马斯克与乌克兰冲突加速对 Starlink 替代品的需求，但选择寥寥
Musk's clash with Ukraine accelerates demand for Starlink alternatives. Few exist
Musk's conflict with Ukraine has accelerated demand for Starlink alternatives, but there are currently few alternatives. Ukraine accused SpaceX of limiting the speed of Starshield, causing its drone to be disconnected. A commander claimed that the loss exceeded US$1 million and the mission was delayed for three days. Amazon Leo only has 390 satellites, while Starlink has more than 11,000 satellites. The EU’s IRIS² is expected to be launched for the first time in 2029. Most solutions are difficult to match Starlink.
This news highlights the difficulty of replacing critical communications infrastructure in the situation in Ukraine, which may intensify the market’s risk pricing for the prolongation of geopolitical conflicts. In terms of foreign exchange, attention needs to be paid to the EU's progress in communications autonomy and its adjustment to external dependence. The risk aversion logic of the gold market may also be supported by continued conflicts and supply chain fragility.
文章给出了主要替代方案的星座规模和部署时间表，Starlink 超1.1万颗卫星而 Leo 仅390颗，可据此判断短期替代难度。
来源：CNBC Top News · cnbc.com