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) +12.500 (+2.283%) 沽空 $13.26亿; 比率 9.036% │17.9%阿里巴巴-W(09988.HK) +2.900 (+1.871%) 沽空 $15.50亿; 比率 16.679% │10%宁德时代(300750.SZ) -0.290 (-0.079%) │3.2%中国平安(02318.HK) +3.400 (+4.885%) 沽空 $11.77亿; 比率 30.985% │3.1%建行(00939.HK) +0.110 (+1.380%) 沽空 $4.20亿; 比率 24.179% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.850 (+3.413%) 沽空 $2.40亿; 比率 9.026% │2.5%网易(09999.HK) +3.000 (+1.593%) 沽空 $1.87亿; 比率 12.048% │2.1%招行(03968.HK) +0.040 (+0.081%) 沽空 $3.72亿; 比率 36.128% │2.1%美团-W(03690.HK) -0.350 (-0.383%) 沽空 $15.18亿; 比率 39.181% │1.8%相关内容《大行》花旗料大宗商品价格上升利好基础物料 车企及二线电池商承压小米(01810.HK) +0.020 (+0.057%) 沽空 $17.31亿; 比率 39.721% │1.6%紫金(02899.HK) +2.180 (+5.575%) 沽空 $9.04亿; 比率 28.975% │1.5%携程(09961.HK) +10.000 (+2.242%) 沽空 $1.82亿; 比率 13.306% │1.4%美的集团(000333.SZ) -0.380 (-0.478%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +9.950 (+0.657%) │1.1%汇川技术(300124.SZ) +2.200 (+2.947%) │1.0%比亚迪(01211.HK) +1.250 (+1.354%) 沽空 $3.74亿; 比率 26.028% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +14.000 (+7.447%) │0.9%国寿(02628.HK) +1.340 (+3.976%) 沽空 $3.39亿; 比率 16.853% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.460 (-0.759%) │0.9%中国财险(02328.HK) +0.590 (+3.727%) 沽空 $1.44亿; 比率 21.403% │0.9%港交所(00388.HK) +11.000 (+2.699%) 沽空 $2.55亿; 比率 14.517% │0.6%工行(01398.HK) +0.030 (+0.462%) 沽空 $1.69亿; 比率 22.354% │0.6%翰森制药(03692.HK) +0.640 (+1.754%) 沽空 $1.56亿; 比率 41.447% │0.6%药明康德(02359.HK) +0.800 (+0.694%) 沽空 $2.09亿; 比率 34.290% │0.6%海尔智家(06690.HK) +0.020 (+0.074%) 沽空 $1.22亿; 比率 25.856% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +4.400 (+3.193%) 沽空 $4.47亿; 比率 34.633% │0.5%澜起科技(688008.SH) +9.910 (+6.060%) │0.5%申洲(02313.HK) -0.850 (-1.339%) 沽空 $1.84亿; 比率 47.095% │0.5%华润置地(01109.HK) +0.380 (+1.199%) 沽空 $1.57亿; 比率 22.103% │0.5%恒瑞医药(600276.SH) +0.140 (+0.244%) │0.5%京东(09618.HK) +1.000 (+0.935%) 沽空 $1.25亿; 比率 14.757% │0.5%安踏(02020.HK) +2.050 (+2.545%) 沽空 $1.88亿; 比率 17.485% │0.5%华润啤酒(00291.HK) +0.180 (+0.661%) 沽空 $8.92千万; 比率 31.007% │0.5%创科(00669.HK) +1.000 (+0.892%) 沽空 $1.76亿; 比率 28.314% │0.4%中石油(00857.HK) -0.120 (-1.293%) 沽空 $1.77亿; 比率 26.044% │0.4%相关内容瑞银料中国今年经济增长至少4.5% 估年底人汇升破6.8关海螺水泥(00914.HK) +0.420 (+1.713%) 沽空 $5.05千万; 比率 18.721% │0.4%太保(02601.HK) +1.200 (+3.114%) 沽空 $2.47亿; 比率 37.513% │0.4%快手(01024.HK) -1.950 (-2.737%) 沽空 $12.05亿; 比率 21.451% │0.4%洛阳钼业(03993.HK) +0.720 (+3.383%) 沽空 $1.45亿; 比率 20.463% │0.4%北方华创(002371.SZ) +11.770 (+2.492%) │0.4%紫金黄金国际(02259.HK) +6.000 (+2.935%) 沽空 $1.36亿; 比率 21.269% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +2.900 (+0.830%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.280 (+1.717%) 沽空 $8.33千万; 比率 12.898% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-09 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。)