Raymond James 在一份研究报告中指出,T-Mobile 早已习惯了与规模更大的对手同台竞技。正因如此,近期市场对 SpaceX 构成竞争威胁的担忧,被分析师 Frank Louthan 和 Rob Palmisano 视为言过其实——毕竟 SpaceX 要想真正站稳竞争对手的位置,仍需跨越漫长的时间门槛与频谱障碍。他们直言:“持有频谱资源,与搭建一个性能稳定、达到消费者习以为常的‘五个九’标准的现代化移动网络,完全是两码事。在我们看来,包括 TMUS 在内的现有运营商在频谱与地面网络能力方面握有显著优势。”Raymond James 将 T-Mobile 的评级从“与大盘持平”上调至“跑赢大盘”。
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