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) +2.000 (+0.336%) 沽空 $5.55亿; 比率 5.307% │17.9%阿里巴巴-W(09988.HK) -2.500 (-1.484%) 沽空 $12.60亿; 比率 8.839% │10%宁德时代(300750.SZ) -2.040 (-0.588%) │3.2%中国平安(02318.HK) +1.200 (+1.791%) 沽空 $5.59亿; 比率 29.602% │3.1%建行(00939.HK) 0.000 (0.000%) 沽空 $2.28亿; 比率 20.828% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.600 (+0.722%) 沽空 $3.08亿; 比率 20.145% │2.5%网易(09999.HK) +0.200 (+0.097%) 沽空 $2.58亿; 比率 34.195% │2.1%招行(03968.HK) -0.140 (-0.302%) 沽空 $2.60亿; 比率 41.882% │2.1%美团-W(03690.HK) -0.850 (-0.871%) 沽空 $3.29亿; 比率 10.307% │1.8%小米(01810.HK) -0.620 (-1.711%) 沽空 $10.64亿; 比率 17.472% │1.6%紫金(02899.HK) +2.140 (+5.294%) 沽空 $2.93亿; 比率 16.410% │1.5%携程(09961.HK) +3.000 (+0.618%) 沽空 $1.42亿; 比率 12.107% │1.4%美的集团(000333.SZ) +0.260 (+0.339%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +2.810 (+0.210%) │1.1%汇川技术(300124.SZ) -0.430 (-0.542%) │1.0%比亚迪(01211.HK) -1.650 (-1.657%) 沽空 $2.82亿; 比率 24.366% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.870 (+1.522%) │0.9%国寿(02628.HK) +0.840 (+2.663%) 沽空 $5.80亿; 比率 25.255% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.570 (-0.930%) │0.9%中国财险(02328.HK) +0.120 (+0.758%) 沽空 $1.30亿; 比率 19.598% │0.9%港交所(00388.HK) +1.000 (+0.237%) 沽空 $6.65亿; 比率 26.374% │0.6%工行(01398.HK) +0.040 (+0.650%) 沽空 $1.28亿; 比率 20.338% │0.6%翰森制药(03692.HK) -0.040 (-0.100%) 沽空 $5.48千万; 比率 42.257% │0.6%药明康德(02359.HK) -1.000 (-0.876%) 沽空 $1.85亿; 比率 46.259% │0.6%海尔智家(06690.HK) -0.160 (-0.618%) 沽空 $3.90千万; 比率 15.710% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -5.000 (-3.115%) 沽空 $6.92亿; 比率 34.603% │0.5%澜起科技(688008.SH) +6.780 (+4.237%) │0.5%申洲(02313.HK) -0.300 (-0.490%) 沽空 $1.16亿; 比率 33.345% │0.5%华润置地(01109.HK) -0.360 (-1.276%) 沽空 $7.89千万; 比率 14.697% │0.5%恒瑞医药(600276.SH) -0.580 (-0.983%) │0.5%京东(09618.HK) +0.200 (+0.174%) 沽空 $1.29亿; 比率 15.276% │0.5%安踏(02020.HK) -1.300 (-1.687%) 沽空 $8.93千万; 比率 10.277% │0.5%华润啤酒(00291.HK) -0.240 (-0.938%) 沽空 $4.24千万; 比率 12.358% │0.5%创科(00669.HK) -0.900 (-0.881%) 沽空 $1.04亿; 比率 40.364% │0.4%中石油(00857.HK) +0.180 (+2.138%) 沽空 $9.16千万; 比率 14.360% │0.4%海螺水泥(00914.HK) +0.420 (+1.759%) 沽空 $5.89千万; 比率 31.858% │0.4%太保(02601.HK) +0.500 (+1.351%) 沽空 $1.15亿; 比率 12.820% │0.4%快手(01024.HK) -3.000 (-3.692%) 沽空 $6.40亿; 比率 22.460% │0.4%洛阳钼业(03993.HK) +1.440 (+6.729%) 沽空 $1.41亿; 比率 14.100% │0.4%北方华创(002371.SZ) -11.930 (-2.338%) │0.4%紫金黄金国际(02259.HK) +8.000 (+3.887%) 沽空 $2.24亿; 比率 16.900% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -12.010 (-3.268%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.390 (-2.309%) 沽空 $2.43亿; 比率 27.629% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-23 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。)