美国住宅建筑类股今日集体走强，市场消息称主要建筑企业正筹划一项雄心勃勃的住宅开发计划，目标在未来数年建造多达100万套以"特朗普住宅"命名的平价住宅。
据知情人士透露，包括霍顿房屋(D.R. Horton)、莱纳建筑公司(Lennar)、普得集团(PulteGroup)和托尔兄弟(Toll Brothers)在内的行业领军企业已组成联盟，正在草拟具体实施方案。该计划若得以推进，将显著刺激中低端住宅市场供给，同时为建筑行业带来新一轮增长动能。
分析师指出，这项规模宏大的开发计划有望缓解美国长期存在的住房短缺问题。受此利好消息提振，住宅建筑板块今日表现亮眼，多只个股出现量价齐升态势。市场预期该计划将带动建筑材料、家居装修等相关产业链协同发展。
不过也有业内人士提醒，百万套住宅的开发目标需要克服土地审批、劳动力短缺和供应链稳定性等多重挑战。具体方案细节仍在商讨中，最终实施规模将取决于政策支持力度和市场环境变化。
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