据知情人士透露，电商巨头亚马逊正就收购卫星运营商全球星展开深入谈判。此消息迅速在资本市场发酵，引发美国航天与卫星类上市公司股价集体异动。
市场分析指出，若这笔交易最终落地，将显著强化亚马逊在低轨卫星通信领域的战略布局。受此并购预期刺激，全球星股价单日暴涨逾30%，创下近两年最大涨幅。与此同时，直觉机器公司、行星实验室Pbc、卫星逻辑和回声星通信等关联企业均呈现跟涨态势，板块单日平均涨幅超过15%。
行业观察家表示，此次收购传闻折射出科技巨头对太空经济赛道的高度重视。随着卫星互联网、遥感监测等应用场景加速商业化，资本市场对太空基础设施企业的估值逻辑正在重构。值得注意的是，这已是亚马逊继投资柯伊伯低轨卫星项目后，在太空通信领域的又一重要战略动向。
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