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 (+0.403%) 沽空 $8.63亿; 比率 6.163% │17.9%阿里巴巴-W(09988.HK) -0.300 (-0.173%) 沽空 $14.53亿; 比率 9.259% │10%宁德时代(300750.SZ) +1.180 (+0.347%) │3.2%中国平安(02318.HK) +1.350 (+1.903%) 沽空 $9.80亿; 比率 30.725% │3.1%建行(00939.HK) +0.120 (+1.494%) 沽空 $5.49亿; 比率 20.611% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +1.650 (+1.857%) 沽空 $5.97亿; 比率 21.430% │2.5%网易(09999.HK) -4.400 (-2.075%) 沽空 $3.22亿; 比率 29.368% │2.1%招行(03968.HK) +0.040 (+0.084%) 沽空 $7.83亿; 比率 59.115% │2.1%美团-W(03690.HK) 0.000 (0.000%) 沽空 $5.90亿; 比率 17.819% │1.8%相关内容《大行》野村升阿里巴巴(BABA.US)目标价至237美元 续予「买入」评级小米(01810.HK) +0.560 (+1.542%) 沽空 $7.79亿; 比率 16.051% │1.6%紫金(02899.HK) +1.800 (+4.021%) 沽空 $6.48亿; 比率 10.444% │1.5%携程(09961.HK) -12.800 (-2.584%) 沽空 $3.53亿; 比率 18.308% │1.4%美的集团(000333.SZ) +1.240 (+1.646%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +49.260 (+3.721%) │1.1%汇川技术(300124.SZ) -0.300 (-0.393%) │1.0%比亚迪(01211.HK) -1.300 (-1.265%) 沽空 $10.19亿; 比率 30.028% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) -2.590 (-1.351%) │0.9%国寿(02628.HK) +0.180 (+0.512%) 沽空 $7.50亿; 比率 24.823% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.650 (-1.047%) │0.9%中国财险(02328.HK) +0.140 (+0.857%) 沽空 $3.41千万; 比率 5.293% │0.9%港交所(00388.HK) +3.000 (+0.683%) 沽空 $2.62亿; 比率 7.645% │0.6%工行(01398.HK) +0.050 (+0.759%) 沽空 $4.85亿; 比率 20.497% │0.6%翰森制药(03692.HK) -0.400 (-1.024%) 沽空 $1.42亿; 比率 42.260% │0.6%药明康德(02359.HK) +1.000 (+0.880%) 沽空 $2.67亿; 比率 36.610% │0.6%海尔智家(06690.HK) +0.100 (+0.390%) 沽空 $5.56千万; 比率 16.421% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +0.500 (+0.320%) 沽空 $5.46亿; 比率 31.656% │0.5%澜起科技(688008.SH) -7.180 (-4.144%) │0.5%申洲(02313.HK) +0.450 (+0.714%) 沽空 $1.47亿; 比率 41.487% │0.5%华润置地(01109.HK) +1.160 (+3.893%) 沽空 $1.36亿; 比率 11.078% │0.5%恒瑞医药(600276.SH) +0.130 (+0.230%) │0.5%京东(09618.HK) -2.100 (-1.806%) 沽空 $4.91亿; 比率 34.767% │0.5%安踏(02020.HK) +2.450 (+3.182%) 沽空 $2.47亿; 比率 17.143% │0.5%华润啤酒(00291.HK) +0.140 (+0.541%) 沽空 $2.60千万; 比率 5.708% │0.5%创科(00669.HK) -1.000 (-0.935%) 沽空 $3.68亿; 比率 52.702% │0.4%中石油(00857.HK) +0.170 (+1.838%) 沽空 $6.31亿; 比率 32.612% │0.4%相关内容《大行》中银国际料Puma为安踏(02020.HK)带来显着利润或需时更长 未来可能有更多并购海螺水泥(00914.HK) +0.180 (+0.718%) 沽空 $4.86千万; 比率 22.637% │0.4%太保(02601.HK) +0.540 (+1.400%) 沽空 $9.89千万; 比率 17.872% │0.4%快手(01024.HK) +1.250 (+1.519%) 沽空 $5.19亿; 比率 16.332% │0.4%洛阳钼业(03993.HK) +0.620 (+2.568%) 沽空 $3.47亿; 比率 24.994% │0.4%北方华创(002371.SZ) -21.480 (-4.279%) │0.4%紫金黄金国际(02259.HK) -2.000 (-0.790%) 沽空 $4.12亿; 比率 23.427% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -16.350 (-4.436%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.030 (+0.179%) 沽空 $9.65千万; 比率 10.514% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-28 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。)