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) +9.000 (+1.501%) 沽空 $1.28亿; 比率 1.783% │17.9%阿里巴巴-W(09988.HK) +3.700 (+2.240%) 沽空 $4.18亿; 比率 8.823% │10%宁德时代(300750.SZ) -1.690 (-0.494%) │3.2%中国平安(02318.HK) +1.650 (+2.423%) 沽空 $3.25亿; 比率 25.043% │3.1%建行(00939.HK) +0.110 (+1.436%) 沽空 $1.34亿; 比率 16.596% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.250 (+3.913%) 沽空 $2.15亿; 比率 19.917% │2.5%网易(09999.HK) -1.400 (-0.672%) 沽空 $6.95千万; 比率 22.386% │2.1%招行(03968.HK) +0.560 (+1.201%) 沽空 $1.42亿; 比率 39.412% │2.1%美团-W(03690.HK) -0.350 (-0.360%) 沽空 $2.56亿; 比率 27.396% │1.8%相关内容《大行》摩通料阿里(09988.HK)旗下「平头哥」估值250亿至620亿美元 料今年或难分拆上市小米(01810.HK) +0.240 (+0.681%) 沽空 $2.69亿; 比率 15.450% │1.6%紫金(02899.HK) +0.980 (+2.323%) 沽空 $5.97亿; 比率 18.971% │1.5%携程(09961.HK) +5.600 (+1.138%) 沽空 $1.35亿; 比率 25.619% │1.4%美的集团(000333.SZ) +0.260 (+0.341%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +7.730 (+0.576%) │1.1%汇川技术(300124.SZ) +1.760 (+2.280%) │1.0%比亚迪(01211.HK) +0.100 (+0.102%) 沽空 $2.45亿; 比率 34.941% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +0.170 (+0.090%) │0.9%国寿(02628.HK) +1.680 (+5.221%) 沽空 $2.73亿; 比率 19.934% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +2.270 (+3.753%) │0.9%中国财险(02328.HK) +0.070 (+0.446%) 沽空 $2.04千万; 比率 8.942% │0.9%港交所(00388.HK) +7.200 (+1.702%) 沽空 $7.86千万; 比率 8.531% │0.6%工行(01398.HK) +0.130 (+2.083%) 沽空 $1.48亿; 比率 19.811% │0.6%翰森制药(03692.HK) -1.740 (-4.324%) 沽空 $5.75千万; 比率 39.479% │0.6%药明康德(02359.HK) -0.100 (-0.088%) 沽空 $2.00亿; 比率 56.360% │0.6%海尔智家(06690.HK) +0.440 (+1.716%) 沽空 $1.74千万; 比率 27.474% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.100 (+0.064%) 沽空 $2.48亿; 比率 35.444% │0.5%澜起科技(688008.SH) +4.740 (+2.888%) │0.5%申洲(02313.HK) +0.600 (+0.979%) 沽空 $1.11千万; 比率 12.370% │0.5%华润置地(01109.HK) +0.560 (+2.000%) 沽空 $3.48千万; 比率 14.289% │0.5%恒瑞医药(600276.SH) -0.700 (-1.204%) │0.5%京东(09618.HK) -2.600 (-2.241%) 沽空 $1.05亿; 比率 28.482% │0.5%安踏(02020.HK) +1.400 (+1.834%) 沽空 $6.39千万; 比率 10.045% │0.5%华润啤酒(00291.HK) -0.180 (-0.700%) 沽空 $2.38百万; 比率 2.736% │0.5%创科(00669.HK) +3.100 (+3.051%) 沽空 $6.86千万; 比率 18.546% │0.4%中石油(00857.HK) +0.080 (+0.916%) 沽空 $7.84千万; 比率 19.918% │0.4%相关内容《大行》大摩：紫金矿业(02899.HK)收购联合黄金有助达成100吨年产量目标海螺水泥(00914.HK) -0.080 (-0.327%) 沽空 $6.28百万; 比率 11.576% │0.4%太保(02601.HK) +1.080 (+2.886%) 沽空 $6.91千万; 比率 28.360% │0.4%快手(01024.HK) +0.200 (+0.254%) 沽空 $8.61千万; 比率 13.260% │0.4%洛阳钼业(03993.HK) -0.160 (-0.704%) 沽空 $1.71亿; 比率 26.552% │0.4%北方华创(002371.SZ) +4.630 (+0.933%) │0.4%紫金黄金国际(02259.HK) +15.000 (+7.184%) 沽空 $2.27亿; 比率 12.206% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +7.640 (+2.164%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.080 (-0.481%) 沽空 $2.77千万; 比率 11.969% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-27 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。)