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) +0.100 (+0.319%) 沽空 $7.95千萬; 比率 28.373% │增持│43元中國海外(00688.HK) +0.110 (+0.794%) 沽空 $1.70千萬; 比率 16.343% │增持│22元萬科(02202.HK) +0.140 (+2.682%) 沽空 $9.62百萬; 比率 9.358% │中性│10.5元中國金茂(00817.HK) +0.020 (+1.389%) 沽空 $5.88百萬; 比率 16.994% │中性│1.25元龍湖(00960.HK) +0.190 (+1.843%) 沽空 $3.45千萬; 比率 36.036% │增持│22.5元碧桂園(02007.HK) +0.040 (+8.333%) 沽空 $1.50千萬; 比率 14.646% │減持│0.54元新城發展(01030.HK) 0.000 (0.000%) 沽空 $8.90百萬; 比率 26.586% │中性│1.7元雅居樂(03383.HK) +0.010 (+2.174%) │減持│0.7元中駿(01966.HK) -0.001 (-0.980%) │減持│0.35元旭輝(00884.HK) +0.008 (+3.604%) │減持│0.7元融創中國(01918.HK) +0.010 (+0.629%) 沽空 $5.81百萬; 比率 2.200% │減持│0.6元富力(02777.HK) -0.010 (-1.408%) 沽空 $4.98百萬; 比率 19.369% │減持│0.8元合景泰富(01813.HK) +0.003 (+1.293%) │減持│1元寶龍地產(01238.HK) -0.005 (-1.538%) │減持│0.8元世茂集團(00813.HK) +0.005 (+1.613%) │減持│0.5元時代中國(01233.HK) +0.006 (+3.922%) │減持│0.25元====================================相關內容《盈警》龍湖集團(00960.HK)預告全年核心溢利倒退35%-40%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) +0.100 (+0.319%) 沽空 $7.95千萬; 比率 28.373% │0.8倍中國海外(00688.HK) +0.110 (+0.794%) 沽空 $1.70千萬; 比率 16.343% │0.5倍萬科(02202.HK) +0.140 (+2.682%) 沽空 $9.62百萬; 比率 9.358% │0.4倍中國金茂(00817.HK) +0.020 (+1.389%) 沽空 $5.88百萬; 比率 16.994% │0.3倍建發(01908.HK) +0.340 (+1.962%) 沽空 $4.46千萬; 比率 38.178% │1.1倍越秀地產(00123.HK) +0.120 (+2.532%) 沽空 $2.78百萬; 比率 5.905% │0.6倍綠城中國(03900.HK) 0.000 (0.000%) 沽空 $1.60千萬; 比率 20.075% │0.5倍深圳控股(00604.HK) +0.010 (+1.163%) 沽空 $3.10百萬; 比率 17.542% │0.3倍中海外宏洋(00081.HK) 0.000 (0.000%) 沽空 $5.29百萬; 比率 32.574% │0.3倍-------------------------------------------龍湖(00960.HK) +0.190 (+1.843%) 沽空 $3.45千萬; 比率 36.036% │0.6倍碧桂園(02007.HK) +0.040 (+8.333%) 沽空 $1.50千萬; 比率 14.646% │0.2倍新城發展(01030.HK) 0.000 (0.000%) 沽空 $8.90百萬; 比率 26.586% │0.2倍中駿(01966.HK) -0.001 (-0.980%) │0.1倍美的置業(03990.HK) +0.010 (+0.211%) │0.4倍-------------------------------------------旭輝(00884.HK) +0.008 (+3.604%) │0.2倍融創中國(01918.HK) +0.010 (+0.629%) 沽空 $5.81百萬; 比率 2.200% │0.4倍富力(02777.HK) -0.010 (-1.408%) 沽空 $4.98百萬; 比率 19.369% │0.1倍合景泰富(01813.HK) +0.003 (+1.293%) │0.1倍寶龍地產(01238.HK) -0.005 (-1.538%) │0.1倍世茂集團(00813.HK) +0.005 (+1.613%) │0.1倍時代中國(01233.HK) +0.006 (+3.922%) │0.2倍龍光(03380.HK) +0.020 (+2.174%) 沽空 $36.62萬; 比率 1.242% │0.1倍中國奧園(03883.HK) +0.002 (+1.818%) │0.1倍遠洋集團(03377.HK) +0.004 (+3.361%) │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 16:25。)