异动解读 | AST SpaceMobile盘前大涨逾6%后转跌 SpaceX太空行走成功引发竞争压力

异动解读
12 Sep 2024

9月12日,太空通信公司AST SpaceMobile(ASTS)股价在盘前交易中一度大涨超过6%,随后却出现回落,截至发稿时报27.59美元,跌幅1.13%。公司股价半年内已飙升约1300%。

此前消息显示,ASTS计划于当日上午通过SpaceX火箭发射首批5颗商用卫星,进入近地轨道。这是ASTS公司扩张太空通信网络的重要一步,将为全球用户提供移动通信覆盖服务,预计将大幅提升公司业绩,因此股价在盘前大涨。

然而,在ASTS卫星发射不久后,SpaceX成功实现首次由非职业宇航员进行商业太空行走的壮举。SpaceX此举不仅标志着公司在航天技术上继续保持领先地位,也凸显了与ASTS这类小型新兴航天公司的竞争优势。在SpaceX的强大竞争力面前,ASTS股价出现回落。

虽然ASTS在太空移动通信领域正逐步发展壮大,但与航天科技"老大哥"SpaceX的竞争仍将是一大挑战。行业内人士认为,双方未来在通信卫星发射、航天服务等领域将展开激烈竞争。SpaceX太空行走成功一事或将进一步加剧双方的竞争关系。

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