Name: Jason Fitz on David Tepper: ‘He has become an embarrassment to his franchise'
Uploaded: 2024-04-27T02:39:08Z
Duration: P185S
Description: Yahoo Sports’ Draft Live Crew discusses the Carolina Panthers owner’s latest transgression when he recently stopped by a Charlotte bar that criticized his draft strategy.

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As interest rates remain elevated and new economic data is set to be released next week, Brandywine Global High Yield and Corporate Credit Strategies Co-Portfolio Manager Bill Zox joins Market Domination to provide insights into the Federal Reserve's outlook on rate cuts and the bond yield market in this environment.
Zox suggests that while inflation prints are important, his primary focus lies elsewhere. He questions whether the Fed "will need financial conditions to tighten further to bring inflation down to 2%." As for the bond yield market, Zox emphasizes its dependence on potential rate cuts.
However, Zox advises investors to consider the financials and cable sectors within the yield market, stating, "There are some real opportunities being created there."
For more expert insight and the latest market action, click <a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/video/bidens-tariff-announcement-novavax-sweetgreen-172740833.html">here</a> to watch this full episode of Market Domination Overtime.
This post was written by <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/angel-smith/">Angel Smith</a>

As interest rates remain elevated and new economic data is set to be released next week, Brandywine Global High Yield and Corporate Credit Strategies Co-Portfolio Manager Bill Zox joins Market Domination to provide insights into the Federal Reserve's outlook on rate cuts and the bond yield market in this environment. Zox suggests that while inflation prints are important, his primary focus lies elsewhere. He questions whether the Fed "will need financial conditions to tighten further to bring inflation down to 2%." As for the bond yield market, Zox emphasizes its dependence on potential rate cuts. However, Zox advises investors to consider the financials and cable sectors within the yield market, stating, "There are some real opportunities being created there." For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Angel Smith

'Loose' financial conditions may slow Fed rate cut: Strategist

Life360 (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/LIFX">LIFX</a>) CEO Chris Hulls joins Yahoo Finance to discuss how the app has transformed beyond its baseline location services.
As a top location-sharing app on the market, Hulls tells <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/julie-hyman/">Julie Hyman</a> and <a data-i13n="cpos:3;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> that the app is "not just about safety, but a sense of connection." Besides location services, the company is also able to track driving behavior and help families handle emergency situations by providing in-app emergency assistance.
Life360 has additionally expanded to devices, providing its location services for everything from keys to pets. "Our belief is that location is going to be in everything and is very much the early days," Hulls explains. As millennials become parents, mobile devices increasingly play a role in parenting, contributing to Life360's growth.
Following the popularization of Apple's (<a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/quote/AAPL">AAPL</a>) Find My iPhone, Hulls explains that Life360 provides a "richer interface" with more detailed information. He adds that the app is not just for families with teenage kids, as Life360 is ultimately about "staying in touch with the people closest to you."
For more expert insight and the latest market action, click <a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/video/bidens-tariff-announcement-novavax-sweetgreen-172740833.html">here</a> to watch this full episode of Market Domination Overtime.
This post was written by Melanie Riehl

Life360 (LIFX) CEO Chris Hulls joins Yahoo Finance to discuss how the app has transformed beyond its baseline location services. As a top location-sharing app on the market, Hulls tells Julie Hyman and Josh Lipton that the app is "not just about safety, but a sense of connection." Besides location services, the company is also able to track driving behavior and help families handle emergency situations by providing in-app emergency assistance. Life360 has additionally expanded to devices, providing its location services for everything from keys to pets. "Our belief is that location is going to be in everything and is very much the early days," Hulls explains. As millennials become parents, mobile devices increasingly play a role in parenting, contributing to Life360's growth. Following the popularization of Apple's (AAPL) Find My iPhone, Hulls explains that Life360 provides a "richer interface" with more detailed information. He adds that the app is not just for families with teenage kids, as Life360 is ultimately about "staying in touch with the people closest to you." For more expert insight and the latest market action, click here to watch this full episode of Market Domination Overtime. This post was written by Melanie Riehl

