巴菲特2025年第三季度大幅减持D.R.霍顿的可能动机

环球市场播报2025-12-24

D.R．霍顿（D.R． Horton， DHI）　　Q3减持金额：1.99亿美元　　现状：已完全清仓　　背景：2023年Q3买入，押注住房需求复苏；但2024年下半年以来，即便利率下降，地产股也未见强劲反弹。　　动机：及时止损+战术撤退。减持后DHI股价继续下滑，再次体现巴菲特“不恋战”的纪律性。海量资讯、精准解读，尽在新浪财经APP 责任编辑：张俊 SF065

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