{"id":472504,"date":"2023-09-19T00:41:47","date_gmt":"2023-09-19T07:41:47","guid":{"rendered":"https:\/\/nai500.com\/?p=472504"},"modified":"2023-09-19T00:43:25","modified_gmt":"2023-09-19T07:43:25","slug":"%e5%a6%82%e6%9e%9c-%e7%be%8e%e8%81%94%e5%82%a8-2024%e5%b9%b4-%e9%99%8d%e6%81%af-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e6%8f%90%e5%89%8d-%e5%b8%83%e5%b1%80","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/09\/%e5%a6%82%e6%9e%9c-%e7%be%8e%e8%81%94%e5%82%a8-2024%e5%b9%b4-%e9%99%8d%e6%81%af-%e4%b8%89%e5%8f%aa-%e7%be%8e%e8%82%a1-%e6%8f%90%e5%89%8d-%e5%b8%83%e5%b1%80\/","title":{"rendered":"\u5982\u679c\u770b\u597d\u7f8e\u8054\u50a82024\u5e74\u964d\u606f\uff0c\u8fd9\u4e09\u53ea\u7f8e\u80a1\u53ef\u4ee5\u63d0\u524d\u5e03\u5c40"},"content":{"rendered":"

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\u6b64\u5916\uff0c\u8003\u8651\u5230\u592e\u884c\u5fc5\u987b\u901a\u8fc7\u964d\u606f\u6765\u51cf\u8f7b\u6301\u6709\u5927\u91cf\u503a\u5238\u7684\u94f6\u884c\u7684\u8d1f\u62c5\uff0c\u4f7f\u8054\u90a6\u653f\u5e9c\u66f4\u5bb9\u6613\u5904\u7406\u5176\u5de8\u989d\u503a\u52a1\uff0c\u5e76\u907f\u514d\u9ad8\u5229\u7387\u5f71\u54cd2024\u5e74\u7684\u5927\u9009\uff0c\u9884\u8ba1\u7f8e\u8054\u50a8\u5927\u6982\u7387\u5c06\u57282024\u5e744\u6708\u524d\u964d\u606f\u3002\u5982\u679c\u5229\u7387\u5f00\u59cb\u4e0b\u8c03\uff0c\u4e0b\u9762\u8fd9\u4e09\u53ea\u80a1\u7968\u5c06\u7387\u5148\u53d7\u76ca\u3002<\/p>\n

Western Alliance (<\/b><\/strong>WAL<\/b><\/strong>)<\/b><\/strong><\/h2>\n

\u4e0e\u8bb8\u591a\u5176\u4ed6\u5730\u533a\u94f6\u884c\u4e0d\u540c\uff0c\u603b\u90e8\u4f4d\u4e8e\u4e9a\u5229\u6851\u90a3\u5dde\u7684Western Alliance<\/b><\/strong>\u00a0(NYSE:WAL<\/b><\/u><\/strong><\/a>)\u6301\u6709\u7684\u7f8e\u56fd\u56fd\u503a\u53ea\u5360\u5176\u603b\u8d44\u4ea7\u7684 3.3%\u3002\u8fd9\u5bf9\u4e00\u53ea\u94f6\u884c\u80a1\u6765\u8bf4\u662f\u4ef6\u597d\u4e8b\u60c5\uff0c\u56e0\u4e3a\u56fd\u503a\u7684\u4ef7\u503c\u4f1a\u56e0\u5229\u7387\u98d9\u5347\u800c\u6025\u5267\u4e0b\u964d\u3002\u800c\u8be5\u884c\u6301\u6709\u7684\u5927\u91cf\u5176\u4ed6\u503a\u5238\uff0c\u5982\u679c\u5229\u7387\u4e0b\u8c03\uff0c\u8fd9\u4e9b\u503a\u5238\u7684\u4ef7\u503c\u5c06\u5927\u5e45\u4e0a\u5347\u3002\u4f8b\u5982\uff0c\u622a\u81f3\u4e0a\u5b63\u5ea6\u672b\uff0c\u8be5\u516c\u53f8\u6301\u6709\u7684\u516c\u53f8\u503a\u5238\u4ef7\u503c\u76f8\u5f53\u4e8e\u5176\u603b\u8d1f\u503a\u768412.9%\u3002 \u5982\u679c\u8fd9\u4e9b\u503a\u5238\u4ef7\u503c\u4e0a\u5347\uff0c\u6295\u8d44\u8005\u5bf9\u5176\u507f\u4ed8\u80fd\u529b\u7684\u62c5\u5fe7\u5c31\u4f1a\u51cf\u5c11\uff0c\u4ece\u800c\u5bfc\u81f4WAL\u80a1\u4ef7\u6500\u5347\u3002<\/p>\n

