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金禅子
03-31
年线最低点到了，拉一波而已，大佬赚钱了，就喊你冲，他买的时候为什么不叫你[捂脸] [捂脸] [捂脸]
对冲基金大佬高喊“十倍机会” ，房利美、房地美飙升51%和47%
金禅子
2021-08-14
昨天白帽黑客已经，归还了6.1几亿美元。
抱歉，原内容已删除
去老虎APP查看更多动态
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id=\"id_3128819521\">Ackman喊话：或是"10倍机会"</h2><p>Ackman在X平台发帖称<strong>，房利美与房地美提供了“最佳不对称投资机会”，并预言“可能实现十倍回报，且有望在短期内兑现”。</strong></p><p>这位潘兴广场资本管理公司创始人将当前机会置于更宏观的投资框架中，指出“全球一批最优质企业正以极低价格交易”，并称当下是“近年来买入优质资产的最佳时机之一”。</p><p>Ackman此前已就两房私有化重组方案积极游说白宫，其公开表态因此备受市场关注，被视作解读相关政策进展的重要风向标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5ac1b04c9944bd5312fb0b293a743f1\" title=\"\" tg-width=\"1024\" tg-height=\"322\"/></p><h2 id=\"id_4029315967\">股价仍深陷低谷，政策不确定性主导估值</h2><p>尽管单日涨幅显著，两房股价在周一大涨后，仍较去年9月中旬的阶段性高点折损约六成。</p><p><strong>此前的深幅下跌，主要源于市场对特朗普政府两房改革路线图的信心逐步减弱。</strong>自2008年金融危机以来，两房一直处于联邦政府托管状态，外界曾预期新政府将加速推进其回归私营市场，相关预期一度推动股价大幅走高。<strong>但随着政策落地时间表趋于模糊，前期积累的溢价被迅速修正。</strong></p><p>对投资者而言，两房估值走势在很大程度上仍取决于政策推进的节奏与力度。Ackman的公开背书虽在短期内提振了市场情绪，但能否扭转政策层面的不确定性，仍有待进一步观察。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-31 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>受对冲基金大佬Bill Ackman公开唱多提振，房利美（Fannie Mae）与房地美（Freddie Mac）周一盘中双双创下2025年5月以来最大单日涨幅，其中房利美周一上涨51%，房地美涨47%。</p><p>此番反弹的直接诱因是<strong>Ackman在社交媒体上高调表示两家机构股价“便宜得离谱”</strong>。不过，当日上涨仅部分修复了此前长达数月的深幅下跌，截至发稿，两股较去年9月中旬的高点仍累计下跌约60%。</p><p>市场对特朗普政府推动两房脱离政府托管计划的落地前景疑虑持续升温，这一核心压制因素尚未发生实质性改变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7a15feacba7a8c5f1092880fbee212\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96419a87e3077a82dd6b2ef6f64b432\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3128819521\">Ackman喊话：或是"10倍机会"</h2><p>Ackman在X平台发帖称<strong>，房利美与房地美提供了“最佳不对称投资机会”，并预言“可能实现十倍回报，且有望在短期内兑现”。</strong></p><p>这位潘兴广场资本管理公司创始人将当前机会置于更宏观的投资框架中，指出“全球一批最优质企业正以极低价格交易”，并称当下是“近年来买入优质资产的最佳时机之一”。</p><p>Ackman此前已就两房私有化重组方案积极游说白宫，其公开表态因此备受市场关注，被视作解读相关政策进展的重要风向标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5ac1b04c9944bd5312fb0b293a743f1\" title=\"\" tg-width=\"1024\" tg-height=\"322\"/></p><h2 id=\"id_4029315967\">股价仍深陷低谷，政策不确定性主导估值</h2><p>尽管单日涨幅显著，两房股价在周一大涨后，仍较去年9月中旬的阶段性高点折损约六成。</p><p><strong>此前的深幅下跌，主要源于市场对特朗普政府两房改革路线图的信心逐步减弱。</strong>自2008年金融危机以来，两房一直处于联邦政府托管状态，外界曾预期新政府将加速推进其回归私营市场，相关预期一度推动股价大幅走高。<strong>但随着政策落地时间表趋于模糊，前期积累的溢价被迅速修正。</strong></p><p>对投资者而言，两房估值走势在很大程度上仍取决于政策推进的节奏与力度。Ackman的公开背书虽在短期内提振了市场情绪，但能否扭转政策层面的不确定性，仍有待进一步观察。