Verified Investing 对 $LEN 的判断变化

频道资料 →本频道有 2 位标注的说话人:Nancy Pelosi、Wells Fargo共 2 条
2026-09-17看涨
《Fed Decision Aftermath, Markets Surge On Fiscal Responsibility, Oil Collapse, Yields Drop, Gold Pops》
由于长期利率预期下行利好住房板块,LEN 在 74-71 区间提供有利的波段交易机会。

各位,Lennar今天公布财报。该股此前跌得挺狠,早盘一度被抛售,实际上触及了这条关键趋势线。现在它其实开始反转了。我这里有一个很棒的区间,就在74左右一直到大约71,下降趋势线,加上重要的平底水平支撑。

在我看来,这是一个很好的波段交易位置。如果看10分钟图,第一条趋势线在7475这里被刺穿。事实上,股价最低到过73多一点。可惜我没能在这里进场,当时太早了,是昨天盘后、刚收盘之后。

不过,如果它再回来,我还是看好它。我看好它还有一个原因:我认为收益率曲线的长端,也就是10年、20年和30年期利率,还会再稍微往下走一点。这在短期内对房地产非常有利。所以,LAR再次下跌,现在基本已经反攻到当日持平甚至转涨。我们看看接下来会怎么走。

Lenar reporting earnings today, guys. The stock was down pretty nicely, flushing early on, actually tagging this key trend line. It's actually starting to reverse here. I have this amazing zone here right down around 74 down to about 71 descending trend line, major flat bottom horizontal.

This is a great, in my opinion, swing trading level. It looks like if we go to the 10-minute chart that that first trend line pierced at 7475 right here. In fact, we went as low as 73 and change.

Unfortunately, I didn't get in here. It was too early in the in the morning. In fact, this was after hours yesterday, just after the bell. But, nonetheless, if it comes back in, I like it.

I also like it because I think the long end of the yield curve or the interest rates on the 10 and the 20 and the 30-year are going to continue to come in just a little bit. That's going to be very good for housing in the near term.

So, LAR again was down. Now it's basically fought back to be flat to green on the day. We'll see where that goes.

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.