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) +4.100 (+2.482%) 沽空 $4.18亿; 比率 8.823% │10%宁德时代(300750.SZ) -2.650 (-0.775%) │3.2%中国平安(02318.HK) +1.600 (+2.349%) 沽空 $3.25亿; 比率 25.043% │3.1%建行(00939.HK) +0.090 (+1.175%) 沽空 $1.34亿; 比率 16.596% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.200 (+3.853%) 沽空 $2.15亿; 比率 19.917% │2.5%网易(09999.HK) -1.600 (-0.768%) 沽空 $6.95千万; 比率 22.386% │2.1%招行(03968.HK) +0.580 (+1.244%) 沽空 $1.42亿; 比率 39.412% │2.1%美团-W(03690.HK) -0.300 (-0.309%) 沽空 $2.56亿; 比率 27.396% │1.8%相关内容《大行》Bernstein列出亚太区今年上半年首选股(表)小米(01810.HK) +0.500 (+1.420%) 沽空 $2.69亿; 比率 15.450% │1.6%紫金(02899.HK) +1.060 (+2.513%) 沽空 $5.97亿; 比率 18.971% │1.5%携程(09961.HK) +6.800 (+1.382%) 沽空 $1.35亿; 比率 25.619% │1.4%美的集团(000333.SZ) -0.250 (-0.327%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +1.010 (+0.075%) │1.1%汇川技术(300124.SZ) +1.240 (+1.606%) │1.0%比亚迪(01211.HK) -0.150 (-0.152%) 沽空 $2.45亿; 比率 34.941% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -0.510 (-0.269%) │0.9%国寿(02628.HK) +1.860 (+5.780%) 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) +1.870 (+3.092%) │0.9%中国财险(02328.HK) +0.030 (+0.191%) 沽空 $2.04千万; 比率 8.942% │0.9%港交所(00388.HK) +6.800 (+1.608%) 沽空 $7.86千万; 比率 8.531% │0.6%工行(01398.HK) +0.120 (+1.923%) 沽空 $1.48亿; 比率 19.811% │0.6%翰森制药(03692.HK) -1.640 (-4.076%) 沽空 $5.75千万; 比率 39.479% │0.6%药明康德(02359.HK) -0.900 (-0.788%) 沽空 $2.00亿; 比率 56.360% │0.6%海尔智家(06690.HK) +0.240 (+0.936%) 沽空 $1.74千万; 比率 27.474% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) 0.000 (0.000%) 沽空 $2.48亿; 比率 35.444% │0.5%澜起科技(688008.SH) +4.910 (+2.992%) │0.5%申洲(02313.HK) +0.350 (+0.571%) 沽空 $1.11千万; 比率 12.370% │0.5%华润置地(01109.HK) +0.480 (+1.714%) 沽空 $3.48千万; 比率 14.289% │0.5%恒瑞医药(600276.SH) -0.960 (-1.651%) │0.5%京东(09618.HK) -2.500 (-2.155%) 沽空 $1.05亿; 比率 28.482% │0.5%安踏(02020.HK) +1.250 (+1.637%) 沽空 $6.39千万; 比率 10.045% │0.5%华润啤酒(00291.HK) -0.160 (-0.622%) 沽空 $2.38百万; 比率 2.736% │0.5%创科(00669.HK) +2.900 (+2.854%) 沽空 $6.86千万; 比率 18.546% │0.4%中石油(00857.HK) +0.050 (+0.573%) 沽空 $7.84千万; 比率 19.918% │0.4%相关内容《大行》花旗：腾讯(00700.HK)AI战略转型为关键催化剂 目标价上调至783元海螺水泥(00914.HK) -0.060 (-0.245%) 沽空 $6.28百万; 比率 11.576% │0.4%太保(02601.HK) +0.940 (+2.512%) 沽空 $6.91千万; 比率 28.360% │0.4%快手(01024.HK) +0.450 (+0.573%) 沽空 $8.61千万; 比率 13.260% │0.4%洛阳钼业(03993.HK) +0.080 (+0.352%) 沽空 $1.71亿; 比率 26.552% │0.4%北方华创(002371.SZ) +1.460 (+0.294%) │0.4%紫金黄金国际(02259.HK) +22.800 (+10.920%) 沽空 $2.27亿; 比率 12.206% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +3.970 (+1.124%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.110 (-0.662%) 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。)