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) +15.000 (+2.471%) 沽空 $5.29億; 比率 8.541% │17.9%阿里巴巴-W(09988.HK) +3.400 (+2.001%) 沽空 $8.22億; 比率 8.430% │10%寧德時代(300750.SZ) +0.430 (+0.127%) │3.2%中國平安(02318.HK) +0.900 (+1.291%) 沽空 $4.65億; 比率 27.396% │3.1%建行(00939.HK) +0.250 (+3.218%) 沽空 $1.99億; 比率 15.270% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.400 (+2.776%) 沽空 $2.13億; 比率 15.598% │2.5%網易(09999.HK) +5.600 (+2.705%) 沽空 $1.06億; 比率 19.528% │2.1%招行(03968.HK) +0.580 (+1.229%) 沽空 $2.16億; 比率 44.688% │2.1%美團-W(03690.HK) +1.700 (+1.761%) 沽空 $2.68億; 比率 16.431% │1.8%相關內容《大行》中金：內地商業健康險發展有望開啟新時代 關注四大領域小米(01810.HK) +0.600 (+1.687%) 沽空 $3.66億; 比率 16.947% │1.6%紫金(02899.HK) +1.220 (+2.811%) 沽空 $3.98億; 比率 12.192% │1.5%攜程(09961.HK) -4.800 (-0.961%) 沽空 $1.36億; 比率 10.490% │1.4%美的集團(000333.SZ) -0.470 (-0.618%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -11.310 (-0.842%) │1.1%匯川技術(300124.SZ) -2.430 (-3.098%) │1.0%比亞迪(01211.HK) +2.200 (+2.238%) 沽空 $3.49億; 比率 38.146% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +0.770 (+0.407%) │0.9%國壽(02628.HK) +0.720 (+2.111%) 沽空 $5.35億; 比率 27.183% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.140 (-0.225%) │0.9%中國財險(02328.HK) +0.410 (+2.606%) 沽空 $1.30千萬; 比率 5.507% │0.9%港交所(00388.HK) +8.000 (+1.859%) 沽空 $1.29億; 比率 11.934% │0.6%工行(01398.HK) +0.220 (+3.459%) 沽空 $2.00億; 比率 16.812% │0.6%翰森製藥(03692.HK) +0.340 (+0.884%) 沽空 $6.73千萬; 比率 37.219% │0.6%藥明康德(02359.HK) -1.900 (-1.673%) 沽空 $1.37億; 比率 36.202% │0.6%海爾智家(06690.HK) -0.280 (-1.081%) 沽空 $2.56千萬; 比率 12.684% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +1.100 (+0.709%) 沽空 $2.15億; 比率 28.394% │0.5%瀾起科技(688008.SH) +3.270 (+1.935%) │0.5%申洲(02313.HK) +1.150 (+1.859%) 沽空 $6.29千萬; 比率 35.574% │0.5%華潤置地(01109.HK) +0.840 (+2.949%) 沽空 $4.44千萬; 比率 9.707% │0.5%恒瑞醫藥(600276.SH) -0.760 (-1.329%) │0.5%京東(09618.HK) +1.900 (+1.674%) 沽空 $1.74億; 比率 29.674% │0.5%安踏(02020.HK) -0.750 (-0.963%) 沽空 $1.68億; 比率 17.878% │0.5%華潤啤酒(00291.HK) +0.160 (+0.625%) 沽空 $6.68百萬; 比率 6.178% │0.5%創科(00669.HK) +2.200 (+2.103%) 沽空 $1.14億; 比率 46.188% │0.4%中石油(00857.HK) +0.490 (+5.562%) 沽空 $2.40億; 比率 26.456% │0.4%相關內容《大行》中金維持招行(03968.HK)目標價60.49元 去年第四季業績預告提振海螺水泥(00914.HK) +0.940 (+3.843%) 沽空 $1.58千萬; 比率 15.109% │0.4%太保(02601.HK) +0.120 (+0.312%) 沽空 $6.40千萬; 比率 23.395% │0.4%快手(01024.HK) +3.250 (+4.124%) 沽空 $2.32億; 比率 15.475% │0.4%洛陽鉬業(03993.HK) +0.820 (+3.584%) 沽空 $1.10億; 比率 20.096% │0.4%北方華創(002371.SZ) -4.850 (-0.975%) │0.4%紫金黃金國際(02259.HK) +7.000 (+3.004%) 沽空 $1.74億; 比率 22.022% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -0.590 (-0.165%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.090 (+0.544%) 沽空 $4.90千萬; 比率 12.626% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-28 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。)