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) +2.400 (+0.498%) 沽空 $14.39亿; 比率 13.843% │15.3%阿里-W(09988.HK) -1.500 (-1.245%) 沽空 $13.88亿; 比率 16.167% │10%中国平安(02318.HK) +0.550 (+0.934%) 沽空 $4.25亿; 比率 19.750% │3.5%宁德时代(300750.SZ) -11.300 (-2.736%) │3.2%建行(00939.HK) +0.150 (+1.820%) 沽空 $5.92亿; 比率 24.966% │2.8%相关内容《大行》里昂上调金山云(KC.US)目标价至20.4美元 受惠强劲AI需求友邦(01299.HK) -0.100 (-0.118%) 沽空 $4.25亿; 比率 27.170% │2.7%拼多多(PDD.US) │2.3%紫金(02899.HK) +0.140 (+0.409%) 沽空 $4.45亿; 比率 18.671% │2.1%招行(03968.HK) -0.120 (-0.243%) 沽空 $2.49亿; 比率 29.963% │1.9%网易(09999.HK) -1.900 (-1.102%) 沽空 $1.26亿; 比率 11.658% │1.7%思源电气(002028.SZ) -4.040 (-1.961%) │1.3%华住酒店(HTHT.US) │1.3%美的集团(000333.SZ) +4.250 (+5.895%) │1.2%美团-W(03690.HK) -1.250 (-1.485%) 沽空 $8.24亿; 比率 23.933% │1.2%贵州茅台(600519.SH) +30.000 (+2.113%) │1.1%携程(09961.HK) -3.600 (-0.937%) 沽空 $1.15亿; 比率 10.848% │1.1%国寿(02628.HK) +0.220 (+0.902%) 沽空 $2.47亿; 比率 21.116% │1.0%小米-W(01810.HK) -0.620 (-1.915%) 沽空 $16.15亿; 比率 33.168% │1.0%汇川技术(300124.SZ) -0.380 (-0.564%) │1.0%比亚迪(01211.HK) 0.000 (0.000%) 沽空 $10.66亿; 比率 41.177% │0.9%相关内容《大行》野村降美团(03690.HK)目标价至92元 竞争格局仍未明朗满帮(YMM.US) │0.9%澜起科技(688008.SH) -6.720 (-5.091%) │0.8%福耀玻璃(600660.SH) -0.200 (-0.350%) │0.8%中国财险(02328.HK) -0.230 (-1.587%) 沽空 $7.45千万; 比率 11.239% │0.8%药明康德(02359.HK) +3.400 (+2.980%) 沽空 $1.23亿; 比率 17.990% │0.7%腾讯音乐(TME.US) │0.7%港交所(00388.HK) +6.200 (+1.621%) 沽空 $4.00亿; 比率 24.292% │0.7%工行(01398.HK) +0.120 (+1.780%) 沽空 $4.98亿; 比率 28.921% │0.6%百度-SW(09888.HK) +0.100 (+0.095%) 沽空 $1.63亿; 比率 16.848% │0.6%紫金黄金国际(02259.HK) -3.900 (-2.191%) 沽空 $3.51亿; 比率 14.615% │0.6%安踏(02020.HK) +0.850 (+1.136%) 沽空 $1.90亿; 比率 19.501% │0.6%海尔智家(06690.HK) +0.020 (+0.097%) 沽空 $2.47亿; 比率 32.395% │0.6%创科(00669.HK) -0.300 (-0.293%) 沽空 $1.31亿; 比率 43.395% │0.6%翰森制药(03692.HK) +2.400 (+7.255%) 沽空 $1.88亿; 比率 28.194% │0.6%华润置地(01109.HK) +0.500 (+1.777%) 沽空 $1.91亿; 比率 41.865% │0.5%相关内容《蓝筹》建行(00939.HK)全年纯利3,389亿元人币升1% 末期息每股20.29分人币申洲(02313.HK) -1.260 (-2.623%) 沽空 $1.50亿; 比率 20.192% │0.5%中石油(00857.HK) -0.390 (-3.501%) 沽空 $6.82亿; 比率 30.187% │0.5%中微公司(688012.SH) -10.360 (-3.271%) │0.5%海螺水泥(00914.HK) -0.520 (-2.394%) 沽空 $4.92千万; 比率 20.173% │0.5%潍柴(02338.HK) -1.100 (-3.871%) 沽空 $1.12亿; 比率 19.397% │0.5%北方华创(002371.SZ) -21.840 (-4.658%) │0.5%BOSS直聘(BZ.US) │0.5%三一重工(600031.SH) +0.350 (+1.855%) │0.5%洛阳钼业(03993.HK) -0.190 (-1.166%) 沽空 $1.11亿; 比率 14.055% │0.5%华润啤酒(00291.HK) +0.300 (+1.184%) 沽空 $1.36亿; 比率 29.722% │0.5%恒瑞医药(600276.SH) -0.540 (-0.968%) │0.4%太保(02601.HK) +0.080 (+0.252%) 沽空 $5.68千万; 比率 9.820% │0.4%国电南瑞(600406.SH) -0.640 (-2.403%) │0.4%京东-SW(09618.HK) +0.200 (+0.177%) 沽空 $3.15亿; 比率 27.539% │0.4%五矿资源(01208.HK) -0.260 (-3.476%) 沽空 $2.97千万; 比率 7.608% │0.4%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-03-31 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》中金维持美团(03690.HK)评级「跑赢行业」 料竞争边际趋缓今年亏损或缩窄