美国12月二手房销售升至2023年以来最快水平

Core Insights - The U.S. existing home sales surged in December, reaching the fastest pace of 2023, indicating a positive sign for a housing market that has lacked momentum for years [1][3] - The National Association of Realtors (NAR) reported a 5.1% increase in December home sales, equating to an annualized rate of 4.35 million units, the highest level since February 2023, surpassing economists' expectations [1][3] - A decline in borrowing costs and a slowdown in home price increases have contributed to a rebound in homebuying activity across all major regions in the U.S. [1][3] Sales and Pricing - The median home price increased by 0.4% year-over-year to $405,400, marking the smallest increase in two and a half years [1][3] - The demand levels in December suggest a gradual recovery for the U.S. existing home market by 2026, with annualized sales hovering around 4 million units over the past three years [1][3] Supply Dynamics - December supply rose by 3.5% year-over-year to 1.18 million units, although NAR's chief economist Lawrence Yun expressed a desire for a more substantial increase of 30% to 40% [2][4]