Life360 is for family safety, but also for 'connection': CEO

Market Domination Overtime Hosts <a data-i13n="cpos:1;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> and <a data-i13n="cpos:2;pos:1" href="https://www.yahoo.com/author/julie-hyman/?.tsrc=fin-srch">Julie Hyman</a> preview the biggest headlines and events for investors next week, including earnings out from major retailers Walmart (<a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/quote/WMT/">WMT</a>) and Home Depot (<a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/quote/HD?.tsrc=fin-srch">HD</a>), April's Consumer Price Index (CPI) inflation print, and the latest round of US housing data.
For more expert insight and the latest market action, click <a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/video/bidens-tariff-announcement-novavax-sweetgreen-172740833.html">here</a> to watch this full episode of Market Domination Overtime.
This post was written by <a data-i13n="cpos:6;pos:1" href="https://www.yahoo.com/author/luke-carberry-mogan/">Luke Carberry Mogan</a>.

Market Domination Overtime Hosts Josh Lipton and Julie Hyman preview the biggest headlines and events for investors next week, including earnings out from major retailers Walmart (WMT) and Home Depot (HD), April's Consumer Price Index (CPI) inflation print, and the latest round of US housing data. For more expert insight and the latest market action, click&nbsp;here&nbsp;to watch this full episode of Market Domination Overtime. This post was written by Luke Carberry Mogan.

Walmart earnings, CPI, housing data: What to Watch Next Week

It has been a big week for the retail sector, with a slew of big box retailers reporting earnings, from Walmart (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/WMT">WMT</a>) to Target <a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/quote/TGT">(TGT</a>) and Home Depot (<a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/quote/HD">HD</a>). The University of Michigan Consumer Sentiment reading was also released this week, its figure coming in lower than expected. 
Argus Research Senior Analyst Chris Graja and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander join Market Domination to give insight into how investors should navigate the retail sector.
Morganlander shares his thoughts on the current strength of the consumer, which he notes is "quite strong": "They've got a lot of tailwind regarding savings. Wage inflation has been going higher — that bodes well for consumption, as well. It's a full employment picture here in the United States, so for us, we think that bodes well overall in aggregate for big box retailers."
Graja who has a Buy rating on both Home Depot and Lowe's (<a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/quote/LOW">LOW)</a> explains that home improvement retailers are currently well position: "They're good quality businesses. They pay dividends, and the thing is, I don't think we know exactly when the turn is going to be. And the other thing is, like all we need to see is a little bit of sign of an inflection. So I think the long-term thesis makes a lot of sense looking at Harvard's leading indicator of remodeling activity."
For more expert insight and the latest market action, click <a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/video/bidens-tariff-announcement-novavax-sweetgreen-172740833.html">here</a> to watch this full episode of Market Domination.
This post was written by <a data-i13n="cpos:6;pos:1" href="https://www.yahoo.com/author/nicholas-jacobino/">Nicholas Jacobino</a>

It has been a big week for the retail sector, with a slew of big box retailers reporting earnings, from Walmart (WMT) to Target (TGT) and Home Depot (HD). The University of Michigan Consumer Sentiment reading was also released this week, its figure coming in lower than expected.&nbsp; Argus Research Senior Analyst Chris Graja and Washington Crossing Advisors Senior Portfolio Manager Chad Morganlander join Market Domination to give insight into how investors should navigate the retail sector. Morganlander shares his thoughts on the current strength of the consumer, which he notes is "quite strong": "They've got a lot of tailwind regarding savings. Wage inflation has been going higher — that bodes well for consumption, as well. It's a full employment picture here in the United States, so for us, we think that bodes well overall in aggregate for big box retailers." Graja who has a Buy rating on both Home Depot and Lowe's (LOW) explains that home improvement retailers are currently well position: "They're good quality businesses. They pay dividends, and the thing is, I don't think we know exactly when the turn is going to be. And the other thing is, like all we need to see is a little bit of sign of an inflection. So I think the long-term thesis makes a lot of sense looking at Harvard's leading indicator of remodeling activity." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Nicholas Jacobino

