[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1125217c":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1125217c","RBC对建筑产品板块转趋谨慎：住房复苏预期消退，多股评级遭下调","\u002Fdoc\u002Fdcio1125217c","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，RBC Capital Markets在第三季度财报季前对建筑产品板块转趋谨慎，下调盈利预测并调降多只个股评级，因高利率、通胀及疲软的住房需求可能延续至2027年。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>首席分析师Mike Dahl表示，随着住房复苏预期持续降温，RBC实际上已将内生销量增长从其模型中剔除。该行目前预计，2026年美国单户住宅开工量将下降约5%，2027年再降1%;维修与改造支出今年仅增长1%，明年料基本持平。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>上述修正对投资者意义重大，因为华尔街预期可能仍假设住房市场反弹力度强于RBC认为的可能水平。该行将建筑产品制造商2027年平均每股收益预期下调约10%，EBITDA预期下调7%。RBC认为，制造商尤其易受原材料成本上升和定价权有限的影响，而在当前通胀环境下总体更看好分销商。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>RBC将Builders FirstSource(BLDR)评级从“跑赢大盘”下调至“与大盘持平”，目标价从88美元大幅下调至62美元。该行预计其2027年EBITDA为10.6亿美元，较此前预期下降16%，也低于12.1亿美元的市场一致预期。RBC提到住房开工恶化、竞争激烈以及毛利率承压。较高杠杆也可能限制股票回购和其他资本配置。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Owens Corning(OC)同样被从“跑赢大盘”下调至“与大盘持平”，目标价从172美元下调至127美元。RBC认为，屋面业务第三季度可能好于担忧，但需求走弱、分销商去库存以及石油和沥青成本上升将拖累第四季度和2027年。其2027年EPS预期从12.20美元下调至10.16美元，市场一致预期为11.81美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>该行对Mohawk Industries(MHK)更为看空，将这家地板制造商评级从“与大盘持平”下调至“跑输大盘”，目标价从130美元下调至112美元。RBC预计，疲软的地板需求将与石油、柴油和天然气成本上升形成碰撞。其第四季度EPS预期为1.42美元，远低于1.69美元的市场一致预期;2027年预期为8.97美元，而华尔街预期为10.06美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>RBC对Whirlpool(WHR)最为悲观，维持“跑输大盘”评级，并将目标价从32美元下调至22美元。其2027年EPS预期仅为1.15美元，而市场一致预期为3.53美元。该行提到家电需求疲软、竞争性定价、潜在的加拿大关税成本，以及合同重定价后钢材成本可能上升。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>仍有首选标的。Ferguson Enterprises(FERG)是RBC最青睐的做多标的，评级“跑赢大盘”，目标价286美元，反映大型项目和暖通空调业务的强劲表现。RBC还维持对Fortune Brands Innovations(FBIN)、Core & Main(CNM)、SiteOne Landscape Supply(SITE)和QXO(QXO)的“跑赢大盘”评级，但警告称QXO可能面临近期屋面业务和宏观经济逆风。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Dahl报告传达的更广泛信息是，行业期待的2027年复苏正被进一步推迟。RBC修正后的建筑预测显示，2027年单户住宅开工量约为89万套，低于此前假设增长5%的预测;维修与改造支出目前预计基本持平，而非此前预期的增长3.1%。对投资者而言，随着该板块等待住房需求复苏，公司特有的定价权、对更强非住宅市场的敞口以及保护利润率的能力正变得日益重要。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]