--- title: "房利美和房地美的股票下跌，因 Pulte 的新增角色引发了质疑" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/288483669.md" description: "房地美和房利美的股票在特朗普总统任命 FHFA 主任比尔·普尔特为国家情报局代理局长后下跌。普尔特将继续担任这两家政府支持企业的董事长，这引发了投资者对其分散注意力和缺乏国家安全经验的担忧。虽然一些分析师认为 FHFA 的潜在离职对私有化是积极的，但另一些人则认为新角色使得在政治和操作障碍下退出保守管理的可能性降低" datetime: "2026-06-02T21:47:43.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288483669.md) - [en](https://longbridge.com/en/news/288483669.md) - [zh-HK](https://longbridge.com/zh-HK/news/288483669.md) --- # 房利美和房地美的股票下跌，因 Pulte 的新增角色引发了质疑 While President Trump is entrusting Bill Pulte with the nation's biggest secrets, shareholders in Fannie Mae and Freddie Mac are losing some faith. Shares for the government-sponsored enterprises dipped after the president's announcement Tuesday that the Federal Housing Finance Agency director would be acting Director of National Intelligence. Pulte, also chairman of both Fannie and Freddie, will remain in those roles as he replaces Tulsi Gabbard, who submitted her resignation effective June 30. The new chief of the government's intelligence agencies, who briefly worked at his grandfather's company and led an investment firm, has no prior public experience in a national security role. He's a prominent Trump ally who has initiated mortgage fraud probes into lawmakers and others viewed as opponents to the Trump Administration's agenda, although none of those accusations have resulted in indictments. "William has deep experience managing the most sensitive matters in America, the safety and soundness of the Markets, and over 10 Trillion Dollars at Fannie Mae/Freddie Mac, a substantial increase from where it was just 12 months ago," wrote President Trump on his Truth Social platform Tuesday morning. Under Pulte's watch, the quasi-public GSEs have continued to grow, with portfolios to $7.8 trillion. Spokespersons for the FHFA, Fannie Mae and Freddie Mac did not respond to requests for comment Tuesday. Fannie Mae's stock was trading around $7.06 per share midafternoon Tuesday, down nearly 5% from market open, while Freddie Mac was down similarly at $6.18 per share from an open of $6.47. GSE shares have fluctuated wildly this year, as the Trump administration has weighed conservatorship exit plans for the mortgage giants. ## Industry reaction Some public figures have voiced their confusion at the move on social media, noting some concern around Pulte's newly divided attention. Democrat leaders, including Sen. Elizabeth Warren, D-Mass., ranking member of the Senate Banking, Housing and Urban Affairs Committee, slammed the move and cited past scrutiny of Pulte's perceived political attacks. Analysts at Keefe, Bruyette & Woods in a flash note Tuesday suggested that if Pulte were to formally depart the FHFA, it could be a positive indicator for privatization. "While Director Pulte has voiced support for GSE privatization, it does not appear that FHFA has actively taken steps to meaningfully further the process, for example by revisiting the capital rule that was put in place by Mark Calabria during Trump 1.0," the analysts wrote. Jaret Seiberg, an analyst at TD Cowen, also said Tuesday's announcement makes an already operationally and politically difficult conservatorship exit less likely. "We do not see how one could surmount those obstacles if the FHFA director is devoting most of his time to national security issues," he wrote. ### 相关股票 - [FMCC.US](https://longbridge.com/zh-CN/quote/FMCC.US.md) - [FNMA.US](https://longbridge.com/zh-CN/quote/FNMA.US.md) ## 相关资讯与研究 - [房利美和房地美股价坐上过山车 特朗普此前放话 “万亿估值”](https://longbridge.com/zh-CN/news/288893921.md) - [特朗普称不急于推进房利美与房地美 IPO](https://longbridge.com/zh-CN/news/288896105.md) - [ACI Sky™ Workbench 获房利美和房地美认证，全面支持 UAD 3.6 评估规范](https://longbridge.com/zh-CN/news/289079792.md) - [特朗普政府拆分 “两房” 计划面临新变数](https://longbridge.com/zh-CN/news/288878559.md) - [特朗普或许 “乐见通胀”，但民众正承受物价上涨之苦](https://longbridge.com/zh-CN/news/289488860.md)