金吾财讯 | 房地美（FMCC）公布第二季度财报，当期净利润38.4亿美元，环比增长8%、同比大增61%，盈利提升主要来自单户住宅业务信贷准备金释放。公司净资产持续增厚，由一季度739亿美元增至778亿美元；总资产3.52万亿美元，规模保持稳定。营收层面，二季度净收入59.9亿美元，优于市场预期，但环比小幅回落。净利息收入稳步改善，不过投资端出现亏损，令本季度录得1900万美元非利息亏损，对比一季度形成明显反差；当期非利息支出环比有所上行。管理层评价二季度经营表现稳健，各项战略执行有序推进。尽管净利润同比大幅攀升，但财报利好并未提振盘面，房地美周四早盘股价下跌0.7%。市场留意到利润增长依赖准备金释放，主营业务净收入环比下滑，叠加投资业务收益转负，投资者对盈利可持续性保持观望。
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