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- UltimatekokoUltimatekoko
  ·2021-08-31
  Bubblicious
  非常抱歉，此主贴已删除
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- UltimatekokoUltimatekoko
  ·2021-08-19
  Sorry but Credit Suisse is really one of the worsebanks out there to suggest what to invest cough*Archegos*cough uhm.
  非常抱歉，此主贴已删除
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- UltimatekokoUltimatekoko
  ·2021-07-10
  Dip buying all the way *sarcasm*
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- UltimatekokoUltimatekoko
  ·2021-07-05
  Chinese tech under pressure
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- UltimatekokoUltimatekoko
  ·2021-06-28
  Nice
  非常抱歉，此主贴已删除
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- UltimatekokoUltimatekoko
  ·2021-06-27
  Wtf market
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- UltimatekokoUltimatekoko
  ·2021-06-23
  Wow
  An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>
  The housing market has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and o
  An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>
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- UltimatekokoUltimatekoko
  ·2021-06-19
  Fall is coming
  非常抱歉，此主贴已删除
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- UltimatekokoUltimatekoko
  ·2021-06-16
  Fed taMpering
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- UltimatekokoUltimatekoko
  ·2021-06-15
  Rebound
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热议股票

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market","listText":"Wtf market","text":"Wtf market","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124481979","isVote":1,"tweetType":1,"viewCount":2378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":123444714,"gmtCreate":1624436564038,"gmtModify":1631891072199,"author":{"id":"3581769773743790","authorId":"3581769773743790","name":"Ultimatekoko","avatar":"https://static.tigerbbs.com/5a45c84dd857060d86f0e396a6cccd3d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581769773743790","idStr":"3581769773743790"},"themes":[],"title":"","htmlText":"Wow","listText":"Wow","text":"Wow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/123444714","repostId":"1174412444","repostType":4,"repost":{"id":"1174412444","kind":"news","pubTimestamp":1624434270,"share":"https://www.laohu8.com/m/news/1174412444?lang=zh_CN&edition=full","pubTime":"2021-06-23 15:44","market":"us","language":"en","title":"An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1174412444","media":"Barrons","summary":"The housing market has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and o","content":"<p>The housing&nbsp;market&nbsp;has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and other&nbsp;stocks&nbsp;could benefit.</p><p><blockquote>房地产市场最近飙升，没有降温的迹象。霍顿、伦纳和其他股票可能会受益。</blockquote></p><p> Demand for housing has been red hot. The Case-Shiller U.S. National Home Price Index, for instance, isup 13% during the past year, a result ofstrong demandand alimited supply. Housing stocks haven’t reflected that strength recently. TheSPDR S&amp;P Homebuilders ETF(XHB) has fallen 6.9% during the past month, while D.R. Horton (DHI) and Lennar (LEN) are off around 11%, as worry that limited supply and high prices bring the boom to an end.</p><p><blockquote>住房需求一直炙手可热。例如，凯斯-席勒美国全国房价指数在过去一年上涨了13%，这是强劲需求限制供应的结果。住房股最近并没有反映出这种强势。PDR S&amp;P Homebuilders ETF (XHB) 在过去一个月下跌了 6.9%，而 D.R.Horton (DHI) 和 Lennar (LEN) 下跌约 11%，原因是担心供应有限和价格高企会结束繁荣。</blockquote></p><p> Sean Darby, global equity strategist at Jefferies, doesn’t think so. For one, the demand story doesn’t seem to be over just yet. The National Association of Home Builders Traffic of Prospective Buyers reading, for instance, is at its highest level since at least 1990. And those buyers can still enjoy ultralow mortgage rates—the 30-year fixed has dropped to 2.99%—which makes homes more affordable. Together, they could be enough to push housing stocks higher.</p><p><blockquote>杰富瑞（Jefferies）全球股票策略师肖恩-达比（Sean Darby）不这么认为。