\u7f8e\u56fd\u5229\u7387\u4e0b\u6ed1\u53ef\u671b\u534f\u52a9\u652f\u6491\u8868\u73b0\u76f8\u5bf9\u7a81\u51fa\u7684\u7f8e\u56fd\u5efa\u7b51\u4e1a\u8005\uff0c\u540c\u65f6\u4e5f\u52a0\u6df1\u5bf9\u7ecf\u6d4e\u7684\u62c5\u5fe7\uff1b\u4e0b\u5468\u516c\u5e03\u7684\u4e00\u8fde\u4e32\u5de5\u4e1a\u6570\u636e\u53ca\u7f8e\u56fd\u8054\u90a6\u50a8\u5907\u59d4\u5458\u4f1a(FED\/\u7f8e\u8054\u50a8)\u5b98\u5458\u8c08\u8bdd\uff0c\u6216\u6709\u52a9\u4e8e\u660e\u786e\u524d\u666f\u3002<\/p>\n
\u8d39\u57ce\u5730\u4ea7\u6307\u6570(PHLX Housing Index)\u57282018\u5e74\u8868\u73b0\u843d\u540e\uff0c\u4e0d\u8fc7\u4eca\u5e74\u4ee5\u6765\u5df2\u7ecf\u4e0a\u6da8\u7ea630%\uff0c\u7ea6\u4e3a\u6807\u666e500\u6307\u6570\u540c\u671f\u6da8\u5e45\u7684\u4e24\u500d\u3002<\/p>\n
\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u968f\u7740\u7f8e\u56fd\u516c\u503a\u6536\u76ca\u7387\u4e00\u8def\u4e0b\u6ed1\uff0c\u800c\u7f8e\u8054\u50a8\u4e0a\u6708\u964d\u606f\u540e\u6697\u793a\u4eca\u5e74\u53ef\u80fd\u5c06\u89c6\u6570\u636e\u72b6\u51b5\u518d\u5ea6\u964d\u606f\uff0c\u5229\u7387\u524d\u666f\u4e5f\u7ee7\u7eed\u770b\u4f4e\u3002<\/p>\n
\u672c\u5468\u7f8e\u56fd30\u5e74\u671f\u516c\u503a\u6536\u76ca\u7387\u8dcc\u78342%\uff0c\u521b\u4e0b\u7eaa\u5f55\u65b0\u4f4e\uff0c\u540c\u65f6\u6307\u680710\u5e74\u671f\u516c\u503a\u6536\u76ca\u7387\u8dcc\u81f3\u4e09\u5e74\u4f4e\u70b9\uff0c\u56e0\u5168\u7403\u8d38\u6613\u7d27\u5f20\u60c5\u52bf\u6325\u4e4b\u4e0d\u53bb\uff0c\u540c\u65f6\u5168\u7403\u7ecf\u6d4e\u6210\u957f\u6301\u7eed\u653e\u7f13\u3002<\/p>\n
\u6839\u636e\u62b5\u62bc\u8d37\u6b3e\u673a\u6784\u623f\u8d37\u7f8e(Freddie Mac)\u7684\u6570\u636e\uff0c30\u5e74\u671f\u56fa\u5b9a\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u4ece11\u6708\u7684\u9ad8\u70b94.94%\u964d\u81f33.60%\u3002\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u901a\u5e38\u4e0e\u6307\u680710\u5e74\u671f\u516c\u503a\u6536\u76ca\u7387\u6302\u94a9\u3002<\/p>\n
\u7b56\u7565\u5e08\u8868\u793a\uff0c\u8fd9\u5bf9\u623f\u5c4b\u5efa\u7b51\u5546\u548c\u623f\u5730\u4ea7\u5e02\u573a\u6765\u8bf4\u662f\u4e2a\u597d\u5146\u5934\u3002\u623f\u5730\u4ea7\u5e02\u573a\u7531\u4e8e\u571f\u5730\u548c\u52b3\u52a8\u529b\u77ed\u7f3a\u800c\u4e00\u76f4\u5728\u82e6\u82e6\u6323\u624e\u3002<\/p>\n
\u5468\u4e94\u7684\u4e00\u4efd\u62a5\u544a\u663e\u793a\uff0c\u7f8e\u56fd7\u6708\u623f\u5c4b\u5efa\u7b51\u8fde\u7eed\u7b2c\u4e09\u4e2a\u6708\u4e0b\u6ed1\uff0c\u56e0\u591a\u6237\u4f4f\u5b85\u5efa\u8bbe\u9510\u51cf\uff0c\u4f46\u5efa\u7b51\u8bb8\u53ef\u8df3\u5347\u81f3\u4e03\u4e2a\u6708\u9ad8\u4f4d\uff0c\u4e3a\u5904\u4e8e\u56f0\u5883\u7684\u697c\u5e02\u5e26\u6765\u5e0c\u671b\u3002<\/p>\n
\u4e0b\u5468\uff0c\u7f8e\u56fd\u5546\u52a1\u90e8\u5c06\u516c\u5e037\u6708\u65b0\u5c4b\u9500\u552e\u6570\u636e\u3002<\/p>\n