\u4e8b\u5b9e\u4e0a\uff0c\u6295\u8d44\u94f6\u884cPiper Sandler\u6700\u8fd1\u5df2\u7ecf\u91cd\u7533\u4e86\u5bf9Western Alliance\u80a1\u7968\u7684\u201c\u589e\u6301\u201d\u8bc4\u7ea7\uff0c\u79f0\u8fd9\u662f\u201c\u4e00\u5bb6\u4e1a\u7ee9\u4f18\u79c0\u7684\u673a\u6784\uff0c\u62e5\u6709\u884c\u4e1a\u9886\u5148\u7684\u56de\u62a5\u7387\u3001\u76f8\u5bf9\u8f83\u5f3a\u7684\u5e02\u573a\u5b9e\u529b\u548c\u6210\u719f\u7684\u7ba1\u7406\u56e2\u961f\u201d\uff0c\u5e76\u79f0\u5176\u80a1\u4ef7\u88ab\u4f4e\u4f30\u4e86\u3002\u9274\u4e8e\u5230\u5f3a\u52b2\u7684\u4e1a\u52a1\u548c\u8f83\u4f4e\u7684\u4f30\u503c\uff0c\u518d\u52a0\u4e0a\u5373\u5c06\u5230\u6765\u7684\u964d\u606f\u5c06\u5bf9\u5176\u6784\u6210\u5229\u597d\uff0cWAL\u662f\u76ee\u524d\u6700\u503c\u5f97\u8d2d\u4e70\u7684\u7f8e\u56fd\u94f6\u884c\u80a1\u4e4b\u4e00\u3002<\/p>\n

Toll Brothers (TOL)<\/b><\/strong><\/h2>\n

Toll Brothers\u00a0<\/b><\/strong>(NYSE:TOL<\/b><\/u><\/strong><\/a>)\u662f\u7f8e\u56fd\u6700\u5927\u7684\u4f4f\u5b85\u5efa\u7b51\u5546\u4e4b\u4e00\u3002\u7531\u4e8e\u8f83\u4f4e\u7684\u5229\u7387\u4f7f\u6d88\u8d39\u8005\u4e70\u623f\u7684\u6210\u672c\u964d\u4f4e\uff0c\u56e0\u6b64\u4f4f\u5b85\u5efa\u7b51\u5546\u7684\u80a1\u7968\u80fd\u591f\u7387\u5148\u4ece\u5229\u7387\u4e0b\u964d\u4e2d\u83b7\u76ca\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u8be5\u516c\u53f8\u7684\u4e1a\u52a1\u7ee7\u7eed\u8868\u73b0\u826f\u597d\uff0c\u4e0a\u4e00\u5b63\u5ea6\u623f\u5c4b\u9500\u552e\u6536\u5165\u540c\u6bd4\u6500\u534719%\uff0c\u8fbe\u523027\u4ebf\u7f8e\u5143\u3002\u6b64\u5916\uff0cTOL\u8fd8\u5c06\u672c\u8d22\u5e74\u7684\u4ea4\u4ed8\u6307\u5f15\u4ece\u4e4b\u524d\u76848900\u81f39500\u5957\u63d0\u9ad8\u52309500\u81f39600\u5957\u3002<\/p>\n

