SpaceX剑指电信巨头市场份额,通信板块股价承压下滑

投资观察
Aug 05

SpaceX正将目光瞄准美国大型电信运营商,一场新的市场争夺战已然拉开序幕。在公司的首次财报电话会议上,SpaceX总裁格温·肖特维尔明确提及了AT&T、Verizon Communications以及T-Mobile US所斩获的营收,并直言Starlink将主动出击,争夺它们的用户群体。

“我预计我们能够吸引到它们相当一部分客户,因为我认为我们的服务将更胜一筹,”肖特维尔在会上如是说。这番言论无疑给传统电信巨头带来了直接压力。

受此消息影响,AT&T、Verizon和T-Mobile的股价在盘前交易时段纷纷下跌,跌幅介于1%至2%之间。市场情绪迅速转向谨慎,投资者正重新评估这些老牌电信商在卫星互联网新锐挑战下的竞争前景。

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