9月10日，卫讯公司盘中上涨5.29%，报76.19美元/股，成交额1484.24万美元，延续近期强势表现。
消息面上，摩根士丹利此前大幅上调卫讯公司目标价至95美元（原51美元），将约62亿美元、约每股42美元的价值归属于其可变现频谱资产，占目标价约44%。该行指出，移动卫星频谱供需格局有利，直连设备服务需求令频谱稀缺性凸显。Oppenheimer亦维持跑赢大市评级，认为频谱变现前景完好，当前股价构成买入机会，并指出频谱资产稀缺性或令卫讯成为D2D运营商的潜在收购标的。此外，公司董事Pak Sean于9月2日增持5000股，释放内部人信心信号。叠加此前公司获选为美国太空军提供双频段卫星系统，国防业务记录积压订单创新高，多重利好共振推升市场看多情绪。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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