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) +0.440 (+1.354%) 沽空 $4.99千万; 比率 6.522% │增持│43元中国海外(00688.HK) +0.410 (+2.802%) 沽空 $5.96千万; 比率 11.265% │增持│22元万科(02202.HK) +0.190 (+3.393%) 沽空 $1.41千万; 比率 3.183% │中性│10.5元中国金茂(00817.HK) +0.080 (+5.229%) 沽空 $8.87百万; 比率 10.949% │中性│1.25元龙湖(00960.HK) +0.560 (+4.938%) 沽空 $6.78千万; 比率 16.963% │增持│22.5元碧桂园(02007.HK) +0.040 (+6.452%) 沽空 $1.20千万; 比率 1.825% │减持│0.54元新城发展(01030.HK) +0.080 (+3.162%) 沽空 $9.04百万; 比率 7.878% │中性│1.7元雅居乐(03383.HK) +0.010 (+1.887%) │减持│0.7元中骏(01966.HK) 0.000 (0.000%) │减持│0.35元旭辉(00884.HK) +0.014 (+5.809%) │减持│0.7元融创中国(01918.HK) +0.150 (+8.721%) 沽空 $4.30千万; 比率 2.722% │减持│0.6元富力(02777.HK) +0.040 (+5.634%) 沽空 $78.64万; 比率 5.663% │减持│0.8元合景泰富(01813.HK) +0.025 (+9.259%) │减持│1元宝龙地产(01238.HK) +0.010 (+2.985%) │减持│0.8元世茂集团(00813.HK) +0.015 (+3.659%) │减持│0.5元时代中国(01233.HK) -0.001 (-0.641%) │减持│0.25元====================================相关内容《大行》大摩升越秀地产(00123.HK)目标价至5.96元 上调盈测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) +0.440 (+1.354%) 沽空 $4.99千万; 比率 6.522% │0.8倍中国海外(00688.HK) +0.410 (+2.802%) 沽空 $5.96千万; 比率 11.265% │0.5倍万科(02202.HK) +0.190 (+3.393%) 沽空 $1.41千万; 比率 3.183% │0.4倍中国金茂(00817.HK) +0.080 (+5.229%) 沽空 $8.87百万; 比率 10.949% │0.3倍建发(01908.HK) +0.010 (+0.056%) 沽空 $3.25百万; 比率 3.857% │1.1倍越秀地产(00123.HK) +0.170 (+3.282%) 沽空 $1.18千万; 比率 6.886% │0.6倍绿城中国(03900.HK) +0.130 (+1.333%) 沽空 $3.07千万; 比率 28.005% │0.5倍深圳控股(00604.HK) +0.060 (+6.383%) 沽空 $6.09百万; 比率 5.686% │0.3倍中海外宏洋(00081.HK) +0.140 (+5.668%) 沽空 $7.48百万; 比率 11.198% │0.3倍-------------------------------------------龙湖(00960.HK) +0.560 (+4.938%) 沽空 $6.78千万; 比率 16.963% │0.6倍碧桂园(02007.HK) +0.040 (+6.452%) 沽空 $1.20千万; 比率 1.825% │0.2倍新城发展(01030.HK) +0.080 (+3.162%) 沽空 $9.04百万; 比率 7.878% │0.2倍中骏(01966.HK) 0.000 (0.000%) │0.1倍美的置业(03990.HK) +0.140 (+2.905%) │0.4倍-------------------------------------------旭辉(00884.HK) +0.014 (+5.809%) │0.2倍融创中国(01918.HK) +0.150 (+8.721%) 沽空 $4.30千万; 比率 2.722% │0.4倍富力(02777.HK) +0.040 (+5.634%) 沽空 $78.64万; 比率 5.663% │0.1倍合景泰富(01813.HK) +0.025 (+9.259%) │0.1倍宝龙地产(01238.HK) +0.010 (+2.985%) │0.1倍世茂集团(00813.HK) +0.015 (+3.659%) │0.1倍时代中国(01233.HK) -0.001 (-0.641%) │0.2倍龙光(03380.HK) +0.070 (+6.863%) 沽空 $42.97万; 比率 0.376% │0.1倍中国奥园(03883.HK) +0.004 (+3.252%) │0.1倍远洋集团(03377.HK) +0.020 (+13.072%) │0.1倍(wl/s)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-12 16:25。)