BUZZ-就业报告疲软,收益率下跌,美国住宅建筑商上涨

路透中文
Aug 01, 2025
BUZZ-就业报告疲软,收益率下跌,美国住宅建筑商上涨

8月1日 - ** 在疲软的薪资报告公布后,美国住宅建筑商股价上涨,逆转了周五股市的大范围抛售。

** 美国上月就业增长放缓幅度超过预期 (link),同时 6 月份数据被大幅下修,表明劳动力市场状况恶化

** 根据芝加哥商品交易所的FedWatch工具 (link),美联储在 9 月份的下次会议上降息 25 个基点的概率已升至约 80%,这使得美国 10 年期基准收益率 US10YT=RR 跌至 4.24% 左右

** 收益率下降有可能导致抵押贷款利率下降,从而使房屋建筑商受益,因为他们更能买得起房子,尽管经济不确定性可能会对其造成影响

**D.R. Horton DHI.N股价上涨3.7%,DR Horton DHI.N和Lennar LEN.N均上涨近3%,而标普500指数.SPX下跌1.3%。

** 标准普尔1500住宅建筑指数.SPCOMHOME上涨>2%、 PHLX住房指数.HGX盘中上涨约1

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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