摩根大通发表报告表示，列出对内房股投资评级及目标价：股份│投资评级│目标价(港元)华润置地(01109.HK) +0.640 (+2.083%) 沽空 $2.32千万; 比率 22.354% │增持│43元中国海外(00688.HK) +0.120 (+0.876%) 沽空 $8.97百万; 比率 19.585% │增持│22元万科(02202.HK) +0.110 (+2.144%) 沽空 $4.56百万; 比率 10.897% │中性│10.5元中国金茂(00817.HK) +0.030 (+2.113%) 沽空 $2.09百万; 比率 29.905% │中性│1.25元龙湖(00960.HK) +0.090 (+0.880%) 沽空 $1.57千万; 比率 46.808% │增持│22.5元碧桂园(02007.HK) +0.035 (+7.865%) 沽空 $2.74百万; 比率 8.402% │减持│0.54元新城发展(01030.HK) +0.070 (+2.979%) 沽空 $6.56百万; 比率 31.282% │中性│1.7元雅居乐(03383.HK) +0.020 (+4.598%) │减持│0.7元中骏(01966.HK) -0.001 (-0.980%) │减持│0.35元旭辉(00884.HK) +0.006 (+2.765%) │减持│0.7元融创中国(01918.HK) +0.050 (+3.247%) 沽空 $2.94百万; 比率 2.168% │减持│0.6元富力(02777.HK) +0.020 (+2.857%) 沽空 $2.54百万; 比率 16.659% │减持│0.8元合景泰富(01813.HK) +0.004 (+1.732%) │减持│1元宝龙地产(01238.HK) 0.000 (0.000%) │减持│0.8元世茂集团(00813.HK) +0.010 (+3.390%) │减持│0.5元时代中国(01233.HK) -0.002 (-1.282%) │减持│0.25元====================================相关内容《大行》高盛降龙湖(00960.HK)目标价至12.5元 上半年毛利率承压该行列出对内房股预测今年市账率估值：股份│2023年市账率预测华润置地(01109.HK) +0.640 (+2.083%) 沽空 $2.32千万; 比率 22.354% │0.8倍中国海外(00688.HK) +0.120 (+0.876%) 沽空 $8.97百万; 比率 19.585% │0.5倍万科(02202.HK) +0.110 (+2.144%) 沽空 $4.56百万; 比率 10.897% │0.4倍中国金茂(00817.HK) +0.030 (+2.113%) 沽空 $2.09百万; 比率 29.905% │0.3倍建发(01908.HK) -0.050 (-0.292%) 沽空 $6.78百万; 比率 55.322% │1.1倍越秀地产(00123.HK) +0.030 (+0.640%) 沽空 $1.19百万; 比率 7.213% │0.6倍绿城中国(03900.HK) +0.180 (+1.954%) 沽空 $4.62百万; 比率 13.707% │0.5倍深圳控股(00604.HK) +0.020 (+2.410%) 沽空 $1.20百万; 比率 16.361% │0.3倍中海外宏洋(00081.HK) +0.030 (+1.310%) 沽空 $2.27百万; 比率 40.343% │0.3倍-------------------------------------------龙湖(00960.HK) +0.090 (+0.880%) 沽空 $1.57千万; 比率 46.808% │0.6倍碧桂园(02007.HK) +0.035 (+7.865%) 沽空 $2.74百万; 比率 8.402% │0.2倍新城发展(01030.HK) +0.070 (+2.979%) 沽空 $6.56百万; 比率 31.282% │0.2倍中骏(01966.HK) -0.001 (-0.980%) │0.1倍美的置业(03990.HK) +0.110 (+2.381%) │0.4倍-------------------------------------------旭辉(00884.HK) +0.006 (+2.765%) │0.2倍融创中国(01918.HK) +0.050 (+3.247%) 沽空 $2.94百万; 比率 2.168% │0.4倍富力(02777.HK) +0.020 (+2.857%) 沽空 $2.54百万; 比率 16.659% │0.1倍合景泰富(01813.HK) +0.004 (+1.732%) │0.1倍宝龙地产(01238.HK) 0.000 (0.000%) │0.1倍世茂集团(00813.HK) +0.010 (+3.390%) │0.1倍时代中国(01233.HK) -0.002 (-1.282%) │0.2倍龙光(03380.HK) +0.040 (+4.494%) 沽空 $31.95万; 比率 2.195% │0.1倍中国奥园(03883.HK) +0.002 (+1.869%) │0.1倍远洋集团(03377.HK) +0.004 (+3.478%) │0.1倍(wl/s)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-05 12:25。)