Home improvement retailers: Top choices for the retail sector

Tesla (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/TSLA">TSLA</a>) CEO Elon Musk <a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/news/elon-musk-backtracks-on-supercharger-network-halt-says-more-chargers-coming-170947263.html?fr=sycsrp_catchall">backpedaled</a> on his recent move to shrink the company's Supercharger team, <a data-i13n="cpos:3;pos:1" href="https://twitter.com/elonmusk/status/1788834859110002716">posting on X</a> that "Tesla will spend well over $500M expanding our Supercharger network to create thousands of NEW chargers this year.”
This move comes after the company <a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/news/what-the-tesla-supercharger-layoffs-could-mean-for-americas-ev-buildout-170655657.html">laid off nearly the entire Supercharger organization</a>, with Musk<a data-i13n="cpos:5;pos:1" href="https://twitter.com/elonmusk/status/1785406795814510785"> posting on X</a> that the network will grow at “a slower pace” for new locations.
Yahoo Finance reporter <a data-i13n="cpos:6;pos:1" href="https://www.yahoo.com/author/pras-subramanian/">Pras Subramanian </a>tells <a data-i13n="cpos:7;pos:1" href="https://www.yahoo.com/author/josh-lipton/">Josh Lipton</a> and <a data-i13n="cpos:8;pos:1" href="https://www.yahoo.com/author/julie-hyman/">Julie Hyman</a> that Musk is "trying to fix the situation or chaos that he created in the first place by basically nearly laying off everyone in that Supercharger team."
Many legacy automakers signed up to participate in Tesla's Supercharger network, which Subramanian explains created "a big problem that [Musk] is trying to address right now."
For more expert insight and the latest market action, click <a data-i13n="cpos:9;pos:1" href="https://finance.yahoo.com/video/bidens-tariff-announcement-novavax-sweetgreen-172740833.html">here</a> to watch this full episode of Market Domination.
This post was written by Melanie Riehl

Tesla (TSLA) CEO Elon Musk backpedaled on his recent move to shrink the company's Supercharger team, posting on X that "Tesla will spend well over $500M expanding our Supercharger network to create thousands of NEW chargers this year.” This move comes after the company laid off nearly the entire Supercharger organization, with Musk posting on X that the network will grow at “a slower pace” for new locations. Yahoo Finance reporter Pras Subramanian tells Josh Lipton and Julie Hyman that Musk is "trying to fix the situation or chaos that he created in the first place by basically nearly laying off everyone in that Supercharger team." Many legacy automakers signed up to participate in Tesla's Supercharger network, which Subramanian explains created "a big problem that [Musk] is trying to address right now." For more expert insight and the latest market action, click here to watch this full episode of Market Domination. This post was written by Melanie Riehl

Musk says Tesla Supercharger is expanding despite layoffs

The Dow Jones Industrial Average (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/%5EDJI?p=%5EDJI&.tsrc=fin-srch">^DJI</a>) cinches another good day, closing higher for its eighth straight session. The index has risen by 4.25% over the past week in its May rally. The S&P 500 (<a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/quote/%5EGSPC?p=%5EGSPC&.tsrc=fin-srch">^GSPC</a>) stays in the green, while the Nasdaq Composite (<a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/quote/%5EIXIC?p=%5EIXIC&.tsrc=fin-srch">^IXIC</a>) drops just below its flatline in the session.
Market Domination Overtime Host <a data-i13n="cpos:4;pos:1" href="https://www.yahoo.com/author/julie-hyman/?.tsrc=fin-srch">Julie Hyman</a> reviews Friday's market performance, keying in on several standout stocks such as Zeekr Intelligent Technology (<a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/quote/ZK">ZK</a>) after its <a data-i13n="cpos:6;pos:1" href="https://finance.yahoo.com/video/chinese-ev-maker-zeekr-pricing-152008333.html">debut on the New York Stock Exchange via an IPO.</a>
For more expert insight and the latest market action, click <a data-i13n="cpos:7;pos:1" href="https://finance.yahoo.com/video/bidens-tariff-announcement-novavax-sweetgreen-172740833.html">here</a> to watch this full episode of Market Domination Overtime.
This post was written by <a data-i13n="cpos:8;pos:1" href="https://www.yahoo.com/author/luke-carberry-mogan/">Luke Carberry Mogan</a>.

