--- title: "房利美和房地美在特朗普提出 1 萬億美元估值後股價大漲" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/288894282.md" description: "房地美和房利美的股票在特朗普總統表示這兩家抵押貸款巨頭 “可能價值 1 萬億美元” 後大幅上漲，重新點燃了它們退出政府保管的希望。這種樂觀情緒是在最近因對 FHFA 主任比爾·普爾特雙重角色的擔憂而導致的下跌之後出現的。儘管股價上漲，但由於投資者在等待具體的私有化計劃，股票年初至今仍顯著下跌" datetime: "2026-06-05T18:05:40.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/288894282.md) - [en](https://longbridge.com/en/news/288894282.md) - [zh-HK](https://longbridge.com/zh-HK/news/288894282.md) --- # 房利美和房地美在特朗普提出 1 萬億美元估值後股價大漲 **Fannie Mae and Freddie Mac shares jumped** on Friday morning after President Trump said late Thursday that the mortgage giants were "**probably worth $1 trillion**," reviving Wall Street hopes for a long-awaited exit from government control. President Trump praised FHFA Director Bill Pulte on Thursday for turning around Fannie Mae and Freddie Mac, saying the mortgage giants "**probably have $1 trillion in value**." Full transcript: > _"...a person who's got high integrity. He's done a phenomenal job at Fannie Mae, Freddie Mac._ **_You probably have $1 trillion in value there_**_. When he took over it was much less, and I guess I'm responsible for that too because everybody wanted me to sell it in my first term for 10% of what it's worth right now. If I would've sold it, we would've lost $900 billion. We would've lost. Think about it. It's probably worth $1 trillion. People want me to sell it at $100 billion — a very small percentage of what it's worth now. And he built up a lot. Did a great job. And it's an acting position. He is not going to be permanent because I don't think you'd want to be. But he was a smart guy. You may find out some things about the rigged elections, etc. etc. I think he wants to do it. He's got a lot of energy but will be very good. He's not a permanent position. We're looking at — we are interviewing people right now. But it is somebody just to take over for a little while."_ > .@POTUS on @pulte: "He's very smart. He's a person who's got high integrity. He's done a fantastic job... and it's an Acting position. He's not going to be permanent because I don't think he'd want to be permanent. But he's a very smart guy." pic.twitter.com/2wqOy7VtaS > > — Rapid Response 47 (@RapidResponse47) June 4, 2026 Fannie and Freddie were both up in the early cash session, rising 5% and 3%, respectively. Shares in both mortgage giants tumbled earlier this week after Trump named Pulte as acting Director of National Intelligence, raising concerns that the dual role could delay the sale of the government's stake. As of Friday morning, Fannie shares are down 34% YTD, while Freddie has slumped 38% YTD, as traders grow uneasy over the pace of the Trump administration's privatization plans. Optimism around potential share sales drove large gains in 2025. Bose George, managing director at Keefe, Bruyette & Woods (KBW), wrote in a note, "We're comfortable with our most recently published numbers on the valuation—a current combined fair value in the $200–$250 billion range." Related: - _Ackman Floats "Immediately Actionable" Blueprint To Free Fannie And Freddie_ Christopher Maloney, mortgage strategist at BOK Financial, noted, "I don't believe I will ever see Fannie and Freddie released from conservatorship, at least not in my lifetime." ### 相關股票 - [FMCC.US](https://longbridge.com/zh-HK/quote/FMCC.US.md) - [FNMA.US](https://longbridge.com/zh-HK/quote/FNMA.US.md) - [BOKF.US](https://longbridge.com/zh-HK/quote/BOKF.US.md) ## 相關資訊與研究 - [特朗普稱不急於推進房利美與房地美 IPO](https://longbridge.com/zh-HK/news/288896105.md) - [特朗普任命聯邦住房金融局局長為代理國家情報總監](https://longbridge.com/zh-HK/news/288471076.md) - [油價跌逾 2% 特朗普暗示美伊即將達成協議](https://longbridge.com/zh-HK/news/289522751.md) - [房利美和房地美股價坐上過山車 特朗普此前放話 “萬億估值”](https://longbridge.com/zh-HK/news/288893921.md) - [特朗普：取消原定當晚對伊朗的打擊](https://longbridge.com/zh-HK/news/289498598.md)