美股一周回顾：板块轮动，基础材料板块开始上涨

Group 1 - The core viewpoint indicates that despite the ongoing discussion about worsening housing affordability, home sales and price growth are expected to remain flat in 2025 [1] - The homebuilder index (ITB) currently has a fund rating below 2.0, highlighting the weakness in the housing industry [1] - Since the fourth quarter, the materials sector has received 22 signals in the DALI industry ranking and has outperformed the financial sector in the past week [1] Group 2 - The materials sector is currently ranked fourth in the DALI industry ranking, just one step away from the overweight zone [1] - An upcoming webinar on January 8 at 1:00 PM EST will discuss the "evidence weight" for major markets entering 2026 [1]