摩根士丹利近日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) +5.200 (+1.112%) 沽空 $11.29亿; 比率 10.030% │15.3%阿里-W(09988.HK) +5.700 (+4.524%) 沽空 $15.97亿; 比率 17.830% │10%中国平安(02318.HK) +0.250 (+0.397%) 沽空 $1.96亿; 比率 17.182% │3.5%宁德时代(300750.SZ) -9.000 (-2.022%) │3.2%建行(00939.HK) +0.060 (+0.683%) 沽空 $4.03亿; 比率 42.500% │2.8%友邦(01299.HK) +0.950 (+1.117%) 沽空 $4.52亿; 比率 28.631% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.120 (+0.336%) 沽空 $1.74亿; 比率 17.670% │2.1%招行(03968.HK) -0.020 (-0.042%) 沽空 $2.22亿; 比率 41.995% │1.9%网易(09999.HK) +2.900 (+1.620%) 沽空 $2.89亿; 比率 24.383% │1.7%思源电气(002028.SZ) -1.860 (-0.945%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) -0.210 (-0.258%) │1.2%美团-W(03690.HK) +1.200 (+1.441%) 沽空 $4.46亿; 比率 30.856% │1.2%贵州茅台(600519.SH) -16.380 (-1.169%) │1.1%携程(09961.HK) -0.800 (-0.191%) 沽空 $2.55亿; 比率 21.395% │1.1%国寿(02628.HK) +0.160 (+0.559%) 沽空 $1.58亿; 比率 23.214% │1.0%小米-W(01810.HK) +1.960 (+6.754%) 沽空 $30.98亿; 比率 42.384% │1.0%汇川技术(300124.SZ) +1.010 (+1.494%) │1.0%比亚迪(01211.HK) +0.500 (+0.488%) 沽空 $7.22亿; 比率 44.790% │0.9%满帮(YMM.US) │0.9%澜起科技(688008.SH) +3.400 (+2.001%) │0.8%福耀玻璃(600660.SH) -0.530 (-0.892%) │0.8%中国财险(02328.HK) +0.070 (+0.500%) 沽空 $6.28千万; 比率 18.683% │0.8%药明康德(02359.HK) +1.400 (+1.029%) 沽空 $3.27千万; 比率 13.887% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +2.600 (+0.630%) 沽空 $1.11亿; 比率 9.937% │0.7%工行(01398.HK) +0.084 (+1.229%) 沽空 $2.36亿; 比率 33.241% │0.6%百度-SW(09888.HK) +4.100 (+3.454%) 沽空 $3.76亿; 比率 35.732% │0.6%紫金黄金国际(02259.HK) +0.900 (+0.597%) 沽空 $6.31千万; 比率 20.639% │0.6%安踏(02020.HK) +0.250 (+0.308%) 沽空 $4.65千万; 比率 14.468% │0.6%海尔智家(06690.HK) -0.020 (-0.091%) 沽空 $9.67千万; 比率 42.229% │0.6%创科(00669.HK) +2.900 (+2.592%) 沽空 $1.54亿; 比率 27.810% │0.6%翰森制药(03692.HK) +0.280 (+0.755%) 沽空 $4.81千万; 比率 18.997% │0.6%华润置地(01109.HK) +0.540 (+1.662%) 沽空 $1.09亿; 比率 27.360% │0.5%申洲(02313.HK) -0.060 (-0.128%) 沽空 $6.76千万; 比率 15.598% │0.5%中石油(00857.HK) -0.330 (-2.743%) 沽空 $3.10亿; 比率 30.037% │0.5%中微公司(688012.SH) +16.540 (+4.598%) │0.5%海螺水泥(00914.HK) +0.190 (+0.971%) 沽空 $1.29千万; 比率 22.183% │0.5%潍柴(02338.HK) +4.680 (+12.112%) 沽空 $5.19亿; 比率 30.519% │0.5%北方华创(002371.SZ) +26.280 (+5.146%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.150 (-0.732%) │0.5%洛阳钼业(03993.HK) +0.350 (+1.989%) 沽空 $3.52千万; 比率 13.466% │0.5%华润啤酒(00291.HK) +0.080 (+0.298%) 沽空 $5.94千万; 比率 25.380% │0.5%恒瑞医药(600276.SH) -1.110 (-2.019%) │0.4%太保(02601.HK) +0.340 (+0.999%) 沽空 $5.37千万; 比率 29.995% │0.4%国电南瑞(600406.SH) -0.650 (-2.442%) │0.4%京东-SW(09618.HK) +0.500 (+0.430%) 沽空 $2.57亿; 比率 31.751% │0.4%五矿资源(01208.HK) -0.030 (-0.361%) 沽空 $1.03亿; 比率 46.032% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-05-04 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。)