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) +2.500 (+0.492%) 沽空 $12.74亿; 比率 23.064% │17.9%阿里巴巴-W(09988.HK) -3.300 (-2.609%) 沽空 $13.83亿; 比率 37.152% │10%宁德时代(300750.SZ) -1.310 (-0.335%) │3.2%中国平安(02318.HK) -0.150 (-0.240%) 沽空 $2.83亿; 比率 42.388% │3.1%建行(00939.HK) -0.020 (-0.235%) 沽空 $2.44亿; 比率 30.317% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) 0.000 (0.000%) 沽空 $1.63亿; 比率 18.975% │2.5%网易(09999.HK) +0.200 (+0.112%) 沽空 $8.65千万; 比率 30.938% │2.1%招行(03968.HK) +0.280 (+0.563%) 沽空 $6.12千万; 比率 49.780% │2.1%美团-W(03690.HK) +0.200 (+0.226%) 沽空 $4.10亿; 比率 52.971% │1.8%相关内容海通国际：翰森制药(03692.HK)创新产品稳健增长 管线即将进入爆发期小米(01810.HK) -1.100 (-3.358%) 沽空 $8.81亿; 比率 40.297% │1.6%紫金(02899.HK) -0.820 (-2.205%) 沽空 $1.22亿; 比率 38.823% │1.5%携程(09961.HK) -5.800 (-1.418%) 沽空 $5.65千万; 比率 43.407% │1.4%美的集团(000333.SZ) -0.210 (-0.274%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) -4.530 (-0.309%) │1.1%汇川技术(300124.SZ) -1.410 (-2.090%) │1.0%比亚迪(01211.HK) -4.100 (-3.839%) 沽空 $5.31亿; 比率 42.148% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -4.060 (-1.964%) │0.9%国寿(02628.HK) +0.160 (+0.609%) 沽空 $1.03亿; 比率 65.712% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.370 (-0.637%) │0.9%中国财险(02328.HK) +0.070 (+0.475%) 沽空 $3.33千万; 比率 46.567% │0.9%港交所(00388.HK) -4.800 (-1.164%) 沽空 $1.62亿; 比率 20.804% │0.6%工行(01398.HK) +0.080 (+1.168%) 沽空 $1.24亿; 比率 24.192% │0.6%翰森制药(03692.HK) +0.560 (+1.465%) 沽空 $4.56千万; 比率 35.942% │0.6%药明康德(02359.HK) +4.000 (+3.210%) 沽空 $7.37千万; 比率 28.082% │0.6%海尔智家(06690.HK) -0.200 (-0.951%) 沽空 $4.40千万; 比率 51.274% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -1.200 (-1.075%) 沽空 $6.46千万; 比率 41.514% │0.5%澜起科技(688008.SH) -0.040 (-0.029%) │0.5%申洲(02313.HK) +0.300 (+0.610%) 沽空 $4.73千万; 比率 27.711% │0.5%华润置地(01109.HK) -0.040 (-0.136%) 沽空 $7.27千万; 比率 40.851% │0.5%恒瑞医药(600276.SH) -0.490 (-0.853%) │0.5%京东(09618.HK) +0.200 (+0.179%) 沽空 $1.26亿; 比率 49.693% │0.5%安踏(02020.HK) +1.200 (+1.479%) 沽空 $4.24千万; 比率 32.140% │0.5%华润啤酒(00291.HK) +0.020 (+0.074%) 沽空 $2.15千万; 比率 17.603% │0.5%创科(00669.HK) +1.600 (+1.426%) 沽空 $1.08亿; 比率 43.345% │0.4%中石油(00857.HK) +0.200 (+1.894%) 沽空 $9.72千万; 比率 19.226% │0.4%相关内容《大行》花旗维持阿里巴巴(09988.HK)「买入」评级 目标价199元海螺水泥(00914.HK) -0.460 (-2.150%) 沽空 $3.79百万; 比率 5.846% │0.4%太保(02601.HK) -0.440 (-1.288%) 沽空 $2.62千万; 比率 38.085% │0.4%快手(01024.HK) -1.540 (-3.298%) 沽空 $5.05亿; 比率 30.145% │0.4%洛阳钼业(03993.HK) -0.290 (-1.547%) 沽空 $8.68千万; 比率 40.540% │0.4%北方华创(002371.SZ) +8.860 (+1.910%) │0.4%紫金黄金国际(02259.HK) -5.100 (-2.683%) 沽空 $7.07千万; 比率 23.764% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +3.610 (+1.136%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.760 (+3.191%) 沽空 $2.44亿; 比率 16.538% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-09 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。)