回声星通信可能从无线竞争中受益 -- 市场快讯

投资观察
Dec 11, 2025

1149 ET - 摩根士丹利分析师本杰明·斯温本表示,回声星通信(EchoStar)能够承受或甚至从美国无线运营商日益激烈的竞争中受益,因而将该股票评级从持平上调至增持。分析师指出,回声星通信的AWS-3频谱许可证是增值资产。他们预计,威瑞森(Verizon)和T-Mobile都将对回声星通信的AWS-3频谱许可证感兴趣。尽管今年以来该股价格已上涨四倍,但分析师提到回声星通信当前的市值仍低于2014年的历史最高点,这让他们相信股价仍有上升空间。他们将目标价格提高至110美元,从82美元上调。

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