SpaceX股价盘前大幅走高，此前该公司达成收购蜂窝频谱牌照的协议，迈出成为主要无线运营商的关键一步。对于SpaceX的投资者而言，这一消息缓解了市场对其AI雄心所需巨额开支的担忧。昨日有消息称该公司已与贷款机构接触，商讨筹集400亿美元用于购买英伟达芯片，股价随后收跌4%。这项无线新业务尚未真正落地，却已在市场掀起波澜。
上涨阵营：铁塔运营商
美国电塔（AMT）、冠城（CCI）和SBA通信（SBAC）盘前走高。这些公司拥有通信铁塔并向运营商出租空间。逻辑在于：SpaceX虽拥有卫星，但要支撑移动网络，仍需地面基础设施。此次获得的美国牌照位于800兆赫频段，正是通过手机信号塔提供无线服务所用的频段。
下跌阵营：其他无线运营商
At&T（T）、Verizon（VZ）和T-Mobile US（TMUS）盘前下挫。KeyBanc资本市场分析师写道：“这很可能被视为对无线运营商的利空，我们很难反驳这一观点。”不过，考虑到SpaceX刚刚获得发射1.5万颗卫星以支持新服务的许可，这一竞争威胁或许还需要很长时间才会真正到来。
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