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) -11.800 (-2.392%) 沽空 $30.40億; 比率 22.235% │15.3%阿里-W(09988.HK) -2.100 (-1.713%) 沽空 $17.66億; 比率 21.170% │10%中國平安(02318.HK) -0.400 (-0.675%) 沽空 $8.06億; 比率 29.498% │3.5%寧德時代(300750.SZ) -3.180 (-0.764%) │3.2%建行(00939.HK) +0.150 (+1.854%) 沽空 $10.44億; 比率 26.670% │2.8%友邦(01299.HK) -0.700 (-0.817%) 沽空 $9.71億; 比率 37.797% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.280 (+0.825%) 沽空 $5.96億; 比率 29.684% │2.1%招行(03968.HK) +0.440 (+0.899%) 沽空 $4.65億; 比率 60.865% │1.9%網易(09999.HK) -0.700 (-0.404%) 沽空 $2.67億; 比率 37.847% │1.7%思源電氣(002028.SZ) -2.200 (-1.056%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -2.680 (-3.584%) │1.2%美團-W(03690.HK) -1.700 (-1.979%) 沽空 $16.33億; 比率 35.161% │1.2%貴州茅台(600519.SH) +3.980 (+0.281%) │1.1%攜程(09961.HK) -6.600 (-1.688%) 沽空 $1.71億; 比率 18.692% │1.1%國壽(02628.HK) -0.620 (-2.480%) 沽空 $3.39億; 比率 22.506% │1.0%小米-W(01810.HK) -0.620 (-1.879%) 沽空 $15.45億; 比率 32.712% │1.0%匯川技術(300124.SZ) -1.160 (-1.692%) │1.0%比亞迪(01211.HK) -0.700 (-0.657%) 沽空 $25.19億; 比率 43.966% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -3.100 (-2.295%) │0.8%福耀玻璃(600660.SH) -0.490 (-0.849%) │0.8%中國財險(02328.HK) -0.310 (-2.095%) 沽空 $1.44億; 比率 20.749% │0.8%藥明康德(02359.HK) -1.500 (-1.298%) 沽空 $9.98千萬; 比率 19.375% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -8.000 (-2.049%) 沽空 $3.97億; 比率 22.740% │0.7%工行(01398.HK) +0.120 (+1.813%) 沽空 $7.15億; 比率 31.361% │0.6%百度-SW(09888.HK) -2.800 (-2.583%) 沽空 $2.57億; 比率 26.772% │0.6%紫金黃金國際(02259.HK) +6.000 (+3.488%) 沽空 $2.52億; 比率 9.442% │0.6%安踏(02020.HK) -0.750 (-0.992%) 沽空 $1.92億; 比率 19.053% │0.6%海爾智家(06690.HK) -1.180 (-5.393%) 沽空 $3.05億; 比率 37.584% │0.6%創科(00669.HK) -3.100 (-2.938%) 沽空 $2.01億; 比率 23.758% │0.6%翰森製藥(03692.HK) +0.520 (+1.597%) 沽空 $1.08億; 比率 35.213% │0.6%華潤置地(01109.HK) +0.240 (+0.860%) 沽空 $1.45億; 比率 36.163% │0.5%申洲(02313.HK) -4.210 (-8.057%) 沽空 $3.85億; 比率 45.312% │0.5%中石油(00857.HK) +0.170 (+1.550%) 沽空 $6.87億; 比率 36.611% │0.5%中微公司(688012.SH) +11.130 (+3.642%) │0.5%海螺水泥(00914.HK) +0.440 (+2.068%) 沽空 $5.47千萬; 比率 30.529% │0.5%濰柴(02338.HK) +1.500 (+5.572%) 沽空 $1.59億; 比率 29.356% │0.5%北方華創(002371.SZ) +15.860 (+3.501%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.290 (-1.514%) │0.5%洛陽鉬業(03993.HK) -0.490 (-2.920%) 沽空 $5.08億; 比率 39.075% │0.5%華潤啤酒(00291.HK) +0.460 (+1.849%) 沽空 $1.42億; 比率 36.468% │0.5%恒瑞醫藥(600276.SH) +0.580 (+1.051%) │0.4%太保(02601.HK) -0.260 (-0.811%) 沽空 $7.01千萬; 比率 16.087% │0.4%國電南瑞(600406.SH) -0.500 (-1.843%) │0.4%京東-SW(09618.HK) -0.700 (-0.616%) 沽空 $3.89億; 比率 30.466% │0.4%五礦資源(01208.HK) +0.020 (+0.268%) 沽空 $2.88千萬; 比率 14.152% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-30 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。)