{"id":588241,"date":"2025-08-18T19:00:11","date_gmt":"2025-08-19T02:00:11","guid":{"rendered":"https:\/\/nai500.com\/?p=588241"},"modified":"2025-08-18T19:01:06","modified_gmt":"2025-08-19T02:01:06","slug":"%e5%b7%b4%e8%8f%b2%e7%89%b9%e6%9c%80%e6%96%b0%e8%b0%83%e4%bb%93%ef%bc%9a%e5%87%8f%e6%8c%81%e8%8b%b9%e6%9e%9c%e5%92%8c%e7%be%8e%e5%9b%bd%e9%93%b6%e8%a1%8c%ef%bc%8c%e5%a2%9e%e6%8c%81%e8%83%bd%e6%ba%90","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2025\/08\/%e5%b7%b4%e8%8f%b2%e7%89%b9%e6%9c%80%e6%96%b0%e8%b0%83%e4%bb%93%ef%bc%9a%e5%87%8f%e6%8c%81%e8%8b%b9%e6%9e%9c%e5%92%8c%e7%be%8e%e5%9b%bd%e9%93%b6%e8%a1%8c%ef%bc%8c%e5%a2%9e%e6%8c%81%e8%83%bd%e6%ba%90\/","title":{"rendered":"\u5df4\u83f2\u7279\u6700\u65b0\u8c03\u4ed3\uff1a\u51cf\u6301\u82f9\u679c\u548c\u7f8e\u56fd\u94f6\u884c\uff0c\u589e\u6301\u80fd\u6e90\u3001\u533b\u7597\u4e0e\u5730\u4ea7\u80a1"},"content":{"rendered":"

\u6839\u636e\u4f2f\u514b\u5e0c\u5c14\u54c8\u6492\u97e6\u516c\u53f8\uff08NYSE:\u00a0BRK.A<\/a>,\u00a0BRK.B\uff09\u6700\u65b0\u63d0\u4ea4\u768413F\u6587\u4ef6\uff0c\u201c\u80a1\u795e”\u5df4\u83f2\u7279\u57282025\u5e74\u7b2c\u4e8c\u5b63\u5ea6\u5bf9\u5176\u6295\u8d44\u7ec4\u5408\u8fdb\u884c\u4e86\u663e\u8457\u8c03\u6574\uff0c\u6d89\u53ca\u591a\u5bb6\u77e5\u540d\u4f01\u4e1a\u3002\u6839\u636e\u7f8e\u56fd\u8bc1\u76d1\u4f1a\u89c4\u5b9a\uff0c\u7ba1\u7406\u8d44\u4ea7\u8d851\u4ebf\u7f8e\u5143\u7684\u57fa\u91d1\u7ecf\u7406\u9700\u6bcf\u5b63\u5ea6\u901a\u8fc713F\u8868\u683c\u62ab\u9732\u6301\u4ed3\u3002\u4f2f\u514b\u5e0c\u5c14\u54c8\u6492\u97e6\uff08\u5e02\u503c\u7ea61\u4e07\u4ebf\u7f8e\u5143\uff09\u7684\u6301\u4ed3\u53d8\u52a8\u5907\u53d7\u5168\u7403\u6295\u8d44\u8005\u5173\u6ce8\u3002<\/p>\n

\u4ee5\u4e0b\u662f\u8be5\u516c\u53f8\u5341\u5927\u5173\u952e\u4ea4\u6613\u8be6\u60c5\uff1a<\/p>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
\u80a1\u7968\u540d\u79f0<\/strong><\/td>\n\u6301\u80a1\u53d8\u52a8\u6570\u91cf<\/strong><\/td>\n\u6301\u80a1\u6bd4\u4f8b\u53d8\u52a8<\/strong><\/td>\n<\/tr>\n<\/thead>\n
\u82f9\u679c (AAPL)<\/td>\n-2000\u4e07\u80a1<\/td>\n-6.6%<\/td>\n<\/tr>\n
\u7f8e\u56fd\u94f6\u884c (BAC)<\/td>\n-2630\u4e07\u80a1<\/td>\n-4.1%<\/td>\n<\/tr>\n
\u96ea\u4f5b\u9f99 (CVX)<\/td>\n+340\u4e07\u80a1<\/td>\n+2.9%<\/td>\n<\/tr>\n
\u8054\u5408\u5065\u5eb7\u96c6\u56e2 (UNH)<\/td>\n+500\u4e07\u80a1<\/td>\n\u65b0\u5efa\u4ed3<\/td>\n<\/tr>\n
\u7ebd\u67ef\u94a2\u94c1 (NUE)<\/td>\n+660\u4e07\u80a1<\/td>\n\u65b0\u5efa\u4ed3<\/td>\n<\/tr>\n
D.R. Horton (DHI)<\/td>\n+140\u4e07\u80a1<\/td>\n\u65b0\u5efa\u4ed3<\/td>\n<\/tr>\n
Lennar (LEN, LEN.B)<\/td>\n+700\u4e07\u80a1\/++28,358\u80a1<\/td>\n\u65b0\u5efa\u4ed3\/+18.6%<\/td>\n<\/tr>\n
Lamar Advertising (LAMR)<\/td>\n+110\u4e07\u80a1<\/td>\n\u65b0\u5efa\u4ed3<\/td>\n<\/tr>\n
Allegion (ALLE)<\/td>\n+780,133\u80a1<\/td>\n\u65b0\u5efa\u4ed3<\/td>\n<\/tr>\n
T-Mobile US (TMUS)<\/td>\n-390\u4e07\u80a1<\/td>\n\u6e05\u4ed3<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

