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上车的陈克
买ASTS=买2027年上半年13颗变45颗、并且第一次收到运营商服务费。基准情景(慢半拍但没崩)已经定价在32美元里了——想赚钱必须赌比基准更快,
而自研火箭Blacklift首飞要到2028年底,那13亿Firefly支出更像被卡脖子后的被动买单,不是扩张。#ASTS推进手机直连卫星服务,商业化进展待披露

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