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) +0.260 (+0.800%) 沽空 $1.93千万; 比率 5.692% │增持│43元中国海外(00688.HK) +0.370 (+2.529%) 沽空 $1.63千万; 比率 7.071% │增持│22元万科(02202.HK) +0.170 (+3.036%) 沽空 $8.95百万; 比率 3.364% │中性│10.5元中国金茂(00817.HK) +0.080 (+5.229%) 沽空 $6.07百万; 比率 10.440% │中性│1.25元龙湖(00960.HK) +0.530 (+4.674%) 沽空 $3.13千万; 比率 19.155% │增持│22.5元碧桂园(02007.HK) +0.030 (+4.839%) 沽空 $9.19百万; 比率 2.451% │减持│0.54元新城发展(01030.HK) +0.080 (+3.162%) 沽空 $4.82百万; 比率 6.174% │中性│1.7元雅居乐(03383.HK) +0.020 (+3.774%) │减持│0.7元中骏(01966.HK) +0.001 (+0.990%) │减持│0.35元旭辉(00884.HK) +0.019 (+7.884%) │减持│0.7元融创中国(01918.HK) +0.140 (+8.140%) 沽空 $3.39千万; 比率 4.383% │减持│0.6元富力(02777.HK) +0.030 (+4.225%) 沽空 $51.51万; 比率 6.842% │减持│0.8元合景泰富(01813.HK) +0.020 (+7.407%) │减持│1元宝龙地产(01238.HK) +0.005 (+1.493%) │减持│0.8元世茂集团(00813.HK) +0.005 (+1.220%) │减持│0.5元时代中国(01233.HK) -0.002 (-1.282%) │减持│0.25元====================================相关内容《大行报告》交银国际对地产股投资评级及目标价(表)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) +0.260 (+0.800%) 沽空 $1.93千万; 比率 5.692% │0.8倍中国海外(00688.HK) +0.370 (+2.529%) 沽空 $1.63千万; 比率 7.071% │0.5倍万科(02202.HK) +0.170 (+3.036%) 沽空 $8.95百万; 比率 3.364% │0.4倍中国金茂(00817.HK) +0.080 (+5.229%) 沽空 $6.07百万; 比率 10.440% │0.3倍建发(01908.HK) -0.020 (-0.111%) 沽空 $1.75百万; 比率 5.990% │1.1倍越秀地产(00123.HK) +0.190 (+3.668%) 沽空 $6.06百万; 比率 6.340% │0.6倍绿城中国(03900.HK) +0.120 (+1.231%) 沽空 $1.06千万; 比率 17.444% │0.5倍深圳控股(00604.HK) +0.050 (+5.319%) 沽空 $4.25百万; 比率 6.279% │0.3倍中海外宏洋(00081.HK) +0.130 (+5.263%) 沽空 $3.94百万; 比率 10.129% │0.3倍-------------------------------------------龙湖(00960.HK) +0.530 (+4.674%) 沽空 $3.13千万; 比率 19.155% │0.6倍碧桂园(02007.HK) +0.030 (+4.839%) 沽空 $9.19百万; 比率 2.451% │0.2倍新城发展(01030.HK) +0.080 (+3.162%) 沽空 $4.82百万; 比率 6.174% │0.2倍中骏(01966.HK) +0.001 (+0.990%) │0.1倍美的置业(03990.HK) +0.160 (+3.320%) │0.4倍-------------------------------------------旭辉(00884.HK) +0.019 (+7.884%) │0.2倍融创中国(01918.HK) +0.140 (+8.140%) 沽空 $3.39千万; 比率 4.383% │0.4倍富力(02777.HK) +0.030 (+4.225%) 沽空 $51.51万; 比率 6.842% │0.1倍合景泰富(01813.HK) +0.020 (+7.407%) │0.1倍宝龙地产(01238.HK) +0.005 (+1.493%) │0.1倍世茂集团(00813.HK) +0.005 (+1.220%) │0.1倍时代中国(01233.HK) -0.002 (-1.282%) │0.2倍龙光(03380.HK) +0.050 (+4.902%) 沽空 $35.76万; 比率 0.681% │0.1倍中国奥园(03883.HK) +0.002 (+1.626%) │0.1倍远洋集团(03377.HK) +0.021 (+13.725%) │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 12:25。)