The Dow Jones Industrial Average (^DJI) cinches another good day, closing higher for its eighth straight session. The index has risen by 4.25% over the past week in its May rally. The S&P 500 (^GSPC) stays in the green, while the Nasdaq Composite (^IXIC) drops just below its flatline in the session. Market Domination Overtime Host Julie Hyman reviews Friday's market performance, keying in on several standout stocks such as Zeekr Intelligent Technology (ZK) after its debut on the New York Stock Exchange via an IPO. For more expert insight and the latest market action, click&nbsp;here&nbsp;to watch this full episode of Market Domination Overtime. This post was written by Luke Carberry Mogan.

Stock markets: Dow Jones secures eighth day in win streak

Yahoo Sports’ Jay Busbee reports from Falcons camp as the former Washington Huskies quarterback enters a strange situation in Atlanta.

Yahoo Sports’ Jay Busbee reports from Falcons camp as the former Washington Huskies quarterback enters a strange situation in Atlanta.

Michael Penix Jr. ‘looks good’ in first snaps with Falcons

Anita Hill has been an Inspiring ChangeMAKER for decades. MAKERS sits down with her to explore what happened with Hill 30 years ago and why the same issues still face women in the workplace today. We discuss how division, shame, denial and chaos in a work environment harms women and how it continues to perpetuate the gender gap, not just in pay inequities but socially and emotionally.

Anita Hill has been an Inspiring ChangeMAKER for decades. MAKERS sits down with her to explore what happened with Hill 30 years ago and why the same issues still face women in the workplace today. We discuss how division, shame, denial and chaos in a work environment harms women and how it continues to perpetuate the gender gap, not just in pay inequities but socially and emotionally.

Inspiring ChangeMAKER: Anita Hill

Tesla (<a data-i13n="cpos:1;pos:1" href="https://finance.yahoo.com/quote/TSLA?p=TSLA&.tsrc=fin-srch">TSLA</a>) CEO Elon Musk has <a data-i13n="cpos:2;pos:1" href="https://finance.yahoo.com/video/musk-tweets-plans-slow-tesla-195539177.html">big plans to expand the EV maker's Supercharger network </a>by investing over $500 million into the project, according to a recent post on X. The irony lies in the fact that Tesla laid off a bulk of its Supercharger development team at <a data-i13n="cpos:3;pos:1" href="https://finance.yahoo.com/video/tesla-announces-another-round-layoffs-143246588.html">the end of April.</a>
Gartner Vice President and Team Manager of Automotives, Transportation, and Cross Manufacturing Mike Ramsey sits down with Catalysts to discuss Tesla's charging network strategy, calling the layoffs a "cost optimization effort as they try to get their operations in line"
"But, the investment in the network actually makes a lot of sense, and might be a real benefit to them in the long term as a new source of revenue," Ramsey tells Yahoo Finance.
Ramsey goes on to comment on Tesla's <a data-i13n="cpos:4;pos:1" href="https://finance.yahoo.com/video/tesla-full-self-driving-may-143743981.html">full self-driving capabilities in its vehicles</a>; Tesla's Autopilot function is currently undergoing <a data-i13n="cpos:5;pos:1" href="https://finance.yahoo.com/video/tesla-stock-sinks-report-doj-135504045.html">a probe by Department of Justice (DOJ) officials.</a>
"What they're charging customers for is a partially automated system that is more like a convenience feature. It is not a self-driving vehicle, like something that Waymo is offering in the southeast United States and in San Francisco," Ramsey states. "So when Tesla talks about this service improving and rolling out, they are not really playing in the same field as many of the, I would say, fully autonomous robocab-type providers are playing. That said, their system keeps getting better and better and they can make money selling it because it's a nice feature and that people like to have, and... Tesla has promised that in August they're going to unveil their new robocab that can... essentially be a full self-driving vehicle. My expectation is that vehicle will not be the same thing that you and I can buy..."
For more expert insight and the latest market action, click <a data-i13n="cpos:6;pos:1" href="https://finance.yahoo.com/video/dow-winning-streak-novavax-surges-112547962.html">here</a> to watch this full episode of Catalysts.
This post was written by <a data-i13n="cpos:7;pos:1" href="https://www.yahoo.com/author/luke-carberry-mogan/">Luke Carberry Mogan</a>.

