四大当家投资品种新年行情预测大碰撞

美国楼市：看涨

    虽然当前美国楼市低迷，但仍有一些人相信2012年美国房地产行业的基本面将开始好转。近日，巴克莱（Barclays）的分析师们上调了一些住宅建筑商的目标价，包括D.R.霍顿房屋公司（D.R. Horton）、莱纳房屋公司（Lennar Corporation）、房屋营建商Meritage Homes Corporation、普德集团（Pulte Group）和托尔兄弟公司（Toll Brothers）等。

    分析人士称，上调目标价主要是考虑到非止赎屋的价格已经企稳。他们指出，如今止赎屋的出售也不再拉低其他房产的售价。而且，就业市场已有所改善。过去的12个月创造就业岗位180万个，月均15万个。而且，由于今秋新增就业岗位的情况显著好于去年，看涨者相信这将为春季销售旺盛打下了良好基础。

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.