异动解读｜卫讯公司盘中上涨6.24%，Oppenheimer维持跑赢评级称频谱价值逻辑完好

行情直击08-06

8月6日，卫讯公司盘中上涨6.24%，报86.08美元/股，成交额1924.7万美元。消息面上，Oppenheimer发布研报指出，公司一季度业绩好坏参半主要由时间性因素和一次性项目所致，频谱资产货币化前景才是核心投资逻辑，当前股价回调构成买入机会。

此前公司发布2027财年一季度财报，营收11.57亿美元，低于市场预期的12亿美元，股价一度大跌约9%。Oppenheimer认为，国防与先进技术业务录得创纪录积压订单，F2/F3卫星部署持续推进，频谱资产稀缺性使公司可能成为D2D运营商的收购标的。此前分析师估算公司无线频谱资源价值约150亿美元，超过其约120亿美元的市值，该估值逻辑对资金仍具吸引力，推动股价从前一交易日低位反弹。

（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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