摩根士丹利近日发表中国市场策略报告，列出新兴市场和中国「长仓」基金经理持有的前50大港股及中资股名单(Top 50 China/HK holdings among long-only EM and China active managers)：股份│国际及美国基金的组合所持权重腾讯(00700.HK) +18.000 (+3.607%) 沽空 $17.34亿; 比率 15.026% │15.3%阿里-W(09988.HK) +7.200 (+5.599%) 沽空 $28.80亿; 比率 16.837% │10%中国平安(02318.HK) +0.100 (+0.160%) 沽空 $3.22亿; 比率 19.052% │3.5%宁德时代(300750.SZ) +22.980 (+5.332%) │3.2%建行(00939.HK) +0.070 (+0.825%) 沽空 $3.39亿; 比率 19.793% │2.8%相关内容《大行》中金列出中资科网股投资评级及目标价(表)友邦(01299.HK) +0.400 (+0.477%) 沽空 $5.91亿; 比率 26.158% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -0.160 (-0.421%) 沽空 $2.55亿; 比率 16.215% │2.1%招行(03968.HK) +0.500 (+0.984%) 沽空 $2.37亿; 比率 31.835% │1.9%网易(09999.HK) +8.900 (+5.008%) 沽空 $2.86亿; 比率 22.668% │1.7%思源电气(002028.SZ) +6.300 (+3.006%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.410 (+0.529%) │1.2%美团-W(03690.HK) +2.450 (+2.839%) 沽空 $8.81亿; 比率 22.492% │1.2%贵州茅台(600519.SH) -4.660 (-0.318%) │1.1%携程(09961.HK) +19.800 (+4.825%) 沽空 $2.26亿; 比率 14.304% │1.1%国寿(02628.HK) +0.640 (+2.334%) 沽空 $2.96亿; 比率 24.368% │1.0%小米-W(01810.HK) +1.160 (+3.754%) 沽空 $8.30亿; 比率 14.277% │1.0%汇川技术(300124.SZ) -1.060 (-1.561%) │1.0%比亚迪(01211.HK) +5.900 (+5.499%) 沽空 $10.37亿; 比率 24.891% │0.9%相关内容《大行》大摩料腾讯(00700.HK)对AI投资拖累利润率 目标价650元满帮(YMM.US) │0.9%澜起科技(688008.SH) +3.820 (+2.595%) │0.8%福耀玻璃(600660.SH) +0.120 (+0.203%) │0.8%中国财险(02328.HK) 0.000 (0.000%) 沽空 $5.50千万; 比率 11.880% │0.8%药明康德(02359.HK) +0.200 (+0.153%) 沽空 $1.39亿; 比率 27.231% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) -2.800 (-0.676%) 沽空 $2.19亿; 比率 13.105% │0.7%工行(01398.HK) 0.000 (0.000%) 沽空 $3.33亿; 比率 27.105% │0.6%百度-SW(09888.HK) +8.800 (+7.686%) 沽空 $7.07亿; 比率 27.163% │0.6%紫金黄金国际(02259.HK) +2.200 (+1.228%) 沽空 $3.58千万; 比率 5.281% │0.6%安踏(02020.HK) +0.400 (+0.478%) 沽空 $1.50亿; 比率 25.803% │0.6%海尔智家(06690.HK) +0.380 (+1.816%) 沽空 $6.42千万; 比率 21.325% │0.6%创科(00669.HK) -1.400 (-1.253%) 沽空 $1.87亿; 比率 41.833% │0.6%翰森制药(03692.HK) +0.760 (+1.929%) 沽空 $9.53千万; 比率 23.462% │0.6%华润置地(01109.HK) +0.560 (+1.825%) 沽空 $1.66亿; 比率 37.634% │0.5%相关内容《大行》中金料京东(JD.US)首季Non-GAAP净利59.7亿元人币 升目标价至36美元申洲(02313.HK) +0.880 (+1.873%) 沽空 $4.10千万; 比率 10.910% │0.5%中石油(00857.HK) +0.030 (+0.284%) 沽空 $1.84亿; 比率 17.863% │0.5%中微公司(688012.SH) -1.860 (-0.581%) │0.5%海螺水泥(00914.HK) -0.300 (-1.435%) 沽空 $3.74千万; 比率 12.649% │0.5%潍柴(02338.HK) +0.440 (+1.362%) 沽空 $9.19千万; 比率 20.012% │0.5%北方华创(002371.SZ) -1.440 (-0.303%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.270 (-1.307%) │0.5%洛阳钼业(03993.HK) +0.290 (+1.501%) 沽空 $1.52亿; 比率 20.619% │0.5%华润啤酒(00291.HK) +0.160 (+0.609%) 沽空 $1.06千万; 比率 7.598% │0.5%恒瑞医药(600276.SH) -0.260 (-0.450%) │0.4%太保(02601.HK) +0.240 (+0.709%) 沽空 $5.30千万; 比率 21.229% │0.4%国电南瑞(600406.SH) +0.010 (+0.037%) │0.4%京东-SW(09618.HK) +3.100 (+2.568%) 沽空 $4.03亿; 比率 21.419% │0.4%五矿资源(01208.HK) +0.190 (+2.233%) 沽空 $4.81千万; 比率 23.327% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-16 16:25。) (A股报价延迟最少十五分钟。) (美股为即时串流报价； OTC市场股票除外，资料延迟最少15分钟。)相关内容《大行》高盛调整内险股目标价 首选中国平安(02318.HK) 太保(02601.HK)财险(02328.HK)