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) +6.000 (+1.096%) 沽空 $7.35亿; 比率 9.185% │17.9%阿里巴巴-W(09988.HK) +3.000 (+1.935%) 沽空 $9.00亿; 比率 17.737% │10%宁德时代(300750.SZ) 0.000 (0.000%) │3.2%中国平安(02318.HK) +2.850 (+4.095%) 沽空 $6.24亿; 比率 30.252% │3.1%建行(00939.HK) +0.090 (+1.129%) 沽空 $2.29亿; 比率 25.016% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.300 (+2.754%) 沽空 $1.05亿; 比率 7.591% │2.5%网易(09999.HK) +1.800 (+0.956%) 沽空 $5.65千万; 比率 9.126% │2.1%招行(03968.HK) -0.040 (-0.081%) 沽空 $2.55亿; 比率 47.946% │2.1%美团-W(03690.HK) -0.900 (-0.985%) 沽空 $9.17亿; 比率 45.690% │1.8%相关内容《大行》 摩通：互联网股份波动反映市场情绪脆弱 调整带来入市机会小米(01810.HK) -0.020 (-0.057%) 沽空 $9.96亿; 比率 40.820% │1.6%紫金(02899.HK) +1.640 (+4.194%) 沽空 $4.55亿; 比率 30.161% │1.5%携程(09961.HK) +9.600 (+2.152%) 沽空 $6.61千万; 比率 13.757% │1.4%美的集团(000333.SZ) -0.990 (-1.245%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +2.460 (+0.162%) │1.1%汇川技术(300124.SZ) +1.820 (+2.438%) │1.0%比亚迪(01211.HK) +1.550 (+1.679%) 沽空 $1.40亿; 比率 24.165% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +12.200 (+6.489%) │0.9%国寿(02628.HK) +1.520 (+4.510%) 沽空 $1.90亿; 比率 13.935% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) -0.100 (-0.165%) │0.9%中国财险(02328.HK) +0.470 (+2.969%) 沽空 $6.56千万; 比率 24.149% │0.9%港交所(00388.HK) +11.400 (+2.797%) 沽空 $1.59亿; 比率 17.223% │0.6%工行(01398.HK) +0.030 (+0.462%) 沽空 $10.00千万; 比率 25.455% │0.6%翰森制药(03692.HK) +0.460 (+1.261%) 沽空 $6.43千万; 比率 40.344% │0.6%药明康德(02359.HK) +1.000 (+0.868%) 沽空 $1.30亿; 比率 41.361% │0.6%海尔智家(06690.HK) -0.300 (-1.115%) 沽空 $6.43千万; 比率 26.336% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +4.500 (+3.266%) 沽空 $2.26亿; 比率 34.016% │0.5%澜起科技(688008.SH) +4.650 (+2.843%) │0.5%申洲(02313.HK) -0.150 (-0.236%) 沽空 $7.24千万; 比率 53.285% │0.5%华润置地(01109.HK) +0.420 (+1.326%) 沽空 $9.82千万; 比率 20.552% │0.5%恒瑞医药(600276.SH) -0.030 (-0.052%) │0.5%京东(09618.HK) +1.500 (+1.403%) 沽空 $5.71千万; 比率 19.647% │0.5%安踏(02020.HK) +1.650 (+2.048%) 沽空 $8.01千万; 比率 20.728% │0.5%华润啤酒(00291.HK) 0.000 (0.000%) 沽空 $3.47千万; 比率 27.776% │0.5%创科(00669.HK) +1.600 (+1.427%) 沽空 $1.27亿; 比率 31.981% │0.4%中石油(00857.HK) -0.100 (-1.078%) 沽空 $8.91千万; 比率 26.459% │0.4%相关内容《大行》里昂降京东(JD.US)2025及2026年经调整净利预测 维持「跑赢大市」评级海螺水泥(00914.HK) +0.200 (+0.816%) 沽空 $2.11千万; 比率 16.676% │0.4%太保(02601.HK) +1.400 (+3.633%) 沽空 $1.35亿; 比率 33.597% │0.4%快手(01024.HK) -3.050 (-4.281%) 沽空 $7.83亿; 比率 20.311% │0.4%洛阳钼业(03993.HK) +0.440 (+2.068%) 沽空 $8.75千万; 比率 21.961% │0.4%北方华创(002371.SZ) +10.320 (+2.185%) │0.4%紫金黄金国际(02259.HK) +7.400 (+3.620%) 沽空 $7.86千万; 比率 21.526% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) -0.590 (-0.169%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.330 (+2.023%) 沽空 $3.59千万; 比率 9.584% │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 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。)