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) -8.600 (-1.732%) 沽空 $5.58億; 比率 24.550% │15.3%阿里-W(09988.HK) -4.200 (-3.423%) 沽空 $7.23億; 比率 25.287% │10%中國平安(02318.HK) -0.500 (-0.825%) 沽空 $1.59億; 比率 27.903% │3.5%寧德時代(300750.SZ) -4.540 (-1.119%) │3.2%建行(00939.HK) +0.030 (+0.357%) 沽空 $3.46億; 比率 73.002% │2.8%友邦(01299.HK) -1.350 (-1.543%) 沽空 $2.96億; 比率 50.713% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -1.080 (-2.967%) 沽空 $2.00億; 比率 26.143% │2.1%招行(03968.HK) +0.520 (+1.059%) 沽空 $1.23億; 比率 63.341% │1.9%網易(09999.HK) -1.300 (-0.738%) 沽空 $1.40億; 比率 45.834% │1.7%思源電氣(002028.SZ) +0.600 (+0.287%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.530 (+0.690%) │1.2%美團-W(03690.HK) -1.950 (-2.379%) 沽空 $5.16億; 比率 34.582% │1.2%貴州茅台(600519.SH) +0.440 (+0.030%) │1.1%攜程(09961.HK) -3.400 (-0.863%) 沽空 $6.79千萬; 比率 37.432% │1.1%國壽(02628.HK) -0.200 (-0.794%) 沽空 $9.55千萬; 比率 40.885% │1.0%小米-W(01810.HK) -1.140 (-3.560%) 沽空 $15.60億; 比率 47.868% │1.0%匯川技術(300124.SZ) -1.350 (-1.979%) │1.0%比亞迪(01211.HK) -0.800 (-0.764%) 沽空 $6.58億; 比率 60.951% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -0.970 (-0.746%) │0.8%福耀玻璃(600660.SH) +0.370 (+0.638%) │0.8%中國財險(02328.HK) -0.150 (-1.026%) 沽空 $3.28千萬; 比率 67.419% │0.8%藥明康德(02359.HK) +0.900 (+0.726%) 沽空 $9.19千萬; 比率 50.390% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -5.000 (-1.249%) 沽空 $1.06億; 比率 38.516% │0.7%工行(01398.HK) +0.070 (+1.017%) 沽空 $2.05億; 比率 81.466% │0.6%百度-SW(09888.HK) -0.800 (-0.730%) 沽空 $7.47千萬; 比率 62.166% │0.6%紫金黃金國際(02259.HK) -6.200 (-3.405%) 沽空 $1.05億; 比率 26.277% │0.6%安踏(02020.HK) +2.400 (+3.075%) 沽空 $1.09億; 比率 40.201% │0.6%海爾智家(06690.HK) -0.360 (-1.734%) 沽空 $7.31千萬; 比率 79.936% │0.6%創科(00669.HK) -2.900 (-2.695%) 沽空 $1.05億; 比率 73.835% │0.6%翰森製藥(03692.HK) +1.820 (+4.864%) 沽空 $1.31億; 比率 69.496% │0.6%華潤置地(01109.HK) -0.440 (-1.509%) 沽空 $7.79千萬; 比率 97.531% │0.5%申洲(02313.HK) -0.440 (-0.926%) 沽空 $5.34千萬; 比率 50.786% │0.5%中石油(00857.HK) +0.200 (+1.896%) 沽空 $1.86億; 比率 36.843% │0.5%中微公司(688012.SH) -14.350 (-4.577%) │0.5%海螺水泥(00914.HK) -0.620 (-2.873%) 沽空 $1.17千萬; 比率 38.883% │0.5%濰柴(02338.HK) +0.020 (+0.069%) 沽空 $2.89千萬; 比率 22.621% │0.5%北方華創(002371.SZ) -12.530 (-2.781%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.230 (-1.133%) │0.5%洛陽鉬業(03993.HK) -0.490 (-2.808%) 沽空 $1.96億; 比率 25.583% │0.5%華潤啤酒(00291.HK) +0.180 (+0.692%) 沽空 $1.79千萬; 比率 37.034% │0.5%恒瑞醫藥(600276.SH) -0.360 (-0.624%) │0.4%太保(02601.HK) +0.340 (+1.037%) 沽空 $8.29千萬; 比率 149.774% │0.4%國電南瑞(600406.SH) -0.330 (-1.249%) │0.4%京東-SW(09618.HK) -0.900 (-0.797%) 沽空 $1.77億; 比率 92.665% │0.4%五礦資源(01208.HK) -0.290 (-3.699%) 沽空 $7.36百萬; 比率 10.153% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-04-02 12:25。) (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。)