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) -11.000 (-2.064%) 沽空 $5.90億; 比率 10.373% │17.9%阿里巴巴-W(09988.HK) -7.600 (-4.913%) 沽空 $12.24億; 比率 22.552% │10%寧德時代(300750.SZ) -10.530 (-2.802%) │3.2%中國平安(02318.HK) -0.100 (-0.142%) 沽空 $9.97千萬; 比率 26.248% │3.1%建行(00939.HK) +0.030 (+0.375%) 沽空 $1.93億; 比率 39.468% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) -0.050 (-0.061%) 沽空 $1.64億; 比率 11.392% │2.5%網易(09999.HK) -8.000 (-4.271%) 沽空 $8.51千萬; 比率 9.700% │2.1%招行(03968.HK) +0.220 (+0.450%) 沽空 $3.22千萬; 比率 13.035% │2.1%美團-W(03690.HK) -1.300 (-1.584%) 沽空 $1.98億; 比率 21.609% │1.8%小米(01810.HK) -1.300 (-3.546%) 沽空 $7.84億; 比率 52.867% │1.6%紫金(02899.HK) -0.880 (-2.022%) 沽空 $9.74千萬; 比率 19.551% │1.5%攜程(09961.HK) -4.000 (-0.953%) 沽空 $1.10億; 比率 9.995% │1.4%美的集團(000333.SZ) -0.750 (-0.940%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) -1.300 (-0.087%) │1.1%匯川技術(300124.SZ) -0.680 (-0.897%) │1.0%比亞迪(01211.HK) -2.350 (-2.403%) 沽空 $1.89億; 比率 33.005% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) -5.860 (-2.682%) │0.9%國壽(02628.HK) -0.160 (-0.474%) 沽空 $7.21千萬; 比率 30.688% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.040 (-0.067%) │0.9%中國財險(02328.HK) -0.150 (-0.900%) 沽空 $2.28千萬; 比率 20.036% │0.9%港交所(00388.HK) -1.000 (-0.245%) 沽空 $1.32億; 比率 17.270% │0.6%工行(01398.HK) +0.010 (+0.156%) 沽空 $9.14千萬; 比率 32.423% │0.6%翰森製藥(03692.HK) -0.160 (-0.434%) 沽空 $2.61千萬; 比率 20.987% │0.6%藥明康德(02359.HK) -0.900 (-0.714%) 沽空 $4.86千萬; 比率 18.542% │0.6%海爾智家(06690.HK) -0.580 (-2.104%) 沽空 $1.61千萬; 比率 22.513% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) -8.600 (-6.250%) 沽空 $5.45億; 比率 38.861% │0.5%瀾起科技(688008.SH) -3.510 (-2.088%) │0.5%申洲(02313.HK) -0.550 (-0.865%) 沽空 $3.92千萬; 比率 19.149% │0.5%華潤置地(01109.HK) +0.220 (+0.711%) 沽空 $6.63千萬; 比率 35.050% │0.5%恒瑞醫藥(600276.SH) -0.510 (-0.868%) │0.5%京東(09618.HK) -2.100 (-1.983%) 沽空 $1.23億; 比率 36.227% │0.5%安踏(02020.HK) -0.100 (-0.119%) 沽空 $9.42千萬; 比率 41.202% │0.5%華潤啤酒(00291.HK) -0.560 (-2.108%) 沽空 $3.21千萬; 比率 28.896% │0.5%創科(00669.HK) -3.100 (-2.524%) 沽空 $1.32億; 比率 26.084% │0.4%中石油(00857.HK) +0.340 (+3.704%) 沽空 $1.07億; 比率 26.284% │0.4%海螺水泥(00914.HK) -0.260 (-1.038%) 沽空 $3.65千萬; 比率 41.455% │0.4%太保(02601.HK) +0.180 (+0.482%) 沽空 $1.41千萬; 比率 19.943% │0.4%快手(01024.HK) -1.900 (-2.778%) 沽空 $1.56億; 比率 26.294% │0.4%洛陽鉬業(03993.HK) +0.240 (+1.039%) 沽空 $6.69千萬; 比率 23.834% │0.4%北方華創(002371.SZ) +11.070 (+2.330%) │0.4%紫金黃金國際(02259.HK) +2.400 (+1.133%) 沽空 $2.23千萬; 比率 12.520% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -0.500 (-0.145%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) -0.250 (-1.466%) 沽空 $2.44千萬; 比率 16.448% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-20 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。)