\u6d1b\u6749\u77f6Wedbush Securities\u7684\u80a1\u7968\u4ea4\u6613\u8463\u4e8b\u603b\u7ecf\u7406Michael James\u8868\u793a\uff0c\u53ea\u8981\u5229\u7387\u4fdd\u6301\u5728\u4f4e\u4f4d\uff0c\u5219\u623f\u5c4b\u548c\u4f4f\u5b85\u5efa\u7b51\u7c7b\u80a1\u5e94\u8be5\u7ee7\u7eed\u8868\u73b0\u826f\u597d\uff0c\u4f46\u9700\u6c42\u653e\u7f13\u7684\u53ef\u80fd\u6027\u662f\u4e00\u4e2a\u98ce\u9669\u3002<\/p>\n
\u201c\u8f83\u4f4e\u7684\u5229\u7387\u5bfc\u81f4\u8f83\u4f4e\u7684\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\uff0c\u8fdb\u800c\u4e3a\u623f\u5c4b\u5efa\u7b51\u5546\u5e26\u6765\u66f4\u591a\u9700\u6c42\uff0c\u201d\u4ed6\u8bf4\u3002\u201c\u4f46\u53e6\u4e00\u65b9\u9762\u7684\u9690\u5fe7\u662f\uff0c\u5982\u679c\u7ecf\u6d4e\u8870\u9000\u5373\u5c06\u5230\u6765\uff0c\u5373\u4f7f\u5229\u7387\u5904\u4e8e\u5386\u53f2\u6027\u4f4e\u4f4d\uff0c\u4e00\u5207\u9700\u6c42\u4e5f\u4f1a\u906d\u5230\u524a\u5f31\u3002\u201d<\/p>\n
Hodges Capital Management\u6295\u8d44\u7ec4\u5408\u7ecf\u7406Eric Marshall\u8ba4\u4e3a\uff0c\u5373\u4f7f\u5e02\u573a\u52a8\u8361\uff0c\u623f\u5e02\u4ecd\u76f8\u5bf9\u6709\u4e0d\u9519\u7684\u5438\u5f15\u529b\u3002\u8f83\u4f4e\u7684\u5229\u7387\u6709\u52a0\u5206\u4f5c\u7528\uff0c\u4ed6\u8868\u793a\uff0c\u8fd8\u6709\u5931\u4e1a\u7387\u5904\u4e8e\u6570\u5e74\u4f4e\u4f4d\u3002<\/p>\n
\u201c\u6d88\u8d39\u8005\u50a8\u84c4\u5347\u9ad8\uff0c\u5bb6\u5ead\u7ec4\u6210\u7684\u589e\u901f\u6301\u7eed\u9ad8\u8fc7\u4e8e\u623f\u5c4b\u4f9b\u7ed9\uff0c\u201dMarshall\u8868\u793a\u3002\u201c\u6211\u8ba4\u4e3a\u6240\u6709\u8fd9\u4e9b\u4e8b\u60c5\u52a0\u603b\u8d77\u6765\uff0c\u4ee4\u4e0a\u5e02\u7684\u623f\u5e02\u7c7b\u80a1\u6709\u66f4\u7a33\u5b9a\u7684\u73af\u5883\u3002\u201d<\/p>\n
\u8fd1\u6765\u5927\u578b\u623f\u5c4b\u5efa\u5546\u7684\u8d22\u62a5\u5927\u90fd\u6bd4\u5206\u6790\u5e08\u9884\u671f\u5f3a\u52b2\uff0c\u4f46\u6709\u4e9b\u9884\u6d4b\u4ee4\u6295\u8d44\u4eba\u611f\u5230\u5931\u671b\uff0c\u8fd9\u7a81\u663e\u51fa\u623f\u5e02\u4ecd\u6301\u7eed\u6709\u95ee\u9898\u3002<\/p>\n
\u4e0a\u6708PulteGroup(PHM.N<\/span>)\u7684\u5168\u5e74\u623f\u5c4b\u9500\u552e\u548c\u6bdb\u5229\u9884\u6d4b\u4f4e\u4e8e\u5206\u6790\u5e08\u9884\u671f\uff0c\u6307\u79f0\u56e0\u571f\u5730\u6210\u672c\u4e0a\u6da8\uff1b\u540c\u65f6Lennar Corp (LEN.N<\/span>)\u57286\u6708\u9884\u6d4b\u5f53\u5b63\u83b7\u5229\u4f4e\u4e8e\u534e\u5c14\u8857\u9884\u4f30\uff0c\u5e76\u6307\u51fa\u4e2d\u7f8e\u8d38\u6613\u6218\u5f15\u53d1\u4e0d\u786e\u5b9a\u6027\u3002<\/p>\n \u90e8\u5206\u623f\u5c4b\u5efa\u7b51\u5546\u7c7b\u80a1\u7684\u5e02\u76c8\u7387\u4eca\u5e74\u5927\u5e45\u4e0a\u5347\uff0c\u4f46\u5f88\u591a\u4ecd\u4f4e\u4e8e\u957f\u671f\u5e73\u5747\u6c34\u5e73\u3002\u8def\u5b5a\u7279(Refinitiv)\u6570\u636e\u663e\u793a\uff0c\u6807\u666e500\u623f\u5c4b\u5efa\u7b51\u5546\u5206\u7c7b\u6307\u6570\u7684\u9884\u671f\u5e02\u76c8\u7387\u7ea6\u4e3a9.5\uff0c\u9ad8\u4e8e\u5e74\u521d\u76847\u5de6\u53f3\uff0c\u4f46\u8fdc\u4f4e\u4e8e14.6\u7684\u957f\u671f\u5e73\u5747\u6c34\u5e73\u3002\u8be5\u5206\u7c7b\u6307\u6570\u6210\u5206\u80a1\u5305\u62ecPulteGroup\u3001\u970d\u987f(D.R. Horton) (DHI.N<\/span>)\u548cLennar\u3002<\/p>\n Wedbush\u5206\u6790\u5e08\u5468\u56db\u5728\u7814\u7a76\u62a5\u544a\u4e2d\u79f0\uff0c\u968f\u7740\u62b5\u62bc\u8d37\u6b3e\u5229\u7387\u4e0b\u964d\uff0c\u5efa\u7b51\u5546\u7684\u5efa\u7b51\u9762\u79ef\u4e00\u76f4\u5728\u51cf\u5c11\u3002\u8be5\u516c\u53f8\u5bf9\u5efa\u7b51\u5546\u7c7b\u80a1\u6301\u770b\u6da8\u610f\u89c1\uff0c\u7ed9\u4e88William Lyon Homes (WLH.N<\/span>)\u3001Beazer Homes USA (BZH.N<\/span>)\u3001Lennar\u7b49\u516c\u53f8\u201c\u4f18\u4e8e\u5927\u76d8\u201d\u7684\u8bc4\u7ea7\u3002<\/p>\n \u6295\u8d44\u8005\u5c06\u5bc6\u5207\u5173\u6ce8\u7f8e\u8054\u50a8\u9c8d\u5a01\u5c14\u7684\u8bc4\u8bba\uff0c\u4ed6\u5c06\u5728\u6770\u514b\u68ee\u970d\u5c14\u5e74\u5ea6\u653f\u7b56\u7814\u8ba8\u4f1a\u4e0a\u5c31\u5229\u7387\u548c\u653f\u7b56\u53d1\u8868\u8bb2\u8bdd\u3002<\/p>\n \u201c\u7f8e\u8054\u50a8\u8f6c\u5411\u66f4\u504f\u9e3d\u6d3e\u7684\u7acb\u573a\u8868\u660e\uff0c\u5229\u7387\u5e94\u5f53\u7ef4\u6301\u76f8\u5bf9\u4f4e\u4f4d…\u4e0e2018\u5e74\u5e95\u65f6\u76f8\u6bd4\uff0c\u201d\u5168\u7f8e\u4f4f\u5b85\u5efa\u7b51\u5546\u534f\u4f1a(NAHB)\u9996\u5e2d\u5206\u6790\u5e08Robert Dietz\u79f0\u3002<\/p>\n","protected":false},"excerpt":{"rendered":" \u7f8e\u56fd\u5229\u7387\u4e0b\u6ed1\u53ef\u671b\u534f\u52a9\u652f\u6491\u8868\u73b0\u76f8\u5bf9\u7a81\u51fa\u7684\u7f8e\u56fd\u5efa\u7b51\u4e1a\u8005\uff0c\u540c\u65f6\u4e5f\u52a0\u6df1\u5bf9\u7ecf\u6d4e\u7684 […]<\/a><\/p>\n<\/div>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[11],"tags":[],"class_list":["post-5824","post","type-post","status-publish","format-standard","category-stock"],"_links":{"self":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts\/5824","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/comments?post=5824"}],"version-history":[{"count":1,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts\/5824\/revisions"}],"predecessor-version":[{"id":5825,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/posts\/5824\/revisions\/5825"}],"wp:attachment":[{"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/media?parent=5824"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/categories?post=5824"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cn.dailyeconomic.com\/finance\/wp-json\/wp\/v2\/tags?post=5824"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}