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) +0.180 (+1.322%) 沽空 $2.36千万; 比率 16.345% |增持|22.5元→26.5元旭辉控股(00884.HK) +0.010 (+4.000%) |增持|5.5元→6.5元万科企业(02202.HK) +0.220 (+4.499%) 沽空 $1.32千万; 比率 6.160% |中性|20元龙湖集团(00960.HK) +0.360 (+3.888%) 沽空 $2.86千万; 比率 12.960% |增持|52元华润置地(01109.HK) +0.200 (+0.752%) 沽空 $9.62千万; 比率 15.114% |增持|41元碧桂园(02007.HK) 0.000 (0.000%) 沽空 $1.13百万; 比率 10.577% |中性|6.8元融创中国(01918.HK) +0.070 (+4.895%) 沽空 $1.62千万; 比率 2.965% |减持|8.5元恒大(03333.HK) 0.000 (0.000%) |减持|1.1元世茂(00813.HK) +0.020 (+2.703%) 沽空 $42.46万; 比率 10.553% |减持|4元龙光集团(03380.HK) +0.050 (+5.814%) 沽空 $16.92万; 比率 1.180% |中性|5.9元新城发展(01030.HK) +0.020 (+0.858%) 沽空 $8.37百万; 比率 14.927% |中性|5元中国金茂(00817.HK) +0.040 (+3.361%) 沽空 $5.21百万; 比率 8.470% |中性|2.5元雅居乐(03383.HK) +0.005 (+1.205%) 沽空 $46.18万; 比率 11.466% |减持|2.8元宝龙地产(01238.HK) 0.000 (0.000%) |增持|5元合景泰富(01813.HK) +0.010 (+3.279%) |中性|5元富力地产(02777.HK) +0.070 (+7.368%) 沽空 $1.63百万; 比率 1.404% |减持|2元时代中国(01233.HK) 0.000 (0.000%) |中性|3.7元中骏集团(01966.HK) +0.003 (+2.679%) |增持|2.5元中国奥园(03883.HK) -0.002 (-1.667%) |减持|1元禹洲集团(01628.HK) +0.002 (+4.444%) |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) -0.020 (-0.305%) 沽空 $2.76百万; 比率 2.146% |增持|67元华润万象生活(01209.HK) +0.050 (+0.132%) 沽空 $1.47千万; 比率 11.932% |增持|45元保利物业(06049.HK) -0.400 (-1.207%) 沽空 $1.01百万; 比率 3.779% |增持|72元恒大物业(06666.HK) +0.020 (+2.353%) |减持|3.4元中海物业(02669.HK) -0.010 (-0.182%) 沽空 $1.51百万; 比率 4.381% |增持|10元绿城服务(02869.HK) +0.010 (+0.228%) 沽空 $1.16百万; 比率 10.495% |减持|6.4元融创服务(01516.HK) +0.050 (+2.890%) 沽空 $59.70万; 比率 1.497% |减持|5.5元金科服务(09666.HK) +0.020 (+0.289%) 沽空 $8.35万; 比率 1.569% |增持|43元旭辉永升服务(01995.HK) +0.040 (+1.961%) 沽空 $24.36万; 比率 2.321% |增持|16.5元雅生活服务(03319.HK) +0.030 (+1.045%) 沽空 $2.77百万; 比率 27.547% |减持|11.5元世茂服务(00873.HK) +0.010 (+1.299%) |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) +0.020 (+0.909%) |中性|14元合景悠活(03913.HK) 0.000 (0.000%) |中性|3元(na/u)(港股报价延迟最少十五分钟。沽空资料截至 2025-07-02 16:25。)相关内容《大行》汇丰研究对内房及物管股投资评级及目标价(表)