\u51cf\u6301\u80a1\u7968<\/h2>\n
    \n
  1. \u82f9\u679c (AAPL)<\/strong>\uff1a\u51cf\u63012000\u4e07\u80a1 (-6.6%)\uff0c2024\u5e74\u4ee5\u6765\u7d2f\u8ba1\u51cf\u6301\u8d856\u4ebf\u80a1\u3002\u5c3d\u7ba1\u51cf\u6301\uff0c\u82f9\u679c\u4ecd\u662f\u4f2f\u514b\u5e0c\u5c14\u6700\u5927\u6301\u4ed3\u80a1\uff0c\u5269\u4f59\u4ef7\u503c574\u4ebf\u7f8e\u5143\u3002\u5df4\u83f2\u7279\u672a\u516c\u5f00\u8bf4\u660e\u51cf\u6301\u539f\u56e0\uff1b\u81ea2016\u5e74Q1\u6295\u8d44\u4ee5\u6765\uff0c\u82f9\u679c\u603b\u56de\u62a5\u7387\u7ea6875%\u3002<\/li>\n
  2. \u7f8e\u56fd\u94f6\u884c (BAC)<\/strong>\uff1a\u51cf\u63012630\u4e07\u80a1 (-4.1%)\uff0c2024\u5e748\u6708\u8d77\u6301\u7eed\u51cf\u6301\u94f6\u884c\u80a1\u3002\u622a\u81f36\u6708\u5e95\u4ecd\u6301\u67096.052\u4ebf\u80a1\uff0c\u4ef7\u503c\u7ea6286\u4ebf\u7f8e\u5143\uff08\u7b2c\u4e09\u5927\u6301\u4ed3\uff09\u3002\u5df4\u83f2\u7279\u4e8e2011\u5e74\u6b27\u503a\u5371\u673a\u671f\u95f4\u9996\u6b21\u6295\u8d44\u8be5\u884c\u3002<\/li>\n
  3. T-Mobile US (TMUS)<\/strong>\uff1a\u6e05\u4ed3\u5168\u90e8\u5269\u4f59\u8fd1390\u4e07\u80a1\uff0c2025\u5e74Q1\u5df2\u51cf\u6301\u8d8510%\uff0cQ2\u52a0\u901f\u629b\u552e\u3002\u8fc7\u53bb\u4e94\u5e74\u4e3a\u5df4\u83f2\u7279\u5e26\u676580%\u7684\u603b\u56de\u62a5\u3002<\/li>\n<\/ol>\n

