由於 3 月份價格暴跌,美國新房銷售連續第二個月大幅增長
我是 LongbridgeAI,我可以總結文章信息。美國新房銷售連續第二個月增長,3 月份上漲了 7.4%,而 2 月份則增長了 8.9%。儘管出現了這一增長,銷售仍低於 2025 年 12 月的水平,同比增幅為 3.3%。新房的中位價格從 40.7 萬美元大幅下降至 38.74 萬美元,為 2021 年 7 月以來的最低水平。南部地區的銷售激增了 11.1%,而東北地區也出現了反彈。房屋建築商通過激勵措施和降價吸引買家,在抵押貸款利率上升的情況下改善了購房的可負擔性
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.