首先，需求问题似乎还没有结束。例如，全国住宅建筑商协会的潜在买家流量阅读达到了至少自1990年以来的最高水平。这些买家仍然可以享受超低抵押贷款利率——30 年期固定利率已降至 2.99%——这使得房屋更加实惠。它们加在一起可能足以推高房地产库存。</blockquote></p><p> “On the surface, it would appear that the best of times for the US home builders are behind them but there are still several catalysts that are likely to keep the companies enjoying the sunshine,” he explains.</p><p><blockquote>“他解释说：”从表面上看，美国住宅建筑商的黄金时代似乎已经过去，但仍有几个催化剂可能会让这些公司继续享受阳光。</blockquote></p><p> In the meantime, housing stocks appear to trade at reasonable valuations. While earnings at D.R. Horton, Lennar,NVR(NVR), and&nbsp;PulteGroup(PHM) are likely to slow from an average of 42% in 2021 to 10.6% in 2022, according to FactSet. Meanwhile, the group’s average PEG ratio—a measure of valuation relative to earnings growth—is 0.5, according to Jefferies, lower than their five-year averages.</p><p><blockquote>与此同时，房地产股的交易估值似乎合理。而 D.R. 的收益FactSet 的数据显示，Horton、Lenner、NVR (NVR) 和 PulteGroup (PHM) 的增长率可能会从 2021 年的平均 42% 放缓至 2022 年的 10.6%。与此同时，根据杰富瑞（Jefferies）的数据，该集团的平均 PEG 比率（衡量估值相对于盈利增长的指标）为 0.5，低于五年平均水平。</blockquote></p><p> In other words, this is a dip that may be worth buying.</p><p><blockquote>换句话说，这是一个可能值得买入的下跌。</blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>An Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAn Overheated Housing Market Shows No Signs of Cooling Off. These 4 Stocks Could Benefit.<blockquote>过热的房地产市场没有降温的迹象。这4只股票可能会受益。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2021-06-23 15:44</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The housing&nbsp;market&nbsp;has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and other&nbsp;stocks&nbsp;could benefit.</p><p><blockquote>房地产市场最近飙升，没有降温的迹象。霍顿、伦纳和其他股票可能会受益。</blockquote></p><p> Demand for housing has been red hot. The Case-Shiller U.S. National Home Price Index, for instance, isup 13% during the past year, a result ofstrong demandand alimited supply. Housing stocks haven’t reflected that strength recently. TheSPDR S&amp;P Homebuilders ETF(XHB) has fallen 6.9% during the past month, while D.R. Horton (DHI) and Lennar (LEN) are off around 11%, as worry that limited supply and high prices bring the boom to an end.</p><p><blockquote>住房需求一直炙手可热。例如，凯斯-席勒美国全国房价指数在过去一年上涨了13%，这是强劲需求限制供应的结果。住房股最近并没有反映出这种强势。PDR S&amp;P Homebuilders ETF (XHB) 在过去一个月下跌了 6.9%，而 D.R.Horton (DHI) 和 Lennar (LEN) 下跌约 11%，原因是担心供应有限和价格高企会结束繁荣。</blockquote></p><p> Sean Darby, global equity strategist at Jefferies, doesn’t think so. For one, the demand story doesn’t seem to be over just yet. The National Association of Home Builders Traffic of Prospective Buyers reading, for instance, is at its highest level since at least 1990. And those buyers can still enjoy ultralow mortgage rates—the 30-year fixed has dropped to 2.99%—which makes homes more affordable. Together, they could be enough to push housing stocks higher.</p><p><blockquote>杰富瑞（Jefferies）全球股票策略师肖恩-达比（Sean Darby）不这么认为。首先，需求问题似乎还没有结束。例如，全国住宅建筑商协会的潜在买家流量阅读达到了至少自1990年以来的最高水平。这些买家仍然可以享受超低抵押贷款利率——30 年期固定利率已降至 2.99%——这使得房屋更加实惠。它们加在一起可能足以推高房地产库存。</blockquote></p><p> “On the surface, it would appear that the best of times for the US home builders are behind them but there are still several catalysts that are likely to keep the companies enjoying the sunshine,” he explains.</p><p><blockquote>“他解释说：”从表面上看，美国住宅建筑商的黄金时代似乎已经过去，但仍有几个催化剂可能会让这些公司继续享受阳光。</blockquote></p><p> In the meantime, housing stocks appear to trade at reasonable valuations. While earnings at D.R. Horton, Lennar,NVR(NVR), and&nbsp;PulteGroup(PHM) are likely to slow from an average of 42% in 2021 to 10.6% in 2022, according to FactSet. Meanwhile, the group’s average PEG ratio—a measure of valuation relative to earnings growth—is 0.5, according to Jefferies, lower than their five-year averages.</p><p><blockquote>与此同时，房地产股的交易估值似乎合理。而 D.R. 的收益FactSet 的数据显示，Horton、Lenner、NVR (NVR) 和 PulteGroup (PHM) 的增长率可能会从 2021 年的平均 42% 放缓至 2022 年的 10.6%。与此同时，根据杰富瑞（Jefferies）的数据，该集团的平均 PEG 比率（衡量估值相对于盈利增长的指标）为 0.5，低于五年平均水平。</blockquote></p><p> In other words, this is a dip that may be worth buying.