摩通发表研究报告,对内房和物管股投资评级及目标价最新调整表列如下: 内房股股份|投资评级|目标价(港元)中国海外发展(00688.HK) -0.070 (-0.490%) 沽空 $2.56千万; 比率 7.602% |增持|22.5元→26.5元旭辉控股(00884.HK) +0.002 (+0.816%) |增持|5.5元→6.5元万科企业(02202.HK) +0.140 (+2.532%) 沽空 $4.37千万; 比率 11.461% |中性|20元龙湖集团(00960.HK) -0.120 (-1.015%) 沽空 $6.17千万; 比率 18.381% |增持|52元华润置地(01109.HK) +0.060 (+0.190%) 沽空 $4.46千万; 比率 8.010% |增持|41元碧桂园(02007.HK) -0.010 (-1.587%) 沽空 $1.90百万; 比率 0.467% |中性|6.8元融创中国(01918.HK) +0.040 (+2.410%) 沽空 $9.94百万; 比率 1.611% |减持|8.5元恒大(03333.HK)|减持|1.1元世茂(00813.HK) +0.010 (+2.532%) |减持|4元龙光集团(03380.HK) 0.000 (0.000%) 沽空 $20.23万; 比率 0.624% |中性|5.9元新城发展(01030.HK) -0.020 (-0.758%) 沽空 $1.18千万; 比率 8.814% |中性|5元中国金茂(00817.HK) -0.010 (-0.633%) 沽空 $1.12千万; 比率 11.857% |中性|2.5元雅居乐(03383.HK) -0.065 (-12.745%) |减持|2.8元宝龙地产(01238.HK) -0.010 (-3.125%) |增持|5元合景泰富(01813.HK) -0.010 (-3.636%) |中性|5元富力地产(02777.HK) -0.010 (-1.408%) 沽空 $65.88万; 比率 4.255% |减持|2元时代中国(01233.HK) -0.001 (-0.662%) |中性|3.7元中骏集团(01966.HK) +0.004 (+4.000%) |增持|2.5元中国奥园(03883.HK) +0.002 (+1.695%) |减持|1元禹洲集团(01628.HK)|减持|0.5元 物管股股份|投资评级|目标价(港元)碧桂园服务(06098.HK) -0.060 (-0.882%) 沽空 $8.96百万; 比率 13.325% |增持|67元华润万象生活(01209.HK) -0.280 (-0.670%) 沽空 $2.58千万; 比率 12.304% |增持|45元保利物业(06049.HK) -0.040 (-0.113%) 沽空 $5.81百万; 比率 18.175% |增持|72元恒大物业(06666.HK) +0.070 (+6.140%) |减持|3.4元中海物业(02669.HK) +0.050 (+0.990%) 沽空 $5.60百万; 比率 11.741% |增持|10元绿城服务(02869.HK) 0.000 (0.000%) 沽空 $1.75百万; 比率 7.888% |减持|6.4元融创服务(01516.HK) 0.000 (0.000%) 沽空 $6.07百万; 比率 26.216% |减持|5.5元金科服务(09666.HK) +0.070 (+1.070%) |增持|43元旭辉永升服务(01995.HK) +0.010 (+0.538%) 沽空 $1.57百万; 比率 19.421% |增持|16.5元雅生活服务(03319.HK) +0.010 (+0.340%) 沽空 $70.91万; 比率 5.812% |减持|11.5元世茂服务(00873.HK) +0.010 (+1.351%) |减持|4.5元新城悦服务(01755.HK) 0.000 (0.000%) |中性|11.5元宝龙商业(09909.HK) -0.030 (-1.322%) |中性|14元合景悠活(03913.HK) +0.005 (+1.923%) |中性|3元(na/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-19 16:25。)相关内容《大行》美银证券对内地物管股投资评级及目标价(表)