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) -19.500 (-3.258%) 沽空 $7.68亿; 比率 4.610% │17.9%阿里巴巴-W(09988.HK) -3.100 (-1.898%) 沽空 $9.25亿; 比率 5.611% │10%宁德时代(300750.SZ) -3.630 (-1.040%) │3.2%中国平安(02318.HK) +0.900 (+1.273%) 沽空 $7.77亿; 比率 18.344% │3.1%建行(00939.HK) +0.030 (+0.383%) 沽空 $2.05亿; 比率 9.329% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.050 (+1.179%) 沽空 $6.03亿; 比率 18.733% │2.5%网易(09999.HK) -0.800 (-0.404%) 沽空 $1.90亿; 比率 12.158% │2.1%招行(03968.HK) -0.200 (-0.416%) 沽空 $3.38亿; 比率 31.262% │2.1%美团-W(03690.HK) -1.700 (-1.792%) 沽空 $14.39亿; 比率 27.802% │1.8%相关内容《大行》花旗下调小米(01810.HK)经调整净利润预测 降目标价至43元小米(01810.HK) -0.460 (-1.312%) 沽空 $9.65亿; 比率 15.054% │1.6%紫金(02899.HK) +0.460 (+1.163%) 沽空 $7.46亿; 比率 10.368% │1.5%携程(09961.HK) +4.800 (+1.005%) 沽空 $1.28亿; 比率 11.044% │1.4%美的集团(000333.SZ) +0.070 (+0.090%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +30.010 (+2.103%) │1.1%汇川技术(300124.SZ) -0.180 (-0.240%) │1.0%比亚迪(01211.HK) -1.750 (-1.923%) 沽空 $18.96亿; 比率 31.998% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +6.770 (+3.619%) │0.9%国寿(02628.HK) +0.820 (+2.448%) 沽空 $5.61亿; 比率 15.012% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.050 (+0.083%) │0.9%中国财险(02328.HK) +0.080 (+0.506%) 沽空 $9.54千万; 比率 16.183% │0.9%港交所(00388.HK) -2.200 (-0.519%) 沽空 $3.38亿; 比率 14.113% │0.6%工行(01398.HK) +0.030 (+0.468%) 沽空 $2.69亿; 比率 16.197% │0.6%翰森制药(03692.HK) +0.060 (+0.161%) 沽空 $8.38千万; 比率 27.386% │0.6%药明康德(02359.HK) -0.500 (-0.457%) 沽空 $7.45千万; 比率 17.042% │0.6%海尔智家(06690.HK) +0.480 (+1.874%) 沽空 $9.55千万; 比率 28.807% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -5.400 (-3.681%) 沽空 $9.52亿; 比率 35.408% │0.5%澜起科技(688008.SH) +1.700 (+0.955%) │0.5%申洲(02313.HK) +0.550 (+0.896%) 沽空 $5.19千万; 比率 13.285% │0.5%华润置地(01109.HK) +0.460 (+1.549%) 沽空 $8.43千万; 比率 12.220% │0.5%恒瑞医药(600276.SH) +0.420 (+0.743%) │0.5%京东(09618.HK) -0.800 (-0.724%) 沽空 $5.70亿; 比率 37.243% │0.5%安踏(02020.HK) +0.300 (+0.385%) 沽空 $7.37千万; 比率 9.422% │0.5%华润啤酒(00291.HK) +0.460 (+1.740%) 沽空 $3.26千万; 比率 9.589% │0.5%创科(00669.HK) +1.400 (+1.327%) 沽空 $2.47亿; 比率 28.970% │0.4%中石油(00857.HK) +0.040 (+0.447%) 沽空 $2.36亿; 比率 15.617% │0.4%相关内容《大行》花旗料网易(09999.HK)上季线上游戏收入按年增逾9% 维持「买入」评级海螺水泥(00914.HK) +0.340 (+1.425%) 沽空 $5.64千万; 比率 22.208% │0.4%太保(02601.HK) +0.240 (+0.626%) 沽空 $8.72千万; 比率 15.315% │0.4%快手(01024.HK) -3.700 (-4.805%) 沽空 $4.77亿; 比率 16.675% │0.4%洛阳钼业(03993.HK) +0.800 (+3.759%) 沽空 $2.11亿; 比率 10.982% │0.4%北方华创(002371.SZ) +4.420 (+0.957%) │0.4%紫金黄金国际(02259.HK) +6.600 (+3.277%) 沽空 $1.03亿; 比率 3.763% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +10.200 (+3.066%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.180 (-1.136%) 沽空 $2.00亿; 比率 19.680% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-02 16:25。) (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。)