[標的] RKT.US

作者: abc2090614 (casperxdd)   2025-07-22 07:37:16
標的:RKT.US
分類:多/空/討論/心得

分析/正文:
買的理由:Elizabeth Warren 和 Bernie Sanders 在六月初寫了一封信,指出 Rocket Mortgage 併購 Mr Cooper 和 Redfin 會構成對美國消費者的威脅
自己看
https://www.warren.senate.gov/newsroom/press-releases/warren-senators-demand-explanation-after-trump-admin-greenlights-giant-rocket-redfin-merger-warn-of-potential-price-hikes-for-american-homebuyers
想用反托拉斯法擋但川普沒鳥。$RKT於7月1日完成 Redfin 併購案。
自己看 Warren 怎麼說
> In addition, Rocket’s acquisition of Mr. Cooper will create a mortgage finance behemoth. By acquiring seven million mortgage servicing clients, Rocket would have a reduced need to compete for new customers. Altogether, with these acquisitions, Rocket would triple its current client base and control one in six mortgages in the United States. Rocket’s efforts to consolidate and control the homebuying market onto a single online platform sets a dangerous precedent for consumers, the industry, and the
U.S. housing market as a whole at a time when house prices and mortgage rates continue to rise.

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