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) +0.360 (+1.108%) 沽空 $1.93千萬; 比率 5.692% │增持│43元中國海外(00688.HK) +0.350 (+2.392%) 沽空 $1.63千萬; 比率 7.071% │增持│22元萬科(02202.HK) +0.190 (+3.393%) 沽空 $8.95百萬; 比率 3.364% │中性│10.5元中國金茂(00817.HK) +0.050 (+3.268%) 沽空 $6.07百萬; 比率 10.440% │中性│1.25元龍湖(00960.HK) +0.350 (+3.086%) 沽空 $3.13千萬; 比率 19.155% │增持│22.5元碧桂園(02007.HK) +0.030 (+4.839%) 沽空 $9.19百萬; 比率 2.451% │減持│0.54元新城發展(01030.HK) +0.060 (+2.372%) 沽空 $4.82百萬; 比率 6.174% │中性│1.7元雅居樂(03383.HK) +0.020 (+3.774%) │減持│0.7元中駿(01966.HK) +0.004 (+3.960%) │減持│0.35元旭輝(00884.HK) +0.014 (+5.809%) │減持│0.7元融創中國(01918.HK) +0.100 (+5.814%) 沽空 $3.39千萬; 比率 4.383% │減持│0.6元富力(02777.HK) +0.030 (+4.225%) 沽空 $51.51萬; 比率 6.842% │減持│0.8元合景泰富(01813.HK) +0.010 (+3.704%) │減持│1元寶龍地產(01238.HK) 0.000 (0.000%) │減持│0.8元世茂集團(00813.HK) +0.020 (+4.878%) │減持│0.5元時代中國(01233.HK) +0.002 (+1.282%) │減持│0.25元====================================相關內容《大行》大摩：建發國際(01908.HK)本月在上海項目料推動股價上升 目標價23.51元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) +0.360 (+1.108%) 沽空 $1.93千萬; 比率 5.692% │0.8倍中國海外(00688.HK) +0.350 (+2.392%) 沽空 $1.63千萬; 比率 7.071% │0.5倍萬科(02202.HK) +0.190 (+3.393%) 沽空 $8.95百萬; 比率 3.364% │0.4倍中國金茂(00817.HK) +0.050 (+3.268%) 沽空 $6.07百萬; 比率 10.440% │0.3倍建發(01908.HK) -0.100 (-0.556%) 沽空 $1.75百萬; 比率 5.990% │1.1倍越秀地產(00123.HK) +0.140 (+2.703%) 沽空 $6.06百萬; 比率 6.340% │0.6倍綠城中國(03900.HK) +0.090 (+0.923%) 沽空 $1.06千萬; 比率 17.444% │0.5倍深圳控股(00604.HK) +0.040 (+4.255%) 沽空 $4.25百萬; 比率 6.279% │0.3倍中海外宏洋(00081.HK) +0.130 (+5.263%) 沽空 $3.94百萬; 比率 10.129% │0.3倍-------------------------------------------龍湖(00960.HK) +0.350 (+3.086%) 沽空 $3.13千萬; 比率 19.155% │0.6倍碧桂園(02007.HK) +0.030 (+4.839%) 沽空 $9.19百萬; 比率 2.451% │0.2倍新城發展(01030.HK) +0.060 (+2.372%) 沽空 $4.82百萬; 比率 6.174% │0.2倍中駿(01966.HK) +0.004 (+3.960%) │0.1倍美的置業(03990.HK) +0.140 (+2.905%) │0.4倍-------------------------------------------旭輝(00884.HK) +0.014 (+5.809%) │0.2倍融創中國(01918.HK) +0.100 (+5.814%) 沽空 $3.39千萬; 比率 4.383% │0.4倍富力(02777.HK) +0.030 (+4.225%) 沽空 $51.51萬; 比率 6.842% │0.1倍合景泰富(01813.HK) +0.010 (+3.704%) │0.1倍寶龍地產(01238.HK) 0.000 (0.000%) │0.1倍世茂集團(00813.HK) +0.020 (+4.878%) │0.1倍時代中國(01233.HK) +0.002 (+1.282%) │0.2倍龍光(03380.HK) +0.050 (+4.902%) 沽空 $35.76萬; 比率 0.681% │0.1倍中國奧園(03883.HK) +0.002 (+1.626%) │0.1倍遠洋集團(03377.HK) +0.022 (+14.379%) │0.1倍(wl/s)(港股報價延遲最少十五分鐘。沽空資料截至 2025-09-12 12:25。)