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) -1.400 (-0.317%) 沽空 $4.53億; 比率 5.283% │15.3%阿里-W(09988.HK) +1.600 (+1.260%) 沽空 $8.31億; 比率 13.681% │10%中國平安(02318.HK) +0.250 (+0.411%) 沽空 $1.34億; 比率 14.942% │3.5%寧德時代(300750.SZ) -1.070 (-0.266%) │3.2%建行(00939.HK) +0.040 (+0.456%) 沽空 $3.46億; 比率 31.441% │2.8%友邦(01299.HK) -0.350 (-0.407%) 沽空 $4.33億; 比率 28.353% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +1.340 (+3.955%) 沽空 $3.12億; 比率 22.693% │2.1%招行(03968.HK) -0.080 (-0.173%) 沽空 $7.09千萬; 比率 33.801% │1.9%網易(09999.HK) +8.000 (+4.408%) 沽空 $3.47億; 比率 26.166% │1.7%思源電氣(002028.SZ) -5.860 (-2.882%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -0.080 (-0.100%) │1.2%美團-W(03690.HK) -1.550 (-1.905%) 沽空 $7.40億; 比率 23.990% │1.2%貴州茅台(600519.SH) -12.940 (-1.006%) │1.1%攜程(09961.HK) -1.200 (-0.327%) 沽空 $9.37千萬; 比率 23.586% │1.1%國壽(02628.HK) +0.800 (+2.766%) 沽空 $1.94億; 比率 27.289% │1.0%小米-W(01810.HK) +0.360 (+1.200%) 沽空 $7.33億; 比率 30.076% │1.0%匯川技術(300124.SZ) +2.230 (+2.829%) │1.0%比亞迪(01211.HK) +2.000 (+2.183%) 沽空 $4.80億; 比率 32.790% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -10.920 (-3.844%) │0.8%福耀玻璃(600660.SH) -0.280 (-0.520%) │0.8%中國財險(02328.HK) +0.150 (+1.015%) 沽空 $7.55千萬; 比率 27.000% │0.8%藥明康德(02359.HK) -0.500 (-0.385%) 沽空 $4.35千萬; 比率 21.355% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -0.200 (-0.049%) 沽空 $9.21千萬; 比率 14.785% │0.7%工行(01398.HK) -0.010 (-0.146%) 沽空 $5.56千萬; 比率 11.375% │0.6%百度-SW(09888.HK) -0.300 (-0.234%) 沽空 $1.78億; 比率 32.873% │0.6%紫金黃金國際(02259.HK) +0.300 (+0.216%) 沽空 $3.67百萬; 比率 0.987% │0.6%安踏(02020.HK) +0.200 (+0.266%) 沽空 $4.52千萬; 比率 21.942% │0.6%海爾智家(06690.HK) -0.010 (-0.050%) 沽空 $1.16億; 比率 47.826% │0.6%創科(00669.HK) -0.200 (-0.168%) 沽空 $6.93千萬; 比率 24.414% │0.6%翰森製藥(03692.HK) +0.380 (+1.127%) 沽空 $4.13千萬; 比率 33.865% │0.6%華潤置地(01109.HK) +0.680 (+1.948%) 沽空 $1.40億; 比率 36.184% │0.5%申洲(02313.HK) +0.880 (+1.901%) 沽空 $9.28百萬; 比率 6.383% │0.5%中石油(00857.HK) -0.010 (-0.092%) 沽空 $3.58億; 比率 36.126% │0.5%中微公司(688012.SH) -25.330 (-5.219%) │0.5%海螺水泥(00914.HK) +0.130 (+0.697%) 沽空 $2.67千萬; 比率 35.476% │0.5%濰柴(02338.HK) +0.960 (+2.335%) 沽空 $6.46千萬; 比率 14.429% │0.5%北方華創(002371.SZ) -30.110 (-4.313%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.050 (+0.266%) │0.5%洛陽鉬業(03993.HK) +1.090 (+5.911%) 沽空 $1.44億; 比率 22.505% │0.5%華潤啤酒(00291.HK) -0.220 (-0.869%) 沽空 $1.24千萬; 比率 21.790% │0.5%恒瑞醫藥(600276.SH) -0.150 (-0.303%) │0.4%太保(02601.HK) +0.380 (+1.182%) 沽空 $2.92千萬; 比率 16.187% │0.4%國電南瑞(600406.SH) -0.730 (-2.780%) │0.4%京東-SW(09618.HK) -3.100 (-2.547%) 沽空 $3.32億; 比率 51.933% │0.4%五礦資源(01208.HK) +0.390 (+4.267%) 沽空 $2.00千萬; 比率 14.023% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-05-26 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。)