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) +10.800 (+2.404%) 沽空 $16.58億; 比率 10.659% │15.3%阿里-W(09988.HK) +1.600 (+1.215%) 沽空 $16.42億; 比率 16.178% │10%中國平安(02318.HK) -0.450 (-0.728%) 沽空 $4.80億; 比率 21.097% │3.5%寧德時代(300750.SZ) +0.690 (+0.165%) │3.2%建行(00939.HK) +0.090 (+1.027%) 沽空 $7.26億; 比率 42.666% │2.8%友邦(01299.HK) -0.700 (-0.808%) 沽空 $4.99億; 比率 16.642% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -1.020 (-2.963%) 沽空 $3.04億; 比率 13.431% │2.1%招行(03968.HK) -0.240 (-0.515%) 沽空 $1.73億; 比率 24.205% │1.9%網易(09999.HK) +3.100 (+1.770%) 沽空 $1.76億; 比率 19.509% │1.7%思源電氣(002028.SZ) +2.420 (+1.257%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) -1.830 (-2.209%) │1.2%美團-W(03690.HK) +0.900 (+1.096%) 沽空 $5.46億; 比率 21.381% │1.2%貴州茅台(600519.SH) +1.300 (+0.098%) │1.1%攜程(09961.HK) +4.400 (+1.145%) 沽空 $1.41億; 比率 23.348% │1.1%國壽(02628.HK) -0.140 (-0.470%) 沽空 $10.24億; 比率 45.565% │1.0%小米-W(01810.HK) -0.020 (-0.065%) 沽空 $5.97億; 比率 21.706% │1.0%匯川技術(300124.SZ) +0.440 (+0.569%) │1.0%比亞迪(01211.HK) +0.100 (+0.107%) 沽空 $4.95億; 比率 28.700% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -0.880 (-0.355%) │0.8%福耀玻璃(600660.SH) -0.330 (-0.596%) │0.8%中國財險(02328.HK) +0.190 (+1.231%) 沽空 $3.38億; 比率 21.711% │0.8%藥明康德(02359.HK) +0.300 (+0.238%) 沽空 $1.65億; 比率 28.424% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) 0.000 (0.000%) 沽空 $1.37億; 比率 9.616% │0.7%工行(01398.HK) +0.080 (+1.168%) 沽空 $4.46億; 比率 34.986% │0.6%百度-SW(09888.HK) +2.000 (+1.485%) 沽空 $5.77億; 比率 39.244% │0.6%紫金黃金國際(02259.HK) -4.600 (-3.067%) 沽空 $8.87千萬; 比率 12.824% │0.6%安踏(02020.HK) -0.100 (-0.132%) 沽空 $1.16億; 比率 27.698% │0.6%海爾智家(06690.HK) -0.160 (-0.777%) 沽空 $1.07億; 比率 31.274% │0.6%創科(00669.HK) -0.500 (-0.423%) 沽空 $2.24億; 比率 28.843% │0.6%翰森製藥(03692.HK) -0.200 (-0.585%) 沽空 $7.79千萬; 比率 17.902% │0.6%華潤置地(01109.HK) -0.580 (-1.615%) 沽空 $2.08億; 比率 19.339% │0.5%申洲(02313.HK) -0.140 (-0.307%) 沽空 $3.68千萬; 比率 6.876% │0.5%中石油(00857.HK) +0.130 (+1.183%) 沽空 $3.55億; 比率 31.885% │0.5%中微公司(688012.SH) +40.760 (+9.290%) │0.5%海螺水泥(00914.HK) -0.120 (-0.620%) 沽空 $6.91千萬; 比率 37.459% │0.5%濰柴(02338.HK) -0.980 (-2.443%) 沽空 $4.44千萬; 比率 4.590% │0.5%北方華創(002371.SZ) +21.730 (+3.634%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.080 (-0.413%) │0.5%洛陽鉬業(03993.HK) -0.250 (-1.391%) 沽空 $1.37億; 比率 17.216% │0.5%華潤啤酒(00291.HK) -0.220 (-0.840%) 沽空 $3.14千萬; 比率 12.174% │0.5%恒瑞醫藥(600276.SH) -0.840 (-1.602%) │0.4%太保(02601.HK) -0.240 (-0.729%) 沽空 $8.95千萬; 比率 19.187% │0.4%國電南瑞(600406.SH) +0.480 (+1.812%) │0.4%京東-SW(09618.HK) -0.600 (-0.474%) 沽空 $6.94億; 比率 39.338% │0.4%五礦資源(01208.HK) -0.270 (-2.922%) 沽空 $6.40千萬; 比率 13.230% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-05-19 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。)