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1月16日 - ** 巴克莱将住宅建筑商DR Horton 的评级从170美元下调至150美元,将Pultegroup 的评级从140美元下调至125美元,将Toll Brothers 的评级从135美元下调至115美元。
** 券商称,投资者可能会在即将到来的财报季中 "进一步确认 "第四季度新屋建设的 "不景气"。
** 巴克莱称:"降息推动今年新房需求上升的势头几乎消失殆尽,库存水平上升,我们预计利润率压力将增加。
** 由于持续的激励措施继续对利润率造成压力,经纪公司预计建筑商将更新利润率和交付量预测,以反映 2025 年更加不温不火的前景。
** 2024年,DHI股价下跌8%,PHM上涨5.5%,TOL上涨22.5%。
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