Taylor Morrison Home Corporation（TMHC）今日盘前股价大幅上涨23.08%，引起了市场的广泛关注。
消息面上，美国投资巨头伯克希尔·哈撒韦公司宣布，将以每股72.50美元的全现金交易收购Taylor Morrison全部流通股，对应股权价值约68亿美元，企业总价值约85亿美元。这一收购报价较该公司近期收盘价溢价约24%。此次收购是伯克希尔新任首席执行官格雷格·阿贝尔正式执掌公司后完成的首笔大型收购案，标志着后巴菲特时代的投资方向。
分析指出，伯克希尔此次逆周期加码美国住宅市场，体现出典型的长期价值投资逻辑。Taylor Morrison作为美国主要的住宅建筑商之一，其业务将与伯克希尔旗下已有的住宅产业链资产形成协同，有助于伯克希尔构建更完整的住房生态闭环。
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