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) -11.400 (-2.379%) 沽空 $16.00億; 比率 8.896% │15.3%阿里-W(09988.HK) -4.600 (-3.522%) 沽空 $19.45億; 比率 17.389% │10%中國平安(02318.HK) -0.700 (-1.099%) 沽空 $7.37億; 比率 23.222% │3.5%寧德時代(300750.SZ) -9.000 (-2.022%) │3.2%建行(00939.HK) -0.210 (-2.336%) 沽空 $11.67億; 比率 31.007% │2.8%友邦(01299.HK) +0.100 (+0.118%) 沽空 $9.35億; 比率 30.308% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.780 (-2.139%) 沽空 $4.15億; 比率 20.646% │2.1%招行(03968.HK) -0.880 (-1.834%) 沽空 $5.22億; 比率 40.499% │1.9%網易(09999.HK) +4.000 (+2.286%) 沽空 $4.82億; 比率 23.983% │1.7%思源電氣(002028.SZ) -1.860 (-0.945%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -0.210 (-0.258%) │1.2%美團-W(03690.HK) +0.100 (+0.120%) 沽空 $13.93億; 比率 36.537% │1.2%貴州茅台(600519.SH) -16.380 (-1.169%) │1.1%攜程(09961.HK) +0.600 (+0.144%) 沽空 $1.61億; 比率 19.396% │1.1%國壽(02628.HK) +1.220 (+4.453%) 沽空 $7.06億; 比率 24.009% │1.0%小米-W(01810.HK) -1.120 (-3.716%) 沽空 $30.46億; 比率 36.724% │1.0%匯川技術(300124.SZ) +1.010 (+1.494%) │1.0%比亞迪(01211.HK) -5.800 (-5.355%) 沽空 $15.84億; 比率 41.599% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +3.400 (+2.001%) │0.8%福耀玻璃(600660.SH) -0.530 (-0.892%) │0.8%中國財險(02328.HK) -0.450 (-3.112%) 沽空 $1.52億; 比率 25.389% │0.8%藥明康德(02359.HK) -1.800 (-1.306%) 沽空 $2.72億; 比率 32.945% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -7.400 (-1.763%) 沽空 $3.68億; 比率 13.069% │0.7%工行(01398.HK) -0.190 (-2.632%) 沽空 $11.11億; 比率 33.148% │0.6%百度-SW(09888.HK) -1.200 (-1.001%) 沽空 $2.86億; 比率 25.285% │0.6%紫金黃金國際(02259.HK) -7.000 (-4.436%) 沽空 $1.28億; 比率 14.644% │0.6%安踏(02020.HK) -2.050 (-2.464%) 沽空 $1.60億; 比率 22.427% │0.6%海爾智家(06690.HK) -0.280 (-1.261%) 沽空 $1.66億; 比率 32.733% │0.6%創科(00669.HK) +0.500 (+0.449%) 沽空 $3.31億; 比率 44.249% │0.6%翰森製藥(03692.HK) +0.240 (+0.651%) 沽空 $6.19千萬; 比率 22.468% │0.6%華潤置地(01109.HK) -0.460 (-1.396%) 沽空 $2.07億; 比率 25.368% │0.5%申洲(02313.HK) -1.540 (-3.186%) 沽空 $6.41千萬; 比率 19.076% │0.5%中石油(00857.HK) +0.050 (+0.417%) 沽空 $8.71億; 比率 34.085% │0.5%中微公司(688012.SH) +16.540 (+4.598%) │0.5%海螺水泥(00914.HK) -0.520 (-2.590%) 沽空 $2.98千萬; 比率 14.032% │0.5%濰柴(02338.HK) +2.520 (+6.977%) 沽空 $3.88億; 比率 28.172% │0.5%北方華創(002371.SZ) +26.280 (+5.146%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.150 (-0.732%) │0.5%洛陽鉬業(03993.HK) -0.670 (-3.667%) 沽空 $1.33億; 比率 17.883% │0.5%華潤啤酒(00291.HK) +0.660 (+2.521%) 沽空 $7.12千萬; 比率 11.061% │0.5%恒瑞醫藥(600276.SH) -1.110 (-2.019%) │0.4%太保(02601.HK) +0.220 (+0.651%) 沽空 $1.55億; 比率 25.888% │0.4%國電南瑞(600406.SH) -0.650 (-2.442%) │0.4%京東-SW(09618.HK) -1.200 (-1.021%) 沽空 $1.98億; 比率 30.129% │0.4%五礦資源(01208.HK) -0.390 (-4.483%) 沽空 $5.06千萬; 比率 14.185% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-30 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。)