智通财经网·2026-02-26 02:52Group 1 - Lowe's reported that interest rates and other pressures continue to weigh on home sales, leading to significant declines in stock prices for homebuilders and related companies [1] - Lowe's stock fell by 5.6%, while other companies like Lennar, PulteGroup, D.R. Horton, and Builders FirstSource saw declines of 4.9%, 4.7%, 4.0%, and 6.4% respectively [1] - The S&P 1500 Homebuilding Index dropped by 3.7%, reaching a three-week low, and the Philadelphia Housing Sector Index fell by 3% [1] Group 2 - The average rate for a 30-year fixed mortgage in the U.S. decreased by 8 basis points to 6.09%, but mortgage application demand fell by 4.7% [2] - The U.S. housing market is struggling due to limited supply, high interest rates, and rising construction costs, with January existing home sales hitting a two-year low [2] - Comments from President Trump regarding limiting large companies' ownership of homes may have been expected to benefit homebuilders, yet stock prices declined, reflecting a "distorted situation" in the real estate market [2]