摩根士丹利发表报告，列出国际及美资基金於9月二十大中资股持仓及按月变化：股份│投资组合综合权重│按月变幅腾讯(00700.HK) +23.000 (+3.783%) 沽空 $7.99亿; 比率 14.327% │18.9%│-0.5%阿里-W(09988.HK) +7.700 (+4.987%) 沽空 $13.26亿; 比率 13.208% │11.2%│+3.3%宁德时代A股(300750.SZ) +8.930 (+2.493%) │2.9%│+0.5%拼多多(PDD.US) │2.6%│+0.1%建行(00939.HK) +0.090 (+1.181%) 沽空 $1.65亿; 比率 19.687% │2.5%│+0.2%网易(09999.HK) +12.400 (+5.541%) 沽空 $1.82亿; 比率 32.185% │2.4%│+0.1%中国平安(02318.HK) +0.850 (+1.583%) 沽空 $2.48亿; 比率 27.509% │2.3%│-0.4%小米-W(01810.HK) +1.220 (+2.654%) 沽空 $5.61亿; 比率 13.414% │2.2%│+0.1%美团-W(03690.HK) +2.250 (+2.381%) 沽空 $4.92亿; 比率 23.569% │2.1%│+0.3%友邦(01299.HK) +3.050 (+4.417%) 沽空 $1.75亿; 比率 13.956% │1.9%│-0.1%招行(03968.HK) +0.140 (+0.285%) 沽空 $3.69亿; 比率 56.334% │1.8%│-0.1%比亚迪(01211.HK) +1.700 (+1.647%) 沽空 $2.24亿; 比率 31.359% │1.3%│-0.2%携程-S(09961.HK) +17.500 (+3.289%) 沽空 $7.38千万; 比率 21.897% │1.3%││-0.2%紫金(02899.HK) +0.060 (+0.184%) 沽空 $3.88亿; 比率 25.215% │1.2%│0%腾讯音乐(TME.US) │1.2%│0%美的(000333.SZ) +0.080 (+0.110%) │1.1%│-0.1%满帮集团(YMM.US) │1.1%│0%贵州茅台(600519.SH) +5.800 (+0.399%) │1.1%│-0.1%华住集团(HTHT.US) │1.0%│-0.1%福耀玻璃(600660.SH) +1.840 (+2.899%) │0.9%│0%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2025-10-20 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。)