2026年6月24日 18:47:45 UTC / 路透社
作者：安舒曼·特里帕蒂 普尔维·阿加瓦尔
2026年6月24日 下午6:47 UTC 更新于41分钟前
2015年7月28日，加州圣马科斯的D.R.霍顿住宅建筑项目。路透社/迈克·布莱克 购买授权，打开新标签页
- 摘要
- 企业
- 费城证交所住房指数上涨5.4%， briefly触及自2月25日以来的最高点位
- D.R.霍顿和 Lennar 股价均上涨逾6%
- Evercore ISI表示，该法案从长期来看可能对住宅建筑商影响更大
路透社6月24日电——美国住宅建筑商股价周三上涨，此前一日众议院通过了一项旨在加快经济适用房建设和供应的法案。
该法案已于周一在参议院获得通过。
订阅路透社美国政治新闻简报，获取每周美国政治新闻及相关国际影响分析，点击此处注册。
费城证交所住房指数（.HGX）上涨5.4%， briefly触及自2月25日——也就是美以对伊朗开战前——以来的最高点位。
美国住宅建筑行业经历了 prolonged sales slump，多年来因劳动力短缺和土地 zoning 限制导致供应不足，推高了房价，同时宏观经济压力持续抑制购房者需求。
Evercore ISI的分析师表示，该法案不会在短期内大幅提振住宅建筑商，但从长期来看可能意义重大。
不过，美国总统唐纳德·特朗普周三取消了签署该法案的计划。
“特朗普并未表示将否决该法案。如果他在10天内不采取任何行动，即便没有他的签字，该住房法案也将自动生效，”Evercore ISI政策分析师马修·阿克思说道。这一消息推动美国最大住宅建筑商之一的D.R.霍顿（DHI.N）和Lennar（LEN.N）股价均上涨逾6%。这两家公司有望创下今年1月初以来的最大单日涨幅。与此同时，PulteGroup（PHM.N）上涨逾8%，有望迎来去年7月以来的最大日内涨幅。规模较小的竞争对手NVR（NVR.N）和Toll Brothers（TOL.N）分别上涨5.6%和6.7%。
TD Cowen分析师贾雷特·塞伯格表示，该法案使单户租赁住宅建设受益，因为“该法案将这类项目排除在机构所有权上限之外”。
塞伯格补充道，该法案为明年出台更全面的立法奠定了基础，其中可能包括建造低成本住房的补贴、翻新现有住房单元的资金以及首付援助。
“我们预计特朗普将在相对近期内签署《21世纪住房之路法案》成为法律，考虑到在中期选举前，民众对住房负担能力的关注度颇高，”瑞银分析师约翰·洛瓦洛说道。
安舒曼·特里帕蒂和普尔维·阿加瓦尔在班加罗尔报道；迪蒂·普贾拉编辑
本报守则：汤森路透信任原则，打开新标签页
US homebuilders advance after Congress passes affordable housing bill
2026-06-24 18:47:45 UTC / Reuters
By Anshuman Tripathy and Purvi Agarwal
June 24, 2026 6:47 PM UTC Updated 41 mins ago
A D.R. Horton home building project is pictured in San Marcos, California July 28, 2015. REUTERS/Mike Blake Purchase Licensing Rights, opens new tab
- Summary
- Companies
- The PHLX Housing Index rose 5.4% and briefly hit its highest level since February 25
- D.R. Horton and Lennar each gained more than 6%
- Evercore ISI said the bill may matter more to homebuilders over the longer term
June 24 (Reuters) – Stocks of U.S. homebuilders rallied on Wednesday, a day after the House of Representatives passed a bill aimed at speeding the construction and availability of affordable housing.
The measure was passed by the Senate on Monday.
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The PHLX Housing Index (.HGX), opens new tab gained 5.4% to briefly hit its highest level since February 25, just before the onset of the U.S.-Israeli war against Iran.
The U.S. homebuilding sector has endured a prolonged sales slump, weighed down by years of underproduction, due to labor shortages and restrictive land zoning, that have driven prices higher, while macroeconomic pressures have continued to hinder buyers.
Analysts at Evercore ISI said the bill would not provide a major near-term boost to homebuilders, but could prove meaningful to them in the long term.
However, President Donald Trump on Wednesday canceled his plan to sign the bill.
“Trump isn’t saying he will veto. If he simply does nothing for 10 days, the housing bill will automatically become law even without his signature,” said Evercore ISI’s policy analyst, Matthew Aks. The move drove up shares of D.R. Horton (DHI.N), opens new tab and Lennar (LEN.N), opens new tab — among the biggest U.S. homebuilders — more than 6% each. They are on track to mark their biggest one-day gain since early January. Meanwhile, PulteGroup (PHM.N), opens new tab was up just over 8%, headed for its sharpest intraday rise since July last year. Smaller rivals NVR (NVR.N), opens new tab and Toll Brothers (TOL.N), opens new tab advanced 5.6% and 6.7%, respectively.
TD Cowen analyst Jaret Seiberg said the bill benefits build-to-rent single-family constructions as it “carves this out of the institutional ownership cap.”
Seiberg added that the bill sets the stage for more comprehensive legislation next year that could include subsidies to build low-cost homes, funds to renovate existing units and down payment assistance.
“We expect Trump to sign the 21st Century ROAD to Housing Act into law in the relative near-term, given the perceived importance of housing affordability ahead of the mid-term elections,” UBS analyst John Lovallo said.
Reporting by Anshuman Tripathy and Purvi Agarwal in Bengaluru; Editing by Diti Pujara
Our Standards: The Thomson Reuters Trust Principles., opens new tab
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