摩根士丹利发表中资金融行业今年展望报告，列出对内银H股今年市账率、年股本回报率及股息回报预测：股份│今年市账率预测│今年股本回报率预测│今年股息回报预测农行(01288.HK) +0.060 (+1.085%) 沽空 $1.06亿; 比率 25.585% │0.59倍│9.6%│5.1%工行(01398.HK) +0.110 (+1.794%) 沽空 $2.07亿; 比率 22.905% │0.48倍│9.1%│5.9%建行(00939.HK) +0.130 (+1.713%) 沽空 $5.03亿; 比率 29.093% │0.49倍│9.7%│5.9%中行(03988.HK) +0.050 (+1.139%) 沽空 $1.16亿; 比率 20.145% │0.46倍│8.5%│6.1%邮储银行(01658.HK) +0.080 (+1.581%) 沽空 $3.22千万; 比率 34.502% │0.5倍│8.1%│5%相关内容《大行》大摩列出对内银H股「偏好」次序名单(表)招行(03968.HK) +0.200 (+0.399%) 沽空 $3.19亿; 比率 48.429% │0.92倍│12.6%│4%中信银行(00998.HK) +0.020 (+0.291%) 沽空 $1.90千万; 比率 10.390% │0.44倍│9.4%│6.3%民生银行(01988.HK) 0.000 (0.000%) 沽空 $1.87千万; 比率 22.534% │0.26倍│5.1%│5.8%交行(03328.HK) +0.120 (+1.869%) 沽空 $3.89千万; 比率 29.028% │0.42倍│7.5%│5.8%光大银行(06818.HK) +0.010 (+0.279%) 沽空 $8.80百万; 比率 16.808% │0.31倍│7%│6.6%重农行(03618.HK) 0.000 (0.000%) 沽空 $7.48百万; 比率 12.679% │0.4倍│8.5%│6.2%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-01-12 16:25。)