    \u589e\u6301\/\u65b0\u5efa\u4ed3\u80a1\u7968<\/h2>\n
      \n
    1. \u96ea\u4f5b\u9f99 (CVX)<\/strong>\uff1a\u589e\u6301340\u4e07\u80a1 (+2.9%)\uff0c\u6301\u4ed3\u603b\u91cf\u5347\u81f31.22\u4ebf\u80a1\uff0c\u4ef7\u503c\u7ea6174\u4ebf\u7f8e\u5143\u3002\u5df4\u83f2\u7279\u81ea2020\u5e74Q4\u9996\u6b21\u6295\u8d44\u540e\u591a\u6b21\u8c03\u6574\u4ed3\u4f4d\uff0c\u53d7\u4fc4\u4e4c\u6218\u4e89\u5f71\u54cd\u66fe\u57282022\u5e74\u589e\u6301\u3002<\/li>\n
    2. \u8054\u5408\u5065\u5eb7\u96c6\u56e2 (UNH)<\/strong>\uff1a\u65b0\u5efa\u4ed3\u8d85500\u4e07\u80a1\uff08\u4ef7\u503c\u7ea615\u4ebf\u7f8e\u5143\uff09\u3002\u7f8e\u56fd\u6700\u5927\u533b\u4fdd\u670d\u52a1\u5546\uff0c2025\u5e74\u80a1\u4ef7\u4e0b\u8dcc\u8fd150%\u3002\u6295\u8d44\u8005\u4fe1\u5fc3\u53d7\u53f8\u6cd5\u90e8\u8c03\u67e5\u533b\u4fdd\u8d26\u5355\u5f71\u54cd\u3002<\/li>\n
    3. \u7ebd\u67ef\u94a2\u94c1 (NUE)<\/strong>\uff1a\u65b0\u5efa\u4ed3660\u4e07\u80a1\uff08\u4ef7\u503c\u7ea68.567\u4ebf\u7f8e\u5143\uff09\u3002\u5317\u7f8e\u6700\u591a\u5143\u5316\u94a2\u94c1\u751f\u4ea7\u5546\uff0c2025\u5e74\u7279\u6717\u666e\u653f\u5e9c\u5c06\u8fdb\u53e3\u94a2\u94c1\u5173\u7a0e\u4ece25%\u63d0\u9ad8\u81f350%\uff0c\u516c\u53f8\u80a1\u4ef7\u8dd1\u8d62\u6807\u666e500\u6307\u6570\u3002<\/li>\n
    4. D.R. Horton (DHI)<\/strong>\uff1a\u65b0\u5efa\u4ed3140\u4e07\u80a1\uff08\u4ef7\u503c\u7ea61.914\u4ebf\u7f8e\u5143\uff09\u3002\u7f8e\u56fd\u5934\u90e8\u4f4f\u5b85\u5efa\u7b51\u5546\uff0c\u5df4\u83f2\u7279\u66fe\u57282023\u5e74\u4e70\u5165\u540e\u4e8e\u5e74\u672b\u6e05\u4ed3\uff0c2025\u5e74Q2\u91cd\u65b0\u5efa\u4ed3\u3002<\/li>\n
    5. Lennar (LEN\/LEN.B)<\/strong>\uff1aLEN (A\u7c7b\u80a1)\u65b0\u5efa\u4ed3\u8d85700\u4e07\u80a1\uff0cLEN.B (B\u7c7b\u80a1)\u589e\u630128,358\u80a1 (+18.6%)\u3002\u603b\u6301\u4ed3\u4ef7\u503cA\u7c7b\u80a17.796\u4ebf\u7f8e\u5143\uff0cB\u7c7b\u80a11900\u4e07\u7f8e\u5143\u30022023\u5e74Q2\u9996\u6b21\u6295\u8d44B\u7c7b\u80a1\u3002<\/li>\n
    6. Lamar Advertising (LAMR)<\/strong>\uff1a\u65b0\u5efa\u4ed3110\u4e07\u80a1\uff08\u4ef7\u503c\u7ea61.42\u4ebf\u7f8e\u5143\uff09\u3002\u7f8e\u56fd\u9886\u5148\u6237\u5916\u5e7f\u544a\u516c\u53f8\uff08\u516c\u4ea4\u3001\u673a\u573a\u5e7f\u544a\u4f4d\uff09\uff0c\u623f\u5730\u4ea7\u6295\u8d44\u4fe1\u6258(REIT)\uff0c\u8fdc\u671f\u80a1\u606f\u6536\u76ca\u73875%\u3002<\/li>\n
    7. Allegion (ALLE)<\/strong>\uff1a\u65b0\u5efa\u4ed3780,133\u80a1\uff08\u4ef7\u503c\u7ea61.124\u4ebf\u7f8e\u5143\uff09\u3002\u7231\u5c14\u5170\u5b89\u9632\u4ea7\u54c1\u5236\u9020\u5546\uff08\u9501\u5177\u3001\u95e8\u7981\u7cfb\u7edf\uff09\uff0cQ2\u8d22\u62a5\u8d85\u9884\u671f\u5e76\u4e0a\u8c03\u5168\u5e74\u6307\u5f15\uff0c\u5f97\u76ca\u4e8e\u5317\u7f8e\u975e\u4f4f\u5b85\u5e02\u573a\u9700\u6c42\u5f3a\u52b2\u3002<\/li>\n<\/ol>\n","protected":false},"excerpt":{"rendered":"

      \u6839\u636e\u4f2f\u514b\u5e0c\u5c14\u54c8\u6492\u97e6\u516c\u53f8\uff08NYSE:\u00a0BRK.A,\u00a0BRK.B\uff09\u6700\u65b0\u63d0\u4ea4\u768413F\u6587\u4ef6\uff0c\u201c\u80a1\u795e”\u5df4\u83f2\u7279 […]<\/p>\n","protected":false},"author":27,"featured_media":482466,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[2125,2167,519,2247],"class_list":["post-588241","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2125","tag-2167","tag-519","tag-2247","sectors-real-estate-zh-hans","sectors-life-science-zh-hans","sectors-financial-products-zh-hans","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/588241","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=588241"}],"version-history":[{"count":2,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/588241\/revisions"}],"predecessor-version":[{"id":588247,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/588241\/revisions\/588247"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/482466"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=588241"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=588241"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=588241"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}