$PFSI
看空2026-02-01喊单前后价格走势
↓ 2026-02-01
各周期结果✓ 命中-0.8%
1d
✗ +0.9%
5d
✗ +2.1%
21d
✓ -0.8%
原帖
Fred Liu · 2026-02-01
Going thru PennyMac earnings... why is this not bullish for Rocket Mortgage $RKT? $PFSI is down on accelerated prepayments, and lacking the capacity to recapture them. Meanwhile $RKT's been embracing AI / tech to grow capacity per loan officer, and not needing additional headcount in the next cycle. $RKT also has 80% recapture rate, so their own MSR business should be protected. What are the odds these refinancing's flowed to $RKT, and they meaningfully grew market share this quarter? Am I missing something?
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