摩根士丹利发表中资金融行业今年展望报告，列出对内银H股今年市账率、年股本回报率及股息回报预测：股份│今年市账率预测│今年股本回报率预测│今年股息回报预测农行(01288.HK) +0.020 (+0.371%) 沽空 $8.94千万; 比率 25.599% │0.59倍│9.6%│5.1%工行(01398.HK) +0.050 (+0.784%) 沽空 $3.16亿; 比率 35.236% │0.48倍│9.1%│5.9%建行(00939.HK) +0.070 (+0.896%) 沽空 $4.81亿; 比率 27.646% │0.49倍│9.7%│5.9%中行(03988.HK) +0.050 (+1.087%) 沽空 $2.18亿; 比率 32.850% │0.46倍│8.5%│6.1%邮储银行(01658.HK) +0.040 (+0.787%) 沽空 $5.88千万; 比率 28.658% │0.5倍│8.1%│5%相关内容《大行》高盛：传工行(01398.HK)农行(01288.HK)将获当局注资 或引致高达7%盈利稀释招行(03968.HK) +0.140 (+0.296%) 沽空 $1.22亿; 比率 13.881% │0.92倍│12.6%│4%中信银行(00998.HK) 0.000 (0.000%) 沽空 $1.01千万; 比率 7.094% │0.44倍│9.4%│6.3%民生银行(01988.HK) +0.030 (+0.779%) 沽空 $5.60百万; 比率 6.136% │0.26倍│5.1%│5.8%交行(03328.HK) +0.110 (+1.652%) 沽空 $3.53千万; 比率 30.234% │0.42倍│7.5%│5.8%光大银行(06818.HK) 0.000 (0.000%) 沽空 $4.28百万; 比率 11.878% │0.31倍│7%│6.6%重农行(03618.HK) +0.080 (+1.391%) 沽空 $1.24千万; 比率 9.568% │0.4倍│8.5%│6.2%(wl/da)(港股报价延迟最少十五分钟。沽空资料截至 2026-02-04 16:25。)