摩根士丹利分析师在报告中指出，SpaceX从投资公司Grain Management手中收购蜂窝频谱许可证的交易，引发了AT&T、Verizon和T-Mobile US的抛售潮，但市场可能高估了SpaceX进军移动网络领域的竞争风险。分析师表示：“Starlink Mobile的颠覆性故事可能需要数年时间才能见分晓，而且即便加上这笔频谱资产，SpaceX的频谱储备仍不足以支撑其成为一家可行的独立竞争者。”SpaceX或许在农村地区具备良好的竞争条件，但要在人口稠密的城市市场立足，该公司还需大幅增加频谱收购并投资地面基础设施。T-Mobile下跌13%，AT&T下挫10%，Verizon回落9.8%。SpaceX则上涨0.5%。
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