巴菲特2025年第三季度大幅减持D.R.霍顿的可能动机

环球市场播报

2025/12/24

　　D.R．霍顿（D.R． Horton， DHI）

　　Q3减持金额：1.99亿美元

　　现状：已完全清仓

　　背景：2023年Q3买入，押注住房需求复苏；但2024年下半年以来，即便利率下降，地产股也未见强劲反弹。

　　动机：及时止损+战术撤退。减持后DHI股价继续下滑，再次体现巴菲特“不恋战”的纪律性。

海量资讯、精准解读，尽在新浪财经APP

责任编辑：张俊 SF065

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href=\"https://finance.sina.com.cn/stock/usstock/c/2025-12-24/doc-inhcvmix6470372.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00BWXC8680.SGD","symbol_name":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-24/doc-inhcvmix6470372.shtml","article_id":"2593411276","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2593411276","pubTimestamp":1766506920,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"D.R． 霍顿（D.R． Horton， DHI）\n　　Q3减持金额：1.99亿美元\n　　现状：已完全清仓\n　　背景：2023年Q3买入，押注住房需求复苏；但2024年下半年以来，即便利率下降，地产股也未见强劲反弹。\n　　动机：及时止损+战术撤退。减持后DHI股价继续下滑，再次体现巴菲特“不恋战”的纪律性。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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