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) +0.400 (+1.240%) 沽空 $5.83千万; 比率 12.069% │增持│43元中国海外(00688.HK) +0.300 (+2.075%) 沽空 $4.10千万; 比率 10.617% │增持│22元万科(02202.HK) +0.130 (+2.364%) 沽空 $2.32千万; 比率 7.685% │中性│10.5元中国金茂(00817.HK) +0.010 (+0.658%) 沽空 $5.97百万; 比率 9.717% │中性│1.25元龙湖(00960.HK) +0.190 (+1.696%) 沽空 $2.87千万; 比率 9.782% │增持│22.5元碧桂园(02007.HK) -0.010 (-1.538%) 沽空 $76.64万; 比率 0.153% │减持│0.54元新城发展(01030.HK) +0.020 (+0.806%) 沽空 $5.19百万; 比率 12.916% │中性│1.7元雅居乐(03383.HK) +0.030 (+5.769%) │减持│0.7元中骏(01966.HK) 0.000 (0.000%) │减持│0.35元旭辉(00884.HK) +0.002 (+0.816%) │减持│0.7元融创中国(01918.HK) +0.080 (+4.819%) 沽空 $2.22千万; 比率 2.543% │减持│0.6元富力(02777.HK) -0.010 (-1.333%) 沽空 $47.85万; 比率 4.860% │减持│0.8元合景泰富(01813.HK) +0.005 (+1.818%) │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) +0.015 (+3.846%) │减持│0.5元时代中国(01233.HK) +0.004 (+2.581%) │减持│0.25元====================================相关内容《大行》瑞银料深圳收储商品房折价40至50% 关注进度忧开发商不接受相关折价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) +0.400 (+1.240%) 沽空 $5.83千万; 比率 12.069% │0.8倍中国海外(00688.HK) +0.300 (+2.075%) 沽空 $4.10千万; 比率 10.617% │0.5倍万科(02202.HK) +0.130 (+2.364%) 沽空 $2.32千万; 比率 7.685% │0.4倍中国金茂(00817.HK) +0.010 (+0.658%) 沽空 $5.97百万; 比率 9.717% │0.3倍建发(01908.HK) -0.240 (-1.292%) 沽空 $9.09百万; 比率 16.553% │1.1倍越秀地产(00123.HK) +0.130 (+2.579%) 沽空 $3.70百万; 比率 3.823% │0.6倍绿城中国(03900.HK) +0.230 (+2.393%) 沽空 $2.11千万; 比率 19.742% │0.5倍深圳控股(00604.HK) +0.050 (+5.618%) 沽空 $6.15百万; 比率 9.350% │0.3倍中海外宏洋(00081.HK) +0.030 (+1.220%) 沽空 $3.87百万; 比率 8.611% │0.3倍-------------------------------------------龙湖(00960.HK) +0.190 (+1.696%) 沽空 $2.87千万; 比率 9.782% │0.6倍碧桂园(02007.HK) -0.010 (-1.538%) 沽空 $76.64万; 比率 0.153% │0.2倍新城发展(01030.HK) +0.020 (+0.806%) 沽空 $5.19百万; 比率 12.916% │0.2倍中骏(01966.HK) 0.000 (0.000%) │0.1倍美的置业(03990.HK) -0.020 (-0.415%) │0.4倍-------------------------------------------旭辉(00884.HK) +0.002 (+0.816%) │0.2倍融创中国(01918.HK) +0.080 (+4.819%) 沽空 $2.22千万; 比率 2.543% │0.4倍富力(02777.HK) -0.010 (-1.333%) 沽空 $47.85万; 比率 4.860% │0.1倍合景泰富(01813.HK) +0.005 (+1.818%) │0.1倍宝龙地产(01238.HK) 0.000 (0.000%) │0.1倍世茂集团(00813.HK) +0.015 (+3.846%) │0.1倍时代中国(01233.HK) +0.004 (+2.581%) │0.2倍龙光(03380.HK) +0.090 (+9.474%) 沽空 $67.60万; 比率 0.353% │0.1倍中国奥园(03883.HK) +0.004 (+3.252%) │0.1倍远洋集团(03377.HK) +0.022 (+16.176%) │0.1倍(wl/s)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-10 16:25。)