摩根士丹利近日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) -3.500 (-0.627%) 沽空 $8.46亿; 比率 15.248% │15.3%阿里-W(09988.HK) +2.000 (+1.493%) 沽空 $13.41亿; 比率 22.470% │10%中国平安(02318.HK) +1.100 (+1.767%) 沽空 $3.28亿; 比率 31.798% │3.5%宁德时代(300750.SZ) -1.780 (-0.436%) │3.2%建行(00939.HK) +0.020 (+0.248%) 沽空 $2.69亿; 比率 50.151% │2.8%相关内容《大行》花旗：腾讯(00700.HK)「WorkBuddy」云端方案成安全优势 目标价783元友邦(01299.HK) +0.500 (+0.600%) 沽空 $1.06亿; 比率 15.364% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.500 (+1.352%) 沽空 $8.84千万; 比率 9.792% │2.1%招行(03968.HK) +0.050 (+0.100%) 沽空 $8.13千万; 比率 35.879% │1.9%网易(09999.HK) -0.900 (-0.482%) 沽空 $5.77千万; 比率 20.765% │1.7%思源电气(002028.SZ) +4.370 (+2.093%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.100 (+0.130%) │1.2%美团-W(03690.HK) +2.150 (+2.746%) 沽空 $6.19亿; 比率 24.007% │1.2%贵州茅台(600519.SH) +30.950 (+2.120%) │1.1%携程(09961.HK) -1.200 (-0.292%) 沽空 $4.83千万; 比率 20.984% │1.1%国寿(02628.HK) +0.440 (+1.547%) 沽空 $2.01亿; 比率 23.216% │1.0%小米-W(01810.HK) +0.360 (+1.023%) 沽空 $10.25亿; 比率 21.802% │1.0%汇川技术(300124.SZ) -0.290 (-0.404%) │1.0%比亚迪(01211.HK) +0.200 (+0.192%) 沽空 $5.87亿; 比率 20.106% │0.9%相关内容《大行》富瑞：润啤(00291.HK)发盈警属预期之内 续列为首选股满帮(YMM.US) │0.9%澜起科技(688008.SH) -4.770 (-3.128%) │0.8%福耀玻璃(600660.SH) +0.290 (+0.492%) │0.8%中国财险(02328.HK) +0.070 (+0.444%) 沽空 $2.23千万; 比率 8.726% │0.8%药明康德(02359.HK) +2.400 (+2.235%) 沽空 $6.25千万; 比率 32.869% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) -0.400 (-0.098%) 沽空 $1.70亿; 比率 19.973% │0.7%工行(01398.HK) +0.030 (+0.463%) 沽空 $9.20千万; 比率 35.102% │0.6%百度-SW(09888.HK) -2.800 (-2.278%) 沽空 $1.38亿; 比率 30.446% │0.6%紫金黄金国际(02259.HK) +4.200 (+2.314%) 沽空 $7.33千万; 比率 12.331% │0.6%安踏(02020.HK) +1.650 (+2.105%) 沽空 $7.34千万; 比率 34.691% │0.6%海尔智家(06690.HK) +0.120 (+0.480%) 沽空 $3.48千万; 比率 28.507% │0.6%创科(00669.HK) -0.200 (-0.180%) 沽空 $6.20千万; 比率 36.499% │0.6%翰森制药(03692.HK) +0.680 (+2.099%) 沽空 $2.84千万; 比率 16.583% │0.6%华润置地(01109.HK) +0.740 (+2.425%) 沽空 $7.62千万; 比率 28.743% │0.5%相关内容《大行》中银国际：京东(JD.US)末季表现符预期 评级「买入」申洲(02313.HK) -0.400 (-0.717%) 沽空 $4.54千万; 比率 23.936% │0.5%中石油(00857.HK) -0.120 (-1.130%) 沽空 $1.53亿; 比率 20.289% │0.5%中微公司(688012.SH) -5.000 (-1.559%) │0.5%海螺水泥(00914.HK) +0.200 (+0.878%) 沽空 $1.22千万; 比率 13.669% │0.5%潍柴(02338.HK) +0.260 (+0.937%) 沽空 $2.54千万; 比率 13.769% │0.5%北方华创(002371.SZ) -0.360 (-0.079%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) -0.030 (-0.144%) │0.5%洛阳钼业(03993.HK) +0.270 (+1.467%) 沽空 $6.49千万; 比率 13.716% │0.5%华润啤酒(00291.HK) +0.400 (+1.567%) 沽空 $1.35千万; 比率 18.546% │0.5%恒瑞医药(600276.SH) +1.010 (+1.817%) │0.4%太保(02601.HK) +0.760 (+2.233%) 沽空 $1.14亿; 比率 37.829% │0.4%国电南瑞(600406.SH) -0.440 (-1.533%) │0.4%京东-SW(09618.HK) +0.400 (+0.359%) 沽空 $4.18千万; 比率 11.898% │0.4%五矿资源(01208.HK) +0.120 (+1.446%) 沽空 $2.10千万; 比率 13.082% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-17 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。)相关内容《大行》瑞银：港股续看好中资大型互联网股 模拟组合新纳入京东及百度