摩根大通發表報告表示,列出對內房股投資評級及目標價:股份│投資評級│目標價(港元)華潤置地(01109.HK) +1.239 (+3.966%) 沽空 $8.56千萬; 比率 26.568% │增持│43元中國海外(00688.HK) +0.470 (+3.360%) 沽空 $7.03千萬; 比率 28.535% │增持│22元萬科(02202.HK) +0.220 (+4.143%) 沽空 $1.43千萬; 比率 5.544% │中性│10.5元中國金茂(00817.HK) +0.100 (+6.849%) 沽空 $7.37百萬; 比率 16.584% │中性│1.25元龍湖(00960.HK) +0.650 (+6.155%) 沽空 $3.44千萬; 比率 27.231% │增持│22.5元碧桂園(02007.HK) +0.140 (+27.451%) 沽空 $1.17千萬; 比率 2.412% │減持│0.54元新城發展(01030.HK) +0.090 (+3.734%) 沽空 $6.03百萬; 比率 16.343% │中性│1.7元雅居樂(03383.HK) +0.040 (+8.511%) │減持│0.7元中駿(01966.HK) +0.002 (+2.020%) │減持│0.35元旭輝(00884.HK) +0.009 (+3.896%) │減持│0.7元融創中國(01918.HK) +0.080 (+5.031%) 沽空 $1.05千萬; 比率 2.239% │減持│0.6元富力(02777.HK) +0.040 (+5.797%) 沽空 $1.34百萬; 比率 5.046% │減持│0.8元合景泰富(01813.HK) +0.037 (+14.919%) │減持│1元寶龍地產(01238.HK) +0.010 (+3.125%) │減持│0.8元世茂集團(00813.HK) +0.060 (+19.672%) │減持│0.5元時代中國(01233.HK) +0.002 (+1.290%) │減持│0.25元====================================相關內容《大行》滙豐研究升建發國際(01908.HK)目標價至21.8元 料今年盈利增長加快該行列出對內房股預測今年市賬率估值:股份│2023年市賬率預測華潤置地(01109.HK) +1.239 (+3.966%) 沽空 $8.56千萬; 比率 26.568% │0.8倍中國海外(00688.HK) +0.470 (+3.360%) 沽空 $7.03千萬; 比率 28.535% │0.5倍萬科(02202.HK) +0.220 (+4.143%) 沽空 $1.43千萬; 比率 5.544% │0.4倍中國金茂(00817.HK) +0.100 (+6.849%) 沽空 $7.37百萬; 比率 16.584% │0.3倍建發(01908.HK) +0.590 (+3.278%) 沽空 $1.47千萬; 比率 20.296% │1.1倍越秀地產(00123.HK) +0.120 (+2.459%) 沽空 $3.34百萬; 比率 5.458% │0.6倍綠城中國(03900.HK) +0.240 (+2.553%) 沽空 $3.03千萬; 比率 28.649% │0.5倍深圳控股(00604.HK) +0.040 (+4.651%) 沽空 $8.77百萬; 比率 19.656% │0.3倍中海外宏洋(00081.HK) +0.140 (+5.932%) 沽空 $5.27百萬; 比率 25.005% │0.3倍-------------------------------------------龍湖(00960.HK) +0.650 (+6.155%) 沽空 $3.44千萬; 比率 27.231% │0.6倍碧桂園(02007.HK) +0.140 (+27.451%) 沽空 $1.17千萬; 比率 2.412% │0.2倍新城發展(01030.HK) +0.090 (+3.734%) 沽空 $6.03百萬; 比率 16.343% │0.2倍中駿(01966.HK) +0.002 (+2.020%) │0.1倍美的置業(03990.HK) +0.120 (+2.553%) │0.4倍-------------------------------------------旭輝(00884.HK) +0.009 (+3.896%) │0.2倍融創中國(01918.HK) +0.080 (+5.031%) 沽空 $1.05千萬; 比率 2.239% │0.4倍富力(02777.HK) +0.040 (+5.797%) 沽空 $1.34百萬; 比率 5.046% │0.1倍合景泰富(01813.HK) +0.037 (+14.919%) │0.1倍寶龍地產(01238.HK) +0.010 (+3.125%) │0.1倍世茂集團(00813.HK) +0.060 (+19.672%) │0.1倍時代中國(01233.HK) +0.002 (+1.290%) │0.2倍龍光(03380.HK) +0.030 (+3.191%) 沽空 $6.31萬; 比率 0.203% │0.1倍中國奧園(03883.HK) +0.009 (+7.895%) │0.1倍遠洋集團(03377.HK) +0.007 (+5.556%) │0.1倍(wl/s)(港股報價延遲最少十五分鐘。沽空資料截至 2025-09-08 16:25。)