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 (+0.357%) 沽空 $1.18亿; 比率 17.555% │0.59倍│9.6%│5.1%工行(01398.HK) +0.050 (+0.759%) 沽空 $2.60亿; 比率 11.697% │0.48倍│9.1%│5.9%建行(00939.HK) +0.130 (+1.619%) 沽空 $3.57亿; 比率 9.697% │0.49倍│9.7%│5.9%中行(03988.HK) +0.090 (+1.927%) 沽空 $1.90亿; 比率 11.881% │0.46倍│8.5%│6.1%邮储银行(01658.HK) +0.020 (+0.388%) 沽空 $5.00千万; 比率 11.910% │0.5倍│8.1%│5%相关内容《大行》中银国际：内银H股首选工行(01398.HK) 逾50万亿人币存款再定价纾净息差压力招行(03968.HK) +0.160 (+0.336%) 沽空 $3.94亿; 比率 27.805% │0.92倍│12.6%│4%中信银行(00998.HK) +0.100 (+1.370%) 沽空 $2.94千万; 比率 13.181% │0.44倍│9.4%│6.3%民生银行(01988.HK) +0.110 (+2.821%) 沽空 $3.75千万; 比率 17.147% │0.26倍│5.1%│5.8%交行(03328.HK) +0.100 (+1.473%) 沽空 $7.33千万; 比率 28.251% │0.42倍│7.5%│5.8%光大银行(06818.HK) +0.050 (+1.529%) 沽空 $1.57千万; 比率 15.886% │0.31倍│7%│6.6%重农行(03618.HK) +0.100 (+1.698%) 沽空 $2.95千万; 比率 26.684% │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 2026-01-29 16:25。)