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) +7.000 (+1.346%) 沽空 $21.93亿; 比率 11.649% │17.9%阿里巴巴-W(09988.HK) +1.300 (+0.878%) 沽空 $18.67亿; 比率 15.205% │10%宁德时代(300750.SZ) +3.600 (+0.995%) │3.2%中国平安(02318.HK) +1.050 (+1.504%) 沽空 $13.00亿; 比率 35.649% │3.1%建行(00939.HK) +0.070 (+0.868%) 沽空 $4.25亿; 比率 29.423% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.550 (+0.648%) 沽空 $7.26亿; 比率 28.497% │2.5%网易(09999.HK) -0.900 (-0.502%) 沽空 $1.80亿; 比率 15.694% │2.1%招行(03968.HK) -0.100 (-0.203%) 沽空 $2.55亿; 比率 52.314% │2.1%美团-W(03690.HK) +1.850 (+2.273%) 沽空 $16.58亿; 比率 30.017% │1.8%相关内容《大行》汇丰研究：大宗商品开局强劲 铜铝及贵金属看高一线小米(01810.HK) -0.140 (-0.392%) 沽空 $12.93亿; 比率 25.333% │1.6%紫金(02899.HK) +1.040 (+2.363%) 沽空 $4.55亿; 比率 19.829% │1.5%携程(09961.HK) +1.400 (+0.344%) 沽空 $1.39亿; 比率 6.779% │1.4%美的集团(000333.SZ) +0.690 (+0.868%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +37.970 (+2.589%) │1.1%汇川技术(300124.SZ) -0.420 (-0.565%) │1.0%比亚迪(01211.HK) -0.400 (-0.403%) 沽空 $3.09亿; 比率 17.287% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -0.090 (-0.040%) │0.9%国寿(02628.HK) +0.380 (+1.170%) 沽空 $6.28亿; 比率 28.864% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.450 (+0.732%) │0.9%中国财险(02328.HK) +0.130 (+0.787%) 沽空 $1.21亿; 比率 25.602% │0.9%港交所(00388.HK) +1.800 (+0.435%) 沽空 $4.21亿; 比率 25.440% │0.6%工行(01398.HK) +0.020 (+0.310%) 沽空 $2.28亿; 比率 28.527% │0.6%翰森制药(03692.HK) +0.260 (+0.751%) 沽空 $7.58千万; 比率 21.572% │0.6%药明康德(02359.HK) -1.800 (-1.479%) 沽空 $9.23千万; 比率 22.037% │0.6%海尔智家(06690.HK) +0.100 (+0.365%) 沽空 $6.76千万; 比率 18.868% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.600 (+0.463%) 沽空 $1.76亿; 比率 13.147% │0.5%澜起科技(688008.SH) -7.010 (-4.015%) │0.5%申洲(02313.HK) +0.700 (+1.085%) 沽空 $1.24亿; 比率 24.545% │0.5%华润置地(01109.HK) +1.380 (+4.331%) 沽空 $1.71亿; 比率 40.187% │0.5%恒瑞医药(600276.SH) +0.040 (+0.069%) │0.5%京东(09618.HK) +1.200 (+1.129%) 沽空 $4.51亿; 比率 37.567% │0.5%安踏(02020.HK) +4.000 (+4.731%) 沽空 $1.57亿; 比率 26.744% │0.5%华润啤酒(00291.HK) +0.360 (+1.320%) 沽空 $5.58千万; 比率 13.712% │0.5%创科(00669.HK) -0.300 (-0.243%) 沽空 $4.37亿; 比率 31.642% │0.4%中石油(00857.HK) +0.100 (+1.046%) 沽空 $3.12亿; 比率 26.636% │0.4%相关内容《大行》瑞银：今年人工智能代理采用率加速 看好阿里、百度、腾讯及快手海螺水泥(00914.HK) +1.400 (+5.534%) 沽空 $4.42千万; 比率 16.157% │0.4%太保(02601.HK) +0.360 (+0.983%) 沽空 $1.32亿; 比率 19.505% │0.4%快手(01024.HK) +0.500 (+0.750%) 沽空 $4.95亿; 比率 20.482% │0.4%洛阳钼业(03993.HK) +0.880 (+3.707%) 沽空 $1.27亿; 比率 18.358% │0.4%北方华创(002371.SZ) +9.330 (+1.915%) │0.4%紫金黄金国际(02259.HK) +3.400 (+1.464%) 沽空 $2.38亿; 比率 25.032% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +15.640 (+4.443%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.050 (-0.298%) 沽空 $8.94千万; 比率 13.026% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-24 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。)