9月8日，AST SpaceMobile盘中上涨5.42%，报65.68美元/股，成交额1.26亿美元。
消息面上，据报道，德国电信、法国Orange、沃达丰及西班牙电信正就组建联盟进行初步磋商，计划共同竞标欧盟2GHz卫星频谱并提供卫星直连手机服务，以对抗马斯克Starlink在欧洲的扩张。值得注意的是，沃达丰已与AST SpaceMobile成立合资企业提供直连手机卫星服务，该联盟的推进直接提升了市场对公司欧洲业务前景的预期。欧盟拟在即将举行的频谱拍卖中为本土运营商预留三分之一频段，现有许可证将于次年到期，政策窗口临近进一步催化了板块热度。此外，公司此前获Berenberg首次覆盖并给予"买入"评级、目标价92美元，叠加在手订单增至约13亿美元，基本面支撑延续。
（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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