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) +16.000 (+3.065%) 沽空 $12.23亿; 比率 10.288% │17.9%阿里巴巴-W(09988.HK) +5.100 (+3.467%) 沽空 $11.07亿; 比率 16.231% │10%宁德时代(300750.SZ) -10.530 (-2.802%) │3.2%中国平安(02318.HK) +2.250 (+3.189%) 沽空 $6.15亿; 比率 34.425% │3.1%建行(00939.HK) +0.170 (+2.114%) 沽空 $2.42亿; 比率 13.832% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +3.350 (+4.070%) 沽空 $6.35亿; 比率 26.041% │2.5%网易(09999.HK) +3.100 (+1.729%) 沽空 $1.48亿; 比率 12.600% │2.1%招行(03968.HK) +0.860 (+1.751%) 沽空 $2.01亿; 比率 38.123% │2.1%美团-W(03690.HK) +4.250 (+5.263%) 沽空 $18.99亿; 比率 34.092% │1.8%小米(01810.HK) +1.200 (+3.394%) 沽空 $12.48亿; 比率 39.982% │1.6%紫金(02899.HK) +2.280 (+5.347%) 沽空 $4.98亿; 比率 27.217% │1.5%携程(09961.HK) +7.200 (+1.732%) 沽空 $2.38亿; 比率 7.741% │1.4%美的集团(000333.SZ) -0.750 (-0.940%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -1.300 (-0.087%) │1.1%汇川技术(300124.SZ) -0.680 (-0.897%) │1.0%比亚迪(01211.HK) +4.650 (+4.872%) 沽空 $6.22亿; 比率 27.063% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -5.860 (-2.682%) │0.9%国寿(02628.HK) +1.020 (+3.039%) 沽空 $1.87亿; 比率 24.777% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.040 (-0.067%) │0.9%中国财险(02328.HK) +0.420 (+2.544%) 沽空 $4.26千万; 比率 14.044% │0.9%港交所(00388.HK) +10.000 (+2.452%) 沽空 $1.91亿; 比率 11.314% │0.6%工行(01398.HK) +0.150 (+2.340%) 沽空 $1.54亿; 比率 24.445% │0.6%翰森制药(03692.HK) +0.260 (+0.708%) 沽空 $5.24千万; 比率 26.373% │0.6%药明康德(02359.HK) +2.200 (+1.759%) 沽空 $1.01亿; 比率 35.630% │0.6%海尔智家(06690.HK) +0.840 (+3.113%) 沽空 $6.10千万; 比率 27.263% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +4.200 (+3.256%) 沽空 $2.17亿; 比率 12.952% │0.5%澜起科技(688008.SH) -3.510 (-2.088%) │0.5%申洲(02313.HK) +3.100 (+4.921%) 沽空 $1.13亿; 比率 35.847% │0.5%华润置地(01109.HK) +1.040 (+3.338%) 沽空 $1.13亿; 比率 23.940% │0.5%恒瑞医药(600276.SH) -0.510 (-0.868%) │0.5%京东(09618.HK) +3.700 (+3.565%) 沽空 $3.78亿; 比率 33.630% │0.5%安踏(02020.HK) +2.050 (+2.440%) 沽空 $1.49亿; 比率 33.862% │0.5%华润啤酒(00291.HK) +0.740 (+2.846%) 沽空 $4.36千万; 比率 21.841% │0.5%创科(00669.HK) +4.200 (+3.509%) 沽空 $7.15亿; 比率 51.424% │0.4%中石油(00857.HK) +0.050 (+0.525%) 沽空 $1.35亿; 比率 31.083% │0.4%海螺水泥(00914.HK) +0.420 (+1.694%) 沽空 $2.73千万; 比率 23.603% │0.4%太保(02601.HK) +0.880 (+2.347%) 沽空 $8.13千万; 比率 38.965% │0.4%快手(01024.HK) +2.050 (+3.083%) 沽空 $3.22亿; 比率 29.237% │0.4%洛阳钼业(03993.HK) +0.500 (+2.142%) 沽空 $1.69亿; 比率 29.463% │0.4%北方华创(002371.SZ) +11.070 (+2.330%) │0.4%紫金黄金国际(02259.HK) +14.600 (+6.816%) 沽空 $2.22亿; 比率 22.360% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -0.500 (-0.145%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.390 (+2.321%) 沽空 $3.82千万; 比率 6.863% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-23 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。)