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) +2.500 (+0.481%) 沽空 $9.44亿; 比率 7.881% │17.9%阿里巴巴-W(09988.HK) +0.300 (+0.203%) 沽空 $7.02亿; 比率 9.871% │10%宁德时代(300750.SZ) +0.230 (+0.064%) │3.2%中国平安(02318.HK) +1.350 (+1.934%) 沽空 $8.72亿; 比率 38.421% │3.1%建行(00939.HK) +0.070 (+0.868%) 沽空 $5.97亿; 比率 35.166% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.350 (-0.412%) 沽空 $3.55亿; 比率 19.055% │2.5%网易(09999.HK) -1.100 (-0.613%) 沽空 $1.72亿; 比率 9.794% │2.1%招行(03968.HK) -0.600 (-1.216%) 沽空 $3.06亿; 比率 36.069% │2.1%美团-W(03690.HK) +1.300 (+1.597%) 沽空 $6.43亿; 比率 19.432% │1.8%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、腾讯及快手小米(01810.HK) -0.140 (-0.392%) 沽空 $6.01亿; 比率 17.683% │1.6%紫金(02899.HK) +0.880 (+1.999%) 沽空 $4.03亿; 比率 23.140% │1.5%携程(09961.HK) +7.000 (+1.721%) 沽空 $1.52亿; 比率 6.710% │1.4%美的集团(000333.SZ) +0.180 (+0.226%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +24.860 (+1.695%) │1.1%汇川技术(300124.SZ) -0.150 (-0.202%) │1.0%比亚迪(01211.HK) -0.600 (-0.604%) 沽空 $4.42亿; 比率 23.017% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -0.180 (-0.080%) │0.9%国寿(02628.HK) +0.240 (+0.739%) 沽空 $2.34亿; 比率 15.747% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.330 (+0.537%) │0.9%中国财险(02328.HK) +0.080 (+0.485%) 沽空 $7.90千万; 比率 20.073% │0.9%港交所(00388.HK) -1.400 (-0.338%) 沽空 $2.57亿; 比率 14.321% │0.6%工行(01398.HK) +0.010 (+0.155%) 沽空 $2.59亿; 比率 27.833% │0.6%翰森制药(03692.HK) -0.020 (-0.058%) 沽空 $3.12千万; 比率 16.670% │0.6%药明康德(02359.HK) -0.800 (-0.657%) 沽空 $8.24千万; 比率 23.719% │0.6%海尔智家(06690.HK) -0.020 (-0.073%) 沽空 $8.68千万; 比率 18.336% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.800 (-0.617%) 沽空 $2.43亿; 比率 17.796% │0.5%澜起科技(688008.SH) -6.870 (-3.934%) │0.5%申洲(02313.HK) +0.200 (+0.310%) 沽空 $9.32千万; 比率 31.301% │0.5%华润置地(01109.HK) +0.720 (+2.260%) 沽空 $2.63亿; 比率 26.091% │0.5%恒瑞医药(600276.SH) -0.150 (-0.259%) │0.5%京东(09618.HK) +0.500 (+0.470%) 沽空 $3.95亿; 比率 31.436% │0.5%安踏(02020.HK) +2.100 (+2.484%) 沽空 $3.62亿; 比率 20.594% │0.5%华润啤酒(00291.HK) +0.260 (+0.953%) 沽空 $4.20千万; 比率 16.804% │0.5%创科(00669.HK) 0.000 (0.000%) 沽空 $2.27亿; 比率 29.133% │0.4%中石油(00857.HK) +0.040 (+0.418%) 沽空 $2.63亿; 比率 24.520% │0.4%相关内容《大行》里昂升海尔智家(06690.HK)目标价至32元 料今年国内市场收入增长放缓海螺水泥(00914.HK) +1.400 (+5.534%) 沽空 $9.47千万; 比率 12.386% │0.4%太保(02601.HK) +0.140 (+0.382%) 沽空 $8.23千万; 比率 17.239% │0.4%快手(01024.HK) -0.300 (-0.450%) 沽空 $4.10亿; 比率 23.990% │0.4%洛阳钼业(03993.HK) +0.800 (+3.370%) 沽空 $1.78亿; 比率 18.284% │0.4%北方华创(002371.SZ) +8.670 (+1.779%) │0.4%紫金黄金国际(02259.HK) +2.800 (+1.206%) 沽空 $1.24亿; 比率 17.206% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +17.100 (+4.858%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.150 (-0.893%) 沽空 $5.80千万; 比率 11.285% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-25 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。)