AST SpaceMobile, Inc.（ASTS）今日盘中股价大跌7.59%，引发市场关注。
消息面上，加拿大丰业银行（Scotiabank）将其股票评级从“行业表现”下调至“行业表现逊于大盘”，直接触发了投资者抛售。分析师指出，下调评级的主要原因是该公司长期项目延迟、面临Starlink等竞争对手的快速增长压力，以及在美国和日本的业务进展缓慢。
丰业银行进一步表示，AST SpaceMobile需要约50颗在轨卫星才能提供连续服务，但这一目标可能推迟至2026年底或2027年才能实现。此外，较低的每用户平均收入（ARPUs）和较高的资本支出也令市场担忧其短期盈利能力。
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