-- 多伦多证券交易所午盘下跌20点,多数板块上涨。 电信和信息技术板块表现最佳,分别上涨1.5%和1.3%。 在加拿大,市场关注的焦点是3月份的二手房销售数据。 TD Economics在加拿大3月份二手房销售数据表现疲软(此前已连续四个月下滑)后表示:“显然,市场在诸多不利因素的影响下仍在苦苦挣扎,这些因素包括就业市场疲软、经济不确定性、人口增长放缓以及住房负担能力紧张。” TD补充道:“鉴于这些挑战,2026年加拿大房地产市场预计将继续保持温和态势。供需失衡将持续对卑诗省和安大略省的房价构成下行压力。其他地区的房价增长应该会更加强劲,但随着时间的推移,增速可能会放缓。” 当月新挂牌房源数量也持平。由于新增房源和销售量均几乎没有变化,3月份的销售与新增房源比率维持在47.8%。道明银行表示:“这远低于长期平均水平,预示着未来房价将温和增长。” 3月份平均房价也保持平稳,而作为更“同类比较”指标的MLS房价指数环比下降0.4%,同比下降4.7%。独立屋价格环比下降0.3%,公寓价格环比下降0.9%。 加拿大房地产协会(CREA)周四下调了今年的房屋销售增长预期,原因是今年经济开局“疲软”,且加拿大央行今年晚些时候加息以抑制油价飙升导致的通胀的可能性增加。CREA表示,预计2026年将售出约474,972套住宅,比2025年增长1%。这低于加拿大房地产协会(CREA)1月份发布的5.1%的增幅预测。预计今年全国平均房价将年上涨1.5%,达到688,955美元,低于CREA 1月份预测的2.8%的增幅。CREA还预测,到2027年,全国房屋销售量将进一步增长2.1%,达到485,071套。如果提高利率无需抑制通胀,这一预测可能会上调至50万套以上。 公司新闻方面,First Capital REIT (FCR-UN.TO) 将被Choice Properties REIT (CHP-UN.TO) 和 KingSett 以现金加单位的方式收购,交易价值94亿美元。George Weston (WN.TO) 也参与了此次交易。
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Sector Update: Health Care Stocks Decline Late Afternoon
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