大佬点金术再造“黑马”?Better Home获封“房贷界Shopify”,股价单日狂飙逾46%

智通财经
Sep 23, 2025

9月23日,Better Home & Finance股价周一收涨46.61%,报49.98美元。此前对冲基金EMJ Capital创始人Eric Jackson在社交媒体上发文称这家数字房屋所有权公司是“抵押贷款领域的Shopify”。

据悉,Jackson曾在社交媒体平台X上大肆宣传房地产平台Opendoor。自那以后,该股票价格飙升。

Jackson在X帖子中谈到Better Home & Finance时表示:“这是利用人工智能从零开始重建一个价值15万亿美元的产业。”

他补充道:“Figure刚刚完成首次公开募股,其股价是2026年销售额的19倍。而Better Home & Finance的市销率仅为1倍,但其增长速度比Figure更快。”

Jackson表示:“我认为在两年内,Better Home & Finance有望实现350%的涨幅。现在有人嘲笑Better Home & Finance的股价已涨至34美元,就像当年嘲笑Carvana3.50美元的股价以及Opendoor 51美分的股价那样。但这可不是什么meme股。”他还补充说,EMJ Capital持有Better Home & Finance的多头头寸。

华尔街分析师并未覆盖Better Home & Finance。Seeking Alpha撰稿者认为应予该股“卖出”评级。

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