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) +17.000 (+3.386%) 沽空 $27.24億; 比率 22.518% │17.9%阿里巴巴-W(09988.HK) +4.400 (+3.484%) 沽空 $18.43億; 比率 18.050% │10%寧德時代(300750.SZ) +4.520 (+1.291%) │3.2%中國平安(02318.HK) +0.600 (+0.937%) 沽空 $3.57億; 比率 22.584% │3.1%建行(00939.HK) +0.060 (+0.764%) 沽空 $4.05億; 比率 39.806% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.500 (+0.588%) 沽空 $7.43億; 比率 27.640% │2.5%網易(09999.HK) +9.400 (+5.228%) 沽空 $6.43億; 比率 36.354% │2.1%招行(03968.HK) +0.580 (+1.203%) 沽空 $1.56億; 比率 60.709% │2.1%美團-W(03690.HK) +2.350 (+3.154%) 沽空 $9.88億; 比率 26.644% │1.8%小米(01810.HK) +1.220 (+3.789%) 沽空 $14.26億; 比率 18.502% │1.6%紫金(02899.HK) -0.740 (-1.811%) 沽空 $2.77億; 比率 13.417% │1.5%攜程(09961.HK) +28.000 (+7.179%) 沽空 $3.63億; 比率 15.633% │1.4%美的集團(000333.SZ) +0.250 (+0.328%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +2.960 (+0.212%) │1.1%匯川技術(300124.SZ) +1.080 (+1.534%) │1.0%比亞迪(01211.HK) +2.100 (+2.268%) 沽空 $15.62億; 比率 43.829% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +2.810 (+1.218%) │0.9%國壽(02628.HK) +0.180 (+0.629%) 沽空 $2.88億; 比率 15.617% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.350 (-0.590%) │0.9%中國財險(02328.HK) +0.190 (+1.219%) 沽空 $8.90千萬; 比率 35.743% │0.9%港交所(00388.HK) +7.600 (+1.865%) 沽空 $2.37億; 比率 10.789% │0.6%工行(01398.HK) +0.050 (+0.786%) 沽空 $2.87億; 比率 36.344% │0.6%翰森製藥(03692.HK) +1.100 (+3.385%) 沽空 $7.74千萬; 比率 36.388% │0.6%藥明康德(02359.HK) +3.500 (+3.226%) 沽空 $1.37億; 比率 38.315% │0.6%海爾智家(06690.HK) +0.280 (+1.132%) 沽空 $1.25億; 比率 44.509% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +3.600 (+3.106%) 沽空 $5.12億; 比率 46.169% │0.5%瀾起科技(688008.SH) -1.020 (-0.668%) │0.5%申洲(02313.HK) +1.250 (+2.176%) 沽空 $6.42千萬; 比率 18.364% │0.5%華潤置地(01109.HK) +0.740 (+2.452%) 沽空 $2.15億; 比率 30.122% │0.5%恒瑞醫藥(600276.SH) +1.840 (+3.425%) │0.5%京東(09618.HK) +9.650 (+9.954%) 沽空 $14.89億; 比率 52.312% │0.5%安踏(02020.HK) +1.700 (+2.160%) 沽空 $1.44億; 比率 30.959% │0.5%華潤啤酒(00291.HK) +1.060 (+4.118%) 沽空 $1.32億; 比率 32.182% │0.5%創科(00669.HK) -2.400 (-1.975%) 沽空 $4.48億; 比率 35.506% │0.4%中石油(00857.HK) +0.140 (+1.365%) 沽空 $6.56億; 比率 31.453% │0.4%海螺水泥(00914.HK) +0.420 (+1.850%) 沽空 $3.37千萬; 比率 19.048% │0.4%太保(02601.HK) +0.380 (+1.131%) 沽空 $1.16億; 比率 26.944% │0.4%快手(01024.HK) +1.850 (+3.104%) 沽空 $6.09億; 比率 37.316% │0.4%洛陽鉬業(03993.HK) -0.780 (-3.514%) 沽空 $6.15億; 比率 56.520% │0.4%北方華創(002371.SZ) -0.900 (-0.193%) │0.4%紫金黃金國際(02259.HK) -1.800 (-0.851%) 沽空 $7.02千萬; 比率 12.504% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -4.190 (-1.231%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +1.200 (+7.916%) 沽空 $2.82億; 比率 23.296% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-06 16:25。) (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。)