Tesla (TSLA) CEO Elon Musk has big plans to expand the EV maker's Supercharger network by investing over $500 million into the project, according to a recent post on X. The irony lies in the fact that Tesla laid off a bulk of its Supercharger development team at the end of April. Gartner Vice President and Team Manager of Automotives, Transportation, and Cross Manufacturing Mike Ramsey sits down with Catalysts to discuss Tesla's charging network strategy, calling the layoffs a "cost optimization effort as they try to get their operations in line" "But, the investment in the network actually makes a lot of sense, and might be a real benefit to them in the long term as a new source of revenue," Ramsey tells Yahoo Finance. Ramsey goes on to comment on Tesla's full self-driving capabilities in its vehicles; Tesla's Autopilot function is currently undergoing a probe by Department of Justice (DOJ) officials. "What they're charging customers for is a partially automated system that is more like a convenience feature. It is not a self-driving vehicle, like something that Waymo is offering in the southeast United States and in San Francisco," Ramsey states. "So when Tesla talks about this service improving and rolling out, they are not really playing in the same field as many of the, I would say, fully autonomous robocab-type providers are playing. That said, their system keeps getting better and better and they can make money selling it because it's a nice feature and that people like to have, and... Tesla has promised that in August they're going to unveil their new robocab that can... essentially be a full self-driving vehicle. My expectation is that vehicle will not be the same thing that you and I can buy..." For more expert insight and the latest market action, click&nbsp;here&nbsp;to watch this full episode of Catalysts. This post was written by Luke Carberry Mogan.

Making sense of Tesla's Supercharger, autonomous strategies

Yahoo senior MLB analysts Jordan Shusterman and Jake Mintz discuss the highly-anticipated debut of the top overall pick in the 2023 draft Paul Skenes in Pittsburgh. Hear the full conversation on the “Baseball Bar-B-Cast” podcast - and subscribe on <a data-i13n="cpos:1;pos:1" href="https://podcasts.apple.com/us/podcast/baseball-bar-b-cast/id1646489931">Apple Podcasts</a>, <a data-i13n="cpos:2;pos:1" href="https://open.spotify.com/show/547IoA6qTC2kK8J7NpqVak">Spotify</a> or wherever you listen.

Yahoo senior MLB analysts Jordan Shusterman and Jake Mintz discuss the highly-anticipated debut of the top overall pick in the 2023 draft Paul Skenes in Pittsburgh. Hear the full conversation on the “Baseball Bar-B-Cast” podcast - and subscribe on Apple Podcasts, Spotify or wherever you listen.

Why Paul Skenes MLB pitching debut is biggest in over a decade | Baseball Bar-B-Cast

Jack

Yahoo Sports’ Draft Live Crew discusses the Carolina Panthers owner’s latest transgression when he recently stopped by a Charlotte bar that criticized his draft strategy.

Jason Fitz on David Tepper: ‘He has become an embarrassment to his franchise'

Yahoo自家製

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美國倉庫式零售商Costco位於深圳龍華的華南首家旗艦店於今年1月開幕，迎來大量客流。營運快4個月，Yahoo財經實拍平日工作天的Costco店內實況。

美國倉庫式零售商Costco位於深圳龍華的華南首家旗艦店於今年1月開幕，迎來大量客流。營運快4個月，Yahoo財經實拍平日工作天的Costco店內實況。

深圳Costco最新實況 一鏡到底7分鐘

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《Yahoo Lunch K》幫大家將Office變身K 房，爭住咪，一齊唱 ！ 一個月兩個星期四，以歌會「友」，把Busking街頭文化帶進Studio！ 邀請歌手駐場演唱，用音樂調劑繁忙嘅工作 特設粉絲見面環節，讓Fans近距離與歌手藝人互動 各個範疇歌手藝人不定期突入 與駐場歌手cross over 對唱

