美国房地产开发龙头企业普得集团(PHM)今日盘中大幅下跌7.2%,引发了市场的广泛关注。从相关新闻来看,这一下跌或主要受到同行业龙头D.R. Horton公司2025财年业绩预期不佳的影响。
D.R. Horton预计2025年的收入和交付量将低于预期,主要原因是抵押贷款利率波动导致部分潜在购房者持观望态度,该公司不得不提供更多折扣以刺激需求。作为美国最大的住宅建筑商,其业绩走弱令投资者担忧整个行业的增长前景,对普得集团等房地产龙头企业股价造成了连锁反应。
与此同时,美国住房持续供不应求,房价中位数居高不下,房屋可负担性危机也持续存在。在土地和建材成本上升的情况下,住房开发商不得不通过大幅折扣来维持销售量,这将进一步压缩行业利润水平。市场对美国房地产行业的未来发展存在较大担忧,这或是导致普得集团等房企股价下跌的重要原因。
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