2025开年最强Trump概念股_老虎社区_美港股上老虎 - 老虎社区

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2025开年最强Trump概念股

捷克Jack
2025-01-15

$Fannie Mae(FNMAM)$ 房利美都能从坑里爬起来，单从今年以来看涨幅已经翻倍（113%）

目前走的是一个Trump任下，会放松监管，取消政府托管，重新私有化成独立运营的公司。

$房利美(FNMA)$ 和 $房地美(FMCC)$ 有巨大不对称上涨潜力，是重要投资机会；
2008年次贷危机后，房利美和房地美处于联邦政府托管状态已超15年；特朗普政府下有私有化希望，但立法和监管行动或使过程需数年；
若房利美和房地美摆脱托管，可能给联邦政府带来超3000亿美元利润，同时，两家公司可能回归公开市场，并募集超300亿美元；
Bill Ackman预计到2028年，公司股票价值约34美元，且普通股投资机会强于次级优先股，体现不同投资类型的风险回报特征差异。

类似的还有 $房地美(FMCC)$

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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小米死多头
·2025-01-20
不是djt吗？
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- 捷克Jack:
  $特朗普媒体科技集团(DJT)$今年才20%不到，但是两房已经翻倍了哦
  2025-01-20
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href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a>今年才20%不到，但是两房已经翻倍了哦","text":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a>今年才20%不到，但是两房已经翻倍了哦","html":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$</a>今年才20%不到，但是两房已经翻倍了哦","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}