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) +15.600 (+3.130%) 沽空 $34.22億; 比率 22.868% │15.3%阿里-W(09988.HK) +3.500 (+2.924%) 沽空 $16.22億; 比率 16.611% │10%中國平安(02318.HK) +2.000 (+3.478%) 沽空 $8.03億; 比率 28.341% │3.5%寧德時代(300750.SZ) -5.000 (-1.244%) │3.2%建行(00939.HK) +0.180 (+2.311%) 沽空 $4.78億; 比率 20.066% │2.8%友邦(01299.HK) +5.750 (+7.246%) 沽空 $6.43億; 比率 26.074% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +2.340 (+7.196%) 沽空 $6.35億; 比率 19.469% │2.1%招行(03968.HK) +1.200 (+2.542%) 沽空 $2.68億; 比率 46.476% │1.9%網易(09999.HK) +1.300 (+0.739%) 沽空 $1.70億; 比率 23.307% │1.7%思源電氣(002028.SZ) +3.200 (+1.586%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.860 (+1.172%) │1.2%美團-W(03690.HK) +2.450 (+3.201%) 沽空 $7.53億; 比率 23.573% │1.2%貴州茅台(600519.SH) -0.740 (-0.053%) │1.1%攜程(09961.HK) +6.800 (+1.742%) 沽空 $9.21千萬; 比率 11.326% │1.1%國壽(02628.HK) +0.880 (+3.382%) 沽空 $3.47億; 比率 21.733% │1.0%小米-W(01810.HK) +0.620 (+1.934%) 沽空 $16.13億; 比率 29.525% │1.0%匯川技術(300124.SZ) +0.770 (+1.179%) │1.0%比亞迪(01211.HK) +4.600 (+4.492%) 沽空 $15.42億; 比率 31.454% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +0.770 (+0.563%) │0.8%福耀玻璃(600660.SH) +0.530 (+0.961%) │0.8%中國財險(02328.HK) +0.530 (+3.633%) 沽空 $6.69千萬; 比率 13.405% │0.8%藥明康德(02359.HK) +10.900 (+10.613%) 沽空 $4.70億; 比率 36.497% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +9.000 (+2.352%) 沽空 $3.75億; 比率 17.719% │0.7%工行(01398.HK) +0.140 (+2.198%) 沽空 $3.20億; 比率 19.460% │0.6%百度-SW(09888.HK) +2.800 (+2.550%) 沽空 $1.74億; 比率 25.108% │0.6%紫金黃金國際(02259.HK) +10.200 (+6.004%) 沽空 $5.51億; 比率 28.308% │0.6%安踏(02020.HK) +1.100 (+1.458%) 沽空 $1.45億; 比率 33.237% │0.6%海爾智家(06690.HK) +0.540 (+2.312%) 沽空 $1.95億; 比率 27.709% │0.6%創科(00669.HK) +3.000 (+2.924%) 沽空 $1.84億; 比率 46.627% │0.6%翰森製藥(03692.HK) +1.080 (+3.500%) 沽空 $7.67千萬; 比率 29.354% │0.6%華潤置地(01109.HK) +0.260 (+0.912%) 沽空 $7.01千萬; 比率 17.228% │0.5%申洲(02313.HK) +0.650 (+1.248%) 沽空 $7.08千萬; 比率 28.548% │0.5%中石油(00857.HK) -0.040 (-0.372%) 沽空 $5.39億; 比率 25.138% │0.5%中微公司(688012.SH) +2.950 (+0.992%) │0.5%海螺水泥(00914.HK) +0.600 (+2.876%) 沽空 $4.74千萬; 比率 21.627% │0.5%濰柴(02338.HK) +2.020 (+7.915%) 沽空 $1.28億; 比率 21.018% │0.5%北方華創(002371.SZ) -0.390 (-0.088%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.480 (+2.574%) │0.5%洛陽鉬業(03993.HK) +1.070 (+6.642%) 沽空 $1.61億; 比率 14.106% │0.5%華潤啤酒(00291.HK) +1.980 (+8.243%) 沽空 $1.28億; 比率 21.960% │0.5%恒瑞醫藥(600276.SH) +0.860 (+1.629%) │0.4%太保(02601.HK) +0.440 (+1.387%) 沽空 $8.51千萬; 比率 11.065% │0.4%國電南瑞(600406.SH) -0.110 (-0.406%) │0.4%京東-SW(09618.HK) +2.100 (+1.998%) 沽空 $2.63億; 比率 36.073% │0.4%五礦資源(01208.HK) +0.530 (+7.444%) 沽空 $6.19千萬; 比率 11.215% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-24 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。)