“两房”涨超15%！报道：特朗普推进房利美和房地美私有化，召集华尔街高管献策

Core Viewpoint - The U.S. government may be moving towards privatizing Fannie Mae and Freddie Mac, which have been under government conservatorship for nearly two decades, potentially leading to one of the largest IPOs in history [1][5][6] Group 1: Government Actions - President Trump is actively seeking to privatize Fannie Mae and Freddie Mac and has begun consulting with top Wall Street bank executives on strategies for monetizing these entities [1][5] - The administration's efforts to address the long-standing issue of these government-sponsored enterprises (GSEs) indicate a significant shift in policy [1][6] Group 2: Market Implications - The potential privatization could result in substantial economic benefits for the government, banks, and existing shareholders, with analysts suggesting it may lead to one of the largest IPOs ever, generating significant underwriting fees for selected banks [6] - Following the news, shares of Fannie Mae rose by 15% and Freddie Mac by 5.7% in the over-the-counter market, reflecting positive market sentiment [1] Group 3: Challenges Ahead - Despite the clear intent from the White House, the path to privatization involves complex details that need to be resolved, such as the proportion of shares the government will sell in the initial public offering and the rights of existing shareholders [6] - The Congressional Budget Office (CBO) has indicated that selling government-held shares of the GSEs could yield a mixed financial outcome, estimating potential gains of $206 billion if the companies were placed under bankruptcy management [6]