尽管加拿大贝尔股价近期有所回调，但TD Cowen分析师Vince Valentini认为，其长期基本面和股息前景依然稳固，并将该股评级从“持有”上调至“买入”。他指出，自六月初以来股价约13%的跌幅，主要受“围绕SpaceX/Starlink可能带来扰动的头条风险”驱动，后者或许会在未来几年内“争取到一些额外的农村互联网用户”。然而，Valentini强调，即便有线宽带市场份额被Starlink蚕食，这一过程也将是渐进且可控的。
此外，他认为，加拿大的所有权规则、频谱限制以及强制性的移动虚拟网络运营商（MVNO）框架结构，应能提供一定程度的缓冲。这使得加拿大电信股，包括加拿大贝尔，在面临美国无线领域潜在不确定性的扰动时，成为了一个相对的避风港。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.