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) +37.500 (+7.267%) 沽空 $47.78億; 比率 15.179% │17.9%阿里巴巴-W(09988.HK) +4.800 (+3.730%) 沽空 $24.07億; 比率 20.162% │10%寧德時代(300750.SZ) +18.800 (+5.259%) │3.2%中國平安(02318.HK) +0.800 (+1.277%) 沽空 $4.59億; 比率 24.213% │3.1%建行(00939.HK) -0.010 (-0.126%) 沽空 $4.80億; 比率 19.702% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.850 (+4.707%) 沽空 $8.03億; 比率 22.667% │2.5%網易(09999.HK) +4.100 (+2.229%) 沽空 $2.61億; 比率 24.888% │2.1%招行(03968.HK) +0.320 (+0.649%) 沽空 $4.35億; 比率 51.865% │2.1%美團-W(03690.HK) +0.400 (+0.508%) 沽空 $14.05億; 比率 41.548% │1.8%小米(01810.HK) -0.060 (-0.178%) 沽空 $12.95億; 比率 26.554% │1.6%紫金(02899.HK) +0.960 (+2.463%) 沽空 $3.23億; 比率 19.880% │1.5%攜程(09961.HK) +6.000 (+1.447%) 沽空 $2.33億; 比率 23.494% │1.4%美的集團(000333.SZ) +1.190 (+1.578%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +4.880 (+0.349%) │1.1%匯川技術(300124.SZ) +0.250 (+0.353%) │1.0%比亞迪(01211.HK) -1.100 (-1.122%) 沽空 $9.50億; 比率 32.930% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -1.190 (-0.520%) │0.9%國壽(02628.HK) +0.820 (+2.869%) 沽空 $3.88億; 比率 24.558% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +1.150 (+1.988%) │0.9%中國財險(02328.HK) +0.400 (+2.618%) 沽空 $5.19千萬; 比率 18.034% │0.9%港交所(00388.HK) +9.600 (+2.359%) 沽空 $2.80億; 比率 11.604% │0.6%工行(01398.HK) -0.040 (-0.633%) 沽空 $2.66億; 比率 10.566% │0.6%翰森製藥(03692.HK) +0.420 (+1.246%) 沽空 $9.54千萬; 比率 27.841% │0.6%藥明康德(02359.HK) +1.800 (+1.654%) 沽空 $6.40千萬; 比率 12.862% │0.6%海爾智家(06690.HK) +0.420 (+1.691%) 沽空 $6.89千萬; 比率 39.354% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +3.400 (+2.896%) 沽空 $3.12億; 比率 35.370% │0.5%瀾起科技(688008.SH) +4.800 (+3.239%) │0.5%申洲(02313.HK) 0.000 (0.000%) 沽空 $5.23千萬; 比率 17.869% │0.5%華潤置地(01109.HK) -0.240 (-0.778%) 沽空 $1.28億; 比率 27.740% │0.5%恒瑞醫藥(600276.SH) +1.610 (+2.930%) │0.5%京東(09618.HK) +3.000 (+2.844%) 沽空 $3.05億; 比率 24.655% │0.5%安踏(02020.HK) +0.950 (+1.203%) 沽空 $1.66億; 比率 31.322% │0.5%華潤啤酒(00291.HK) +0.080 (+0.305%) 沽空 $1.10千萬; 比率 8.545% │0.5%創科(00669.HK) +3.500 (+3.073%) 沽空 $3.75億; 比率 39.205% │0.4%中石油(00857.HK) -0.380 (-3.571%) 沽空 $5.55億; 比率 24.596% │0.4%海螺水泥(00914.HK) -0.200 (-0.889%) 沽空 $2.66千萬; 比率 11.177% │0.4%太保(02601.HK) +1.080 (+3.249%) 沽空 $2.39億; 比率 28.718% │0.4%快手(01024.HK) +0.850 (+1.404%) 沽空 $3.95億; 比率 19.095% │0.4%洛陽鉬業(03993.HK) +0.520 (+2.562%) 沽空 $2.41億; 比率 36.002% │0.4%北方華創(002371.SZ) +4.360 (+0.963%) │0.4%紫金黃金國際(02259.HK) +0.400 (+0.191%) 沽空 $4.99千萬; 比率 8.565% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +3.580 (+1.106%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.260 (+1.645%) 沽空 $2.33億; 比率 22.927% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-10 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。)