摩根士丹利發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) -1.500 (-0.269%) 沽空 $8.46億; 比率 15.248% │17.9%阿里巴巴-W(09988.HK) +3.400 (+2.537%) 沽空 $13.41億; 比率 22.470% │10%寧德時代(300750.SZ) +1.810 (+0.443%) │3.2%中國平安(02318.HK) +1.450 (+2.329%) 沽空 $3.28億; 比率 31.798% │3.1%建行(00939.HK) +0.020 (+0.248%) 沽空 $2.69億; 比率 50.151% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.650 (+0.779%) 沽空 $1.06億; 比率 15.364% │2.5%網易(09999.HK) +1.100 (+0.589%) 沽空 $5.77千萬; 比率 20.765% │2.1%招行(03968.HK) +0.250 (+0.500%) 沽空 $8.13千萬; 比率 35.879% │2.1%美團-W(03690.HK) +3.100 (+3.959%) 沽空 $6.19億; 比率 24.007% │1.8%相關內容《大行》花旗維持華潤啤酒(00291.HK)首選「買入」評級 目標價38元小米(01810.HK) +0.800 (+2.273%) 沽空 $10.25億; 比率 21.802% │1.6%紫金(02899.HK) +0.860 (+2.326%) 沽空 $8.84千萬; 比率 9.792% │1.5%攜程(09961.HK) +2.000 (+0.486%) 沽空 $4.83千萬; 比率 20.984% │1.4%美的集團(000333.SZ) +0.590 (+0.770%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +31.860 (+2.182%) │1.1%匯川技術(300124.SZ) +0.390 (+0.543%) │1.0%比亞迪(01211.HK) +2.100 (+2.013%) 沽空 $5.87億; 比率 20.106% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +6.610 (+3.166%) │0.9%國壽(02628.HK) +0.740 (+2.602%) 沽空 $2.01億; 比率 23.216% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.450 (+0.763%) │0.9%中國財險(02328.HK) +0.070 (+0.444%) 沽空 $2.23千萬; 比率 8.726% │0.9%港交所(00388.HK) +3.200 (+0.788%) 沽空 $1.70億; 比率 19.973% │0.6%工行(01398.HK) 0.000 (0.000%) 沽空 $9.20千萬; 比率 35.102% │0.6%翰森製藥(03692.HK) +0.600 (+1.852%) 沽空 $2.84千萬; 比率 16.583% │0.6%藥明康德(02359.HK) +3.900 (+3.631%) 沽空 $6.25千萬; 比率 32.869% │0.6%海爾智家(06690.HK) +0.300 (+1.200%) 沽空 $3.48千萬; 比率 28.507% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -1.600 (-1.302%) 沽空 $1.38億; 比率 30.446% │0.5%瀾起科技(688008.SH) -4.200 (-2.754%) │0.5%申洲(02313.HK) -0.100 (-0.179%) 沽空 $4.54千萬; 比率 23.936% │0.5%華潤置地(01109.HK) +0.680 (+2.228%) 沽空 $7.62千萬; 比率 28.743% │0.5%恒瑞醫藥(600276.SH) +1.260 (+2.267%) │0.5%京東(09618.HK) +1.100 (+0.987%) 沽空 $4.18千萬; 比率 11.898% │0.5%安踏(02020.HK) +2.200 (+2.806%) 沽空 $7.34千萬; 比率 34.691% │0.5%華潤啤酒(00291.HK) +0.520 (+2.038%) 沽空 $1.35千萬; 比率 18.546% │0.5%創科(00669.HK) +0.200 (+0.180%) 沽空 $6.20千萬; 比率 36.499% │0.4%中石油(00857.HK) -0.140 (-1.318%) 沽空 $1.53億; 比率 20.289% │0.4%相關內容《大行》中金：伊朗衝突影響擴散 上調布蘭特原油價格預測海螺水泥(00914.HK) +0.220 (+0.966%) 沽空 $1.22千萬; 比率 13.669% │0.4%太保(02601.HK) +0.940 (+2.761%) 沽空 $1.14億; 比率 37.829% │0.4%快手(01024.HK) +0.700 (+1.167%) 沽空 $2.00億; 比率 21.093% │0.4%洛陽鉬業(03993.HK) +0.500 (+2.717%) 沽空 $6.49千萬; 比率 13.716% │0.4%北方華創(002371.SZ) +4.880 (+1.073%) │0.4%紫金黃金國際(02259.HK) +7.600 (+4.187%) 沽空 $7.33千萬; 比率 12.331% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -1.820 (-0.567%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.950 (+5.272%) 沽空 $3.51億; 比率 19.901% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-03-17 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)