</p><p><blockquote>换句话说，这是一个可能值得买入的下跌。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/housing-market-stocks-51623188470?mod=hp_LEAD_3_B_2\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVR":"NVR Inc","LEN":"莱纳建筑公司","PHM":"普得集团","DHI":"霍顿房屋"},"source_url":"https://www.barrons.com/articles/housing-market-stocks-51623188470?mod=hp_LEAD_3_B_2","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174412444","content_text":"The housing market has soared of late and shows no signs of it cooling down.D.R. Horton,Lennar,and other stocks could benefit.\nDemand for housing has been red hot. The Case-Shiller U.S. National Home Price Index, for instance, isup 13% during the past year, a result ofstrong demandand alimited supply. Housing stocks haven’t reflected that strength recently. TheSPDR S&P Homebuilders ETF(XHB) has fallen 6.9% during the past month, while D.R. Horton (DHI) and Lennar (LEN) are off around 11%, as worry that limited supply and high prices bring the boom to an end.\nSean Darby, global equity strategist at Jefferies, doesn’t think so. For one, the demand story doesn’t seem to be over just yet. The National Association of Home Builders Traffic of Prospective Buyers reading, for instance, is at its highest level since at least 1990. And those buyers can still enjoy ultralow mortgage rates—the 30-year fixed has dropped to 2.99%—which makes homes more affordable. Together, they could be enough to push housing stocks higher.\n“On the surface, it would appear that the best of times for the US home builders are behind them but there are still several catalysts that are likely to keep the companies enjoying the sunshine,” he explains.\nIn the meantime, housing stocks appear to trade at reasonable valuations. While earnings at D.R. Horton, Lennar,NVR(NVR), and PulteGroup(PHM) are likely to slow from an average of 42% in 2021 to 10.6% in 2022, according to FactSet. Meanwhile, the group’s average PEG ratio—a measure of valuation relative to earnings growth—is 0.5, according to Jefferies, lower than their five-year averages.\nIn other words, this is a dip that may be worth buying.","news_type":1,"symbols_score_info":{"PHM":0.9,"LEN":0.9,"NVR":0.9,"DHI":0.9}},"isVote":1,"tweetType":1,"viewCount":2491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165940114,"gmtCreate":1624089722438,"gmtModify":1631891072209,"author":{"id":"3581769773743790","authorId":"3581769773743790","name":"Ultimatekoko","avatar":"https://static.tigerbbs.com/5a45c84dd857060d86f0e396a6cccd3d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581769773743790","idStr":"3581769773743790"},"themes":[],"title":"","htmlText":"Fall is coming","listText":"Fall is coming","text":"Fall is coming","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/165940114","repostId":"1156696708","repostType":4,"isVote":1,"tweetType":1,"viewCount":1905,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169997517,"gmtCreate":1623811498339,"gmtModify":1631891072225,"author":{"id":"3581769773743790","authorId":"3581769773743790","name":"Ultimatekoko","avatar":"https://static.tigerbbs.com/5a45c84dd857060d86f0e396a6cccd3d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581769773743790","idStr":"3581769773743790"},"themes":[],"title":"","htmlText":"Fed taMpering","listText":"Fed taMpering","text":"Fed taMpering","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/169997517","isVote":1,"tweetType":1,"viewCount":2213,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":184466333,"gmtCreate":1623721997522,"gmtModify":1631891072238,"author":{"id":"3581769773743790","authorId":"3581769773743790","name":"Ultimatekoko","avatar":"https://static.tigerbbs.com/5a45c84dd857060d86f0e396a6cccd3d","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581769773743790","idStr":"3581769773743790"},"themes":[],"title":"","htmlText":"Rebound","listText":"Rebound","text":"Rebound","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/184466333","isVote":1,"tweetType":1,"viewCount":1520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}