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 (-0.090%) 沽空 $24.19亿; 比率 17.911% │17.9%阿里巴巴-W(09988.HK) +3.300 (+2.463%) 沽空 $13.22亿; 比率 19.788% │10%宁德时代(300750.SZ) +6.030 (+1.476%) │3.2%中国平安(02318.HK) +1.700 (+2.731%) 沽空 $3.31亿; 比率 20.325% │3.1%建行(00939.HK) 0.000 (0.000%) 沽空 $5.12亿; 比率 30.237% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.800 (+0.959%) 沽空 $2.32亿; 比率 16.421% │2.5%网易(09999.HK) +2.000 (+1.070%) 沽空 $2.23亿; 比率 23.974% │2.1%招行(03968.HK) +0.250 (+0.500%) 沽空 $3.23亿; 比率 44.518% │2.1%美团-W(03690.HK) +3.100 (+3.959%) 沽空 $6.94亿; 比率 23.168% │1.8%相关内容《大行》大摩：中国晶圆代工产能与晶片供应将於2028年前后满足核心主权需求小米(01810.HK) +1.020 (+2.898%) 沽空 $15.77亿; 比率 20.048% │1.6%紫金(02899.HK) +0.580 (+1.568%) 沽空 $2.59亿; 比率 7.097% │1.5%携程(09961.HK) +1.800 (+0.438%) 沽空 $8.74千万; 比率 12.724% │1.4%美的集团(000333.SZ) +0.350 (+0.457%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +26.130 (+1.790%) │1.1%汇川技术(300124.SZ) +0.620 (+0.864%) │1.0%比亚迪(01211.HK) +2.300 (+2.205%) 沽空 $13.97亿; 比率 24.015% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +6.710 (+3.214%) │0.9%国寿(02628.HK) +0.900 (+3.165%) 沽空 $1.89亿; 比率 21.293% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.960 (+1.628%) │0.9%中国财险(02328.HK) +0.130 (+0.825%) 沽空 $7.57千万; 比率 13.310% │0.9%港交所(00388.HK) +4.400 (+1.083%) 沽空 $4.06亿; 比率 18.472% │0.6%工行(01398.HK) -0.010 (-0.154%) 沽空 $4.32亿; 比率 27.762% │0.6%翰森制药(03692.HK) +0.840 (+2.593%) 沽空 $1.30亿; 比率 29.227% │0.6%药明康德(02359.HK) +5.000 (+4.655%) 沽空 $1.08亿; 比率 26.585% │0.6%海尔智家(06690.HK) +0.500 (+2.000%) 沽空 $7.53千万; 比率 36.539% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -1.800 (-1.465%) 沽空 $2.30亿; 比率 25.627% │0.5%澜起科技(688008.SH) -3.180 (-2.085%) │0.5%申洲(02313.HK) +0.200 (+0.359%) 沽空 $1.10亿; 比率 26.790% │0.5%华润置地(01109.HK) +0.640 (+2.097%) 沽空 $1.13亿; 比率 41.873% │0.5%恒瑞医药(600276.SH) +1.540 (+2.770%) │0.5%京东(09618.HK) +1.300 (+1.166%) 沽空 $2.28亿; 比率 20.398% │0.5%安踏(02020.HK) +2.000 (+2.551%) 沽空 $9.82千万; 比率 22.688% │0.5%华润啤酒(00291.HK) +0.420 (+1.646%) 沽空 $3.17千万; 比率 20.564% │0.5%创科(00669.HK) +0.100 (+0.090%) 沽空 $2.16亿; 比率 36.444% │0.4%中石油(00857.HK) -0.130 (-1.224%) 沽空 $3.41亿; 比率 23.309% │0.4%相关内容《大行》摩通料内地汽车行业将於今年次季反弹 乘用车需求或增长约30%海螺水泥(00914.HK) +0.320 (+1.405%) 沽空 $6.29千万; 比率 19.027% │0.4%太保(02601.HK) +1.040 (+3.055%) 沽空 $3.68千万; 比率 14.485% │0.4%快手(01024.HK) +1.250 (+2.083%) 沽空 $4.17亿; 比率 27.138% │0.4%洛阳钼业(03993.HK) +0.450 (+2.446%) 沽空 $3.51亿; 比率 19.503% │0.4%北方华创(002371.SZ) +7.290 (+1.603%) │0.4%紫金黄金国际(02259.HK) +8.800 (+4.848%) 沽空 $1.52亿; 比率 11.133% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.240 (+0.698%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.820 (+4.550%) 沽空 $5.67亿; 比率 27.447% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-16 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。)