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) -8.500 (-1.654%) 沽空 $27.81亿; 比率 14.632% │15.3%阿里-W(09988.HK) +5.700 (+4.627%) 沽空 $41.28亿; 比率 21.828% │10%中国平安(02318.HK) +0.950 (+1.597%) 沽空 $6.62亿; 比率 27.675% │3.5%宁德时代(300750.SZ) +0.820 (+0.207%) │3.2%建行(00939.HK) +0.110 (+1.380%) 沽空 $5.33亿; 比率 22.826% │2.8%相关内容《大行》花旗升药明康德(02359.HK)目标价至156元 列行业首选友邦(01299.HK) +1.700 (+1.998%) 沽空 $5.51亿; 比率 18.994% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.760 (+2.180%) 沽空 $6.13亿; 比率 18.305% │2.1%招行(03968.HK) +0.580 (+1.198%) 沽空 $1.91亿; 比率 38.193% │1.9%网易(09999.HK) -0.800 (-0.452%) 沽空 $1.92亿; 比率 27.272% │1.7%思源电气(002028.SZ) +7.860 (+3.834%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +0.570 (+0.768%) │1.2%美团-W(03690.HK) +11.000 (+13.924%) 沽空 $65.20亿; 比率 29.682% │1.2%贵州茅台(600519.SH) +2.940 (+0.209%) │1.1%携程(09961.HK) +3.000 (+0.755%) 沽空 $1.38亿; 比率 13.140% │1.1%国寿(02628.HK) +0.460 (+1.710%) 沽空 $3.95亿; 比率 26.088% │1.0%小米-W(01810.HK) -0.160 (-0.490%) 沽空 $40.21亿; 比率 39.881% │1.0%汇川技术(300124.SZ) +1.910 (+2.890%) │1.0%比亚迪(01211.HK) -0.600 (-0.561%) 沽空 $14.55亿; 比率 42.633% │0.9%相关内容《大行》高盛微升友邦(01299.HK)目标价至97元 重申「买入」评级满帮(YMM.US) │0.9%澜起科技(688008.SH) +4.430 (+3.220%) │0.8%福耀玻璃(600660.SH) +0.850 (+1.526%) │0.8%中国财险(02328.HK) +0.200 (+1.323%) 沽空 $6.01千万; 比率 16.607% │0.8%药明康德(02359.HK) -1.400 (-1.232%) 沽空 $1.63亿; 比率 29.611% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +6.400 (+1.634%) 沽空 $2.28亿; 比率 12.784% │0.7%工行(01398.HK) +0.060 (+0.922%) 沽空 $3.87亿; 比率 29.088% │0.6%百度-SW(09888.HK) -0.600 (-0.533%) 沽空 $3.85亿; 比率 40.613% │0.6%紫金黄金国际(02259.HK) +2.200 (+1.222%) 沽空 $3.95亿; 比率 26.901% │0.6%安踏(02020.HK) -0.800 (-1.045%) 沽空 $2.57亿; 比率 23.135% │0.6%海尔智家(06690.HK) -0.240 (-1.004%) 沽空 $1.09亿; 比率 20.125% │0.6%创科(00669.HK) +4.800 (+4.545%) 沽空 $3.07亿; 比率 43.294% │0.6%翰森制药(03692.HK) -0.480 (-1.503%) 沽空 $5.91千万; 比率 31.677% │0.6%华润置地(01109.HK) +0.040 (+0.139%) 沽空 $8.21千万; 比率 17.976% │0.5%相关内容《大行》大摩料阿里云业务增长加速 维持阿里巴巴(BABA.US)「增持」评级申洲(02313.HK) +0.350 (+0.664%) 沽空 $1.33亿; 比率 39.089% │0.5%中石油(00857.HK) 0.000 (0.000%) 沽空 $3.45亿; 比率 18.873% │0.5%中微公司(688012.SH) +11.130 (+3.704%) │0.5%海螺水泥(00914.HK) +0.280 (+1.305%) 沽空 $3.44千万; 比率 26.734% │0.5%潍柴(02338.HK) +0.600 (+2.179%) 沽空 $1.41亿; 比率 27.914% │0.5%北方华创(002371.SZ) +20.200 (+4.550%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.600 (+3.136%) │0.5%洛阳钼业(03993.HK) +0.140 (+0.815%) 沽空 $1.52亿; 比率 11.794% │0.5%华润啤酒(00291.HK) -0.620 (-2.385%) 沽空 $1.48亿; 比率 27.197% │0.5%恒瑞医药(600276.SH) +0.460 (+0.858%) │0.4%太保(02601.HK) +0.440 (+1.368%) 沽空 $7.74千万; 比率 13.347% │0.4%国电南瑞(600406.SH) +0.540 (+2.001%) │0.4%京东-SW(09618.HK) +5.200 (+4.851%) 沽空 $6.43亿; 比率 31.675% │0.4%五矿资源(01208.HK) +0.180 (+2.353%) 沽空 $8.49千万; 比率 15.920% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-25 16:25。) (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》花旗降三花智控(02050.HK)目标价至31元 维持「中性」评级