凤凰网财经·2025-08-17 12:44Group 1 - Warren Buffett's Berkshire Hathaway is signaling a strong interest in the U.S. residential construction sector, indicating a potential bet on declining interest rates and an improving housing market [1][2] - Berkshire's latest 13F filing reveals new positions in D.R. Horton and increased holdings in Lennar, showcasing confidence in the housing industry [2] - D.R. Horton's stock has risen 19% year-to-date, outperforming peers like Toll Brothers and Lennar, with technical indicators suggesting a potential challenge to the $200 mark by year-end [2] Group 2 - Other residential builders, such as Taylor Morrison Home, are also showing strong momentum, with its stock only 10% off its 52-week high and a recent breakout indicating potential growth towards $75 and possibly $100 by early 2026 [4] - Investors are also looking at upstream housing industry stocks like Masco, which has seen a 13% increase in the past month, with technical analysis suggesting a target price of $85 in the near term [6] - Sherwin-Williams, a major player in the paint industry, has benefited from the housing market rebound, with its stock up 7% year-to-date and a significant technical breakout indicating a potential rise to $400 by year-end [8]