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) +1.000 (+0.161%) 沽空 $4.35亿; 比率 7.520% │17.9%阿里巴巴-W(09988.HK) -0.200 (-0.115%) 沽空 $5.47亿; 比率 9.753% │10%宁德时代(300750.SZ) +1.900 (+0.559%) │3.2%中国平安(02318.HK) +2.100 (+2.960%) 沽空 $5.84亿; 比率 26.017% │3.1%建行(00939.HK) +0.110 (+1.370%) 沽空 $1.30亿; 比率 7.954% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.800 (+2.026%) 沽空 $2.71亿; 比率 20.687% │2.5%网易(09999.HK) -5.600 (-2.642%) 沽空 $7.01千万; 比率 10.564% │2.1%招行(03968.HK) +0.080 (+0.168%) 沽空 $1.39亿; 比率 24.330% │2.1%美团-W(03690.HK) +0.300 (+0.305%) 沽空 $1.98亿; 比率 16.049% │1.8%相关内容《大行》花旗维持安踏(02020.HK)「买入」评级 收购Puma利空因素已被消化小米(01810.HK) +0.340 (+0.936%) 沽空 $6.52亿; 比率 15.226% │1.6%紫金(02899.HK) +1.240 (+2.770%) 沽空 $6.78亿; 比率 20.266% │1.5%携程(09961.HK) -13.200 (-2.665%) 沽空 $4.09千万; 比率 4.412% │1.4%美的集团(000333.SZ) +2.540 (+3.371%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +114.030 (+8.615%) │1.1%汇川技术(300124.SZ) -0.540 (-0.707%) │1.0%比亚迪(01211.HK) -1.400 (-1.362%) 沽空 $4.59亿; 比率 30.140% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -5.800 (-3.026%) │0.9%国寿(02628.HK) +0.320 (+0.910%) 沽空 $2.06亿; 比率 16.149% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.030 (+0.048%) │0.9%中国财险(02328.HK) +0.080 (+0.490%) 沽空 $2.20千万; 比率 7.907% │0.9%港交所(00388.HK) +4.600 (+1.047%) 沽空 $1.42亿; 比率 11.130% │0.6%工行(01398.HK) +0.030 (+0.455%) 沽空 $8.74千万; 比率 8.396% │0.6%翰森制药(03692.HK) -0.700 (-1.792%) 沽空 $1.38千万; 比率 20.382% │0.6%药明康德(02359.HK) +1.800 (+1.585%) 沽空 $1.20亿; 比率 30.627% │0.6%海尔智家(06690.HK) +0.360 (+1.403%) 沽空 $2.30千万; 比率 23.582% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.800 (-0.512%) 沽空 $1.84亿; 比率 29.411% │0.5%澜起科技(688008.SH) -11.080 (-6.395%) │0.5%申洲(02313.HK) +0.750 (+1.190%) 沽空 $7.65千万; 比率 34.838% │0.5%华润置地(01109.HK) +1.380 (+4.631%) 沽空 $1.20亿; 比率 9.764% │0.5%恒瑞医药(600276.SH) +1.560 (+2.759%) │0.5%京东(09618.HK) -1.900 (-1.634%) 沽空 $9.53千万; 比率 13.998% │0.5%安踏(02020.HK) +3.250 (+4.221%) 沽空 $6.58千万; 比率 8.089% │0.5%华润啤酒(00291.HK) +0.740 (+2.859%) 沽空 $1.39千万; 比率 8.780% │0.5%创科(00669.HK) -1.200 (-1.121%) 沽空 $1.24亿; 比率 42.869% │0.4%中石油(00857.HK) +0.100 (+1.081%) 沽空 $1.47亿; 比率 21.927% │0.4%相关内容《大行》汇丰研究 : 对内地寿险公司保持乐观 将中国平安(02318.HK)列为行业首选海螺水泥(00914.HK) +0.360 (+1.435%) 沽空 $7.84百万; 比率 12.964% │0.4%太保(02601.HK) +1.000 (+2.593%) 沽空 $6.19千万; 比率 17.176% │0.4%快手(01024.HK) +0.500 (+0.608%) 沽空 $3.44亿; 比率 14.853% │0.4%洛阳钼业(03993.HK) +0.200 (+0.829%) 沽空 $2.46亿; 比率 19.315% │0.4%北方华创(002371.SZ) -26.630 (-5.305%) │0.4%紫金黄金国际(02259.HK) -9.800 (-3.870%) 沽空 $4.49亿; 比率 23.921% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -21.190 (-5.749%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.030 (+0.179%) 沽空 $5.89千万; 比率 21.626% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-29 12:25。) (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。)