美股建筑板块飙涨背后：巴菲特入场，投资者在押注什么

Group 1 - The U.S. homebuilder confidence index unexpectedly dropped to 32, the lowest level since December 2022, indicating a decline in market sentiment among builders [4][5] - Over one-third of homebuilders are reducing prices to attract buyers, while about two-thirds are offering some form of incentives due to high mortgage rates and economic uncertainty [5] - The average rate for a 30-year fixed mortgage fell to 6.58%, the lowest since October of the previous year, suggesting a potential easing in borrowing costs [3] Group 2 - Berkshire Hathaway has recently purchased approximately $200 million worth of shares in homebuilder D.R. Horton and increased its stake in Lennar, signaling a bet on potential interest rate cuts by the Federal Reserve [3] - The iShares U.S. Home Construction ETF rose by 5.6% in the past week, nearly four times the broader market's increase, reflecting a rebound in the housing sector amid expectations of rate cuts [3] - The overall performance of homebuilders has lagged behind the broader market since the trade war initiated by Trump, with ongoing concerns about inflation and high mortgage rates stifling the housing market [4][5]