SpaceX 频谱收购重挫电信股，Verizon 创 2002 年来最大单日跌幅
Verizon posts worst day since 2002 as SpaceX U.S. network plans whack cell provider stocks
Saham telekomunikasi A.S. jatuh pada hari Jumaat selepas SpaceX mengumumkan ia akan memperoleh portfolio spektrum seluruh negara untuk mengembangkan perkhidmatan mudah alih Starlink. Verizon ditutup turun 8.75%, hari terburuknya sejak 2002; T-Mobile jatuh 13.27%, AT&T jatuh 9.81%, setiap hari terburuk mereka sejak 2013 dan 2000, dan harga saham SpaceX meningkat kira-kira 1%.
SpaceX's acquisition of spectrum has plunged U.S. telecom stocks, reflecting that the impact of technological power on traditional industries is triggering asset repricing. For the gold foreign exchange market, it is necessary to pay attention to the disruption of the overall risk appetite and capital flows caused by this incident. At the same time, pay attention to whether the fluctuations of large technology stocks indirectly affect precious metals and major currencies through US dollar liquidity or risk aversion sentiment.
这笔频谱交易让 SpaceX 的移动网络从卫星能力延伸到地面频谱，三大电信股同日录得多年最大跌幅，可作为竞争格局变化的定价信号。
来源：CNBC Top News · cnbc.com