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Lennar的定价能力已大幅下降:利润率从9%腰斩至4.8%且仍在萎缩,在停止建造多户住宅后该业务收入大幅下滑,营收下降6%,受利率上升和楼市低迷推动;未给出看涨情形。

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《The Collapse Begins》
Meet Kevin发布 2026-10-22 · 3 段内容
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如果你不想冒破产风险,可以投资 Rocket Mortgage 或 Lennar。如你所知,Lennar 是 Berkshire Hathaway 正在收购的公司。我没有持有 Lennar 的任何股份,我再次完全透明地重申这一点。

If you do not want to risk bankruptcy, you can invest in Rocket Mortgage or Lennar. As you know, Lennar is the company that Berkshire Hathaway is acquiring. I do not own any shares in Lennar, and I repeat, with complete transparency.

但如你所知,他们的定价能力已经显著下降。不像 Schluter Bathrooms,而是灾难性的。看看 Lennar。我在这里持有 Lennar 的股份。看看 Lennar。利润率已经减半。

从 9% 降至 4.8%。他们的利润率正在萎缩。这不仅仅是普遍下降,而是由于利率上升导致 Lennar 利润率急剧下降。

But as you know, their ability to set prices has declined significantly. Not like Schluter Bathrooms, but catastrophically. Look at Lennar. I have shares in Lennar here. Look at Lennar.

Profit margins have been halved. It decreased from 9% to 4.8%. Their profit margins are dwindling. It is not just a general decline, but a sharp decline in Lennar's profit margins due to rising interest rates.

如你所知,他们来自多单元住宅房地产领域的收入已经下降。他们实际上已经停止建造这类房产。他们在多单元住宅房地产领域的收入急剧下降。他们的关键数据也下降了。7759 亿除以 8253.6。

我的主要收入下降了 6%,因为如你所知,现在不是购买房地产的好时机。

As you know, their revenues from the multi-unit residential real estate sector have declined. They have effectively stopped building this type of property. Their revenues in the multi-unit residential real estate sector have declined sharply.

Their key figures also declined. 7759 billion divided by 8253.6. My main income has decreased by 6% because now is not a good time to buy real estate, as you know.

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