住房，是百姓安身立命的根本，承载着烟火寻常，关乎民生福祉；房地产则是经济周期之母，是宏观经济版图中不可或缺的支柱。但当经济步入弱周期，人们对住房这类大宗消费会趋于理性和谨慎，理论上整个产业链都难有超额阿尔法。不过，一站式新居住服务平台贝壳（NYSE：BEKE；HKEX：2423）却持续打破周期。日前，贝壳发布2025年中报，上半年实现总收入493亿元，同比增长24.1%。这其中，家装家居业务贡献...
Source Link住房，是百姓安身立命的根本，承载着烟火寻常，关乎民生福祉；房地产则是经济周期之母，是宏观经济版图中不可或缺的支柱。但当经济步入弱周期，人们对住房这类大宗消费会趋于理性和谨慎，理论上整个产业链都难有超额阿尔法。不过，一站式新居住服务平台贝壳（NYSE：BEKE；HKEX：2423）却持续打破周期。日前，贝壳发布2025年中报，上半年实现总收入493亿元，同比增长24.1%。这其中，家装家居业务贡献...
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