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"FNMA":"房利美","BK4229":"商业和住宅抵押贷款融资","FMCC":"房地美","BK4195":"互助储蓄与抵押信贷金融服务"},"source_url":"https://wallstreetcn.com/articles/3768790","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623341575","content_text":"受对冲基金大佬Bill Ackman公开唱多提振，房利美（Fannie Mae）与房地美（Freddie Mac）周一盘中双双创下2025年5月以来最大单日涨幅，其中房利美周一上涨51%，房地美涨47%。此番反弹的直接诱因是Ackman在社交媒体上高调表示两家机构股价“便宜得离谱”。不过，当日上涨仅部分修复了此前长达数月的深幅下跌，截至发稿，两股较去年9月中旬的高点仍累计下跌约60%。市场对特朗普政府推动两房脱离政府托管计划的落地前景疑虑持续升温，这一核心压制因素尚未发生实质性改变。Ackman喊话：或是\"10倍机会\"Ackman在X平台发帖称，房利美与房地美提供了“最佳不对称投资机会”，并预言“可能实现十倍回报，且有望在短期内兑现”。这位潘兴广场资本管理公司创始人将当前机会置于更宏观的投资框架中，指出“全球一批最优质企业正以极低价格交易”，并称当下是“近年来买入优质资产的最佳时机之一”。Ackman此前已就两房私有化重组方案积极游说白宫，其公开表态因此备受市场关注，被视作解读相关政策进展的重要风向标。股价仍深陷低谷，政策不确定性主导估值尽管单日涨幅显著，两房股价在周一大涨后，仍较去年9月中旬的阶段性高点折损约六成。此前的深幅下跌，主要源于市场对特朗普政府两房改革路线图的信心逐步减弱。自2008年金融危机以来，两房一直处于联邦政府托管状态，外界曾预期新政府将加速推进其回归私营市场，相关预期一度推动股价大幅走高。但随着政策落地时间表趋于模糊，前期积累的溢价被迅速修正。对投资者而言，两房估值走势在很大程度上仍取决于政策推进的节奏与力度。Ackman的公开背书虽在短期内提振了市场情绪，但能否扭转政策层面的不确定性，仍有待进一步观察。","news_type":1,"symbols_score_info":{"FNMA":1.5,"FMCC":2}},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897539466,"gmtCreate":1628938255955,"gmtModify":1628941388718,"author":{"id":"4088169614998630","authorId":"4088169614998630","name":"金禅子","avatar":"https://static.tigerbbs.com/29272c35e4e66d3d247b16bf17b25e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088169614998630","authorIdStr":"4088169614998630"},"themes":[],"title":"","htmlText":"昨天白帽黑客已经，归还了6.1几亿美元。","listText":"昨天白帽黑客已经，归还了6.1几亿美元。","text":"昨天白帽黑客已经，归还了6.1几亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897539466","repostId":"1121247469","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":548421173796928,"gmtCreate":1774915452364,"gmtModify":1774921206667,"author":{"id":"4088169614998630","authorId":"4088169614998630","name":"金禅子","avatar":"https://static.tigerbbs.com/29272c35e4e66d3d247b16bf17b25e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088169614998630","authorIdStr":"4088169614998630"},"themes":[],"title":"","htmlText":"年线最低点到了，拉一波而已，大佬赚钱了，就喊你冲，他买的时候为什么不叫你[捂脸] [捂脸] [捂脸] ","listText":"年线最低点到了，拉一波而已，大佬赚钱了，就喊你冲，他买的时候为什么不叫你[捂脸] [捂脸] [捂脸] ","text":"年线最低点到了，拉一波而已，大佬赚钱了，就喊你冲，他买的时候为什么不叫你[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548421173796928","repostId":"2623341575","repostType":2,"repost":{"id":"2623341575","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1774913905,"share":"https://www.laohu8.com/m/news/2623341575?lang=zh_CN&edition=full","pubTime":"2026-03-31 07:38","market":"nz","language":"zh","title":"对冲基金大佬高喊“十倍机会” ，房利美、房地美飙升51%和47%","url":"https://stock-news.laohu8.com/highlight/detail?id=2623341575","media":"华尔街见闻","summary":"受Bill Ackman公开唱多提振，房利美与房地美周一盘中双双创下2025年5月以来最大单日涨幅，分别一度上涨41%和34%。