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) +29.500 (+5.717%) 沽空 $29.88亿; 比率 18.616% │17.9%阿里巴巴-W(09988.HK) +3.900 (+3.030%) 沽空 $22.60亿; 比率 17.277% │10%宁德时代(300750.SZ) +21.480 (+6.008%) │3.2%中国平安(02318.HK) +0.650 (+1.038%) 沽空 $9.67亿; 比率 18.980% │3.1%建行(00939.HK) 0.000 (0.000%) 沽空 $9.74亿; 比率 38.950% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.450 (+2.995%) 沽空 $12.09亿; 比率 28.677% │2.5%网易(09999.HK) +2.800 (+1.523%) 沽空 $4.56亿; 比率 27.932% │2.1%招行(03968.HK) +0.360 (+0.730%) 沽空 $9.96亿; 比率 59.808% │2.1%美团-W(03690.HK) -0.450 (-0.572%) 沽空 $17.97亿; 比率 34.516% │1.8%小米(01810.HK) -0.340 (-1.010%) 沽空 $19.35亿; 比率 32.910% │1.6%紫金(02899.HK) +0.920 (+2.360%) 沽空 $4.98亿; 比率 11.853% │1.5%携程(09961.HK) +3.800 (+0.917%) 沽空 $2.53亿; 比率 18.175% │1.4%美的集团(000333.SZ) +1.230 (+1.631%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +4.010 (+0.287%) │1.1%汇川技术(300124.SZ) +0.240 (+0.339%) │1.0%比亚迪(01211.HK) -2.100 (-2.142%) 沽空 $11.62亿; 比率 22.048% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -3.560 (-1.554%) │0.9%国寿(02628.HK) +0.660 (+2.309%) 沽空 $6.50亿; 比率 18.055% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +1.240 (+2.143%) │0.9%中国财险(02328.HK) +0.370 (+2.421%) 沽空 $9.41千万; 比率 13.241% │0.9%港交所(00388.HK) +6.400 (+1.572%) 沽空 $7.30亿; 比率 24.084% │0.6%工行(01398.HK) 0.000 (0.000%) 沽空 $5.30亿; 比率 32.556% │0.6%翰森制药(03692.HK) +0.420 (+1.246%) 沽空 $1.11亿; 比率 26.978% │0.6%药明康德(02359.HK) +2.000 (+1.838%) 沽空 $1.37亿; 比率 30.510% │0.6%海尔智家(06690.HK) +0.100 (+0.403%) 沽空 $1.61亿; 比率 38.781% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +2.200 (+1.874%) 沽空 $5.31亿; 比率 33.813% │0.5%澜起科技(688008.SH) +3.020 (+2.038%) │0.5%申洲(02313.HK) -0.050 (-0.087%) 沽空 $8.59千万; 比率 19.695% │0.5%华润置地(01109.HK) -0.520 (-1.686%) 沽空 $3.24亿; 比率 41.184% │0.5%恒瑞医药(600276.SH) +1.770 (+3.222%) │0.5%京东(09618.HK) +2.400 (+2.275%) 沽空 $5.15亿; 比率 20.648% │0.5%安踏(02020.HK) +0.550 (+0.696%) 沽空 $2.07亿; 比率 22.182% │0.5%华润啤酒(00291.HK) +0.200 (+0.763%) 沽空 $5.48千万; 比率 18.443% │0.5%创科(00669.HK) +3.200 (+2.809%) 沽空 $4.69亿; 比率 38.796% │0.4%中石油(00857.HK) -0.270 (-2.538%) 沽空 $18.98亿; 比率 37.963% │0.4%海螺水泥(00914.HK) +0.120 (+0.533%) 沽空 $5.53千万; 比率 20.661% │0.4%太保(02601.HK) +0.900 (+2.708%) 沽空 $1.45亿; 比率 15.123% │0.4%快手(01024.HK) +1.100 (+1.817%) 沽空 $5.33亿; 比率 25.525% │0.4%洛阳钼业(03993.HK) +0.480 (+2.365%) 沽空 $2.89亿; 比率 13.715% │0.4%北方华创(002371.SZ) +1.610 (+0.356%) │0.4%紫金黄金国际(02259.HK) +1.600 (+0.763%) 沽空 $1.89亿; 比率 22.520% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +1.040 (+0.321%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.360 (+2.277%) 沽空 $3.94亿; 比率 32.860% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-09 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。)