-- 据Redfin周四发布的数据显示,受中东冲突和高房价抑制需求的影响,美国待售房屋数量创下近一年来最大跌幅。 这家在线房地产经纪公司的数据显示,截至周日的四周内,待售房屋数量同比下降4.1%,至86,665套。美国50个最大的都市区中,除7个以外,其余所有地区的房屋销售量均出现下滑,其中罗德岛州普罗维登斯的降幅最大,约为18%。报告显示,旧金山的房屋销售量增幅最大,达到9.6%。 Redfin在一份报告中指出:“潜在购房者之所以放弃购房计划,部分原因是伊朗战争造成了广泛的地缘政治和经济不确定性,使一些美国人对大宗消费持谨慎态度。这也推高了抵押贷款利率。” Redfin援引房地美(Freddie Mac)的数据称,截至周四的一周内,30年期固定抵押贷款的平均利率为6.3%,低于两周前创下的六个月高点。报告显示,截至周日的四周内,房屋销售价格中位数为393,059美元,同比增长2.3%,创一年来最大涨幅。 Redfin援引ShowingTime的数据称,自2026年初以来,截至周日,房屋参观活动增长了11%,而一年前的增幅为40%。该经纪公司表示,这表明购房者的需求“异常疲软”。 Redfin高级经纪人Stacey Bryant表示:“高利率并未吓退高端买家,但对于预算较为紧张的买家来说,利率差异足以让他们望而却步。注重成本的买家也担心汽油、食品和能源等其他商品价格上涨会挤占他们的预算。” 自2月底美以与伊朗爆发战争以来,能源价格飙升,关键的霍尔木兹海峡实际上已被封锁。白宫对与伊朗达成协议持乐观态度,并指出第二轮谈判很可能在巴基斯坦举行。与此同时,华盛顿和德黑兰之间为期两周的停火协议仍然有效。 Redfin表示:“未来几周,抵押贷款利率可能会上下波动,具体取决于伊朗战争的走向、谈判结果以及油价。”
Related Articles
Research Alert: CFRA Keeps Buy Opinion On Shares Of The Hartford Insurance Group, Inc.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We trim our 12-month target price by $8 to $155, valuing HIG shares at 11.3x our 2026 operating EPS estimate of $13.75 (cut by $0.45) and at 10.6x our 2027 EPS estimate of $14.65 (cut by $0.30), vs. the shares' one-year average forward multiple of 10.3x and peer average of 13x. Q1 EPS of $3.09 vs. $2.20 a year ago missed our $3.60 estimate and $3.39 consensus view. Operating revenue growth of 6.2% was in line with our 6%-10% forecast, amid 5.3% earned premium growth, 13% higher net investment income, and 7.9% fee revenue growth. Q1 written premium growth of 4% and full-year 2025 growth of 7% bode well for 2026 revenue trends as premiums are earned. Underwriting results improved significantly, with Personal Lines combined ratio improving to 87.7% from 106.1% and underlying combined ratio to 85.0% from 89.7%. Business Insurance combined ratio was stable at 94.8%. Weighing the Q1 EPS miss with HIG's decent top-line growth and discounted valuation to peers, we view the shares as undervalued.
Research Alert: CFRA Keeps Strong Buy Opinion On Shares Of Baker Hughes
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We raise our 12-month target price by $14 to $82, reflecting a combination of our sum-of-the-parts (SOTP) and DCF models. For our SOTP model, we presume the oilfield services business (about 50% of BKR's franchise) to be valued at about 10x projected 2027 EBITDA (in line with major peers) and its industrial energy technology business (the other 50%) valued at 14x projected 2027 EBITDA (in line with the peer median). This blended approach, yielding a 12x multiple, implies a value of $73 per share. Meanwhile, our DCF model, using medium-term free cash flow growth of 5% per year, terminal growth of 2.5%, discounted at a WACC of 6.3%, yields intrinsic value of $91 per share. We cut our 2026 EPS estimate by $0.47 to $2.48, but we raise 2027's by $0.07 to $3.24. We acknowledge that the oilfield services business is likely to struggle in 2026 owing to the U.S.-Iran conflict, but the IET business appears quite robust and likely to be a source of both accelerating revenue growth and margins.
Research Alert: CFRA Maintains Hold Opinion In Shares Of Wab
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lift our 12-month target to $285 from $275 following WAB's Q1 earnings print, valuing shares at 24.2x our 2027 EPS outlook of $11.76 (revised from $11.46; 2026 EPS estimate up to $10.57 from $10.50), a slight premium to WAB's long-term historical multiple average given structural improvements in earnings quality. While we are cautious on signs of overcapacity in the freight market, an elevated order backlog (12-month sits at over $9 billion), internal initiatives to shore up margins, and potential synergies from M&A activity positions WAB to continue growing earnings at double-digit rates in 2026-2027, in our view. Despite tariff-related cost pressures, WAB has done a commendable job of defending margins via a mix of pricing, lean manufacturing, and pruning of lower-profit operations. Q1 results were mixed but overall positive, in our view. We maintain our Hold recommendation on shares.