Interest rate cut expectations rise, U.S. residential construction commercial performance climbs

华尔街见闻
2025.11.21 16:54
周五，对利率敏感的住宅建筑商股价攀升，原因是降息希望增加。 根据 CME 的 FedWatch 工具，美联储在 12 月 FOMC 货币政策会议上降息 25 哥基点的概率从周四的 39% 跃升至约 75%。 标普 1500 住宅建筑指数上涨 5.4%，创四个月最大盘中涨幅：其中，D.R. Horton 涨 6%，Lennar 涨 5%，Pultegroup 涨 5%。 在股市波动和纽约联储主席威廉姆斯发表鸽派言论的影响下，美国 10 年期基准收益率降至 4.08% 左右。 收益率下降有可能导致抵押贷款利率下降，从而使消费者更能负担得起住房，进而有利于住房建筑商。 此外，家装零售商家得宝和劳氏盘中分别涨 3% 和 2%，Builders FirstSource 涨超 5%。
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