Michael Burry在Fannie Mae和Freddie Mac IPOs上大赌注, Michael Burry bets big on Fannie Mae and Freddie Mac IPOs, citing strong fundamentals and political momentum.

以预测2008年危机闻名的Michael Burry表示, 他与Fannie Mae和Freddy Mac持重大股权, Michael Burry, known for predicting the 2008 crisis, says he holds major stakes in Fannie Mae and Freddie Mac, betting on their upcoming IPOs. 他预计最初公开发行的股票价格为账面价值的1至1.25倍,在两年内可能达到账面价值的1.5至2倍。 He expects initial public offerings to price shares at 1 to 1.25 times book value, with potential gains to 1.5 to 2 times book value within two years. Burry指出,政治势头、资本储备改善以及公司在美国住房市场的核心作用 — — 支持62%的抵押贷款 — — 是乐观的理由。 Burry cites political momentum, improved capital reserves, and the firms’ central role in the U.S. housing market—backing 62% of mortgages—as reasons for optimism. 尽管面临监管障碍和对准备度的担忧，他仍相信IPO能够释放增长。 Despite regulatory hurdles and concerns over readiness, he believes IPOs could unlock growth. 股权随他的职位而上升,反映出投资者的兴趣日益浓厚。 Shares rose following his post, reflecting growing investor interest.