四大當家投資品種新年行情預測大碰撞

美國樓市：看漲

????雖然當前美國樓市低迷，但仍有一些人相信2012年美國房地產行業的基本面將開始好轉。近日，巴克萊（Barclays）的分析師們上調了一些住宅建筑商的目標價，包括D.R.霍頓房屋公司（D.R. Horton）、萊納房屋公司（Lennar Corporation）、房屋營建商Meritage Homes Corporation、普德集團（Pulte Group）和托爾兄弟公司（Toll Brothers）等。

????分析人士稱，上調目標價主要是考慮到非止贖屋的價格已經企穩。他們指出，如今止贖屋的出售也不再拉低其他房產的售價。而且，就業市場已有所改善。過去的12個月創造就業崗位180萬個，月均15萬個。而且，由于今秋新增就業崗位的情況顯著好于去年，看漲者相信這將為春季銷售旺盛打下了良好基礎。

U.S. Housing: Bull

????Despite today's gloomy housing market, a few are betting 2012 will mark the beginnings of a fundamental turnaround for the industry. Barclays analysts recently raised their price targets for homebuilders D.R. Horton, Lennar Corporation, Meritage Homes Corporation, Pulte Group and Toll Brothers.

????The outlook, the analysts say, comes chiefly because prices for non-distressed homes have stabilized. They point out that the sales of foreclosed homes are no longer dragging down prices for the rest of the housing industry. What's more, the job market has improved during the past 12 months with the creation of 1.8 million jobs, an average of 150,000 a month. And since job creation has been considerably better this fall than last year, the bullish argument goes, this sets the stage for a strong spring selling season.