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) +12.500 (+2.283%) 沽空 $13.26億; 比率 9.036% │17.9%阿里巴巴-W(09988.HK) +2.900 (+1.871%) 沽空 $15.50億; 比率 16.679% │10%寧德時代(300750.SZ) -0.290 (-0.079%) │3.2%中國平安(02318.HK) +3.400 (+4.885%) 沽空 $11.77億; 比率 30.985% │3.1%建行(00939.HK) +0.110 (+1.380%) 沽空 $4.20億; 比率 24.179% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.850 (+3.413%) 沽空 $2.40億; 比率 9.026% │2.5%網易(09999.HK) +3.000 (+1.593%) 沽空 $1.87億; 比率 12.048% │2.1%招行(03968.HK) +0.040 (+0.081%) 沽空 $3.72億; 比率 36.128% │2.1%美團-W(03690.HK) -0.350 (-0.383%) 沽空 $15.18億; 比率 39.181% │1.8%相關內容《大行》大摩：上海住房回購計劃對內地樓市銷售助力有限小米(01810.HK) +0.020 (+0.057%) 沽空 $17.31億; 比率 39.721% │1.6%紫金(02899.HK) +2.180 (+5.575%) 沽空 $9.04億; 比率 28.975% │1.5%攜程(09961.HK) +10.000 (+2.242%) 沽空 $1.82億; 比率 13.306% │1.4%美的集團(000333.SZ) -0.380 (-0.478%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +9.950 (+0.657%) │1.1%匯川技術(300124.SZ) +2.200 (+2.947%) │1.0%比亞迪(01211.HK) +1.250 (+1.354%) 沽空 $3.74億; 比率 26.028% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +14.000 (+7.447%) │0.9%國壽(02628.HK) +1.340 (+3.976%) 沽空 $3.39億; 比率 16.853% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.460 (-0.759%) │0.9%中國財險(02328.HK) +0.590 (+3.727%) 沽空 $1.44億; 比率 21.403% │0.9%港交所(00388.HK) +11.000 (+2.699%) 沽空 $2.55億; 比率 14.517% │0.6%工行(01398.HK) +0.030 (+0.462%) 沽空 $1.69億; 比率 22.354% │0.6%翰森製藥(03692.HK) +0.640 (+1.754%) 沽空 $1.56億; 比率 41.447% │0.6%藥明康德(02359.HK) +0.800 (+0.694%) 沽空 $2.09億; 比率 34.290% │0.6%海爾智家(06690.HK) +0.020 (+0.074%) 沽空 $1.22億; 比率 25.856% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +4.400 (+3.193%) 沽空 $4.47億; 比率 34.633% │0.5%瀾起科技(688008.SH) +9.910 (+6.060%) │0.5%申洲(02313.HK) -0.850 (-1.339%) 沽空 $1.84億; 比率 47.095% │0.5%華潤置地(01109.HK) +0.380 (+1.199%) 沽空 $1.57億; 比率 22.103% │0.5%恒瑞醫藥(600276.SH) +0.140 (+0.244%) │0.5%京東(09618.HK) +1.000 (+0.935%) 沽空 $1.25億; 比率 14.757% │0.5%安踏(02020.HK) +2.050 (+2.545%) 沽空 $1.88億; 比率 17.485% │0.5%華潤啤酒(00291.HK) +0.180 (+0.661%) 沽空 $8.92千萬; 比率 31.007% │0.5%創科(00669.HK) +1.000 (+0.892%) 沽空 $1.76億; 比率 28.314% │0.4%中石油(00857.HK) -0.120 (-1.293%) 沽空 $1.77億; 比率 26.044% │0.4%相關內容《大行》中金料內房股去年業績續承壓 潤地(01109.HK)中海外(00688.HK)建發國際(01908.HK)利潤規模尚屬可觀海螺水泥(00914.HK) +0.420 (+1.713%) 沽空 $5.05千萬; 比率 18.721% │0.4%太保(02601.HK) +1.200 (+3.114%) 沽空 $2.47億; 比率 37.513% │0.4%快手(01024.HK) -1.950 (-2.737%) 沽空 $12.05億; 比率 21.451% │0.4%洛陽鉬業(03993.HK) +0.720 (+3.383%) 沽空 $1.45億; 比率 20.463% │0.4%北方華創(002371.SZ) +11.770 (+2.492%) │0.4%紫金黃金國際(02259.HK) +6.000 (+2.935%) 沽空 $1.36億; 比率 21.269% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.900 (+0.830%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.280 (+1.717%) 沽空 $8.33千萬; 比率 12.898% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-09 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。)