Ackman在社交媒体上称两家机构提供“最佳不对称机会”，并预言可能实现十倍回报。尽管如此，两股较去年9月高点仍下跌约60%，市场对政府托管退出计划的疑虑持续压制估值，政策落地前景仍是核心变量。","content":"<html><head></head><body><p>受对冲基金大佬Bill Ackman公开唱多提振，房利美（Fannie Mae）与房地美（Freddie Mac）周一盘中双双创下2025年5月以来最大单日涨幅，其中房利美周一上涨51%，房地美涨47%。</p><p>此番反弹的直接诱因是<strong>Ackman在社交媒体上高调表示两家机构股价“便宜得离谱”</strong>。不过，当日上涨仅部分修复了此前长达数月的深幅下跌，截至发稿，两股较去年9月中旬的高点仍累计下跌约60%。</p><p>市场对特朗普政府推动两房脱离政府托管计划的落地前景疑虑持续升温，这一核心压制因素尚未发生实质性改变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7a15feacba7a8c5f1092880fbee212\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96419a87e3077a82dd6b2ef6f64b432\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3128819521\">Ackman喊话：或是"10倍机会"</h2><p>Ackman在X平台发帖称<strong>，房利美与房地美提供了“最佳不对称投资机会”，并预言“可能实现十倍回报，且有望在短期内兑现”。</strong></p><p>这位潘兴广场资本管理公司创始人将当前机会置于更宏观的投资框架中，指出“全球一批最优质企业正以极低价格交易”，并称当下是“近年来买入优质资产的最佳时机之一”。</p><p>Ackman此前已就两房私有化重组方案积极游说白宫，其公开表态因此备受市场关注，被视作解读相关政策进展的重要风向标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5ac1b04c9944bd5312fb0b293a743f1\" title=\"\" tg-width=\"1024\" tg-height=\"322\"/></p><h2 id=\"id_4029315967\">股价仍深陷低谷，政策不确定性主导估值</h2><p>尽管单日涨幅显著，两房股价在周一大涨后，仍较去年9月中旬的阶段性高点折损约六成。</p><p><strong>此前的深幅下跌，主要源于市场对特朗普政府两房改革路线图的信心逐步减弱。</strong>自2008年金融危机以来，两房一直处于联邦政府托管状态，外界曾预期新政府将加速推进其回归私营市场，相关预期一度推动股价大幅走高。<strong>但随着政策落地时间表趋于模糊，前期积累的溢价被迅速修正。</strong></p><p>对投资者而言，两房估值走势在很大程度上仍取决于政策推进的节奏与力度。Ackman的公开背书虽在短期内提振了市场情绪，但能否扭转政策层面的不确定性，仍有待进一步观察。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>对冲基金大佬高喊“十倍机会” ，房利美、房地美飙升51%和47%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n对冲基金大佬高喊“十倍机会” ，房利美、房地美飙升51%和47%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-31 07:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>受对冲基金大佬Bill Ackman公开唱多提振，房利美（Fannie Mae）与房地美（Freddie Mac）周一盘中双双创下2025年5月以来最大单日涨幅，其中房利美周一上涨51%，房地美涨47%。</p><p>此番反弹的直接诱因是<strong>Ackman在社交媒体上高调表示两家机构股价“便宜得离谱”</strong>。不过，当日上涨仅部分修复了此前长达数月的深幅下跌，截至发稿，两股较去年9月中旬的高点仍累计下跌约60%。</p><p>市场对特朗普政府推动两房脱离政府托管计划的落地前景疑虑持续升温，这一核心压制因素尚未发生实质性改变。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb7a15feacba7a8c5f1092880fbee212\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c96419a87e3077a82dd6b2ef6f64b432\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_3128819521\">Ackman喊话：或是"10倍机会"</h2><p>Ackman在X平台发帖称<strong>，房利美与房地美提供了“最佳不对称投资机会”，并预言“可能实现十倍回报，且有望在短期内兑现”。