\u4eca\u5e747\u6708\uff0c\u6295\u8d44\u94f6\u884cRaymond James\u5c06TOL\u80a1\u7968\u8bc4\u7ea7\u4ece\u201c\u8dd1\u8d62\u5927\u76d8\u201d\u4e0a\u8c03\u81f3\u201c\u5f3a\u529b\u4e70\u5165\u201d\uff0c\u5e76\u5c06\u76ee\u6807\u80a1\u4ef7\u4ece77\u7f8e\u5143\u4e0a\u8c03\u81f3100\u7f8e\u5143\uff0c\u539f\u56e0\u662f\u72ec\u6237\u4f4f\u5b85\u9700\u6c42\u88ab\u6291\u5236\u548c\u5efa\u7b51\u5546\u7684\u8fd0\u8425\u6a21\u5f0f\u98ce\u9669\u964d\u4f4e\u3002TOL\u80a1\u7968\u7684\u8fdc\u671f\u5e02\u76c8\u7387\u975e\u5e38\u4f4e\uff0c\u53ea\u67097.2\u500d\uff0c\u8868\u660e\u7f8e\u8054\u50a8\u6f5c\u5728\u964d\u606f\u7684\u5229\u597d\u8fd8\u6ca1\u6709\u4f53\u73b0\u5728\u80a1\u4ef7\u4e2d\uff0c\u4f7f\u5176\u6210\u4e3a\u76ee\u524d\u6700\u503c\u5f97\u8d2d\u4e70\u7684\u80a1\u7968\u4e4b\u4e00\u3002<\/p>\n

Carvana (CVNA)<\/b><\/strong><\/h2>\n

Carvana<\/b><\/strong>\u00a0(NYSE:CVNA<\/b><\/u><\/strong><\/a>)\u662f\u4e8c\u624b\u8f66\u9500\u552e\u5546\u3002\u4e0e\u623f\u5c4b\u5efa\u7b51\u5546\u4e00\u6837\uff0c\u6c7d\u8f66\u9500\u552e\u5546\u80fd\u591f\u4ece\u5229\u7387\u4e0b\u964d\u4e2d\u83b7\u76ca\uff0c\u56e0\u4e3a\u8f83\u4f4e\u7684\u5229\u7387\u4f7f\u6d88\u8d39\u8005\u8d2d\u4e70\u6c7d\u8f66\u7684\u6210\u672c\u66f4\u4f4e\u3002\u672c\u6708\u65e9\u4e9b\u65f6\u5019\uff0cSeeking Alpha\u62a5\u9053\u79f0\uff0c\u4e8c\u624b\u8f66\u5e02\u573a\u4ecd\u7136\u4f9b\u4e0d\u5e94\u6c42\u3002\u56e0\u6b64\uff0cCarvana\u5e94\u8be5\u80fd\u591f\u4ece\u9500\u552e\u7684\u4e8c\u624b\u8f66\u4ef7\u683c\u6301\u7eed\u575a\u633a\u4e2d\u83b7\u76ca\u3002<\/p>\n

\u540c\u6837\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u5728Carvana\u4e0e\u5927\u591a\u6570\u503a\u5238\u6301\u6709\u4eba\u8fbe\u6210\u503a\u52a1\u91cd\u7ec4\u534f\u8bae\u540e\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u79f0\uff0c\u5728\u672a\u6765\u4e24\u5e74\u5185\uff0c\u6bcf\u5e74\u7684\u8fd1\u671f\u5229\u606f\u652f\u51fa\u51cf\u5c11\u4e86\u8d85\u8fc74.55\u4ebf\u7f8e\u5143\u3002\u6807\u51c6\u666e\u5c14\u8bc4\u7ea7\u673a\u6784\u7acb\u523b\u5bf9\u6b64\u4f5c\u51fa\u56de\u5e94\uff0c\u5c06\u8be5\u516c\u53f8\u7684\u4f18\u5148\u65e0\u62c5\u4fdd\u503a\u52a1\u8bc4\u7ea7\u4eceD\u7ea7\u4e0a\u8c03\u81f3CCC-\u7ea7\u3002\u4f30\u503c\u65b9\u9762\uff0cCarvana\u80a1\u7968\u7684\u8ffd\u8e2a\u5e02\u552e\u7387\u975e\u5e38\u4f4e\uff0c\u4ec5\u67090.5\u500d\uff0c\u8868\u660e\u7f8e\u8054\u50a8\u672a\u6765\u964d\u606f\u7684\u5229\u597d\u5e76\u672a\u4f53\u73b0\u5728\u80a1\u4ef7\u4e0a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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