语音·每周深度访谈深度·访谈思维导图引言当前房地产市场的核心矛盾已从“供需失衡”转向“预期失衡”，房价下跌预期正通过“居民观望、购房意愿下滑、银行信贷收缩、房企流动性承压”的传导链，形成愈演愈烈的负反馈循环。2025年二季度多项关键数据，更直观凸显了预期恶化的现实冲击：居民购房意愿降低、个人住房贷款余额增速疲软、二手房挂牌价同比维持下跌，整体上居民的房价预期依然转弱。在此背景下，如何认清房价预期的...
Source Link语音·每周深度访谈深度·访谈思维导图引言当前房地产市场的核心矛盾已从“供需失衡”转向“预期失衡”，房价下跌预期正通过“居民观望、购房意愿下滑、银行信贷收缩、房企流动性承压”的传导链，形成愈演愈烈的负反馈循环。2025年二季度多项关键数据，更直观凸显了预期恶化的现实冲击：居民购房意愿降低、个人住房贷款余额增速疲软、二手房挂牌价同比维持下跌，整体上居民的房价预期依然转弱。在此背景下，如何认清房价预期的...
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