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) +7.500 (+1.370%) 沽空 $29.69億; 比率 15.248% │17.9%阿里巴巴-W(09988.HK) +3.500 (+2.258%) 沽空 $23.66億; 比率 19.556% │10%寧德時代(300750.SZ) -0.230 (-0.062%) │3.2%中國平安(02318.HK) +3.150 (+4.526%) 沽空 $8.54億; 比率 34.533% │3.1%建行(00939.HK) +0.100 (+1.255%) 沽空 $7.71億; 比率 36.869% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.250 (+2.695%) 沽空 $7.71億; 比率 16.216% │2.5%網易(09999.HK) +2.100 (+1.115%) 沽空 $3.46億; 比率 16.461% │2.1%招行(03968.HK) -0.120 (-0.244%) 沽空 $3.48億; 比率 33.427% │2.1%美團-W(03690.HK) -0.250 (-0.274%) 沽空 $9.62億; 比率 26.625% │1.8%相關內容《大行》高盛對內銀股投資評級及目標價(表)小米(01810.HK) -0.020 (-0.057%) 沽空 $10.16億; 比率 21.535% │1.6%紫金(02899.HK) +1.540 (+3.939%) 沽空 $5.19億; 比率 19.274% │1.5%攜程(09961.HK) +10.800 (+2.422%) 沽空 $1.89億; 比率 16.254% │1.4%美的集團(000333.SZ) -1.020 (-1.282%) │1.2%華住酒店(HTHT.US) │1.1%貴州茅台(600519.SH) +2.930 (+0.193%) │1.1%匯川技術(300124.SZ) +2.010 (+2.693%) │1.0%比亞迪(01211.HK) +1.650 (+1.788%) 沽空 $8.37億; 比率 31.523% │1.0%滿幫(YMM.US) │1.0%思源電氣(002028.SZ) +11.960 (+6.362%) │0.9%國壽(02628.HK) +1.600 (+4.748%) 沽空 $4.58億; 比率 30.484% │0.9%騰訊音樂(TME.US) │0.9%福耀玻璃(600660.SH) -0.080 (-0.132%) │0.9%中國財險(02328.HK) +0.410 (+2.590%) 沽空 $8.53千萬; 比率 23.186% │0.9%港交所(00388.HK) +10.400 (+2.552%) 沽空 $5.09億; 比率 16.831% │0.6%工行(01398.HK) +0.050 (+0.770%) 沽空 $4.94億; 比率 43.183% │0.6%翰森製藥(03692.HK) +0.600 (+1.645%) 沽空 $9.59千萬; 比率 33.599% │0.6%藥明康德(02359.HK) +0.700 (+0.608%) 沽空 $2.10億; 比率 39.244% │0.6%海爾智家(06690.HK) -0.100 (-0.372%) 沽空 $1.38億; 比率 33.302% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +4.900 (+3.556%) 沽空 $7.86億; 比率 38.654% │0.5%瀾起科技(688008.SH) +5.120 (+3.131%) │0.5%申洲(02313.HK) +0.450 (+0.709%) 沽空 $1.22億; 比率 27.333% │0.5%華潤置地(01109.HK) +0.620 (+1.957%) 沽空 $1.71億; 比率 41.561% │0.5%恒瑞醫藥(600276.SH) +0.070 (+0.122%) │0.5%京東(09618.HK) +1.900 (+1.777%) 沽空 $3.16億; 比率 22.236% │0.5%安踏(02020.HK) +1.600 (+1.986%) 沽空 $2.55億; 比率 28.095% │0.5%華潤啤酒(00291.HK) +0.120 (+0.441%) 沽空 $1.97億; 比率 50.427% │0.5%創科(00669.HK) +2.200 (+1.963%) 沽空 $1.99億; 比率 23.658% │0.4%中石油(00857.HK) -0.080 (-0.862%) 沽空 $4.08億; 比率 39.574% │0.4%相關內容《大行》里昂升網易(NTES.US)目標價至150美元 料上季總收入增9%海螺水泥(00914.HK) +0.180 (+0.734%) 沽空 $5.57千萬; 比率 18.313% │0.4%太保(02601.HK) +1.620 (+4.203%) 沽空 $6.89千萬; 比率 17.869% │0.4%快手(01024.HK) -3.350 (-4.702%) 沽空 $5.48億; 比率 34.363% │0.4%洛陽鉬業(03993.HK) +0.580 (+2.726%) 沽空 $2.10億; 比率 18.344% │0.4%北方華創(002371.SZ) +10.880 (+2.304%) │0.4%紫金黃金國際(02259.HK) +5.000 (+2.446%) 沽空 $5.32千萬; 比率 6.700% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +0.420 (+0.120%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) +0.330 (+2.023%) 沽空 $1.85億; 比率 28.674% │0.3%(wl/u)(港股報價延遲最少十五分鐘。沽空資料截至 2026-02-06 16:25。) (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。)