Group 1 - The overall clearing cycle of the Wuhan commodity residential market is projected to reach 27.5 months by June 2025 [1][6] - The residential market in Wuhan is experiencing a recovery driven by price-sensitive demand in the main urban area, although inventory pressure in the outer districts may hinder overall market recovery [2][6] - In the first half of 2025, the land market in Wuhan saw a transaction area of 1.539 million square meters, a year-on-year decrease of 10%, while the transaction amount reached 12.66 billion yuan, an increase of 8.6% [3] Group 2 - The total transaction area of the Wuhan commodity residential market in the first half of 2025 was 3.282 million square meters, a year-on-year increase of approximately 2.2%, with an average transaction price of 15,636 yuan per square meter, up about 0.7% from 2024 [5] - The average transaction floor price for comprehensive and residential land decreased by 29.1% and 17.7% year-on-year, respectively, while the core areas of the main urban district remain highly competitive with multiple rounds of bidding [3][5] - The rental prices in Wuhan's industrial park market have decreased, with an average rental price of 33 yuan per square meter per month, down 10% to 15% year-on-year [7] Group 3 - The vacancy rate in Wuhan's industrial parks is approximately 39.5% as of the end of 2024, and it is expected to rise further after 2025 with the introduction of large-scale projects [8] - The market is witnessing a trend of price reduction to stimulate demand, particularly in the main urban area where price adjustments have activated long-standing demand from first-time buyers and those looking to upgrade [6][7]

随着美联储维持利率不变，全球市场进入新一轮观望期。 券商中国记者注意到，从资产类别到区域配置，外资的战略重心正在发生微妙变化。相较于对美国市场的谨慎 态度，欧洲、日本与新兴市场正逐步获得更高的权重。信用债、黄金、欧元等多元资产也重新进入主流视野， 全球资产配置的格局正在悄然重塑。 美联储按兵不动，政策扰动下的市场波动未止 尽管市场对于通胀和经济前景仍存在诸多疑问，但多家外资机构判断，美联储本轮议息会议维持利率不变，符 合预期。在关税博弈、地缘冲突、财政不确定性等多重扰动交织之下，投资机构普遍对政策路径和宏观趋势持 谨慎态度。 贝莱德智库指出，美国CPI等经济数据波动剧烈，反映出当前宏观经济正处于波动更大的阶段。他们认为，在 等待关税影响成为现实的过程中，美联储将维持利率不变。贝莱德据此维持超配美股的观点。 相关数据显示，随着贸易紧张局势缓和，标普500指数已反弹到2月高点附近。为期90天的关税暂停期将于7月9 日结束，贝莱德智库认为，鉴于美国正酝酿在此之前单方面设定关税，预计将会有更多由政策引发的波动。 此外，鉴于关税的经济影响尚不明确以及通胀持续波动，美联储在本周的议息会议上 "按兵不动"。贝莱德智 库认为 ...