
阿克曼呼吁特朗普政府将房利美和房地美从托管状态中释放出来,警告称民主党控制的政府可能会利用这两家实体作为武器打击共和党。
Ackman called on the Trump administration to release Fannie Mae and Freddie Mac from conservatorship, warning that a Democrat-controlled government could weaponize the entities against Republicans.
阿克曼周四在接受CNBC采访时表示:“在特朗普政府任期结束前释放房利美和房地美,在政治上绝对至关重要。”
It is “absolutely politically critical for Fannie and Freddie to be released from conservatorship before the end of the Trump Administration,” Ackman said in a CNBC interview Thursday.
受此言论影响,房利美和房地美股价在纽约交易中飙升,涨幅一度高达22%和25%。
Shares of Fannie and Freddie surged following the comments, rising as much as 22% and 25% in New York trading.
阿克曼旗下的潘兴广场长期持有这两家抵押贷款巨头的股份,他表示这些持仓一直是公司业绩的重大拖累。
Ackman, whose Pershing Square has long held shares in the mortgage giants, said the positions have been a significant drag on the firm’s performance.
由于投资者对两家公司脱离政府控制失去耐心,房利美和房地美股价今年已暴跌约60%。阿克曼称他依然对房利美和房地美“非常看好”。
Shares of Fannie and Freddie have tumbled around 60% this year as investors have grown impatient about the release of the firms from government control. Ackman said he remains “very bullish” on Fannie and Freddie.
财政部长贝森特本周暗示,政府可能要等到2027年或2028年才会处理这两家抵押贷款巨头的所有权结构,并表示保护抵押贷款利率仍是政府的首要任务。
Treasury Secretary Scott Bessent this week suggested the government may not address the mortgage giants’ ownership structure until 2027 or 2028 and said protecting mortgage rates remains the administration’s priority.