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) +5.500 (+1.102%) 沽空 $10.12億; 比率 10.936% │15.3%阿里-W(09988.HK) +3.200 (+2.488%) 沽空 $16.30億; 比率 14.376% │10%中國平安(02318.HK) +0.300 (+0.480%) 沽空 $4.35億; 比率 33.769% │3.5%寧德時代(300750.SZ) +17.830 (+4.137%) │3.2%建行(00939.HK) +0.020 (+0.236%) 沽空 $4.63億; 比率 25.163% │2.8%友邦(01299.HK) +0.700 (+0.835%) 沽空 $14.31億; 比率 44.961% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.100 (-0.263%) 沽空 $8.20億; 比率 31.095% │2.1%招行(03968.HK) +0.500 (+0.984%) 沽空 $2.10億; 比率 30.243% │1.9%網易(09999.HK) +6.800 (+3.827%) 沽空 $9.83千萬; 比率 16.140% │1.7%思源電氣(002028.SZ) +0.400 (+0.191%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.910 (+1.174%) │1.2%美團-W(03690.HK) +0.550 (+0.637%) 沽空 $8.86億; 比率 30.406% │1.2%貴州茅台(600519.SH) +2.700 (+0.184%) │1.1%攜程(09961.HK) +11.800 (+2.875%) 沽空 $1.49億; 比率 15.144% │1.1%國壽(02628.HK) +0.220 (+0.802%) 沽空 $4.36億; 比率 35.124% │1.0%小米-W(01810.HK) +0.260 (+0.841%) 沽空 $7.76億; 比率 25.110% │1.0%匯川技術(300124.SZ) -0.210 (-0.309%) │1.0%比亞迪(01211.HK) +2.000 (+1.864%) 沽空 $6.08億; 比率 28.941% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +0.830 (+0.564%) │0.8%福耀玻璃(600660.SH) +0.570 (+0.966%) │0.8%中國財險(02328.HK) +0.030 (+0.204%) 沽空 $5.55千萬; 比率 15.591% │0.8%藥明康德(02359.HK) +0.200 (+0.153%) 沽空 $1.08億; 比率 24.215% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -1.800 (-0.435%) 沽空 $2.72億; 比率 12.414% │0.7%工行(01398.HK) +0.010 (+0.143%) 沽空 $3.08億; 比率 24.617% │0.6%百度-SW(09888.HK) +4.000 (+3.493%) 沽空 $2.39億; 比率 22.882% │0.6%紫金黃金國際(02259.HK) +1.300 (+0.725%) 沽空 $9.41千萬; 比率 8.551% │0.6%安踏(02020.HK) +0.500 (+0.597%) 沽空 $1.86億; 比率 21.634% │0.6%海爾智家(06690.HK) 0.000 (0.000%) 沽空 $4.24千萬; 比率 12.287% │0.6%創科(00669.HK) -0.400 (-0.358%) 沽空 $2.37億; 比率 50.560% │0.6%翰森製藥(03692.HK) +0.700 (+1.777%) 沽空 $1.02億; 比率 19.791% │0.6%華潤置地(01109.HK) 0.000 (0.000%) 沽空 $1.72億; 比率 37.489% │0.5%申洲(02313.HK) +0.360 (+0.766%) 沽空 $7.78千萬; 比率 18.724% │0.5%中石油(00857.HK) -0.060 (-0.567%) 沽空 $4.31億; 比率 30.173% │0.5%中微公司(688012.SH) -1.360 (-0.425%) │0.5%海螺水泥(00914.HK) -0.180 (-0.861%) 沽空 $2.88千萬; 比率 23.087% │0.5%濰柴(02338.HK) -0.240 (-0.743%) 沽空 $1.13億; 比率 20.859% │0.5%北方華創(002371.SZ) -2.430 (-0.512%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.010 (+0.048%) │0.5%洛陽鉬業(03993.HK) +0.030 (+0.155%) 沽空 $3.59億; 比率 25.928% │0.5%華潤啤酒(00291.HK) +0.280 (+1.065%) 沽空 $3.73千萬; 比率 18.457% │0.5%恒瑞醫藥(600276.SH) -0.610 (-1.057%) │0.4%太保(02601.HK) +0.120 (+0.354%) 沽空 $3.79千萬; 比率 13.719% │0.4%國電南瑞(600406.SH) -0.150 (-0.558%) │0.4%京東-SW(09618.HK) +2.500 (+2.071%) 沽空 $10.07億; 比率 40.915% │0.4%五礦資源(01208.HK) +0.060 (+0.705%) 沽空 $5.06千萬; 比率 24.464% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-15 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。)