异动解读｜AST SpaceMobile盘中下跌5.01%，频谱收购不确定性叠加财报后持续回调

行情直击08-29

8月28日，AST SpaceMobile盘中下跌5.01%，报58.35美元/股，成交额2.11亿美元。

消息面上，此前市场传出SpaceX与AST SpaceMobile有意竞购Grain Management持有的价值60亿美元频谱资产，但马斯克随即否认SpaceX参与该交易，令市场对该频谱收购前景产生不确定性。同时，公司Q2财报虽营收同比增长26倍、在手订单增至13亿美元，但调整后每股亏损0.35美元不及预期的0.28美元，营收3152万美元亦低于预期。美银将目标价从95美元下调至80美元，进一步压制市场情绪。此外，8月12日曾出现一笔1300万美元远期虚值看涨期权卖出大单，显示机构押注股价难破105美元，偏空情绪浓厚。多重因素叠加推动股价延续财报后回调走势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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