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) +0.600 (+1.953%) 沽空 $7.95千万; 比率 28.373% │增持│43元中国海外(00688.HK) +0.150 (+1.095%) 沽空 $1.70千万; 比率 16.343% │增持│22元万科(02202.HK) +0.090 (+1.754%) 沽空 $9.62百万; 比率 9.358% │中性│10.5元中国金茂(00817.HK) +0.020 (+1.408%) 沽空 $5.88百万; 比率 16.994% │中性│1.25元龙湖(00960.HK) +0.080 (+0.782%) 沽空 $3.45千万; 比率 36.036% │增持│22.5元碧桂园(02007.HK) +0.035 (+7.865%) 沽空 $1.50千万; 比率 14.646% │减持│0.54元新城发展(01030.HK) +0.070 (+2.979%) 沽空 $8.90百万; 比率 26.586% │中性│1.7元雅居乐(03383.HK) +0.025 (+5.747%) │减持│0.7元中骏(01966.HK) 0.000 (0.000%) │减持│0.35元旭辉(00884.HK) +0.005 (+2.304%) │减持│0.7元融创中国(01918.HK) +0.050 (+3.247%) 沽空 $5.81百万; 比率 2.200% │减持│0.6元富力(02777.HK) +0.010 (+1.429%) 沽空 $4.98百万; 比率 19.369% │减持│0.8元合景泰富(01813.HK) +0.001 (+0.433%) │减持│1元宝龙地产(01238.HK) +0.005 (+1.563%) │减持│0.8元世茂集团(00813.HK) +0.015 (+5.085%) │减持│0.5元时代中国(01233.HK) -0.003 (-1.923%) │减持│0.25元====================================相关内容《大行》花旗升美的置业(03990.HK)目标价至5.9元 维持「买入」评级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) +0.600 (+1.953%) 沽空 $7.95千万; 比率 28.373% │0.8倍中国海外(00688.HK) +0.150 (+1.095%) 沽空 $1.70千万; 比率 16.343% │0.5倍万科(02202.HK) +0.090 (+1.754%) 沽空 $9.62百万; 比率 9.358% │0.4倍中国金茂(00817.HK) +0.020 (+1.408%) 沽空 $5.88百万; 比率 16.994% │0.3倍建发(01908.HK) +0.200 (+1.168%) 沽空 $4.46千万; 比率 38.178% │1.1倍越秀地产(00123.HK) +0.050 (+1.066%) 沽空 $2.78百万; 比率 5.905% │0.6倍绿城中国(03900.HK) +0.150 (+1.629%) 沽空 $1.60千万; 比率 20.075% │0.5倍深圳控股(00604.HK) +0.030 (+3.614%) 沽空 $3.10百万; 比率 17.542% │0.3倍中海外宏洋(00081.HK) +0.050 (+2.183%) 沽空 $5.29百万; 比率 32.574% │0.3倍-------------------------------------------龙湖(00960.HK) +0.080 (+0.782%) 沽空 $3.45千万; 比率 36.036% │0.6倍碧桂园(02007.HK) +0.035 (+7.865%) 沽空 $1.50千万; 比率 14.646% │0.2倍新城发展(01030.HK) +0.070 (+2.979%) 沽空 $8.90百万; 比率 26.586% │0.2倍中骏(01966.HK) 0.000 (0.000%) │0.1倍美的置业(03990.HK) +0.120 (+2.597%) │0.4倍-------------------------------------------旭辉(00884.HK) +0.005 (+2.304%) │0.2倍融创中国(01918.HK) +0.050 (+3.247%) 沽空 $5.81百万; 比率 2.200% │0.4倍富力(02777.HK) +0.010 (+1.429%) 沽空 $4.98百万; 比率 19.369% │0.1倍合景泰富(01813.HK) +0.001 (+0.433%) │0.1倍宝龙地产(01238.HK) +0.005 (+1.563%) │0.1倍世茂集团(00813.HK) +0.015 (+5.085%) │0.1倍时代中国(01233.HK) -0.003 (-1.923%) │0.2倍龙光(03380.HK) +0.030 (+3.371%) 沽空 $36.62万; 比率 1.242% │0.1倍中国奥园(03883.HK) +0.003 (+2.804%) │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 16:25。)