摩根士丹利發表中資金融行業今年展望報告,列出對內銀H股今年市賬率、年股本回報率及股息回報預測:股份│今年市賬率預測│今年股本回報率預測│今年股息回報預測農行(01288.HK) +0.060 (+1.085%) 沽空 $1.06億; 比率 25.585% │0.59倍│9.6%│5.1%工行(01398.HK) +0.110 (+1.794%) 沽空 $2.07億; 比率 22.905% │0.48倍│9.1%│5.9%建行(00939.HK) +0.130 (+1.713%) 沽空 $5.03億; 比率 29.093% │0.49倍│9.7%│5.9%中行(03988.HK) +0.050 (+1.139%) 沽空 $1.16億; 比率 20.145% │0.46倍│8.5%│6.1%郵儲銀行(01658.HK) +0.080 (+1.581%) 沽空 $3.22千萬; 比率 34.502% │0.5倍│8.1%│5%相關內容《大行》大摩列出對內險H股「偏好」的次序名單(表)招行(03968.HK) +0.200 (+0.399%) 沽空 $3.19億; 比率 48.429% │0.92倍│12.6%│4%中信銀行(00998.HK) +0.020 (+0.291%) 沽空 $1.90千萬; 比率 10.390% │0.44倍│9.4%│6.3%民生銀行(01988.HK) 0.000 (0.000%) 沽空 $1.87千萬; 比率 22.534% │0.26倍│5.1%│5.8%交行(03328.HK) +0.120 (+1.869%) 沽空 $3.89千萬; 比率 29.028% │0.42倍│7.5%│5.8%光大銀行(06818.HK) +0.010 (+0.279%) 沽空 $8.80百萬; 比率 16.808% │0.31倍│7%│6.6%重農行(03618.HK) 0.000 (0.000%) 沽空 $7.48百萬; 比率 12.679% │0.4倍│8.5%│6.2%(wl/da)(港股報價延遲最少十五分鐘。沽空資料截至 2026-01-12 16:25。)