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政府全面撤辣後，多個發展商都搶閘推售全新盤，二手業主也願意讓步，令撤辣後的樓市展現出多年未見的旺勢，只是隨著近期走勢有放緩跡象，大家都開始討論，究竟小陽春旺勢還能否持續? 今集我們會一起探討此議題。
討論這個議題之前，值得我們由一手供應開始說起。房屋局數字反映，截至2024年首季，一手貨源高達112,000個，創出政府自2004年有統計以來的新高。這些供應包括21,000個現樓貨尾，以及72,000個樓花未售的單位。若撇除等待動工的遠期供應19,000伙，單計這些短期供應，已佔可供發售貨源的83%。
但每一年，我們有多少需求呢? 以過去五年一手註冊量推算，平均每年吸納14,959個單位，現時一手貨源可說相當澎湃，足以應付全港7.6年的需求。供過於求的大環境下，加上不少發展商手持的麵粉，都是在樓市未轉角前以高價吸納，故發展商在未撤辣前確實很難去貨。
全面撤辣就成為發展商的出貨契機，即使地皮高追購入，但他們取態也寧願套現至上，畢竟大家一開始也難以評估撤辣後的市場去向，總之就要搶灘，所以全面撤辣後的一手盤策略也是先量後價，甚至有新盤較上一期劈價20%以上推售，目的就是要搶客源，甚至二手客源都要搶。
受制一手樓開始減價，若二手業主不讓步，根本就難以找到買家承接。因為只要業主稍為強硬一點，準買家絕對有條件在一手市場尋找貨源。換句話說，全面撤辣後，減價盤才能出線，市價盤只能待價而沽，所以大家都會發現全面撤辣後的二手成交，仍不乏蝕讓急走貨。
供應層面充裕，購買力也因全面撤辣而陸續釋放。說到底，全面撤辣最受惠的人還是境外客。買新樓受惠新盤劈價20%，不用再繳付重稅，變相買樓再打折，所以對照本地買家來說，他們受惠程度最大，也成為樓市最大動力。本地客則主要受惠於放寬按揭成數及暫緩壓力測試，面對境外客群起入市的氣氛，靜候多時的他們也決定要入市，因為深怕「蘇州過後無艇搭」，樓市再被谷起。
這也大致總結全面撤辣後的一二手市況，量升價卻未見大升，也就是我們所看見的小陽春旺勢。只是隨著近期部份劈價新盤，在第二輪銷情後繼無力，十大屋苑周六日成交回到淡市水平，大家又開始關注，究竟之前一鼓作氣的旺勢能否保持? 而實情背後要評估的一個因素，就是發展商劈價推售新盤所帶來的影響。
一手樓劈價推售，固然可鞏固發展商的短期業績，但實情二手市場卻繼續捱打，業主要出貨，也難免要面對割價沽貨的現實。還有一點，就是現時不少劈價的新盤均為項目發展的二期，銷售期橫跨轉角市的新盤項目，一期業主還未上會，已因二期劈價而淪為蟹貨或負資產，不單影響上會氣氛，更令財富效應逐漸消失。以前物業升值，換樓客可套現大筆資金升格，但隨著蟹貨被套牢，業主卻失去動力換樓。
雖然全面撤辣本可為換樓客拆牆鬆綁，起碼先買後賣不用預支辣稅，但效力卻因樓價下跌而抵銷。換句話說，以現時一手樓劈價推盤推測，某程度是透支部份換樓客購買力。日後是否仍有足夠購買力支持樓市，還看有沒有其他新資金，如境外客的補充。當然關鍵也視乎發展商會否繼續劈價賣樓，而這又回到基本步，究竟十萬貨源的去庫存速度如何?

