摩根士丹利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) -16.000 (-2.754%) 沽空 $15.91億; 比率 9.036% │17.9%阿里巴巴-W(09988.HK) +0.100 (+0.062%) 沽空 $2.79億; 比率 5.021% │10%寧德時代(300750.SZ) +17.480 (+5.024%) │3.2%中國平安(02318.HK) +0.950 (+1.332%) 沽空 $2.14億; 比率 24.465% │3.1%建行(00939.HK) +0.060 (+0.768%) 沽空 $2.15億; 比率 28.385% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.350 (+1.509%) 沽空 $2.54億; 比率 20.695% │2.5%網易(09999.HK) -5.200 (-2.620%) 沽空 $1.40億; 比率 21.763% │2.1%招行(03968.HK) +0.360 (+0.760%) 沽空 $5.56千萬; 比率 16.428% │2.1%美團-W(03690.HK) -1.000 (-1.073%) 沽空 $2.94億; 比率 13.841% │1.8%相關內容《大行》花旗下調小米(01810.HK)經調整淨利潤預測 降目標價至43元小米(01810.HK) -0.360 (-1.040%) 沽空 $3.89億; 比率 13.790% │1.6%紫金(02899.HK) +0.220 (+0.532%) 沽空 $3.74億; 比率 24.254% │1.5%攜程(09961.HK) -28.200 (-5.817%) 沽空 $2.79億; 比率 15.465% │1.4%美的集團(000333.SZ) +1.740 (+2.233%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +49.640 (+3.366%) │1.1%匯川技術(300124.SZ) +0.140 (+0.186%) │1.0%比亞迪(01211.HK) +1.000 (+1.111%) 沽空 $2.02億; 比率 19.966% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +2.260 (+1.133%) │0.9%國壽(02628.HK) +0.900 (+2.612%) 沽空 $1.31億; 比率 24.140% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +2.120 (+3.504%) │0.9%中國財險(02328.HK) +0.170 (+1.079%) 沽空 $3.67千萬; 比率 18.113% │0.9%港交所(00388.HK) -1.000 (-0.237%) 沽空 $1.21億; 比率 16.240% │0.6%工行(01398.HK) +0.070 (+1.097%) 沽空 $1.26億; 比率 31.125% │0.6%翰森製藥(03692.HK) -0.480 (-1.281%) 沽空 $1.96千萬; 比率 21.842% │0.6%藥明康德(02359.HK) -0.100 (-0.091%) 沽空 $3.72千萬; 比率 21.227% │0.6%海爾智家(06690.HK) +0.700 (+2.660%) 沽空 $2.99千萬; 比率 24.808% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.700 (-1.909%) 沽空 $9.57千萬; 比率 18.186% │0.5%瀾起科技(688008.SH) -11.300 (-6.208%) │0.5%申洲(02313.HK) +1.250 (+2.024%) 沽空 $1.89千萬; 比率 13.296% │0.5%華潤置地(01109.HK) +1.620 (+5.347%) 沽空 $1.74億; 比率 21.441% │0.5%恒瑞醫藥(600276.SH) +0.200 (+0.348%) │0.5%京東(09618.HK) -0.800 (-0.729%) 沽空 $8.60千萬; 比率 20.692% │0.5%安踏(02020.HK) +1.300 (+1.671%) 沽空 $2.91千萬; 比率 12.652% │0.5%華潤啤酒(00291.HK) +0.320 (+1.187%) 沽空 $3.09千萬; 比率 21.185% │0.5%創科(00669.HK) +6.000 (+5.561%) 沽空 $3.04億; 比率 57.832% │0.4%中石油(00857.HK) +0.120 (+1.338%) 沽空 $9.67千萬; 比率 30.584% │0.4%相關內容《大行》中銀國際料網易(09999.HK)上季業績遜市場預期 降目標價至250元續籲買入海螺水泥(00914.HK) +0.300 (+1.225%) 沽空 $3.76千萬; 比率 24.014% │0.4%太保(02601.HK) +1.040 (+2.707%) 沽空 $3.29千萬; 比率 24.234% │0.4%快手(01024.HK) +0.250 (+0.340%) 沽空 $2.38億; 比率 21.902% │0.4%洛陽鉬業(03993.HK) +0.600 (+2.650%) 沽空 $1.62億; 比率 18.251% │0.4%北方華創(002371.SZ) -2.980 (-0.630%) │0.4%紫金黃金國際(02259.HK) -1.200 (-0.552%) 沽空 $1.31億; 比率 16.775% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.470 (+0.713%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.240 (+1.516%) 沽空 $3.96千萬; 比率 21.394% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-04 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。)