异动解读 | 参与百万套住宅开发计划,普得集团盘中大涨6.61%

异动解读
Feb 03

普得集团(PHM)今日盘中大涨6.61%,表现强劲。

消息面上,据媒体报道,美国住宅建筑类股集体走强,因市场传闻主要建筑企业正筹划一项雄心勃勃的住宅开发计划,目标在未来数年建造多达100万套以“特朗普住宅”命名的平价住宅。普得集团作为行业领军企业之一,被提及已参与组成联盟,正在草拟具体实施方案。该计划若得以推进,将显著刺激中低端住宅市场供给,同时为建筑行业带来新一轮增长动能,从而提振了投资者信心。

另一方面,同日有研究报告显示,摩根大通将普得集团的目标价从149美元下调至131美元。然而,市场似乎更聚焦于潜在的行业性利好,推动股价上行。

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