政府全面撤辣後，多個發展商都搶閘推售全新盤，二手業主也願意讓步，令撤辣後的樓市展現出多年未見的旺勢，只是隨著近期走勢有放緩跡象，大家都開始討論，究竟小陽春旺勢還能否持續? 今集我們會一起探討此議題。 討論這個議題之前，值得我們由一手供應開始說起。房屋局數字反映，截至2024年首季，一手貨源高達112,000個，創出政府自2004年有統計以來的新高。這些供應包括21,000個現樓貨尾，以及72,000個樓花未售的單位。若撇除等待動工的遠期供應19,000伙，單計這些短期供應，已佔可供發售貨源的83%。 但每一年，我們有多少需求呢? 以過去五年一手註冊量推算，平均每年吸納14,959個單位，現時一手貨源可說相當澎湃，足以應付全港7.6年的需求。供過於求的大環境下，加上不少發展商手持的麵粉，都是在樓市未轉角前以高價吸納，故發展商在未撤辣前確實很難去貨。 全面撤辣就成為發展商的出貨契機，即使地皮高追購入，但他們取態也寧願套現至上，畢竟大家一開始也難以評估撤辣後的市場去向，總之就要搶灘，所以全面撤辣後的一手盤策略也是先量後價，甚至有新盤較上一期劈價20%以上推售，目的就是要搶客源，甚至二手客源都要搶。 受制一手樓開始減價，若二手業主不讓步，根本就難以找到買家承接。因為只要業主稍為強硬一點，準買家絕對有條件在一手市場尋找貨源。換句話說，全面撤辣後，減價盤才能出線，市價盤只能待價而沽，所以大家都會發現全面撤辣後的二手成交，仍不乏蝕讓急走貨。 供應層面充裕，購買力也因全面撤辣而陸續釋放。說到底，全面撤辣最受惠的人還是境外客。買新樓受惠新盤劈價20%，不用再繳付重稅，變相買樓再打折，所以對照本地買家來說，他們受惠程度最大，也成為樓市最大動力。本地客則主要受惠於放寬按揭成數及暫緩壓力測試，面對境外客群起入市的氣氛，靜候多時的他們也決定要入市，因為深怕「蘇州過後無艇搭」，樓市再被谷起。 這也大致總結全面撤辣後的一二手市況，量升價卻未見大升，也就是我們所看見的小陽春旺勢。只是隨著近期部份劈價新盤，在第二輪銷情後繼無力，十大屋苑周六日成交回到淡市水平，大家又開始關注，究竟之前一鼓作氣的旺勢能否保持? 而實情背後要評估的一個因素，就是發展商劈價推售新盤所帶來的影響。 一手樓劈價推售，固然可鞏固發展商的短期業績，但實情二手市場卻繼續捱打，業主要出貨，也難免要面對割價沽貨的現實。還有一點，就是現時不少劈價的新盤均為項目發展的二期，銷售期橫跨轉角市的新盤項目，一期業主還未上會，已因二期劈價而淪為蟹貨或負資產，不單影響上會氣氛，更令財富效應逐漸消失。以前物業升值，換樓客可套現大筆資金升格，但隨著蟹貨被套牢，業主卻失去動力換樓。 雖然全面撤辣本可為換樓客拆牆鬆綁，起碼先買後賣不用預支辣稅，但效力卻因樓價下跌而抵銷。換句話說，以現時一手樓劈價推盤推測，某程度是透支部份換樓客購買力。日後是否仍有足夠購買力支持樓市，還看有沒有其他新資金，如境外客的補充。當然關鍵也視乎發展商會否繼續劈價賣樓，而這又回到基本步，究竟十萬貨源的去庫存速度如何?

胡‧說樓市｜新盤連環劈價，小陽春如何是好?

https://video.media.yql.yahoo.com/v1/video/sapi/hlsstreams/bf069629-bd33-3d9e-931f-9bfb52a86b5b?site=tv&region=HK&lang=zh-Hant-HK&devtype=desktop&src=sapi

Yahoo Sports’ Draft Live Crew discusses the Carolina Panthers owner’s latest transgression when he recently stopped by a Charlotte bar that criticized his draft strategy.

雅虎香港電視

Jason Fitz on David Tepper: ‘He has become an embarrassment to his franchise'

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