| [: Ʒ Ư ũ(valuewalk.com) 2023 2 22 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.]
• 2023 ġ() ǥ , Ȩ(Home Depot: NYSE--HD) ְ ߴ. ̷ ġ ʹ ִ. • 帧 ϰ 絵 ϴ.
• ְ ϶ , ż ȸ â ִ.
Ȩ ֽ̰ ̱ , ż ƴϴ. 21 4б 2023 ġ ǥ , Ȩ ְ Ͻ ٴ ϶ߴ. ̷ ְ ż ȸ 븮 忡 ̱ , ؾ ƴϴ.
ϴ ٴڿ ϸ, ڵ ְ ȸ ο ΰ Ȩ ֽ ( ݿ) ִ. ְ ȸ Ƽ غ, , ÷̼ ε鿡 , ڵ ְ ȸ ؾ ̴. ᱹ Ȩ ְ ٴ ĥ ̰, ٴڿ ӹ ð ̴. ٴ ĥ ٸ ڱ Ƶθ鼭 ٴ Ż ȣ ؾ Ѵ.
ٸ, Ȩ ϱ? 4б ȣ, ִ. ü , ӿ װ ħߴ λ 2023 ʴ.
2023 ͵ ϶ ̰, ÷̼ ̸, ȸ(FOMC) ݸ λϰ ְ ݸ λ ɼ ٴ ϸ, Ȩ ġ ִ. ұϰ, ̴ ִ ƴϸ, ְ ݿǰ ִ ̴.
Ȩ PER 19 ٰ պٴ ټ ̰, μ ظ ʴ.
ȣ 4б ǻ
Ȩ 4б ȣϱ λ ʾҴ. 358 3,000 0.3% ġ ȸ߰, ӻ ʴ´.
ü ̱ ϸ 0.3% ϶, ű ϶ ߴ. , ̷ ݾ ϶ Ǿ.
ͷ ͷ DZ , üδ ͷ ټ Ǿ. ͷ 8bp , ͷ 25bp ϶ϸ鼭 ȿ Ǿ. ణ þ ұϰ, ڸ ߴ.
2.8% 3.30 ִ(Ϲȸ ִ) 0.02 ȸϸ鼭 ׳ . ̷ ȣ ƴ϶ ڻ Կ ̾.
Ȩ , ְ ϴ ʴ´. Ȩ 2023 ü ϸ ̰, ִ͵ ڸ ߹ ϶ ߴ.
, Ȩ ð ӱ λ 10 ȹ̴. ̴ 鿡 ҽ, ִ ϶ ۿ ̰, 2023 ȸ ְ йϴ ٸ ÷̼ ̴.
λ ŷ
Ȩ ŷ ֱ Ǿ. ͷ 2.5% Ȩ ְ ϶ϴ 10% λ ǥߴ. ̴ 1.5% ͷ ŷ ġ̱ , ̼ Ȩ 庸 . ο콺 ۴(Lowes Companies: NYSE--LOW) , PER ü 15 Ȩ ŷ, ͷ 2.0% Ȩ .
2 21 ǥ Ȩ ְ 7% ̻ ϶ߴ. Ÿ ߰ 300 ܿ ְ , Ȯ ż ȣ ٷ Ѵ. Ȯ ż ȣ , ְ 300 ϶ 260 ر ϶ ִ. <>
* ó: ӽ (Thomas Hughes), ϺƮ(MarketBeat) ֳθƮ, "Home Depot Is Heading For The Bargain Basement, Be Ready," 2023 2 22, https://www.valuewalk.com/home-depot-is-heading-for-the-bargain-basement-be-ready/ : Ȩ, ǥ:
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