异动解读|AST SpaceMobile盘中上涨5.77%,频谱收购竞标与机构看多催化反弹

行情直击
Sep 17

9月17日,AST SpaceMobile盘中上涨5.77%,报62.98美元/股,成交额1.07亿美元,此前该股连续两日回调后迎来反弹。

消息面上,近期多重利好持续发酵。SpaceX与AST SpaceMobile均对Grain Management持有的天基无线频谱表达收购意向,该频谱源于T-Mobile的频段置换,Grain方面已于9月初征集报价、目标融资约60亿美元,频谱稀缺性使市场对竞标结果高度关注。此外,Berenberg于9月初以92美元目标价首次覆盖并给予买入评级,叠加此前B. Riley上调至买入、Scotiabank上调评级等一系列机构看多动作,强化了市场信心。基本面方面,公司Q2营收同比大增26倍,全年收入指引上调至1.5亿至2亿美元,在手订单攀升至约13亿美元,为中长期增长提供支撑。

(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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