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美股地產股短期面臨技術面壓力
uSMART盈立智投 02-20 20:05

BTIG策略師喬納森·克林斯基(Jonathan Krinsky)發佈研報稱,美股地產建築行業公司股現看起來特別脆弱。克林斯基表示,“房屋建築指數ETF-iShares Dow Jones(ITB.US) 由上一年10月份的低點上漲了47%至2月的高點,該ETF價格現正呈現自去年10月低點以來的上升趨勢線,但鑑於與利率的背離,我們對該ETF的預期爲其將突破這一趨勢。”“從技術面來看,該ETF的價格可能會有所回落,至62美元左右(下挫9%左右),但該ETF仍被視爲具有可建設性的基礎,無論哪種方式,我們都認爲其近期風險較低。”

此外,Quant Rating也給予房屋建築指數ETF-iShares Dow Jones(ITB.US)“強力買入”評級。霍頓房屋(DHI.US)和萊納建築(LEN.US)爲ITB最大持股比例的公司。

其他類似的ETF爲:SPDR標普房屋建築商ETF(XHB.US)、Invesco Dynamic Building & Construction ETF(PKB.US)、Direxion Daily Homebuilders & Supplies Bull 3X Shares(NAIL.US)

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