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) +0.140 (+0.447%) 沽空 $8.56千万; 比率 26.568% │增持│43元中国海外(00688.HK) +0.140 (+1.011%) 沽空 $7.03千万; 比率 28.535% │增持│22元万科(02202.HK) +0.090 (+1.724%) 沽空 $1.43千万; 比率 5.544% │中性│10.5元中国金茂(00817.HK) +0.020 (+1.389%) 沽空 $7.37百万; 比率 16.584% │中性│1.25元龙湖(00960.HK) +0.250 (+2.425%) 沽空 $3.44千万; 比率 27.231% │增持│22.5元碧桂园(02007.HK) +0.030 (+6.250%) 沽空 $1.17千万; 比率 2.412% │减持│0.54元新城发展(01030.HK) -0.010 (-0.413%) 沽空 $6.03百万; 比率 16.343% │中性│1.7元雅居乐(03383.HK) +0.010 (+2.174%) │减持│0.7元中骏(01966.HK) -0.003 (-2.941%) │减持│0.35元旭辉(00884.HK) +0.009 (+4.054%) │减持│0.7元融创中国(01918.HK) 0.000 (0.000%) 沽空 $1.05千万; 比率 2.239% │减持│0.6元富力(02777.HK) -0.020 (-2.817%) 沽空 $1.34百万; 比率 5.046% │减持│0.8元合景泰富(01813.HK) +0.016 (+6.897%) │减持│1元宝龙地产(01238.HK) -0.005 (-1.538%) │减持│0.8元世茂集团(00813.HK) -0.005 (-1.613%) │减持│0.5元时代中国(01233.HK) +0.002 (+1.307%) │减持│0.25元====================================相关内容《大行》高盛降龙湖(00960.HK)目标价至12.5元 上半年毛利率承压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) +0.140 (+0.447%) 沽空 $8.56千万; 比率 26.568% │0.8倍中国海外(00688.HK) +0.140 (+1.011%) 沽空 $7.03千万; 比率 28.535% │0.5倍万科(02202.HK) +0.090 (+1.724%) 沽空 $1.43千万; 比率 5.544% │0.4倍中国金茂(00817.HK) +0.020 (+1.389%) 沽空 $7.37百万; 比率 16.584% │0.3倍建发(01908.HK) +0.670 (+3.866%) 沽空 $1.47千万; 比率 20.296% │1.1倍越秀地产(00123.HK) +0.140 (+2.954%) 沽空 $3.34百万; 比率 5.458% │0.6倍绿城中国(03900.HK) +0.040 (+0.427%) 沽空 $3.03千万; 比率 28.649% │0.5倍深圳控股(00604.HK) 0.000 (0.000%) 沽空 $8.77百万; 比率 19.656% │0.3倍中海外宏洋(00081.HK) +0.020 (+0.855%) 沽空 $5.27百万; 比率 25.005% │0.3倍-------------------------------------------龙湖(00960.HK) +0.250 (+2.425%) 沽空 $3.44千万; 比率 27.231% │0.6倍碧桂园(02007.HK) +0.030 (+6.250%) 沽空 $1.17千万; 比率 2.412% │0.2倍新城发展(01030.HK) -0.010 (-0.413%) 沽空 $6.03百万; 比率 16.343% │0.2倍中骏(01966.HK) -0.003 (-2.941%) │0.1倍美的置业(03990.HK) -0.040 (-0.844%) │0.4倍-------------------------------------------旭辉(00884.HK) +0.009 (+4.054%) │0.2倍融创中国(01918.HK) 0.000 (0.000%) 沽空 $1.05千万; 比率 2.239% │0.4倍富力(02777.HK) -0.020 (-2.817%) 沽空 $1.34百万; 比率 5.046% │0.1倍合景泰富(01813.HK) +0.016 (+6.897%) │0.1倍宝龙地产(01238.HK) -0.005 (-1.538%) │0.1倍世茂集团(00813.HK) -0.005 (-1.613%) │0.1倍时代中国(01233.HK) +0.002 (+1.307%) │0.2倍龙光(03380.HK) +0.020 (+2.174%) 沽空 $6.31万; 比率 0.203% │0.1倍中国奥园(03883.HK) +0.004 (+3.636%) │0.1倍远洋集团(03377.HK) +0.007 (+5.882%) │0.1倍(wl/s)(港股报价延迟最少十五分钟。沽空资料截至 2025-09-08 16:25。)