11月6日,特朗普赢得美国总统大选后,国债收益率飙升,市场对未来财政政策转变的担忧加剧。尤其是10年期国债收益率上涨18个基点至4.471%,创下7月份以来最高水平。
国债收益率的上升直接导致了抵押贷款利率的攀升,使购房贷款成本大幅上涨,可能将部分购房者挤出住房市场。因此,以霍顿房屋(DHI.N)为首的大型房地产开发商在盘中集体承压。数据显示,截至收盘,霍顿房屋股价下跌6.01%,其他同行如Lennar和PulteGroup也出现明显下跌。
作为美国大型住宅建筑商,本次股价下跌无疑体现了市场对高住房贷款成本可能造成房地产市场放缓的担忧。投资者正在审慎评估特朗普当选后财政政策改革带来的影响。从目前来看,其在短期内给房地产行业带来的压力似乎已超出预期。
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