异动解读|特许通讯盘前上涨超8%,传与SpaceX洽谈消费级移动电话合作

行情直击
Jun 29

6月29日,特许通讯盘前上涨超8%,报144.43美元/股,成交额79.6万美元。

消息面上,据知情人士透露,SpaceX与特许通讯已举行高管级磋商,双方正探讨在美国消费端移动电话业务展开合作。若最终达成协议,特许通讯将通过其地面互联网基础设施处理SpaceX部分手机通信流量,模式类似其目前运营Spectrum Mobile服务的方式,这将助力SpaceX朝直接面向消费者的移动电话服务提供商目标迈出关键一步。

背景来看,SpaceX近期已明确向投资者表示计划直接提供移动服务,而美国三大传统运营商AT&T、Verizon及T-Mobile已拒绝与星链开展MVNO合作。特许通讯作为全美最大家庭互联网服务商,拥有覆盖41个州的光纤宽带网络,其地面基础设施恰可补足卫星通信短板,双方合作具备较强互补性。目前会谈仍处于早期阶段,结果尚不确定。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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