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) +0.040 (+0.742%) 沽空 $1.36亿; 比率 32.059% │0.59倍│9.6%│5.1%工行(01398.HK) +0.060 (+0.940%) 沽空 $2.94亿; 比率 23.459% │0.48倍│9.1%│5.9%建行(00939.HK) +0.040 (+0.512%) 沽空 $4.57亿; 比率 30.270% │0.49倍│9.7%│5.9%中行(03988.HK) +0.060 (+1.304%) 沽空 $2.63亿; 比率 31.578% │0.46倍│8.5%│6.1%邮储银行(01658.HK) +0.050 (+0.984%) 沽空 $4.53千万; 比率 23.540% │0.5倍│8.1%│5%相关内容《大行》高盛：传工行(01398.HK)农行(01288.HK)将获当局注资 或引致高达7%盈利稀释招行(03968.HK) +0.260 (+0.549%) 沽空 $2.51亿; 比率 30.780% │0.92倍│12.6%│4%中信银行(00998.HK) +0.020 (+0.279%) 沽空 $2.66千万; 比率 25.164% │0.44倍│9.4%│6.3%民生银行(01988.HK) +0.020 (+0.519%) 沽空 $4.30百万; 比率 5.729% │0.26倍│5.1%│5.8%交行(03328.HK) +0.160 (+2.402%) 沽空 $4.73千万; 比率 29.785% │0.42倍│7.5%│5.8%光大银行(06818.HK) +0.020 (+0.615%) 沽空 $1.74百万; 比率 3.223% │0.31倍│7%│6.6%重农行(03618.HK) +0.050 (+0.870%) 沽空 $9.76百万; 比率 18.582% │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 2026-02-03 16:25。)