5%华润置地(01109.HK) -0.080 (-0.250%) 沽空 $4.53千万; 比率 17.622% │0.5%恒瑞医药(600276.SH) +0.950 (+1.654%) │0.5%京东(09618.HK) +2.300 (+2.132%) 沽空 $1.19亿; 比率 20.491% │0.5%安踏(02020.HK) +0.400 (+0.484%) 沽空 $3.42千万; 比率 11.549% │0.5%华润啤酒(00291.HK) -0.200 (-0.730%) 沽空 $3.30千万; 比率 34.704% │0.5%创科(00669.HK) +0.900 (+0.796%) 沽空 $7.08千万; 比率 6.629% │0.4%中石油(00857.HK) +0.160 (+1.747%) 沽空 $6.26千万; 比率 24.987% │0.4%相关内容《大行》大摩：上海住房回购计划对内地楼市销售助力有限海螺水泥(00914.HK) +0.240 (+0.962%) 沽空 $7.08百万; 比率 7.506% │0.4%太保(02601.HK) +0.140 (+0.352%) 沽空 $4.11千万; 比率 26.463% │0.4%快手(01024.HK) +1.400 (+2.020%) 沽空 $3.37亿; 比率 19.128% │0.4%洛阳钼业(03993.HK) +0.440 (+2.000%) 沽空 $5.00千万; 比率 12.246% │0.4%北方华创(002371.SZ) -1.100 (-0.227%) │0.4%紫金黄金国际(02259.HK) -0.800 (-0.380%) 沽空 $6.60千万; 比率 20.148% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -1.610 (-0.457%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.080 (-0.482%) 沽空 $2.79千万; 比率 11.539% │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 12:25。) (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。)