[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod6f12532":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod6f12532","SpaceX杀入移动通信市场加剧竞争担忧！美银反称：T-Mobile-US(TMUS)、通信铁塔运营商有望受益","\u002Fdoc\u002Fdciod6f12532","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，在与T-Mobile US(TM)首席技术官John Saw、以及美国通信基础设施房地产投资信托基金(REIT)Crown Castle (CCI)高管进行交流后，美国银行表示，SpaceX(SPCX)进军移动通信服务的计划可能利好T-Mobile US、通信铁塔运营商以及频谱价值。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>据此前报道，凭借在卫星与智能手机直接通信服务方面已经建立的优势地位，SpaceX正计划进军移动通信运营市场。移动通信业务带来的稳定收入将用于资助SpaceX的火星移民等宏伟梦想。一旦其在7400亿美元的市场中不断扩大份额，将对包括T-Mobile US在内的现有通信运营商构成威胁。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>对于T-Mobile US而言，美银表示，SpaceX有限的蜂窝频谱资源，以及建设覆盖全美的地面通信网络所需的大规模基础设施，将限制其直接与现有移动通信运营商展开竞争的能力。因此，卫星连接很可能仍将作为地面网络的补充，而不是取代地面网络。美银的这一观点意味着，在SpaceX进军移动通信市场的情况下，其与T-Mobile US的竞争未必会如一些投资者预期的那么激烈。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>与此同时，美银分析师Matthew Griffiths及其团队指出，SpaceX在建设覆盖全美的地面移动通信网络方面将面临重大障碍，包括有限的蜂窝频谱资源，以及需要建设数千座通信铁塔和小型基站，同时还需要满足分区规划、电力、光纤以及租赁等方面的要求。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师还指出，主要依赖用户自行部署家庭基站的网络模式并不现实。John Saw估计，如果要达到与T-Mobile US相当的室外覆盖范围，SpaceX可能需要在全美部署5亿至15亿个家庭基站，按照每个家庭基站约1000美元的估算成本计算，总成本将十分高昂。Crown Castle也表示，家庭基站更适合用于填补小范围的网络覆盖盲区，而通信铁塔则可以为更大规模的网络部署提供电力、光纤以及许可支持。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>分析师表示，考虑到SpaceX拥有充足的资金资源，公司可能能够更快地部署地面通信站点，但如果要在网络覆盖范围、容量、室内信号表现以及移动通信能力等方面达到现有运营商的水平，仍需要大量频谱资源和资本投入，并需要经过数年的建设和执行。分析师补充称，卫星直连设备服务很可能仍将作为地面通信网络的补充，尤其是在非常偏远的农村地区。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]