金吾财讯 | 霍顿房屋(DHI)股价走低，截至发稿，跌10.78%，报160.93美元。消息面上，公司预测2025财年的收入和房屋交付量将低于预期，因为抵押贷款利率波动使一些购房者保持观望态度，而建筑商保留折扣以刺激需求。截至 2025 年 9 月的财年，该公司预计将交付 90,000 至 92,000 套房屋，分析师平均预计交付量将超过 94,000 套。公司预计全年营收为 360 亿美元至 375 亿美元，低于预期的 394.1 亿美元。虽然30年期抵押贷款利率在整个季度有所下降，但最近又开始上升。同时，房价也持续上涨，使潜在购房者的负担加重。D.R. Horton的业绩表明，购房者可能在等待明年利率的下降。即将到来的总统大选也增加了不确定性。
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