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) +13.500 (+2.224%) 沽空 $5.29亿; 比率 8.541% │17.9%阿里巴巴-W(09988.HK) +2.400 (+1.413%) 沽空 $8.22亿; 比率 8.430% │10%宁德时代(300750.SZ) +1.100 (+0.324%) │3.2%中国平安(02318.HK) +1.100 (+1.578%) 沽空 $4.65亿; 比率 27.396% │3.1%建行(00939.HK) +0.230 (+2.960%) 沽空 $1.99亿; 比率 15.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.950 (+2.256%) 沽空 $2.13亿; 比率 15.598% │2.5%网易(09999.HK) +4.200 (+2.029%) 沽空 $1.06亿; 比率 19.528% │2.1%招行(03968.HK) +0.660 (+1.399%) 沽空 $2.16亿; 比率 44.688% │2.1%美团-W(03690.HK) +0.850 (+0.880%) 沽空 $2.68亿; 比率 16.431% │1.8%相关内容《大行》大摩：安踏((02020.HK)提及今年利润率压力短期加重市场负面情绪 但股价已反映不确定性小米(01810.HK) +0.400 (+1.125%) 沽空 $3.66亿; 比率 16.947% │1.6%紫金(02899.HK) +1.560 (+3.594%) 沽空 $3.98亿; 比率 12.192% │1.5%携程(09961.HK) -7.600 (-1.522%) 沽空 $1.36亿; 比率 10.490% │1.4%美的集团(000333.SZ) -0.780 (-1.025%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -17.570 (-1.308%) │1.1%汇川技术(300124.SZ) -2.420 (-3.085%) │1.0%比亚迪(01211.HK) +1.500 (+1.526%) 沽空 $3.49亿; 比率 38.146% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +1.020 (+0.539%) │0.9%国寿(02628.HK) +0.740 (+2.170%) 沽空 $5.35亿; 比率 27.183% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.470 (-0.754%) │0.9%中国财险(02328.HK) +0.290 (+1.844%) 沽空 $1.30千万; 比率 5.507% │0.9%港交所(00388.HK) +6.600 (+1.533%) 沽空 $1.29亿; 比率 11.934% │0.6%工行(01398.HK) +0.210 (+3.302%) 沽空 $2.00亿; 比率 16.812% │0.6%翰森制药(03692.HK) +0.380 (+0.988%) 沽空 $6.73千万; 比率 37.219% │0.6%药明康德(02359.HK) -1.500 (-1.320%) 沽空 $1.37亿; 比率 36.202% │0.6%海尔智家(06690.HK) -0.380 (-1.467%) 沽空 $2.56千万; 比率 12.684% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.500 (+0.322%) 沽空 $2.15亿; 比率 28.394% │0.5%澜起科技(688008.SH) +2.340 (+1.384%) │0.5%申洲(02313.HK) +1.050 (+1.698%) 沽空 $6.29千万; 比率 35.574% │0.5%华润置地(01109.HK) +0.760 (+2.669%) 沽空 $4.44千万; 比率 9.707% │0.5%恒瑞医药(600276.SH) -0.800 (-1.399%) │0.5%京东(09618.HK) +0.700 (+0.617%) 沽空 $1.74亿; 比率 29.674% │0.5%安踏(02020.HK) -1.000 (-1.284%) 沽空 $1.68亿; 比率 17.878% │0.5%华润啤酒(00291.HK) +0.020 (+0.078%) 沽空 $6.68百万; 比率 6.178% │0.5%创科(00669.HK) +1.600 (+1.530%) 沽空 $1.14亿; 比率 46.188% │0.4%中石油(00857.HK) +0.540 (+6.129%) 沽空 $2.40亿; 比率 26.456% │0.4%相关内容《大行》摩通升百度(09888.HK)目标价至195元 早期AI动能开始支撑营收趋稳海螺水泥(00914.HK) +0.940 (+3.843%) 沽空 $1.58千万; 比率 15.109% │0.4%太保(02601.HK) +0.140 (+0.364%) 沽空 $6.40千万; 比率 23.395% │0.4%快手(01024.HK) +2.600 (+3.299%) 沽空 $2.32亿; 比率 15.475% │0.4%洛阳钼业(03993.HK) +0.960 (+4.196%) 沽空 $1.10亿; 比率 20.096% │0.4%北方华创(002371.SZ) -3.680 (-0.739%) │0.4%紫金黄金国际(02259.HK) +5.200 (+2.232%) 沽空 $1.74亿; 比率 22.022% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -0.770 (-0.216%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.010 (+0.060%) 沽空 $4.90千万; 比率 12.626% │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 12:25。) (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。)