作者:Stone Fox Capital编译:美港股观察社AST SpaceMobile尚未发射带宽容量达到现役最小卫星10倍的下一代卫星,但该股在2025年期间已大幅飙升。这家天基蜂窝宽带公司要实现连续覆盖尚需时日——假设后续卫星按延迟后的计划发射,最快可能要到2027年才能达成。尽管股价有望重新测试100美元关口,但该股“越涨越虚”的投资逻辑却遭到投资者质疑。深陷延迟泥潭除了未能发射真正部署...
Source Link作者:Stone Fox Capital编译:美港股观察社AST SpaceMobile尚未发射带宽容量达到现役最小卫星10倍的下一代卫星,但该股在2025年期间已大幅飙升。这家天基蜂窝宽带公司要实现连续覆盖尚需时日——假设后续卫星按延迟后的计划发射,最快可能要到2027年才能达成。尽管股价有望重新测试100美元关口,但该股“越涨越虚”的投资逻辑却遭到投资者质疑。深陷延迟泥潭除了未能发射真正部署...
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