摩根士丹利發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) +15.500 (+2.554%) 沽空 $5.29億; 比率 8.541% │17.9%阿里巴巴-W(09988.HK) +2.900 (+1.707%) 沽空 $8.22億; 比率 8.430% │10%寧德時代(300750.SZ) +0.590 (+0.174%) │3.2%中國平安(02318.HK) +0.900 (+1.291%) 沽空 $4.65億; 比率 27.396% │3.1%建行(00939.HK) +0.210 (+2.703%) 沽空 $1.99億; 比率 15.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.400 (+2.776%) 沽空 $2.13億; 比率 15.598% │2.5%網易(09999.HK) +4.200 (+2.029%) 沽空 $1.06億; 比率 19.528% │2.1%招行(03968.HK) +0.320 (+0.678%) 沽空 $2.16億; 比率 44.688% │2.1%美團-W(03690.HK) +1.450 (+1.502%) 沽空 $2.68億; 比率 16.431% │1.8%相關內容《大行》摩通下調潤啤(00291.HK)今明兩年業績預測 降目標價至38元小米(01810.HK) +0.660 (+1.856%) 沽空 $3.66億; 比率 16.947% │1.6%紫金(02899.HK) +1.320 (+3.041%) 沽空 $3.98億; 比率 12.192% │1.5%攜程(09961.HK) -5.800 (-1.161%) 沽空 $1.36億; 比率 10.490% │1.4%美的集團(000333.SZ) -0.760 (-0.999%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -19.320 (-1.439%) │1.1%匯川技術(300124.SZ) -2.030 (-2.588%) │1.0%比亞迪(01211.HK) +4.500 (+4.578%) 沽空 $3.49億; 比率 38.146% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +2.430 (+1.284%) │0.9%國壽(02628.HK) +0.920 (+2.698%) 沽空 $5.35億; 比率 27.183% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.240 (-0.385%) │0.9%中國財險(02328.HK) +0.420 (+2.670%) 沽空 $1.30千萬; 比率 5.507% │0.9%港交所(00388.HK) +8.200 (+1.905%) 沽空 $1.29億; 比率 11.934% │0.6%工行(01398.HK) +0.180 (+2.830%) 沽空 $2.00億; 比率 16.812% │0.6%翰森製藥(03692.HK) +0.460 (+1.195%) 沽空 $6.73千萬; 比率 37.219% │0.6%藥明康德(02359.HK) -0.900 (-0.792%) 沽空 $1.37億; 比率 36.202% │0.6%海爾智家(06690.HK) -0.380 (-1.467%) 沽空 $2.56千萬; 比率 12.684% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.400 (+0.258%) 沽空 $2.15億; 比率 28.394% │0.5%瀾起科技(688008.SH) +4.240 (+2.509%) │0.5%申洲(02313.HK) +1.050 (+1.698%) 沽空 $6.29千萬; 比率 35.574% │0.5%華潤置地(01109.HK) +1.140 (+4.003%) 沽空 $4.44千萬; 比率 9.707% │0.5%恒瑞醫藥(600276.SH) -0.650 (-1.136%) │0.5%京東(09618.HK) +1.600 (+1.410%) 沽空 $1.74億; 比率 29.674% │0.5%安踏(02020.HK) -1.300 (-1.669%) 沽空 $1.68億; 比率 17.878% │0.5%華潤啤酒(00291.HK) +0.220 (+0.860%) 沽空 $6.68百萬; 比率 6.178% │0.5%創科(00669.HK) +2.700 (+2.581%) 沽空 $1.14億; 比率 46.188% │0.4%中石油(00857.HK) +0.450 (+5.108%) 沽空 $2.40億; 比率 26.456% │0.4%相關內容《大行》高盛料人形機械人公司出貨量目標可增長數倍 籲買入三花智控(02050.HK)海螺水泥(00914.HK) +0.620 (+2.535%) 沽空 $1.58千萬; 比率 15.109% │0.4%太保(02601.HK) -0.100 (-0.260%) 沽空 $6.40千萬; 比率 23.395% │0.4%快手(01024.HK) +3.450 (+4.378%) 沽空 $2.32億; 比率 15.475% │0.4%洛陽鉬業(03993.HK) +1.300 (+5.682%) 沽空 $1.10億; 比率 20.096% │0.4%北方華創(002371.SZ) +4.320 (+0.868%) │0.4%紫金黃金國際(02259.HK) +14.800 (+6.352%) 沽空 $1.74億; 比率 22.022% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +11.510 (+3.223%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.160 (+0.968%) 沽空 $4.90千萬; 比率 12.626% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-28 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)