大行评级丨富国银行:对电信板块持谨慎态度,星链竞争威胁不容忽视

中金财经
Jul 09

  富国银行对美国三大无线电信运营商启动覆盖评级,并对整体板块持谨慎态度,指出SpaceX旗下星链对固定无线接入业务及后付费用户增长构成日益严峻的竞争威胁。该行予AT&T“减持”及目标价18美元,并称其是最不可能与星链达成移动虚拟网络运营商(MVNO)协议的运营商,因此在卫星竞争方面所承受的风险最大。Verizon和T-Mobile均获“持股观望”评级,目标价分别为43美元和170美元。   

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