摩根士丹利發表中國市場策略報告，列出新興市場和中國「長倉」基金經理持有的前50大港股及中資股名單(Top 50 China/HK holdings among long-only EM and China active managers)：股份│國際及美國基金的組合所持權重騰訊(00700.HK) 0.000 (0.000%) 沽空 $3.42億; 比率 5.908% │17.9%阿里巴巴-W(09988.HK) +4.700 (+2.852%) 沽空 $7.17億; 比率 7.644% │10%寧德時代(300750.SZ) +0.810 (+0.234%) │3.2%中國平安(02318.HK) +0.300 (+0.448%) 沽空 $2.88億; 比率 26.692% │3.1%建行(00939.HK) 0.000 (0.000%) 沽空 $1.06億; 比率 19.749% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +0.450 (+0.545%) 沽空 $1.28億; 比率 16.180% │2.5%網易(09999.HK) -2.800 (-1.340%) 沽空 $1.26億; 比率 27.778% │2.1%招行(03968.HK) +0.240 (+0.518%) 沽空 $1.12億; 比率 39.870% │2.1%美團-W(03690.HK) +0.850 (+0.876%) 沽空 $1.66億; 比率 8.947% │1.8%小米(01810.HK) +0.820 (+2.327%) 沽空 $5.26億; 比率 14.684% │1.6%紫金(02899.HK) +0.620 (+1.551%) 沽空 $1.77億; 比率 18.357% │1.5%攜程(09961.HK) +8.200 (+1.703%) 沽空 $5.36千萬; 比率 7.425% │1.4%美的集團(000333.SZ) -0.300 (-0.387%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -0.060 (-0.004%) │1.1%匯川技術(300124.SZ) +0.390 (+0.493%) │1.0%比亞迪(01211.HK) -0.350 (-0.351%) 沽空 $8.92千萬; 比率 17.169% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -1.950 (-1.021%) │0.9%國壽(02628.HK) -0.200 (-0.631%) 沽空 $3.42億; 比率 21.274% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) +0.290 (+0.474%) │0.9%中國財險(02328.HK) +0.120 (+0.762%) 沽空 $6.10千萬; 比率 16.022% │0.9%港交所(00388.HK) +2.600 (+0.610%) 沽空 $1.06億; 比率 17.435% │0.6%工行(01398.HK) 0.000 (0.000%) 沽空 $8.20千萬; 比率 27.330% │0.6%翰森製藥(03692.HK) -0.100 (-0.248%) 沽空 $1.85千萬; 比率 28.376% │0.6%藥明康德(02359.HK) +0.900 (+0.795%) 沽空 $9.31千萬; 比率 45.088% │0.6%海爾智家(06690.HK) -0.280 (-1.064%) 沽空 $1.39千萬; 比率 10.650% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -0.200 (-0.125%) 沽空 $2.90億; 比率 27.421% │0.5%瀾起科技(688008.SH) -8.910 (-5.307%) │0.5%申洲(02313.HK) -0.450 (-0.728%) 沽空 $5.71千萬; 比率 35.931% │0.5%華潤置地(01109.HK) -0.560 (-1.949%) 沽空 $4.18千萬; 比率 16.028% │0.5%恒瑞醫藥(600276.SH) +0.020 (+0.034%) │0.5%京東(09618.HK) +1.900 (+1.668%) 沽空 $6.98千萬; 比率 13.017% │0.5%安踏(02020.HK) -0.200 (-0.258%) 沽空 $6.07千萬; 比率 9.594% │0.5%華潤啤酒(00291.HK) -0.060 (-0.234%) 沽空 $2.22千萬; 比率 18.608% │0.5%創科(00669.HK) +0.200 (+0.197%) 沽空 $3.44千萬; 比率 29.213% │0.4%中石油(00857.HK) -0.190 (-2.209%) 沽空 $4.56千萬; 比率 14.157% │0.4%海螺水泥(00914.HK) -0.580 (-2.389%) 沽空 $1.78千萬; 比率 20.214% │0.4%太保(02601.HK) -0.880 (-2.321%) 沽空 $5.17千萬; 比率 12.643% │0.4%快手(01024.HK) +1.450 (+1.833%) 沽空 $3.31億; 比率 29.746% │0.4%洛陽鉬業(03993.HK) +0.040 (+0.185%) 沽空 $9.42千萬; 比率 22.875% │0.4%北方華創(002371.SZ) +3.840 (+0.767%) │0.4%紫金黃金國際(02259.HK) +15.200 (+8.008%) 沽空 $1.02億; 比率 17.438% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +7.930 (+2.244%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.180 (+1.077%) 沽空 $1.38億; 比率 31.189% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-23 12:25。) (A股報價延遲最少十五分鐘。) (美股為即時串流報價； OTC市場股票除外，資料延遲最少15分鐘。)