美国大型房地产开发商霍顿房屋(DHI)11月6日盘中大跌7.66%,引发市场广泛关注。此前,共和党候选人特朗普在美国大选中获胜,引发国债收益率飙升,抵押贷款利率随之大幅上涨。
数据显示,10年期美国国债收益率当日上升18个基点至4.471%,创下7月以来新高。由于抵押贷款利率与10年期国债收益率密切相关,利率攀升将直接推高购房贷款成本,可能导致部分购房者被迫退出房地产市场。
除霍顿房屋外,同为美国大型住宅建筑商的Lennar和PulteGroup等公司股价也出现明显下跌。投资者担心利率上升会降低房地产需求,从而对住房行业的发展前景构成不利影响。不过,特朗普当选后的经济政策转变将带来何种具体影响,还有待进一步观察。
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