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) +2.500 (+0.448%) 沽空 $24.19億; 比率 17.911% │15.3%阿里-W(09988.HK) +4.000 (+2.985%) 沽空 $13.22億; 比率 19.788% │10%中國平安(02318.HK) +1.950 (+3.133%) 沽空 $3.31億; 比率 20.325% │3.5%寧德時代(300750.SZ) +6.120 (+1.499%) │3.2%建行(00939.HK) +0.030 (+0.373%) 沽空 $5.12億; 比率 30.237% │2.8%相關內容《大行》騰訊(00700.HK)投資評級及目標價(表)友邦(01299.HK) +1.200 (+1.439%) 沽空 $2.32億; 比率 16.421% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.840 (+2.271%) 沽空 $2.59億; 比率 7.097% │2.1%招行(03968.HK) +0.550 (+1.100%) 沽空 $3.23億; 比率 44.518% │1.9%網易(09999.HK) +2.900 (+1.552%) 沽空 $2.23億; 比率 23.974% │1.7%思源電氣(002028.SZ) +6.690 (+3.204%) │1.3%華住酒店(HTHT.US) │1.3%美的集團(000333.SZ) +0.570 (+0.744%) │1.2%美團-W(03690.HK) +3.500 (+4.470%) 沽空 $6.94億; 比率 23.168% │1.2%貴州茅台(600519.SH) +32.830 (+2.248%) │1.1%攜程(09961.HK) +3.200 (+0.778%) 沽空 $8.74千萬; 比率 12.724% │1.1%國壽(02628.HK) +1.140 (+4.008%) 沽空 $1.89億; 比率 21.293% │1.0%小米-W(01810.HK) +1.340 (+3.807%) 沽空 $15.77億; 比率 20.048% │1.0%匯川技術(300124.SZ) +0.410 (+0.571%) │1.0%比亞迪(01211.HK) +2.400 (+2.301%) 沽空 $13.97億; 比率 24.015% │0.9%相關內容《大行》花旗：Keeta延遲擴張里約熱內盧計劃 美團(03690.HK)中國業務仍面臨激烈競爭滿幫(YMM.US) │0.9%瀾起科技(688008.SH) -3.180 (-2.085%) │0.8%福耀玻璃(600660.SH) +1.280 (+2.171%) │0.8%中國財險(02328.HK) +0.200 (+1.269%) 沽空 $7.57千萬; 比率 13.310% │0.8%藥明康德(02359.HK) +3.200 (+2.980%) 沽空 $1.08億; 比率 26.585% │0.7%騰訊音樂(TME.US) │0.7%港交所(00388.HK) +5.400 (+1.329%) 沽空 $4.06億; 比率 18.472% │0.7%工行(01398.HK) +0.020 (+0.309%) 沽空 $4.32億; 比率 27.762% │0.6%百度-SW(09888.HK) -1.200 (-0.976%) 沽空 $2.30億; 比率 25.627% │0.6%紫金黃金國際(02259.HK) +8.300 (+4.573%) 沽空 $1.52億; 比率 11.133% │0.6%安踏(02020.HK) +1.950 (+2.487%) 沽空 $9.82千萬; 比率 22.688% │0.6%海爾智家(06690.HK) +0.520 (+2.080%) 沽空 $7.53千萬; 比率 36.539% │0.6%創科(00669.HK) +0.100 (+0.090%) 沽空 $2.16億; 比率 36.444% │0.6%翰森製藥(03692.HK) +0.520 (+1.605%) 沽空 $1.30億; 比率 29.227% │0.6%華潤置地(01109.HK) +1.000 (+3.277%) 沽空 $1.13億; 比率 41.873% │0.5%相關內容《大行》美銀證券：華潤啤酒(00291.HK)商譽減值消除不明朗 目標價35.6元申洲(02313.HK) +0.250 (+0.448%) 沽空 $1.10億; 比率 26.790% │0.5%中石油(00857.HK) +0.050 (+0.471%) 沽空 $3.41億; 比率 23.309% │0.5%中微公司(688012.SH) -0.070 (-0.022%) │0.5%海螺水泥(00914.HK) +0.520 (+2.283%) 沽空 $6.29千萬; 比率 19.027% │0.5%濰柴(02338.HK) +0.960 (+3.461%) 沽空 $9.03千萬; 比率 19.525% │0.5%北方華創(002371.SZ) +4.490 (+0.987%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.220 (+1.055%) │0.5%洛陽鉬業(03993.HK) +0.540 (+2.935%) 沽空 $3.51億; 比率 19.503% │0.5%華潤啤酒(00291.HK) +0.520 (+2.038%) 沽空 $3.17千萬; 比率 20.564% │0.5%恒瑞醫藥(600276.SH) +1.690 (+3.040%) │0.4%太保(02601.HK) +1.260 (+3.702%) 沽空 $3.68千萬; 比率 14.485% │0.4%國電南瑞(600406.SH) -0.030 (-0.105%) │0.4%京東-SW(09618.HK) +1.900 (+1.704%) 沽空 $2.28億; 比率 20.398% │0.4%五礦資源(01208.HK) +0.260 (+3.133%) 沽空 $2.92千萬; 比率 5.860% │0.4%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-16 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。)相關內容《大行》招商證券：潤啤(00291.HK)去年核心淨利潤初步數據超預期