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布米普特拉北京投资基金管理有限公司:美国建筑支出连续两月下降
Sou Hu Cai Jing· 2025-09-05 09:25
美国建筑行业持续受到高抵押贷款利率的拖累,最新数据显示其月份建筑支出再度出现下滑。根据美国商务部普查局周二发布的数据,七月建筑支出环比下 降百分之零点一,符合经济学家预期,而六月份数据经修正后为下降百分之零点四。与去年同期相比,七月建筑支出下降百分之二点八。 值得关注的是,七月美国待售新建住宅库存达到十六年来最高水平,反映出市场供需失衡的状况。当月多户住宅单元支出下降百分之零点四,而办公楼、工 厂等私人非住宅建筑投资下降百分之零点五。值得注意的是,非住宅建筑支出在第二季度已经连续第二个季度收缩。 与私人建筑领域形成对比的是,美国公共建筑项目支出呈现增长态势,环比上升百分之零点三。其中,州和地方公共部门建筑支出增长百分之零点一,联邦 项目支出增长百分之三点二。这一差异表现显示出公共部门在支撑建筑行业方面发挥的重要作用。 行业分析师指出,美国建筑支出的持续下滑反映出房地产市场整体面临挑战。虽然近期抵押贷款利率有所回落,但仍处于相对高位,继续对购房需求产生抑 制作用。此外,经济不确定性也促使消费者在购房决策上更加谨慎。 未来,美国建筑行业的复苏将取决于利率走势和经济整体表现。如果美联储如期降息,可能会为房地产市场带 ...
美国成屋销售跌至九个月低点,房价处于历史低位
news flash· 2025-07-23 14:08
Group 1 - The total number of existing home sales in the U.S. decreased by 2.7% year-over-year in June, reaching an annualized rate of 3.93 million units, below the expected 4 million units [1] - The supply of existing homes for sale is able to maintain a level of 4.7 months, marking the highest level since July 2016 [1] - Lawrence Yun, Chief Economist of the National Association of Realtors (NAR), stated that years of supply shortages are driving up home prices, and high mortgage rates are causing home sales to stagnate at cyclical lows [1] Group 2 - Former President Trump commented that the U.S. housing market is lagging due to Federal Reserve Chairman Jerome Powell's refusal to cut interest rates, referring to him as "Mr. Too Late" [1] - Trump is considering a proposal to eliminate capital gains tax on home sales [1]