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) +7.500 (+1.469%) 沽空 $12.25億; 比率 17.483% │15.3%阿里-W(09988.HK) +1.200 (+0.880%) 沽空 $17.16億; 比率 15.118% │10%中國平安(02318.HK) +0.300 (+0.495%) 沽空 $5.75億; 比率 14.063% │3.5%寧德時代(300750.SZ) -15.190 (-3.420%) │3.2%建行(00939.HK) +0.160 (+1.843%) 沽空 $9.00億; 比率 32.883% │2.8%友邦(01299.HK) +2.100 (+2.574%) 沽空 $5.17億; 比率 17.656% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.560 (+1.529%) 沽空 $3.14億; 比率 15.794% │2.1%招行(03968.HK) +0.350 (+0.692%) 沽空 $4.78億; 比率 47.358% │1.9%網易(09999.HK) +2.900 (+1.591%) 沽空 $1.44億; 比率 19.662% │1.7%思源電氣(002028.SZ) -3.530 (-1.651%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +1.140 (+1.449%) │1.2%美團-W(03690.HK) -1.100 (-1.272%) 沽空 $11.68億; 比率 29.135% │1.2%貴州茅台(600519.SH) +1.750 (+0.124%) │1.1%攜程(09961.HK) -3.800 (-0.889%) 沽空 $4.58千萬; 比率 6.900% │1.1%國壽(02628.HK) -0.280 (-1.009%) 沽空 $5.67億; 比率 37.555% │1.0%小米-W(01810.HK) +0.620 (+1.937%) 沽空 $7.20億; 比率 19.050% │1.0%匯川技術(300124.SZ) +0.730 (+1.112%) │1.0%比亞迪(01211.HK) +0.200 (+0.180%) 沽空 $9.07億; 比率 41.936% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +5.310 (+3.522%) │0.8%福耀玻璃(600660.SH) +1.830 (+3.113%) │0.8%中國財險(02328.HK) -0.180 (-1.248%) 沽空 $1.47億; 比率 22.197% │0.8%藥明康德(02359.HK) -0.900 (-0.732%) 沽空 $2.05億; 比率 27.356% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +3.400 (+0.832%) 沽空 $2.30億; 比率 18.236% │0.7%工行(01398.HK) +0.120 (+1.707%) 沽空 $7.01億; 比率 40.885% │0.6%百度-SW(09888.HK) +1.500 (+1.231%) 沽空 $2.62億; 比率 29.017% │0.6%紫金黃金國際(02259.HK) +2.200 (+1.258%) 沽空 $6.82千萬; 比率 7.985% │0.6%安踏(02020.HK) +1.150 (+1.351%) 沽空 $3.30億; 比率 41.621% │0.6%海爾智家(06690.HK) +0.160 (+0.763%) 沽空 $3.98千萬; 比率 10.901% │0.6%創科(00669.HK) +4.000 (+3.663%) 沽空 $1.56億; 比率 39.430% │0.6%翰森製藥(03692.HK) +0.200 (+0.503%) 沽空 $1.04億; 比率 27.381% │0.6%華潤置地(01109.HK) -0.160 (-0.511%) 沽空 $2.16億; 比率 29.702% │0.5%申洲(02313.HK) +1.220 (+2.554%) 沽空 $5.81千萬; 比率 15.063% │0.5%中石油(00857.HK) -0.340 (-3.181%) 沽空 $4.86億; 比率 47.846% │0.5%中微公司(688012.SH) +1.690 (+0.538%) │0.5%海螺水泥(00914.HK) +0.180 (+0.891%) 沽空 $3.70千萬; 比率 19.547% │0.5%濰柴(02338.HK) +0.560 (+1.778%) 沽空 $4.00千萬; 比率 9.179% │0.5%北方華創(002371.SZ) -6.520 (-1.387%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.370 (-1.835%) │0.5%洛陽鉬業(03993.HK) +0.280 (+1.449%) 沽空 $1.83億; 比率 22.299% │0.5%華潤啤酒(00291.HK) -0.080 (-0.307%) 沽空 $3.48千萬; 比率 26.351% │0.5%恒瑞醫藥(600276.SH) -0.320 (-0.568%) │0.4%太保(02601.HK) -0.160 (-0.486%) 沽空 $7.90千萬; 比率 14.128% │0.4%國電南瑞(600406.SH) +0.080 (+0.298%) │0.4%京東-SW(09618.HK) -0.300 (-0.245%) 沽空 $2.92億; 比率 27.165% │0.4%五礦資源(01208.HK) +0.130 (+1.544%) 沽空 $1.22億; 比率 39.701% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-17 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。)