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SpaceX扩展Starlink移动服务计划冲击电信股,Verizon股价面临2002年以来最大单日跌幅

Verizon stock heads for worst day since 2002 as SpaceX U.S. network plans whack telcos

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SpaceX宣布协议收购一项全国性频谱组合,计划将Starlink互联网服务扩展至移动通信,电信股周五随之下跌。Verizon股价下跌约7%,正迈向2002年以来最差单日表现;T-Mobile下跌12%,AT&T下跌约10%,SpaceX股价上涨约1%。协议涉及Grain Management持有的800 MHz频段频谱,最多包含14 MHz成对频谱,交易仍需FCC审批。

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FCC Chairman Brendan Carr on SpaceX Spectrum deal

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Telecommunications stocks sold off on Friday after Elon Musk's SpaceX announced an agreement to purchase a nationwide spectrum portfolio, aiming to expand its Starlink internet into mobile service.

Verizon was down roughly 7% on the news, and is pacing its worst day since 2002. Shares of T-Mobile were down 12% while AT&T fell around 10%. SpaceX stock climbed slightly, around 1% for the day.

The deal includes acquiring the spectrum from Grain Management, which SpaceX described as a "license portfolio of up to 14 megahertz of paired spectrum in the 800 MHz band," in a Thursday statement.

FCC Chair Brendan Carr, whose agency will oversee approval of the deal, said that competition in the spectrum market was "really good news for the American consumers" in a CNBC interview.

"We're probably going to bring over $100 billion of spectrum into the market over the next two years, so we're seeing a lot of competition," Carr told CNBC's "Squawk on the Street" on Friday.

"There's going to be moves in the market. People are going to try to out-compete, out-innovate, and I think that's great. We're going to see how this plays out. It's not for us ultimately to pick winners and losers," he added.

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Verizon, AT&T, and T-Mobile stock chart.

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来源:CNBC · cnbc.com