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Evercore ISI高级董事总经理、资深住房行业分析师史蒂芬·金表示,美国住房市场的黄金时代正在走向终结。随着抵押贷款利率升至7.28%,消费者情绪低迷,开发商库存积压,未来的市场前景显得更加黯淡。金指出,家庭组建数量的下降将进一步加剧这一趋势,预计未来几年二手房价格将每年下跌1%到2%。
尽管房屋建造商的股价目前处于低位,反映出市场的悲观情绪,但金认为,若开发商减少新房建设并专注于提升盈利能力,股价有望得到提振。他看好的股票包括PulteGroup和Toll Brothers,认为这两家公司在高端市场中仍具备竞争力。

那么,市场能否在未来几个月内迎来转机?订阅巴伦创始菁英会员,阅读全文。
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Stephen King, senior managing director of Evercore ISI and senior housing industry analyst, said the golden age of the US housing market is coming to an end. With mortgage rates rising to 7.28%, consumer sentiment subdued and developer inventories backlogged, the market outlook for the future looks even bleaker. King pointed out that the decline in the number of family formations will further exacerbate this trend, with second-hand house prices expected to fall by 1% to 2% per year in the coming years.
Although homebuilders' share prices are currently low, reflecting market pessimism, Kim believes that if developers reduce new home construction and focus on improving profitability, the share price is expected to be boosted. Among his preferred stocks are PulteGroup and Toll Brothers, which he believes remain competitive in the premium segment.

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