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) -2.400 (-0.519%) 沽空 $32.04億; 比率 17.434% │15.3%阿里-W(09988.HK) +5.100 (+3.840%) 沽空 $20.86億; 比率 8.965% │10%中國平安(02318.HK) -0.600 (-0.936%) 沽空 $3.32億; 比率 17.307% │3.5%寧德時代(300750.SZ) -7.050 (-1.624%) │3.2%建行(00939.HK) 0.000 (0.000%) 沽空 $5.24億; 比率 32.838% │2.8%友邦(01299.HK) +0.750 (+0.863%) 沽空 $6.57億; 比率 27.826% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) -1.600 (-4.122%) 沽空 $4.12億; 比率 18.109% │2.1%招行(03968.HK) +0.260 (+0.551%) 沽空 $8.79千萬; 比率 24.952% │1.9%網易(09999.HK) -2.400 (-1.290%) 沽空 $3.07億; 比率 27.977% │1.7%思源電氣(002028.SZ) -4.400 (-2.124%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +1.430 (+1.779%) │1.2%美團-W(03690.HK) -1.900 (-2.169%) 沽空 $15.07億; 比率 32.181% │1.2%貴州茅台(600519.SH) -1.920 (-0.143%) │1.1%攜程(09961.HK) -7.600 (-1.876%) 沽空 $1.05億; 比率 14.740% │1.1%國壽(02628.HK) -0.080 (-0.267%) 沽空 $5.30億; 比率 43.005% │1.0%小米-W(01810.HK) -0.080 (-0.252%) 沽空 $8.38億; 比率 16.151% │1.0%匯川技術(300124.SZ) -2.040 (-2.668%) │1.0%比亞迪(01211.HK) 0.000 (0.000%) 沽空 $4.14億; 比率 20.201% │0.9%滿幫(YMM.US) │0.9%瀾起科技(688008.SH) +6.280 (+2.427%) │0.8%福耀玻璃(600660.SH) -0.430 (-0.753%) │0.8%中國財險(02328.HK) +0.210 (+1.385%) 沽空 $2.03億; 比率 22.983% │0.8%藥明康德(02359.HK) -7.200 (-5.244%) 沽空 $1.78億; 比率 23.715% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) -0.200 (-0.047%) 沽空 $1.99億; 比率 13.141% │0.7%工行(01398.HK) +0.040 (+0.571%) 沽空 $2.38億; 比率 21.913% │0.6%百度-SW(09888.HK) +3.400 (+2.473%) 沽空 $6.53億; 比率 25.852% │0.6%紫金黃金國際(02259.HK) -5.200 (-3.148%) 沽空 $1.08億; 比率 15.577% │0.6%安踏(02020.HK) -0.150 (-0.194%) 沽空 $1.95億; 比率 41.286% │0.6%海爾智家(06690.HK) +0.100 (+0.479%) 沽空 $4.74千萬; 比率 16.646% │0.6%創科(00669.HK) -2.980 (-2.419%) 沽空 $2.08億; 比率 36.626% │0.6%翰森製藥(03692.HK) -0.460 (-1.272%) 沽空 $4.79千萬; 比率 16.696% │0.6%華潤置地(01109.HK) -0.580 (-1.518%) 沽空 $1.87億; 比率 16.314% │0.5%申洲(02313.HK) +1.260 (+2.719%) 沽空 $4.85千萬; 比率 15.256% │0.5%中石油(00857.HK) -0.140 (-1.266%) 沽空 $3.09億; 比率 31.531% │0.5%中微公司(688012.SH) -18.430 (-4.544%) │0.5%海螺水泥(00914.HK) -0.180 (-0.877%) 沽空 $5.94千萬; 比率 35.852% │0.5%濰柴(02338.HK) -0.220 (-0.529%) 沽空 $8.83千萬; 比率 17.336% │0.5%北方華創(002371.SZ) -16.600 (-2.857%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.780 (-3.647%) │0.5%洛陽鉬業(03993.HK) -0.700 (-3.411%) 沽空 $9.99千萬; 比率 10.042% │0.5%華潤啤酒(00291.HK) +0.040 (+0.148%) 沽空 $4.27千萬; 比率 22.943% │0.5%恒瑞醫藥(600276.SH) -1.540 (-2.757%) │0.4%太保(02601.HK) -0.620 (-1.800%) 沽空 $5.00千萬; 比率 15.181% │0.4%國電南瑞(600406.SH) -0.750 (-2.677%) │0.4%京東-SW(09618.HK) +1.900 (+1.482%) 沽空 $5.83億; 比率 24.003% │0.4%五礦資源(01208.HK) -0.270 (-2.542%) 沽空 $2.88千萬; 比率 7.534% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-05-14 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。)