美股IPO·2025-08-17 08:46Core Viewpoint - Warren Buffett is signaling a bullish outlook on the U.S. housing industry, betting on a decline in future interest rates, which would benefit interest-sensitive housing stocks [3][4]. Group 1: Investment Actions - Berkshire Hathaway established a new position in D.R. Horton, one of the largest residential builders in the U.S., and increased its stake in Lennar during the second quarter [3][4]. - The latest 13F filing from Berkshire Hathaway serves as direct evidence of its confidence in the housing market [4]. Group 2: Market Performance - D.R. Horton’s stock has risen 19% year-to-date, outperforming peers like Toll Brothers (4% increase) and Lennar (3% decrease) [4]. - Technical analysis indicates that D.R. Horton has broken through a key resistance level at $150, suggesting potential to challenge the $200 mark by year-end [4]. Group 3: Other Builders - Taylor Morrison Home has shown strong performance, being the only major builder whose stock is less than 10% off its 52-week high [6]. - The stock of Taylor Morrison Home surged 5% on August 13, breaking through a key technical level, with expectations to reach $75 by the end of Q4 and potentially $100 by early 2026 [6]. Group 4: Supply Chain Potential - Masco, a supplier of building products and equipment, is identified as a potential stock to watch, with a recent 13% increase in the past month despite a year-to-date gain of only 1% [8]. - Technical indicators suggest Masco's stock could target $85 in early Q4 following a breakout from a bullish pattern [8]. Group 5: Related Industries - Sherwin-Williams, a major player in the paint industry, has seen its stock rise 7% year-to-date and has recently broken through a significant technical level [10]. - Analysts predict that Sherwin-Williams could reach the $400 mark by year-end, following a long-term bullish pattern confirmation [10].