4月4日 - ** 利率敏感型住宅建筑商股价周五跳涨,因收益率大幅回落
** 基准美国10年期国债收益率US10YT=RR跌破4%,至六个月低点,因中国关税报复引发经济衰退忧虑 US/T
** 利率下降有可能导致抵押贷款利率下降,从而有利于房屋建筑商
** 周五PHLX住房指数.HGX上涨0.3%,是为数不多的亮点之一
** HGX最大的赢家包括DR Horton DHI.N 6%,Lennar LEN.N 4%,Pultegroup PHM.N 4%,LGI Homes LGIH.O 4%。
** 在标准普尔500指数.SPX中,建筑产品制造商Builders FirstSourceBLDR.N上涨1%。
** 家装零售商上涨:家得宝HD.N上涨0.5%,劳氏LOW.N上涨>1%。
** HGX今年以来下跌10%。SPX 周五暴跌近 5%,2025 年跌幅扩大至 12% 以上
(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.