报道称美国政府考虑今年内让“两房”上市，或融资300亿美元

Core Viewpoint - The U.S. government plans to sell 5% to 15% stakes in two government-controlled companies, potentially raising around $30 billion and valuing these companies at $500 billion or more [1] Group 1: Government Actions and Company Background - The two companies were taken over by the U.S. government during the 2008 financial crisis after suffering significant losses, with approximately $187.5 billion injected to stabilize operations [1] - These companies have been in a "conservatorship" status, controlled by the government, and their stocks have been trading over-the-counter since being delisted from the New York Stock Exchange [1] Group 2: Market Reactions - Following the news, shares of Fannie Mae surged by as much as 22%, marking the largest increase in over two months, while Freddie Mac also saw a significant rise of over 10% [1] Group 3: Investor Interest and Hedge Fund Involvement - The stock sale could provide unexpected gains for hedge funds and other investors, with firms like Bill Ackman's Pershing Square holding substantial shares in Fannie Mae and advocating for the end of the conservatorship [2] Group 4: Involvement of Financial Institutions - President Trump has met with CEOs from major banks to discuss the execution of this complex operation, with notable participation from leaders of Citigroup, Goldman Sachs, JPMorgan Chase, Bank of America, and Wells Fargo [3] - Key government officials, including the Secretary of the Treasury and the Director of the Federal Housing Finance Agency, are involved in the discussions [3] Group 5: Governance and Investor Confidence - The importance of an independent board of directors is emphasized, as investors seek assurance that the board is committed to shareholder value and free from political interference [4] - Legislative efforts to remove the "two entities" from government control have repeatedly failed due to concerns over mortgage costs and commitments to affordable housing [4] Group 6: Future Outlook - Even if the companies go public, they may remain under government conservatorship temporarily, with the complexity of the process highlighted by industry experts [5]