摩根士丹利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) +0.500 (+0.091%) 沽空 $13.63亿; 比率 11.664% │17.9%阿里巴巴-W(09988.HK) +3.100 (+2.303%) 沽空 $41.09亿; 比率 27.670% │10%宁德时代(300750.SZ) -2.980 (-0.736%) │3.2%中国平安(02318.HK) +0.300 (+0.475%) 沽空 $2.93亿; 比率 22.828% │3.1%建行(00939.HK) +0.030 (+0.370%) 沽空 $4.83亿; 比率 36.822% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.550 (+1.867%) 沽空 $2.36亿; 比率 16.643% │2.5%网易(09999.HK) +1.000 (+0.535%) 沽空 $1.31亿; 比率 15.055% │2.1%招行(03968.HK) -0.680 (-1.361%) 沽空 $1.42亿; 比率 18.646% │2.1%美团-W(03690.HK) +0.300 (+0.375%) 沽空 $5.96亿; 比率 27.621% │1.8%相关内容《大行》花旗下调今明两年全球智能手机出货量预测 料今年出货量按年跌17%小米(01810.HK) -0.220 (-0.622%) 沽空 $21.41亿; 比率 44.209% │1.6%紫金(02899.HK) +0.400 (+1.083%) 沽空 $1.83亿; 比率 14.794% │1.5%携程(09961.HK) +4.400 (+1.070%) 沽空 $1.29亿; 比率 15.884% │1.4%美的集团(000333.SZ) +0.460 (+0.601%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -16.200 (-1.091%) │1.1%汇川技术(300124.SZ) -1.200 (-1.685%) │1.0%比亚迪(01211.HK) -2.300 (-2.201%) 沽空 $10.04亿; 比率 43.161% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +8.180 (+3.869%) │0.9%国寿(02628.HK) +0.300 (+1.042%) 沽空 $1.43亿; 比率 19.420% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -1.380 (-2.334%) │0.9%中国财险(02328.HK) +0.080 (+0.512%) 沽空 $9.11千万; 比率 19.343% │0.9%港交所(00388.HK) -1.600 (-0.396%) 沽空 $2.12亿; 比率 14.430% │0.6%工行(01398.HK) +0.030 (+0.459%) 沽空 $1.96亿; 比率 17.433% │0.6%翰森制药(03692.HK) +0.320 (+0.975%) 沽空 $3.86千万; 比率 20.319% │0.6%药明康德(02359.HK) +1.400 (+1.287%) 沽空 $5.89千万; 比率 32.308% │0.6%海尔智家(06690.HK) +0.020 (+0.080%) 沽空 $4.73千万; 比率 16.872% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +2.600 (+2.181%) 沽空 $3.70亿; 比率 31.004% │0.5%澜起科技(688008.SH) +7.030 (+4.796%) │0.5%申洲(02313.HK) -0.850 (-1.515%) 沽空 $6.57千万; 比率 18.714% │0.5%华润置地(01109.HK) -0.620 (-1.994%) 沽空 $8.55千万; 比率 24.592% │0.5%恒瑞医药(600276.SH) +0.580 (+1.030%) │0.5%京东(09618.HK) +0.700 (+0.624%) 沽空 $1.77亿; 比率 19.756% │0.5%安踏(02020.HK) -1.000 (-1.255%) 沽空 $6.35千万; 比率 23.283% │0.5%华润啤酒(00291.HK) -0.220 (-0.852%) 沽空 $2.50千万; 比率 20.617% │0.5%创科(00669.HK) +0.500 (+0.451%) 沽空 $1.55亿; 比率 28.170% │0.4%中石油(00857.HK) -0.100 (-0.945%) 沽空 $2.39亿; 比率 17.512% │0.4%相关内容《大行》腾讯(00700.HK)投资评级及目标价(表)(更新)海螺水泥(00914.HK) -0.120 (-0.522%) 沽空 $4.10千万; 比率 36.324% │0.4%太保(02601.HK) +0.200 (+0.580%) 沽空 $3.43千万; 比率 12.470% │0.4%快手(01024.HK) -0.850 (-1.420%) 沽空 $7.92亿; 比率 44.625% │0.4%洛阳钼业(03993.HK) +0.070 (+0.378%) 沽空 $9.42千万; 比率 17.152% │0.4%北方华创(002371.SZ) +12.450 (+2.767%) │0.4%紫金黄金国际(02259.HK) +1.300 (+0.712%) 沽空 $4.55千万; 比率 6.246% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +7.920 (+2.530%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.690 (-3.662%) 沽空 $3.79亿; 比率 19.753% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-18 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。)