摩根士丹利近日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) +15.000 (+2.938%) 沽空 $11.18億; 比率 15.732% │15.3%阿里-W(09988.HK) +0.800 (+0.587%) 沽空 $8.18億; 比率 15.844% │10%中國平安(02318.HK) +0.600 (+0.990%) 沽空 $1.77億; 比率 12.461% │3.5%寧德時代(300750.SZ) -11.390 (-2.564%) │3.2%建行(00939.HK) +0.170 (+1.959%) 沽空 $3.88億; 比率 25.828% │2.8%友邦(01299.HK) +1.550 (+1.900%) 沽空 $2.90億; 比率 32.411% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.400 (+1.092%) 沽空 $1.32億; 比率 14.829% │2.1%招行(03968.HK) +0.450 (+0.890%) 沽空 $7.47千萬; 比率 39.947% │1.9%網易(09999.HK) +3.300 (+1.810%) 沽空 $3.83千萬; 比率 9.306% │1.7%思源電氣(002028.SZ) +1.200 (+0.561%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.890 (+1.132%) │1.2%美團-W(03690.HK) -1.100 (-1.272%) 沽空 $4.29億; 比率 26.628% │1.2%貴州茅台(600519.SH) +2.330 (+0.166%) │1.1%攜程(09961.HK) -5.200 (-1.216%) 沽空 $1.76千萬; 比率 5.242% │1.1%國壽(02628.HK) -0.320 (-1.154%) 沽空 $9.23千萬; 比率 21.370% │1.0%小米-W(01810.HK) +0.440 (+1.375%) 沽空 $4.36億; 比率 16.420% │1.0%匯川技術(300124.SZ) +0.960 (+1.462%) │1.0%比亞迪(01211.HK) -1.400 (-1.257%) 沽空 $3.78億; 比率 50.985% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +3.740 (+2.480%) │0.8%福耀玻璃(600660.SH) +1.530 (+2.602%) │0.8%中國財險(02328.HK) -0.100 (-0.693%) 沽空 $4.65千萬; 比率 22.464% │0.8%藥明康德(02359.HK) +0.700 (+0.570%) 沽空 $7.63千萬; 比率 37.047% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +1.600 (+0.392%) 沽空 $7.51千萬; 比率 17.944% │0.7%工行(01398.HK) +0.140 (+1.991%) 沽空 $1.42億; 比率 21.935% │0.6%百度-SW(09888.HK) +1.100 (+0.902%) 沽空 $1.05億; 比率 25.618% │0.6%紫金黃金國際(02259.HK) +0.600 (+0.343%) 沽空 $1.19千萬; 比率 3.440% │0.6%安踏(02020.HK) +0.800 (+0.940%) 沽空 $1.16億; 比率 28.305% │0.6%海爾智家(06690.HK) +0.060 (+0.286%) 沽空 $1.97千萬; 比率 13.045% │0.6%創科(00669.HK) +3.400 (+3.114%) 沽空 $1.10億; 比率 43.746% │0.6%翰森製藥(03692.HK) +0.480 (+1.207%) 沽空 $2.91千萬; 比率 19.543% │0.6%華潤置地(01109.HK) -0.100 (-0.319%) 沽空 $1.14億; 比率 41.453% │0.5%申洲(02313.HK) +1.560 (+3.266%) 沽空 $4.67千萬; 比率 20.852% │0.5%中石油(00857.HK) -0.310 (-2.900%) 沽空 $2.15億; 比率 24.408% │0.5%中微公司(688012.SH) -0.280 (-0.089%) │0.5%海螺水泥(00914.HK) +0.120 (+0.594%) 沽空 $1.17千萬; 比率 21.475% │0.5%濰柴(02338.HK) +0.400 (+1.270%) 沽空 $1.94千萬; 比率 15.819% │0.5%北方華創(002371.SZ) -4.910 (-1.045%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.300 (-1.488%) │0.5%洛陽鉬業(03993.HK) +0.040 (+0.207%) 沽空 $6.79千萬; 比率 20.697% │0.5%華潤啤酒(00291.HK) -0.080 (-0.307%) 沽空 $1.95千萬; 比率 21.498% │0.5%恒瑞醫藥(600276.SH) +0.020 (+0.036%) │0.4%太保(02601.HK) -0.140 (-0.425%) 沽空 $1.25千萬; 比率 14.041% │0.4%國電南瑞(600406.SH) +0.130 (+0.485%) │0.4%京東-SW(09618.HK) -0.400 (-0.326%) 沽空 $1.15億; 比率 31.611% │0.4%五礦資源(01208.HK) +0.130 (+1.544%) 沽空 $4.22千萬; 比率 27.596% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-20 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。)