Verified Investing 对 $LEN 的判断变化

2026-09-15看涨
《Yields Top 5% On Eve Of Fed Decision, Oil Pumps Again, Gold And Silver Breakdown, Top Trades》
看好 LEN 的短线波段交易,目标价 88 美元;但因房地产市场下行风险,长期看空。

看看 LAR。这只我看好,Lennar,各位。我对 Lennar 的论点是,美联储加息、利率开始小幅回落,住房类股票会有一点起色。不过话说回来,我并不是长期看好 LAR,因为我仍然认为房地产市场有很大的下行空间。

但作为一笔短线波段交易,我其实在这里喜欢 LAR。

Take a look at LAR. This one I am bullish on Lenar guys. Lenar my thesis is this is that Fed raises rates start falling a little bit and the housing stocks get a little bit of an uptick.

Now again I'm not long-term bullish on LAR because I still think the housing market has a lot of downside. But for a short-term swing trade I actually like LAR here.