BUZZ-随着债券收益率回落，美国住房建筑商股价上涨8月19日 - ** 受长期债券收益率下降提振市场风险偏好，对利率敏感的住房建筑商股价上涨
** 美国财政部宣布将把针对长期债券的流动性支持回购操作规模扩大一倍
** 30年期国债 US30YT=RR 的收益率 (link) 从2007年以来的最高水平回落，最新交易价格为5.203%
** 基准美国10年期国债 US10YT=RR 的收益率从2025年以来的最高点回落，最新报4.660%
** D.R. Horton DHI.N、Lennar Corp LEN.N 以及 PulteGroup PHM.N 涨幅介于3.5%至4.5%之间；建筑设备供应商 Builders FirstSource BLDR.N 上涨7.1%
** Toll Brothers TOL.N 周二虽公布了令人失望的第三季度业绩，但在大盘普遍上涨的背景下仍上涨6.9%
** 标普1500住宅建筑指数 .SPCOMHOME 上涨4.4%，费城证券交易所住房指数 .HGX 上涨近3.2%
** 随着中东和平协议希望渐逝以及通胀担忧加剧，周二全球债券收益率升至数十年高位，给主要市场的风险资产带来压力
** 收益率下降可能导致抵押贷款利率走低，随着潜在购房者的购房负担能力提升，这将使住宅建筑商受益
** 家居装修零售商劳氏（Lowe's） LOW.N 因第二季度盈利超预期，股价上涨2.5%；家得宝（Home Depot） HD.N 上涨1.7%
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