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) +0.800 (+0.166%) 沽空 $30.40亿; 比率 22.235% │15.3%阿里-W(09988.HK) -1.900 (-1.577%) 沽空 $17.66亿; 比率 21.170% │10%中国平安(02318.HK) +0.450 (+0.764%) 沽空 $8.06亿; 比率 29.498% │3.5%宁德时代(300750.SZ) -7.450 (-1.804%) │3.2%建行(00939.HK) +0.100 (+1.214%) 沽空 $10.44亿; 比率 26.670% │2.8%相关内容《蓝筹》润地(01109.HK)全年纯利254.18亿人币跌0.5% 末期息降至96.6分人币友邦(01299.HK) -0.650 (-0.765%) 沽空 $9.71亿; 比率 37.797% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.100 (+0.292%) 沽空 $5.96亿; 比率 29.684% │2.1%招行(03968.HK) +0.160 (+0.324%) 沽空 $4.65亿; 比率 60.865% │1.9%网易(09999.HK) -0.200 (-0.116%) 沽空 $2.67亿; 比率 37.847% │1.7%思源电气(002028.SZ) -5.810 (-2.820%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +4.290 (+5.950%) │1.2%美团-W(03690.HK) -0.550 (-0.653%) 沽空 $16.33亿; 比率 35.161% │1.2%贵州茅台(600519.SH) +33.030 (+2.326%) │1.1%携程(09961.HK) -4.200 (-1.093%) 沽空 $1.71亿; 比率 18.692% │1.1%国寿(02628.HK) +0.180 (+0.738%) 沽空 $3.39亿; 比率 22.506% │1.0%小米-W(01810.HK) -0.480 (-1.482%) 沽空 $15.45亿; 比率 32.712% │1.0%汇川技术(300124.SZ) +0.600 (+0.890%) │1.0%比亚迪(01211.HK) +0.500 (+0.473%) 沽空 $25.19亿; 比率 43.966% │0.9%相关内容《大行》瑞银降中国人寿(02628.HK)目标价至40元 去年业绩符预期满帮(YMM.US) │0.9%澜起科技(688008.SH) -6.910 (-5.235%) │0.8%福耀玻璃(600660.SH) +0.260 (+0.455%) │0.8%中国财险(02328.HK) -0.150 (-1.035%) 沽空 $1.44亿; 比率 20.749% │0.8%药明康德(02359.HK) +3.700 (+3.243%) 沽空 $9.98千万; 比率 19.375% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +5.200 (+1.360%) 沽空 $3.97亿; 比率 22.740% │0.7%工行(01398.HK) +0.060 (+0.890%) 沽空 $7.15亿; 比率 31.361% │0.6%百度-SW(09888.HK) -0.300 (-0.284%) 沽空 $2.57亿; 比率 26.772% │0.6%紫金黄金国际(02259.HK) -3.000 (-1.685%) 沽空 $2.52亿; 比率 9.442% │0.6%安踏(02020.HK) +0.150 (+0.200%) 沽空 $1.92亿; 比率 19.053% │0.6%海尔智家(06690.HK) +0.120 (+0.580%) 沽空 $3.05亿; 比率 37.584% │0.6%创科(00669.HK) -0.200 (-0.195%) 沽空 $2.01亿; 比率 23.758% │0.6%翰森制药(03692.HK) +2.500 (+7.557%) 沽空 $1.08亿; 比率 35.213% │0.6%华润置地(01109.HK) +0.500 (+1.777%) 沽空 $1.45亿; 比率 36.163% │0.5%相关内容《大行》野村维持美团(03690.HK)评级「中性」 首季亏损料收窄 惟全年可见度仍未明朗申洲(02313.HK) -1.260 (-2.623%) 沽空 $3.85亿; 比率 45.312% │0.5%中石油(00857.HK) -0.480 (-4.309%) 沽空 $6.87亿; 比率 36.611% │0.5%中微公司(688012.SH) -5.240 (-1.654%) │0.5%海螺水泥(00914.HK) -0.340 (-1.565%) 沽空 $5.47千万; 比率 30.529% │0.5%潍柴(02338.HK) -1.100 (-3.871%) 沽空 $1.59亿; 比率 29.356% │0.5%北方华创(002371.SZ) -18.430 (-3.931%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.370 (+1.961%) │0.5%洛阳钼业(03993.HK) -0.190 (-1.166%) 沽空 $5.08亿; 比率 39.075% │0.5%华润啤酒(00291.HK) +0.360 (+1.421%) 沽空 $1.42亿; 比率 36.468% │0.5%恒瑞医药(600276.SH) +0.090 (+0.161%) │0.4%太保(02601.HK) +0.220 (+0.692%) 沽空 $7.01千万; 比率 16.087% │0.4%国电南瑞(600406.SH) -0.460 (-1.727%) │0.4%京东-SW(09618.HK) +0.200 (+0.177%) 沽空 $3.89亿; 比率 30.466% │0.4%五矿资源(01208.HK) -0.260 (-3.476%) 沽空 $2.88千万; 比率 14.152% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-30 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》摩通升中海油(00883.HK)目标价至33元 上调盈利预测续吁「增持」