</strong></p><p>这位潘兴广场资本管理公司创始人将当前机会置于更宏观的投资框架中，指出“全球一批最优质企业正以极低价格交易”，并称当下是“近年来买入优质资产的最佳时机之一”。</p><p>Ackman此前已就两房私有化重组方案积极游说白宫，其公开表态因此备受市场关注，被视作解读相关政策进展的重要风向标。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5ac1b04c9944bd5312fb0b293a743f1\" title=\"\" tg-width=\"1024\" tg-height=\"322\"/></p><h2 id=\"id_4029315967\">股价仍深陷低谷，政策不确定性主导估值</h2><p>尽管单日涨幅显著，两房股价在周一大涨后，仍较去年9月中旬的阶段性高点折损约六成。</p><p><strong>此前的深幅下跌，主要源于市场对特朗普政府两房改革路线图的信心逐步减弱。</strong>自2008年金融危机以来，两房一直处于联邦政府托管状态，外界曾预期新政府将加速推进其回归私营市场，相关预期一度推动股价大幅走高。<strong>但随着政策落地时间表趋于模糊，前期积累的溢价被迅速修正。</strong></p><p>对投资者而言，两房估值走势在很大程度上仍取决于政策推进的节奏与力度。Ackman的公开背书虽在短期内提振了市场情绪，但能否扭转政策层面的不确定性，仍有待进一步观察。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","relate_stocks":{"FNMA":"房利美","BK4229":"商业和住宅抵押贷款融资","FMCC":"房地美","BK4195":"互助储蓄与抵押信贷金融服务"},"source_url":"https://wallstreetcn.com/articles/3768790","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2623341575","content_text":"受对冲基金大佬Bill Ackman公开唱多提振，房利美（Fannie Mae）与房地美（Freddie Mac）周一盘中双双创下2025年5月以来最大单日涨幅，其中房利美周一上涨51%，房地美涨47%。此番反弹的直接诱因是Ackman在社交媒体上高调表示两家机构股价“便宜得离谱”。不过，当日上涨仅部分修复了此前长达数月的深幅下跌，截至发稿，两股较去年9月中旬的高点仍累计下跌约60%。市场对特朗普政府推动两房脱离政府托管计划的落地前景疑虑持续升温，这一核心压制因素尚未发生实质性改变。Ackman喊话：或是\"10倍机会\"Ackman在X平台发帖称，房利美与房地美提供了“最佳不对称投资机会”，并预言“可能实现十倍回报，且有望在短期内兑现”。这位潘兴广场资本管理公司创始人将当前机会置于更宏观的投资框架中，指出“全球一批最优质企业正以极低价格交易”，并称当下是“近年来买入优质资产的最佳时机之一”。Ackman此前已就两房私有化重组方案积极游说白宫，其公开表态因此备受市场关注，被视作解读相关政策进展的重要风向标。股价仍深陷低谷，政策不确定性主导估值尽管单日涨幅显著，两房股价在周一大涨后，仍较去年9月中旬的阶段性高点折损约六成。此前的深幅下跌，主要源于市场对特朗普政府两房改革路线图的信心逐步减弱。自2008年金融危机以来，两房一直处于联邦政府托管状态，外界曾预期新政府将加速推进其回归私营市场，相关预期一度推动股价大幅走高。但随着政策落地时间表趋于模糊，前期积累的溢价被迅速修正。对投资者而言，两房估值走势在很大程度上仍取决于政策推进的节奏与力度。Ackman的公开背书虽在短期内提振了市场情绪，但能否扭转政策层面的不确定性，仍有待进一步观察。","news_type":1,"symbols_score_info":{"FNMA":1.5,"FMCC":2}},"isVote":1,"tweetType":1,"viewCount":61,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897539466,"gmtCreate":1628938255955,"gmtModify":1628941388718,"author":{"id":"4088169614998630","authorId":"4088169614998630","name":"金禅子","avatar":"https://static.tigerbbs.com/29272c35e4e66d3d247b16bf17b25e02","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088169614998630","authorIdStr":"4088169614998630"},"themes":[],"title":"","htmlText":"昨天白帽黑客已经，归还了6.1几亿美元。","listText":"昨天白帽黑客已经，归还了6.1几亿美元。","text":"昨天白帽黑客已经，归还了6.1几亿美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897539466","repostId":"1121247469","repostType":4,"isVote":1,"tweetType":1,"viewCount":173,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
