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) -3.000 (-0.578%) 沽空 $29.88億; 比率 18.616% │17.9%阿里巴巴-W(09988.HK) -2.000 (-1.530%) 沽空 $22.60億; 比率 17.277% │10%寧德時代(300750.SZ) +2.730 (+0.770%) │3.2%中國平安(02318.HK) -2.000 (-3.094%) 沽空 $9.67億; 比率 18.980% │3.1%建行(00939.HK) +0.010 (+0.126%) 沽空 $9.74億; 比率 38.950% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -3.800 (-4.439%) 沽空 $12.09億; 比率 28.677% │2.5%網易(09999.HK) -5.300 (-2.801%) 沽空 $4.56億; 比率 27.932% │2.1%招行(03968.HK) +0.500 (+1.025%) 沽空 $9.96億; 比率 59.808% │2.1%美團-W(03690.HK) +1.850 (+2.407%) 沽空 $17.97億; 比率 34.516% │1.8%小米(01810.HK) +0.260 (+0.778%) 沽空 $19.35億; 比率 32.910% │1.6%紫金(02899.HK) -1.140 (-2.841%) 沽空 $4.98億; 比率 11.853% │1.5%攜程(09961.HK) -3.400 (-0.813%) 沽空 $2.53億; 比率 18.175% │1.4%美的集團(000333.SZ) -1.110 (-1.451%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -5.000 (-0.357%) │1.1%匯川技術(300124.SZ) -0.680 (-0.951%) │1.0%比亞迪(01211.HK) +3.350 (+3.537%) 沽空 $11.62億; 比率 22.048% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -4.450 (-1.906%) │0.9%國壽(02628.HK) -0.220 (-0.764%) 沽空 $6.50億; 比率 18.055% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -1.170 (-1.982%) │0.9%中國財險(02328.HK) -0.500 (-3.169%) 沽空 $9.41千萬; 比率 13.241% │0.9%港交所(00388.HK) -8.000 (-1.928%) 沽空 $7.30億; 比率 24.084% │0.6%工行(01398.HK) -0.090 (-1.404%) 沽空 $5.30億; 比率 32.556% │0.6%翰森製藥(03692.HK) +0.120 (+0.357%) 沽空 $1.11億; 比率 26.978% │0.6%藥明康德(02359.HK) -3.200 (-2.857%) 沽空 $1.37億; 比率 30.510% │0.6%海爾智家(06690.HK) -0.180 (-0.719%) 沽空 $1.61億; 比率 38.781% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -2.100 (-1.757%) 沽空 $5.31億; 比率 33.813% │0.5%瀾起科技(688008.SH) -3.430 (-2.262%) │0.5%申洲(02313.HK) -0.950 (-1.618%) 沽空 $8.59千萬; 比率 19.695% │0.5%華潤置地(01109.HK) -0.080 (-0.259%) 沽空 $3.24億; 比率 41.184% │0.5%恒瑞醫藥(600276.SH) -0.620 (-1.116%) │0.5%京東(09618.HK) -1.100 (-1.032%) 沽空 $5.15億; 比率 20.648% │0.5%安踏(02020.HK) -1.400 (-1.741%) 沽空 $2.07億; 比率 22.182% │0.5%華潤啤酒(00291.HK) -0.580 (-2.164%) 沽空 $5.48千萬; 比率 18.443% │0.5%創科(00669.HK) -5.200 (-4.366%) 沽空 $4.69億; 比率 38.796% │0.4%中石油(00857.HK) +0.240 (+2.308%) 沽空 $18.98億; 比率 37.963% │0.4%海螺水泥(00914.HK) -0.620 (-2.682%) 沽空 $5.53千萬; 比率 20.661% │0.4%太保(02601.HK) -0.740 (-2.178%) 沽空 $1.45億; 比率 15.123% │0.4%快手(01024.HK) -0.900 (-1.465%) 沽空 $5.33億; 比率 25.525% │0.4%洛陽鉬業(03993.HK) -1.120 (-5.229%) 沽空 $2.89億; 比率 13.715% │0.4%北方華創(002371.SZ) -12.740 (-2.738%) │0.4%紫金黃金國際(02259.HK) 0.000 (0.000%) 沽空 $1.89億; 比率 22.520% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -12.590 (-3.744%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.550 (-3.362%) 沽空 $3.94億; 比率 32.860% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-09 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。)