10月9日，特许通讯盘中下跌5.52%，报103.615美元/股，成交额2.5亿美元。消息面上，SpaceX宣布收购覆盖全美的800MHz低频段频谱，正式进军美国移动运营商市场，引发市场对传统电信竞争格局的深度担忧。
SpaceX首席执行官马斯克称此举为“非常重大的事件”，表示该频谱将助力其在美国提供“全面的手机信号覆盖”。此前FCC已批准SpaceX部署15000颗直连手机卫星，此次低频段频谱将补足室内覆盖短板。消息公布后，美国主要电信股全线承压，T-Mobile、AT&T、Verizon均大幅下挫，特许通讯亦受板块联动拖累走低。
特许通讯近期本已面临光纤与融合竞争下的宽带用户流失压力，多家投行下调其目标价，此次SpaceX以80亿美元收购800MHz频谱，进一步加剧了市场对传统有线与卫星运营商长期竞争力的担忧。
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