GDP超预期，房价却下跌，背后逻辑让人深思！

Group 1 - Recent economic data shows strong performance, with GDP growth and per capita income exceeding expectations, yet the real estate market remains sluggish [3][5] - The traditional logic that a weak economy relies on real estate for recovery is being challenged, suggesting that the real estate sector's role as an economic stabilizer is diminishing [3][5] - The lack of significant stimulus measures despite positive economic indicators indicates a shift in policy priorities, leading to a redefinition of the real estate market's value [5][7] Group 2 - The current economic recovery does not depend on the real estate market, which raises questions about the necessity of continued stimulus for the sector [5][7] - The changing market sentiment and expectations among homeowners and investors reflect a broader transition towards a more normalized real estate market, moving away from excessive speculation [5][7] - The real estate market is undergoing a "value return," transitioning from being a financial asset to focusing on its fundamental purpose of providing housing [7][8]