金吾财讯 | 据外媒报道，摩根大通分析师发布报告称，SpaceX（SPCX）最新达成的频谱交易，或再度引发市场担忧美国无线通信行业竞争加剧。分析师表示，该交易不仅让SpaceX有望入局无线通信市场、成长为美国第四大运营商，还会增加现有头部运营商在后续频谱拍卖中的资金投入压力。不过摩根大通认为，SpaceX短期对威瑞森（VZ）、T-Mobile（TMUS）、美国电话电报公司（T）三大运营商的竞争威胁有限。搭建具备竞争力的地面移动通信网络需要大量时间、基础设施与资本投入，即便获取更多频谱资源，SpaceX短期内也难以对现有市场格局形成实质冲击。
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