AST SpaceMobile, Inc.（ASTS）今日盘前股价大涨6.79%，引起市场广泛关注。
消息面上，该公司被选为美国导弹防御局"盾牌"（SHIELD）计划的主承包商。该计划是更广泛的"金顶"（Golden Dome）战略的一部分，旨在针对来自空中、导弹、太空、网络等领域的威胁建立弹性、分层的防御系统。这一重大合同进一步巩固了AST SpaceMobile在国防和太空通信领域的地位。
AST SpaceMobile的核心技术BlueBird系列卫星被市场称为"空中基站"，可直接与标准智能手机连接，无需额外设备。该公司通过与全球主要移动运营商合作的B2B卫星服务模式，被视为填补地面网络覆盖不足区域的重要补充。尽管目前仍处于亏损阶段，但其支持LTE/5G直连的技术优势和2026年加速商业部署的预期，持续成为股价的重要推动因素。
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