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) +18.800 (+3.843%) 沽空 $18.84亿; 比率 11.338% │17.9%阿里巴巴-W(09988.HK) +8.000 (+6.751%) 沽空 $43.46亿; 比率 19.125% │10%宁德时代(300750.SZ) +6.710 (+1.745%) │3.2%中国平安(02318.HK) +2.200 (+3.654%) 沽空 $13.20亿; 比率 33.499% │3.1%建行(00939.HK) +0.060 (+0.710%) 沽空 $7.88亿; 比率 21.534% │2.7%拼多多(PDD.US) │2.5%友邦(01299.HK) +2.500 (+2.902%) 沽空 $6.56亿; 比率 15.959% │2.5%网易(09999.HK) +3.800 (+2.174%) 沽空 $2.10亿; 比率 14.783% │2.1%招行(03968.HK) 0.000 (0.000%) 沽空 $2.87亿; 比率 30.409% │2.1%美团-W(03690.HK) +8.250 (+10.280%) 沽空 $21.54亿; 比率 23.211% │1.8%相关内容《大行》大摩引述吉利(00175.HK)称海外销量与利润率增长为核心策略 料首季海外每车利润或达1.3万至1.5万人民币小米(01810.HK) +1.880 (+6.088%) 沽空 $19.06亿; 比率 22.963% │1.6%紫金(02899.HK) +1.860 (+5.266%) 沽空 $6.95亿; 比率 17.535% │1.5%携程(09961.HK) +18.400 (+4.711%) 沽空 $1.89亿; 比率 13.936% │1.4%美的集团(000333.SZ) +0.610 (+0.801%) │1.2%华住酒店(HTHT.US) │1.1%贵州茅台(600519.SH) +25.000 (+1.736%) │1.1%汇川技术(300124.SZ) +2.700 (+4.170%) │1.0%比亚迪(01211.HK) +2.900 (+2.791%) 沽空 $13.78亿; 比率 29.745% │1.0%满帮(YMM.US) │1.0%思源电气(002028.SZ) +6.540 (+3.267%) │0.9%国寿(02628.HK) +1.260 (+5.040%) 沽空 $4.04亿; 比率 14.183% │0.9%腾讯音乐(TME.US) │0.9%福耀玻璃(600660.SH) +0.740 (+1.291%) │0.9%中国财险(02328.HK) +0.230 (+1.585%) 沽空 $8.27千万; 比率 9.482% │0.9%港交所(00388.HK) +16.400 (+4.141%) 沽空 $5.75亿; 比率 13.540% │0.6%工行(01398.HK) -0.110 (-1.580%) 沽空 $5.32亿; 比率 22.820% │0.6%翰森制药(03692.HK) -1.140 (-2.896%) 沽空 $8.97千万; 比率 16.684% │0.6%药明康德(02359.HK) -0.300 (-0.240%) 沽空 $1.50亿; 比率 16.778% │0.6%海尔智家(06690.HK) +0.600 (+2.935%) 沽空 $9.33千万; 比率 20.929% │0.5%BOSS直聘(BZ.US) │0.5%百度(09888.HK) +2.800 (+2.574%) 沽空 $3.11亿; 比率 20.178% │0.5%澜起科技(688008.SH) +11.310 (+8.843%) │0.5%申洲(02313.HK) +2.040 (+4.329%) 沽空 $1.01亿; 比率 25.344% │0.5%华润置地(01109.HK) +0.740 (+2.577%) 沽空 $1.82亿; 比率 38.589% │0.5%恒瑞医药(600276.SH) +1.330 (+2.370%) │0.5%京东(09618.HK) +3.918 (+3.628%) 沽空 $4.40亿; 比率 27.790% │0.5%安踏(02020.HK) +0.600 (+0.745%) 沽空 $1.77亿; 比率 15.197% │0.5%华润啤酒(00291.HK) +0.800 (+3.051%) 沽空 $7.73千万; 比率 19.451% │0.5%创科(00669.HK) +7.300 (+6.959%) 沽空 $5.20亿; 比率 47.002% │0.4%中石油(00857.HK) -0.210 (-1.950%) 沽空 $4.28亿; 比率 23.424% │0.4%相关内容《大行》高盛按盈利重评领先指标(ERLI)列出港股买入名单(表)海螺水泥(00914.HK) +0.340 (+1.614%) 沽空 $1.60千万; 比率 5.303% │0.4%太保(02601.HK) +1.000 (+3.016%) 沽空 $2.38亿; 比率 30.371% │0.4%快手(01024.HK) +1.800 (+4.009%) 沽空 $7.82亿; 比率 15.691% │0.4%洛阳钼业(03993.HK) +1.790 (+10.554%) 沽空 $3.73亿; 比率 16.913% │0.4%北方华创(002371.SZ) +39.900 (+9.409%) │0.4%紫金黄金国际(02259.HK) +14.000 (+7.950%) 沽空 $1.96亿; 比率 8.547% │0.4%怡和(J36.SG)│0.3%中微公司(688012.SH) +24.090 (+8.205%) │0.3%富途(FUTU.US) │0.3%吉利(00175.HK) 0.000 (0.000%) 沽空 $4.20亿; 比率 12.314% │0.3%(wl/u)(港股报价延迟最少十五分钟。沽空资料截至 2026-04-08 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。)