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cover of episode Home building activity takes hit in May

Home building activity takes hit in May

2025/6/18
logo of podcast Wall Street Breakfast

Wall Street Breakfast
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J
John DeFucci
J
Joseph Moore
O
Oliver Allen
R
Rena Sherbel
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Rena Sherbel: 五月份房屋建设活动大幅下降，新屋开工降至2020年以来的最低水平。单户住宅开工率也有所下降，建筑许可作为衡量未来需求的指标，同样呈现下降趋势。市场对这些数据反应敏感，国债收益率应声下跌，反映出对房地产市场可能导致经济放缓的担忧。不过，市场的整体反应较为平静，可能在等待美联储的进一步声明。 Oliver Allen: 我认为房屋开工的下降主要是由于多户住宅开工量的大幅下降，但这种情况可能会在未来一两个月内得到缓解。然而，由于房屋销售疲软和库存增加，房屋建筑商的信心最近有所下降，这表明未来单户住宅的建设可能会进一步减少。整体来看，房地产市场面临一定的下行压力。

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Home building activity plunged last month (0:18). Netflix's foray into live TV (1:50). Chinese AI startup MiniMax considering IPO (3:20). BofA’s monthly fund manager survey - trade wars) still biggest concern (4:05).Show Notes:Housing starts plunge more than expected in May, building permits also drop)Netflix quietly slides into live TV business via partnership with France's TF1)Alibaba-backed MiniMax mulls Hong Kong IPO - report)Marvell rises as analysts praise custom AI event announcements)Episode transcripts: seekingalpha.com/wsb)Sign up for our daily newsletter here) and for full access to analyst ratings, stock quant scores, dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions).