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) +14.000 (+2.306%) 沽空 $5.29亿; 比率 8.541% │17.9%阿里巴巴-W(09988.HK) +2.900 (+1.707%) 沽空 $8.22亿; 比率 8.430% │10%宁德时代(300750.SZ) +0.590 (+0.174%) │3.2%中国平安(02318.HK) +0.900 (+1.291%) 沽空 $4.65亿; 比率 27.396% │3.1%建行(00939.HK) +0.220 (+2.831%) 沽空 $1.99亿; 比率 15.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.100 (+2.429%) 沽空 $2.13亿; 比率 15.598% │2.5%网易(09999.HK) +4.000 (+1.932%) 沽空 $1.06亿; 比率 19.528% │2.1%招行(03968.HK) +0.260 (+0.551%) 沽空 $2.16亿; 比率 44.688% │2.1%美团-W(03690.HK) +1.100 (+1.139%) 沽空 $2.68亿; 比率 16.431% │1.8%相关内容《大行》摩通：安踏(02020.HK)收购Puma股权迈向全球化 目标价141元小米(01810.HK) +0.640 (+1.800%) 沽空 $3.66亿; 比率 16.947% │1.6%紫金(02899.HK) +1.300 (+2.995%) 沽空 $3.98亿; 比率 12.192% │1.5%携程(09961.HK) -5.200 (-1.041%) 沽空 $1.36亿; 比率 10.490% │1.4%美的集团(000333.SZ) -0.760 (-0.999%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -19.320 (-1.439%) │1.1%汇川技术(300124.SZ) -2.030 (-2.588%) │1.0%比亚迪(01211.HK) +3.900 (+3.967%) 沽空 $3.49亿; 比率 38.146% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.430 (+1.284%) │0.9%国寿(02628.HK) +0.840 (+2.463%) 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) -0.240 (-0.385%) │0.9%中国财险(02328.HK) +0.490 (+3.115%) 沽空 $1.30千万; 比率 5.507% │0.9%港交所(00388.HK) +7.000 (+1.626%) 沽空 $1.29亿; 比率 11.934% │0.6%工行(01398.HK) +0.190 (+2.987%) 沽空 $2.00亿; 比率 16.812% │0.6%翰森制药(03692.HK) +0.360 (+0.936%) 沽空 $6.73千万; 比率 37.219% │0.6%药明康德(02359.HK) -0.500 (-0.440%) 沽空 $1.37亿; 比率 36.202% │0.6%海尔智家(06690.HK) -0.360 (-1.390%) 沽空 $2.56千万; 比率 12.684% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.600 (+0.387%) 沽空 $2.15亿; 比率 28.394% │0.5%澜起科技(688008.SH) +4.240 (+2.509%) │0.5%申洲(02313.HK) +0.700 (+1.132%) 沽空 $6.29千万; 比率 35.574% │0.5%华润置地(01109.HK) +1.020 (+3.581%) 沽空 $4.44千万; 比率 9.707% │0.5%恒瑞医药(600276.SH) -0.650 (-1.136%) │0.5%京东(09618.HK) +1.600 (+1.410%) 沽空 $1.74亿; 比率 29.674% │0.5%安踏(02020.HK) -1.400 (-1.797%) 沽空 $1.68亿; 比率 17.878% │0.5%华润啤酒(00291.HK) +0.180 (+0.704%) 沽空 $6.68百万; 比率 6.178% │0.5%创科(00669.HK) +2.200 (+2.103%) 沽空 $1.14亿; 比率 46.188% │0.4%中石油(00857.HK) +0.390 (+4.427%) 沽空 $2.40亿; 比率 26.456% │0.4%相关内容《大行》野村料网易(NTES.US)上季总收入按年增4%但逊市场预期 续予「买入」评级海螺水泥(00914.HK) +0.560 (+2.289%) 沽空 $1.58千万; 比率 15.109% │0.4%太保(02601.HK) -0.020 (-0.052%) 沽空 $6.40千万; 比率 23.395% │0.4%快手(01024.HK) +3.250 (+4.124%) 沽空 $2.32亿; 比率 15.475% │0.4%洛阳钼业(03993.HK) +1.120 (+4.895%) 沽空 $1.10亿; 比率 20.096% │0.4%北方华创(002371.SZ) +4.320 (+0.868%) │0.4%紫金黄金国际(02259.HK) +18.800 (+8.069%) 沽空 $1.74亿; 比率 22.022% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +11.510 (+3.223%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.120 (+0.726%) 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。)