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) +14.000 (+2.306%) 沽空 $8.63亿; 比率 6.163% │17.9%阿里巴巴-W(09988.HK) +3.600 (+2.119%) 沽空 $14.53亿; 比率 9.259% │10%宁德时代(300750.SZ) +0.590 (+0.174%) │3.2%中国平安(02318.HK) +1.250 (+1.793%) 沽空 $9.80亿; 比率 30.725% │3.1%建行(00939.HK) +0.260 (+3.346%) 沽空 $5.49亿; 比率 20.611% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.400 (+2.776%) 沽空 $5.97亿; 比率 21.430% │2.5%网易(09999.HK) +5.000 (+2.415%) 沽空 $3.22亿; 比率 29.368% │2.1%招行(03968.HK) +0.480 (+1.017%) 沽空 $7.83亿; 比率 59.115% │2.1%美团-W(03690.HK) +1.800 (+1.864%) 沽空 $5.90亿; 比率 17.819% │1.8%相关内容《大行》瑞银：香港居民投资及消费意欲较预期审慎 本地首选股名单加入信置(00083.HK)剔出恒地(00012.HK)小米(01810.HK) +0.760 (+2.137%) 沽空 $7.79亿; 比率 16.051% │1.6%紫金(02899.HK) +1.360 (+3.134%) 沽空 $6.48亿; 比率 10.444% │1.5%携程(09961.HK) -4.000 (-0.801%) 沽空 $3.53亿; 比率 18.308% │1.4%美的集团(000333.SZ) -0.760 (-0.999%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -19.320 (-1.439%) │1.1%汇川技术(300124.SZ) -2.030 (-2.588%) │1.0%比亚迪(01211.HK) +4.500 (+4.578%) 沽空 $10.19亿; 比率 30.028% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.430 (+1.284%) │0.9%国寿(02628.HK) +1.080 (+3.167%) 沽空 $7.50亿; 比率 24.823% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.240 (-0.385%) │0.9%中国财险(02328.HK) +0.600 (+3.814%) 沽空 $3.41千万; 比率 5.293% │0.9%港交所(00388.HK) +8.800 (+2.045%) 沽空 $2.62亿; 比率 7.645% │0.6%工行(01398.HK) +0.230 (+3.616%) 沽空 $4.85亿; 比率 20.497% │0.6%翰森制药(03692.HK) +0.580 (+1.507%) 沽空 $1.42亿; 比率 42.260% │0.6%药明康德(02359.HK) 0.000 (0.000%) 沽空 $2.67亿; 比率 36.610% │0.6%海尔智家(06690.HK) -0.240 (-0.927%) 沽空 $5.56千万; 比率 16.421% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.900 (+0.580%) 沽空 $5.46亿; 比率 31.656% │0.5%澜起科技(688008.SH) +4.240 (+2.509%) │0.5%申洲(02313.HK) +1.150 (+1.859%) 沽空 $1.47亿; 比率 41.487% │0.5%华润置地(01109.HK) +1.320 (+4.635%) 沽空 $1.36亿; 比率 11.078% │0.5%恒瑞医药(600276.SH) -0.650 (-1.136%) │0.5%京东(09618.HK) +2.800 (+2.467%) 沽空 $4.91亿; 比率 34.767% │0.5%安踏(02020.HK) -0.900 (-1.155%) 沽空 $2.47亿; 比率 17.143% │0.5%华润啤酒(00291.HK) +0.300 (+1.173%) 沽空 $2.60千万; 比率 5.708% │0.5%创科(00669.HK) +2.400 (+2.294%) 沽空 $3.68亿; 比率 52.702% │0.4%中石油(00857.HK) +0.440 (+4.994%) 沽空 $6.31亿; 比率 32.612% │0.4%相关内容《大行》瑞银：中国汽车行业目标高增长 出口与智能化成未来关键海螺水泥(00914.HK) +0.620 (+2.535%) 沽空 $4.86千万; 比率 22.637% │0.4%太保(02601.HK) +0.140 (+0.364%) 沽空 $9.89千万; 比率 17.872% │0.4%快手(01024.HK) +3.500 (+4.442%) 沽空 $5.19亿; 比率 16.332% │0.4%洛阳钼业(03993.HK) +1.260 (+5.507%) 沽空 $3.47亿; 比率 24.994% │0.4%北方华创(002371.SZ) +4.320 (+0.868%) │0.4%紫金黄金国际(02259.HK) +20.200 (+8.670%) 沽空 $4.12亿; 比率 23.427% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +11.510 (+3.223%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.210 (+1.270%) 沽空 $9.65千万; 比率 10.514% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-28 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。)