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) +2.500 (+0.420%) 沽空 $5.55億; 比率 5.307% │17.9%阿里巴巴-W(09988.HK) -3.000 (-1.780%) 沽空 $12.60億; 比率 8.839% │10%寧德時代(300750.SZ) +1.220 (+0.352%) │3.2%中國平安(02318.HK) +1.500 (+2.239%) 沽空 $5.59億; 比率 29.602% │3.1%建行(00939.HK) +0.020 (+0.263%) 沽空 $2.28億; 比率 20.828% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.450 (+0.542%) 沽空 $3.08億; 比率 20.145% │2.5%網易(09999.HK) -0.200 (-0.097%) 沽空 $2.58億; 比率 34.195% │2.1%招行(03968.HK) +0.080 (+0.172%) 沽空 $2.60億; 比率 41.882% │2.1%美團-W(03690.HK) -0.900 (-0.923%) 沽空 $3.29億; 比率 10.307% │1.8%小米(01810.HK) -0.740 (-2.042%) 沽空 $10.64億; 比率 17.472% │1.6%紫金(02899.HK) +2.580 (+6.383%) 沽空 $2.93億; 比率 16.410% │1.5%攜程(09961.HK) +2.600 (+0.536%) 沽空 $1.42億; 比率 12.107% │1.4%美的集團(000333.SZ) +0.990 (+1.289%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +11.560 (+0.865%) │1.1%匯川技術(300124.SZ) -0.280 (-0.353%) │1.0%比亞迪(01211.HK) -1.800 (-1.807%) 沽空 $2.82億; 比率 24.366% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +4.940 (+2.620%) │0.9%國壽(02628.HK) +0.720 (+2.283%) 沽空 $5.80億; 比率 25.255% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.260 (+0.424%) │0.9%中國財險(02328.HK) +0.060 (+0.379%) 沽空 $1.30億; 比率 19.598% │0.9%港交所(00388.HK) +0.800 (+0.190%) 沽空 $6.65億; 比率 26.374% │0.6%工行(01398.HK) +0.070 (+1.138%) 沽空 $1.28億; 比率 20.338% │0.6%翰森製藥(03692.HK) 0.000 (0.000%) 沽空 $5.48千萬; 比率 42.257% │0.6%藥明康德(02359.HK) -0.600 (-0.526%) 沽空 $1.85億; 比率 46.259% │0.6%海爾智家(06690.HK) -0.040 (-0.154%) 沽空 $3.90千萬; 比率 15.710% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -5.900 (-3.676%) 沽空 $6.92億; 比率 34.603% │0.5%瀾起科技(688008.SH) +6.980 (+4.362%) │0.5%申洲(02313.HK) -0.250 (-0.408%) 沽空 $1.16億; 比率 33.345% │0.5%華潤置地(01109.HK) -0.160 (-0.567%) 沽空 $7.89千萬; 比率 14.697% │0.5%恒瑞醫藥(600276.SH) -0.290 (-0.492%) │0.5%京東(09618.HK) +0.600 (+0.523%) 沽空 $1.29億; 比率 15.276% │0.5%安踏(02020.HK) -1.250 (-1.622%) 沽空 $8.93千萬; 比率 10.277% │0.5%華潤啤酒(00291.HK) -0.260 (-1.016%) 沽空 $4.24千萬; 比率 12.358% │0.5%創科(00669.HK) -0.700 (-0.686%) 沽空 $1.04億; 比率 40.364% │0.4%中石油(00857.HK) +0.290 (+3.444%) 沽空 $9.16千萬; 比率 14.360% │0.4%海螺水泥(00914.HK) +0.340 (+1.424%) 沽空 $5.89千萬; 比率 31.858% │0.4%太保(02601.HK) +0.600 (+1.622%) 沽空 $1.15億; 比率 12.820% │0.4%快手(01024.HK) -3.000 (-3.692%) 沽空 $6.40億; 比率 22.460% │0.4%洛陽鉬業(03993.HK) +1.460 (+6.822%) 沽空 $1.41億; 比率 14.100% │0.4%北方華創(002371.SZ) -8.710 (-1.707%) │0.4%紫金黃金國際(02259.HK) +8.800 (+4.276%) 沽空 $2.24億; 比率 16.900% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -12.220 (-3.325%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.400 (-2.368%) 沽空 $2.43億; 比率 27.629% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-23 16:25。) (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。)