异动解读|AST SpaceMobile盘中上涨5.18%,前日急跌后技术性反弹叠加太空板块回暖

行情直击
Sep 21

9月21日,AST SpaceMobile盘中上涨5.18%,报61.44美元/股,成交额1.29亿美元。此前该股于上一交易日大跌6.68%至58.52美元,本次反弹带有明显的超跌修复特征。

消息面上,太空板块近期迎来多重催化。SpaceX星舰首次创收飞行在即提振行业情绪,同板块SpaceX涨1.98%、Anterix涨8.54%、铱星通讯涨1.38%,整体氛围偏暖。此外,有市场消息提及ULA或面临出售,AST SpaceMobile被列为潜在黑马买家之一,引发关注。公司基本面方面,频谱竞标进展仍在发酵,Berenberg此前以92美元目标价首次覆盖并给予买入评级,在手订单已增至约13亿美元,为远期收入提供支撑。不过,市场对BlueBird 14至16号卫星的发射节奏仍存疑虑,SpaceX在直连手机卫星领域的竞争压力亦持续上升。

(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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