AST SpaceMobile, Inc.（ASTS）今日盘中大涨5.13%，市场对其卫星通信技术及商业潜力表现出浓厚兴趣。
消息面上，AST SpaceMobile的核心技术——BlueBird系列卫星被视为“空中基站”，能够直接与标准智能手机连接，无需额外硬件。该公司与全球主要移动运营商的合作模式（B2B卫星即服务）也受到市场认可，被视为完善地面网络覆盖不足区域的重要补充。尽管仍处亏损阶段，其技术领先性（如支持LTE/5G标准直连）和商业化进展（2026年加速部署）成为股价推动因素。
值得注意的是，加拿大丰业银行同日发布“卖出”评级，认为AST SpaceMobile在与星链的竞争中面临挑战，目标价较当前股价有46.8%下行空间。市场多空观点交织，凸显对该股分歧。
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