高盛：美洲住宅建筑商和建筑产品_ 2024 年第三季度收益预览_ 需求仍面临挑战，业绩将由公司特定努力主导
高盛证券·2024-10-10 13:39
8 October 2024 | 12:03AM EDT Americas Homebuilders & Building Products 3Q24 Earnings Preview: Results to be Led by Company-Specific Efforts as Demand Remains Challenged Near-Term Pressures Persist Despite Decline in Rates: Over the course of 3Q, weak consumer sentiment and broader macro uncertainty weighed on housing activity, in spite of a 78bps decline in the 30-year mortgage rate. Despite this, the stocks in our coverage are up an average of 18% since early July, led by the builders up 29%, vs the S&P 50 ...