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) +13.000 (+2.142%) 沽空 $5.29亿; 比率 8.541% │17.9%阿里巴巴-W(09988.HK) +3.000 (+1.766%) 沽空 $8.22亿; 比率 8.430% │10%宁德时代(300750.SZ) +0.970 (+0.286%) │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) +0.230 (+2.960%) 沽空 $1.99亿; 比率 15.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.400 (+2.776%) 沽空 $2.13亿; 比率 15.598% │2.5%网易(09999.HK) +4.800 (+2.319%) 沽空 $1.06亿; 比率 19.528% │2.1%招行(03968.HK) +0.540 (+1.145%) 沽空 $2.16亿; 比率 44.688% │2.1%美团-W(03690.HK) +1.550 (+1.605%) 沽空 $2.68亿; 比率 16.431% │1.8%相关内容《大行》大和降安踏(02020.HK)至「跑赢大市」评级 目标价下调至95元小米(01810.HK) +0.620 (+1.744%) 沽空 $3.66亿; 比率 16.947% │1.6%紫金(02899.HK) +1.020 (+2.350%) 沽空 $3.98亿; 比率 12.192% │1.5%携程(09961.HK) -4.200 (-0.841%) 沽空 $1.36亿; 比率 10.490% │1.4%美的集团(000333.SZ) +0.040 (+0.053%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -11.940 (-0.889%) │1.1%汇川技术(300124.SZ) -1.570 (-2.002%) │1.0%比亚迪(01211.HK) +3.200 (+3.255%) 沽空 $3.49亿; 比率 38.146% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +2.570 (+1.358%) │0.9%国寿(02628.HK) +0.920 (+2.698%) 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) +0.320 (+0.513%) │0.9%中国财险(02328.HK) +0.530 (+3.369%) 沽空 $1.30千万; 比率 5.507% │0.9%港交所(00388.HK) +9.400 (+2.184%) 沽空 $1.29亿; 比率 11.934% │0.6%工行(01398.HK) +0.200 (+3.145%) 沽空 $2.00亿; 比率 16.812% │0.6%翰森制药(03692.HK) +0.340 (+0.884%) 沽空 $6.73千万; 比率 37.219% │0.6%药明康德(02359.HK) -1.800 (-1.585%) 沽空 $1.37亿; 比率 36.202% │0.6%海尔智家(06690.HK) -0.240 (-0.927%) 沽空 $2.56千万; 比率 12.684% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.200 (+0.129%) 沽空 $2.15亿; 比率 28.394% │0.5%澜起科技(688008.SH) +5.930 (+3.508%) │0.5%申洲(02313.HK) +1.050 (+1.698%) 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) -0.570 (-0.997%) │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) -0.850 (-1.091%) 沽空 $1.68亿; 比率 17.878% │0.5%华润啤酒(00291.HK) +0.320 (+1.251%) 沽空 $6.68百万; 比率 6.178% │0.5%创科(00669.HK) +2.500 (+2.390%) 沽空 $1.14亿; 比率 46.188% │0.4%中石油(00857.HK) +0.460 (+5.221%) 沽空 $2.40亿; 比率 26.456% │0.4%相关内容《大行》海通国际：腾讯(00700.HK)去年第四季料续稳健 今年维持高质量增长海螺水泥(00914.HK) +0.780 (+3.189%) 沽空 $1.58千万; 比率 15.109% │0.4%太保(02601.HK) +0.080 (+0.208%) 沽空 $6.40千万; 比率 23.395% │0.4%快手(01024.HK) +3.000 (+3.807%) 沽空 $2.32亿; 比率 15.475% │0.4%洛阳钼业(03993.HK) +1.200 (+5.245%) 沽空 $1.10亿; 比率 20.096% │0.4%北方华创(002371.SZ) +4.450 (+0.894%) │0.4%紫金黄金国际(02259.HK) +9.800 (+4.206%) 沽空 $1.74亿; 比率 22.022% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +11.030 (+3.089%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.130 (+0.786%) 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。)