摩根大通發表報告表示，列出對內房股投資評級及目標價：股份│投資評級│目標價(港元)華潤置地(01109.HK) +0.640 (+2.083%) 沽空 $2.32千萬; 比率 22.354% │增持│43元中國海外(00688.HK) +0.140 (+1.022%) 沽空 $8.97百萬; 比率 19.585% │增持│22元萬科(02202.HK) +0.110 (+2.144%) 沽空 $4.56百萬; 比率 10.897% │中性│10.5元中國金茂(00817.HK) +0.030 (+2.113%) 沽空 $2.09百萬; 比率 29.905% │中性│1.25元龍湖(00960.HK) +0.110 (+1.075%) 沽空 $1.57千萬; 比率 46.808% │增持│22.5元碧桂園(02007.HK) +0.030 (+6.742%) 沽空 $2.74百萬; 比率 8.402% │減持│0.54元新城發展(01030.HK) +0.050 (+2.128%) 沽空 $6.56百萬; 比率 31.282% │中性│1.7元雅居樂(03383.HK) +0.015 (+3.448%) │減持│0.7元中駿(01966.HK) -0.001 (-0.980%) │減持│0.35元旭輝(00884.HK) +0.003 (+1.382%) │減持│0.7元融創中國(01918.HK) +0.050 (+3.247%) 沽空 $2.94百萬; 比率 2.168% │減持│0.6元富力(02777.HK) +0.020 (+2.857%) 沽空 $2.54百萬; 比率 16.659% │減持│0.8元合景泰富(01813.HK) +0.007 (+3.030%) │減持│1元寶龍地產(01238.HK) -0.005 (-1.563%) │減持│0.8元世茂集團(00813.HK) +0.015 (+5.085%) │減持│0.5元時代中國(01233.HK) -0.002 (-1.282%) │減持│0.25元====================================相關內容《大行報告》摩通：佳兆業(01638.HK)和龍光地產(03380.HK)為下一批面臨清盤呈請聆訊困境開發商該行列出對內房股預測今年市賬率估值：股份│2023年市賬率預測華潤置地(01109.HK) +0.640 (+2.083%) 沽空 $2.32千萬; 比率 22.354% │0.8倍中國海外(00688.HK) +0.140 (+1.022%) 沽空 $8.97百萬; 比率 19.585% │0.5倍萬科(02202.HK) +0.110 (+2.144%) 沽空 $4.56百萬; 比率 10.897% │0.4倍中國金茂(00817.HK) +0.030 (+2.113%) 沽空 $2.09百萬; 比率 29.905% │0.3倍建發(01908.HK) -0.030 (-0.175%) 沽空 $6.78百萬; 比率 55.322% │1.1倍越秀地產(00123.HK) +0.040 (+0.853%) 沽空 $1.19百萬; 比率 7.213% │0.6倍綠城中國(03900.HK) +0.200 (+2.172%) 沽空 $4.62百萬; 比率 13.707% │0.5倍深圳控股(00604.HK) +0.020 (+2.410%) 沽空 $1.20百萬; 比率 16.361% │0.3倍中海外宏洋(00081.HK) +0.010 (+0.437%) 沽空 $2.27百萬; 比率 40.343% │0.3倍-------------------------------------------龍湖(00960.HK) +0.110 (+1.075%) 沽空 $1.57千萬; 比率 46.808% │0.6倍碧桂園(02007.HK) +0.030 (+6.742%) 沽空 $2.74百萬; 比率 8.402% │0.2倍新城發展(01030.HK) +0.050 (+2.128%) 沽空 $6.56百萬; 比率 31.282% │0.2倍中駿(01966.HK) -0.001 (-0.980%) │0.1倍美的置業(03990.HK) +0.110 (+2.381%) │0.4倍-------------------------------------------旭輝(00884.HK) +0.003 (+1.382%) │0.2倍融創中國(01918.HK) +0.050 (+3.247%) 沽空 $2.94百萬; 比率 2.168% │0.4倍富力(02777.HK) +0.020 (+2.857%) 沽空 $2.54百萬; 比率 16.659% │0.1倍合景泰富(01813.HK) +0.007 (+3.030%) │0.1倍寶龍地產(01238.HK) -0.005 (-1.563%) │0.1倍世茂集團(00813.HK) +0.015 (+5.085%) │0.1倍時代中國(01233.HK) -0.002 (-1.282%) │0.2倍龍光(03380.HK) +0.030 (+3.371%) 沽空 $31.95萬; 比率 2.195% │0.1倍中國奧園(03883.HK) +0.001 (+0.935%) │0.1倍遠洋集團(03377.HK) +0.004 (+3.478%) │0.1倍(wl/s)(港股報價延遲最少十五分鐘。沽空資料截至 2025-09-05 12:25。)