??????APP????????????????????????????????????н?Σ??????????????????????????????????????????????????????????????????????500???(S&P 500)???????????????(PE)?21?????1980?????????91???λ????????????????15.8???????????????????66???λ??????

????????David Kostin???????д??:???????????????????????????ν?????????????????????鲻??????????????????????????????????????ú??????????15????????????????????10??????????????????????????????????????????500???????????1980????????75%????????

???????????????MKM??????Michael Darda??????????????г?1??????????????е???????????????????????????

??????????????????У??????????1000???(????ETF??IWB.US)?????????????Щ????????????Щ????????????????????????????????????????????????????档

David Kostin????????????????????????????????????1000????????????2023????????????????????30%?????????Щ???????????????????????15????????10????????????????????????????????????Щ??????????????????????????Щ?????????????????????????????

??????????????????????????????????????:

Pulte Home(PHM.US)???????г???2023?????EPS?????????PE?4.2????EPS???30%?????PE?6????;????????????2????????????????????

Toll Bros(TOL.US) 4.6, 6.5

Mosaic(MOS.US) 4.8, 6.9

Arrow Electron(ARW.US)5.6, 8.0

Vontier(VNT.US)5.7, 8.1

PVH(PVH.US)5.8, 8.2

Avnet(AVT.US)5.8, 8.3

Capri Holdings(CPRI.US)5.9, 8.4

Hanesbrands(HBI.US)5.9, 8.5

Brunswick(BC.US)6.3, 9.0

Whirlpool(WHR.US)6.5, 9.3

BorgWarner(BWA.US)6.7, 9.6

CF Industries(CF.US)7.0, 10.0

Skyworks Solutions(SWKS.US)7.2, 10.2

Mohawk Industries(MHK.US)7.2, 10.3

Steel Dynamics(STLD.US)7.5, 10.8

Builders FirstSource(BLDR.US)7.6, 10.8

Tapestry(TPR.US)7.6, 10.9

WESCO international(WCC.US)7.6, 10.9

Owens Corning(OC.US)7.7, 11

Coherent(COHR.US)7.8, 11.2

Univar Solutions (UNVR.US)7.9, 11.3

Qorvo (QRVO.US)8.6, 12.2

Qualcomm (QCOM.US)8.7, 12.4

AGCO (AGCO.US)8.7, 12.4

Tempur Sealy (TPX.US)8.8, 12.6

XPO Logistics (XPO.US)8.8, 12.6

Fortune Brands Home & Security (FBHS.US)9.0, 12.8

Polaris (PII.US)9.2, 13.1

ManpowerGroup (MAN.US)9.2, 13.2

Carters (CRI.US)9.3, 13.3

Scotts Miracle-Gro (SMG.US)9.4, 13.5

Lumentum (LITE.US)9.7, 13.8

Nucor (NUE.US)9.7, 13.9

Schneider National (SNDR.US)9.8, 14.0

Eagle Materials (EXP.US)9,9, 14.2

Under Armour (UA.US)10.1, 14.5

Albemarle (ALB.US)10.3, 14.7

Skechers (SKX.US)10.3, 14.8

Mattel (MAT.US)10.4, 14.8

Sonoco (SON.US)10.4, 14.9