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AnthrosiChina
ASTS三季报前瞻：直连手机商业化仍待落地
11月9日盘后公布的三季报，账面并非焦点。一致预期营收约4600万美元、每股亏损0.4美元上下，收入仍来自网关交付与政府合同，直连手机服务尚未贡献收入，市场要看的是时间表。进展确有：10月21日与AT&T完成地面网与卫星网首次无缝切换，巴西拿到S波段与700MHz许可。压力同样具体：SpaceX约80亿美元拿下800MHz频谱待FCC审批，发射依赖外部火箭，BlueBird 7四月入轨失败；11月6日又抛出13亿美元自研火箭计划，首飞要等2028年底。股价年内自高点回撤约七成五，市销率仍近200倍，Piper降至中性、目标价54美元，Clear Street维持115美元。分歧核心是2027年商业化能否兑现。#ASTS推进手机直连卫星服务，商业化进展待披露
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