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) +0.010 (+0.179%) 沽空 $3.81千万; 比率 19.111% │0.59倍│9.6%│5.1%工行(01398.HK) +0.010 (+0.160%) 沽空 $6.34千万; 比率 10.660% │0.48倍│9.1%│5.9%建行(00939.HK) +0.080 (+1.036%) 沽空 $1.76亿; 比率 15.908% │0.49倍│9.7%│5.9%中行(03988.HK) +0.020 (+0.450%) 沽空 $7.29千万; 比率 15.613% │0.46倍│8.5%│6.1%邮储银行(01658.HK) -0.020 (-0.389%) 沽空 $1.48千万; 比率 18.368% │0.5倍│8.1%│5%相关内容《大行》大摩列出对内险H股「偏好」的次序名单(表)招行(03968.HK) -0.100 (-0.199%) 沽空 $9.50千万; 比率 35.339% │0.92倍│12.6%│4%中信银行(00998.HK) +0.110 (+1.597%) 沽空 $1.19千万; 比率 14.035% │0.44倍│9.4%│6.3%民生银行(01988.HK) +0.020 (+0.518%) 沽空 $4.16百万; 比率 9.261% │0.26倍│5.1%│5.8%交行(03328.HK) +0.020 (+0.306%) 沽空 $1.38千万; 比率 14.613% │0.42倍│7.5%│5.8%光大银行(06818.HK) -0.010 (-0.279%) 沽空 $1.91百万; 比率 8.000% │0.31倍│7%│6.6%重农行(03618.HK) -0.010 (-0.167%) 沽空 $2.25百万; 比率 5.140% │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 2026-01-13 12:25。)