我是 LongbridgeAI，我可以总结文章信息。美国新房销售连续第二个月增长，3 月份上涨了 7.4%，而 2 月份则增长了 8.9%。尽管出现了这一增长，销售仍低于 2025 年 12 月的水平，同比增幅为 3.3%。新房的中位价格从 40.7 万美元大幅下降至 38.74 万美元，为 2021 年 7 月以来的最低水平。南部地区的销售激增了 11.1%，而东北地区也出现了反弹。房屋建筑商通过激励措施和降价吸引买家，在抵押贷款利率上升的情况下改善了购房的可负担性
After collapsing in January (-17.6% MoM - worst since July 2013), US New Home Sales have risen strongly for two straight months - up 8.9% MoM in February and up 7.4% MoM in March...
Source: Bloomberg
This lifted new home sales by 3.3% YoY, but the total SAAR remains below Dec 2025 levels...
Source: Bloomberg
New home sales have really gone nowhere in three years.
Median new home prices plunged in March from $407k to $387.4k - its lowest since July 2021.
That is the biggest gap between median and average prices on record...
Implying a growing number of homes being sold below the average price as the supply of new homes also plunged.
Mortgage rates are higher in the last month but had fallen notably during the reporting period for today's data...
By region, sales in the South, the nation’s biggest home-selling region, increased 11.1%, while purchases in the Northeast rebounded sharply.
March contract signings fell in the Midwest and West.
Homebuilders, who have been using a combination of incentives and price cuts, saw a pickup in prospective-buyer traffic in March after severe winter weather limited buyer demand early this year.
So it appears the market is doing Trump's job for him (despite rising rates) as price-drops improve affordability (which is shaping up to be a key issue in the midterm elections in November.