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) +6.000 (+1.172%) 沽空 $17.71亿; 比率 15.158% │17.9%阿里巴巴-W(09988.HK) -0.100 (-0.070%) 沽空 $16.54亿; 比率 19.815% │10%宁德时代(300750.SZ) -3.990 (-1.153%) │3.2%中国平安(02318.HK) +0.150 (+0.221%) 沽空 $4.97亿; 比率 26.843% │3.1%建行(00939.HK) -0.010 (-0.125%) 沽空 $4.62亿; 比率 31.679% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.100 (+2.479%) 沽空 $7.06亿; 比率 59.825% │2.5%网易(09999.HK) +4.200 (+2.400%) 沽空 $2.64亿; 比率 19.187% │2.1%招行(03968.HK) -0.120 (-0.245%) 沽空 $1.62亿; 比率 39.365% │2.1%美团-W(03690.HK) +0.700 (+0.870%) 沽空 $4.31亿; 比率 16.956% │1.8%相关内容《大行》大华继显对消费股投资评级及目标价(表)小米(01810.HK) -0.280 (-0.796%) 沽空 $9.68亿; 比率 28.929% │1.6%紫金(02899.HK) +0.520 (+1.169%) 沽空 $3.52亿; 比率 23.387% │1.5%携程(09961.HK) +11.000 (+2.747%) 沽空 $3.38亿; 比率 20.171% │1.4%美的集团(000333.SZ) -0.610 (-0.770%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -11.190 (-0.763%) │1.1%汇川技术(300124.SZ) -0.880 (-1.192%) │1.0%比亚迪(01211.HK) 0.000 (0.000%) 沽空 $5.44亿; 比率 38.705% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -12.890 (-5.670%) │0.9%国寿(02628.HK) +0.200 (+0.637%) 沽空 $2.65亿; 比率 21.785% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -1.130 (-1.837%) │0.9%中国财险(02328.HK) +0.060 (+0.372%) 沽空 $6.31千万; 比率 32.775% │0.9%港交所(00388.HK) +3.600 (+0.867%) 沽空 $3.35亿; 比率 13.622% │0.6%工行(01398.HK) +0.030 (+0.467%) 沽空 $3.63亿; 比率 25.826% │0.6%翰森制药(03692.HK) +0.760 (+2.222%) 沽空 $9.67千万; 比率 36.102% │0.6%药明康德(02359.HK) +3.700 (+3.209%) 沽空 $8.34千万; 比率 22.617% │0.6%海尔智家(06690.HK) +0.220 (+0.831%) 沽空 $7.50千万; 比率 29.378% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.300 (+0.243%) 沽空 $4.94亿; 比率 28.888% │0.5%澜起科技(688008.SH) -1.570 (-0.951%) │0.5%申洲(02313.HK) +0.550 (+0.876%) 沽空 $7.07千万; 比率 13.139% │0.5%华润置地(01109.HK) -0.100 (-0.314%) 沽空 $1.64亿; 比率 35.717% │0.5%恒瑞医药(600276.SH) -0.160 (-0.282%) │0.5%京东(09618.HK) +0.400 (+0.385%) 沽空 $2.75亿; 比率 36.489% │0.5%安踏(02020.HK) +0.600 (+0.710%) 沽空 $1.80亿; 比率 41.392% │0.5%华润啤酒(00291.HK) +0.140 (+0.510%) 沽空 $1.01亿; 比率 23.355% │0.5%创科(00669.HK) +1.800 (+1.431%) 沽空 $4.42亿; 比率 53.837% │0.4%中石油(00857.HK) +0.080 (+0.846%) 沽空 $3.16亿; 比率 40.176% │0.4%相关内容《大行》交银国际：内银经营环境正在改善 吁关注股份制银行结构性机会海螺水泥(00914.HK) -0.340 (-1.369%) 沽空 $1.22亿; 比率 34.088% │0.4%太保(02601.HK) +0.440 (+1.239%) 沽空 $9.73千万; 比率 23.693% │0.4%快手(01024.HK) -0.750 (-1.179%) 沽空 $5.22亿; 比率 22.659% │0.4%洛阳钼业(03993.HK) +0.220 (+0.919%) 沽空 $6.03千万; 比率 7.782% │0.4%北方华创(002371.SZ) -17.000 (-3.477%) │0.4%紫金黄金国际(02259.HK) +0.800 (+0.343%) 沽空 $5.17千万; 比率 12.250% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -14.640 (-3.986%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.160 (-0.981%) 沽空 $7.16千万; 比率 6.487% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-27 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。)