亚马逊打算推出超低价手机套餐？尽管巨头否认，电信股还是跌惨了

华尔街见闻2023-06-03

6月2日周五，据知情人士透露，科技与电商巨头亚马逊正考虑成为移动信号的虚拟网络运营商（MVNO），通过低价甚至免费转售其他无线网络运营商的手机服务，试图留住Prime付费会员。报道称，在过去近两个月里，亚马逊与Verizon、T-Mobile和Dish等电信运营商就向Prime会员推出低成本移动手机服务的可能性进行了谈判，偶尔谈判桌上也出现过AT&T的身影。但这项增加Prime会员福利的新计划可能...

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Telecom stocks fell miserably despite the giant's denial","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AMZN":0.9},"content_text":"6月2日周五，据知情人士透露，科技与电商巨头亚马逊正考虑成为移动信号的虚拟网络运营商（MVNO），通过低价甚至免费转售其他无线网络运营商的手机服务，试图留住Prime付费会员。报道称，在过去近两个月里，亚马逊与Verizon、T-Mobile和Dish等电信运营商就向Prime会员推出低成本移动手机服务的可能性进行了谈判，偶尔谈判桌上也出现过AT&T的身影。但这项增加Prime会员福利的新计划可能还需要几个月才能落地，也可能被直接废弃。亚马逊发言人澄清，“我们一直在探索为Prime会员增加更多福利，但目前没有增加无线服务的计划。”不过，亚马逊可能入局移动无线服务的消息，还是令美国电信类股纷纷重挫。在三大全国性质的主要运营商中，Verizon最深跌5.6%至2017年11月来最低，并逼近2011年来最低，AT&T最深跌超6%至去年10月来最低，T-Mobile最深跌10%至去年6月来的近一年低位。持有T-Mobile多数股权的德国电信欧股与美股均跌9%，但Dish Network最高涨超25%，至4月19日以来的一个半月最高。有分析称，这是由于市场担心，未来三大全国性质的电信运营商用户将迅速转向亚马逊提供的更便宜手机服务，而已与亚马逊开展无线服务合作的Dish将获益最多。Dish Network正尝试从卫星电视公司转型为提供全国范围服务、基于云端的无线运营商。该公司背负着大量不良债务，并正在寻求新的融资渠道，以便能够推出其Boost Infinite无线服务。目前，亚马逊的AWS部门正在提供云计算来运行Dish Network上述无线服务的核心网络，预计最快下个月将开始在亚马逊上销售Boost Infinite无线服务。据透露，亚马逊打算向参与合作的无线运营商付费，再收取Prime会员一个月10美元的低价，或者甚至免费让会员使用上述无线运营商的移动手机服务，而且还是无限量数据套餐。亚马逊当前谈判的侧重点是找到最低廉的无线网络批发价格，而一个月10美元的手机服务将可谓相当诱人，Verizon和T-Mobile的无限量数据计套餐起价为每月60美元，AT&T起价为65美元。由于去年将Prime会费从每年119美元提升至139美元，再结合美国最大零售商沃尔玛付费会员年费仅98美元的激烈竞争，亚马逊Prime订阅用户增长已陷入停滞。据Consumer Intelligence Research Partners统计，截至今年3月，约有1.67亿亚马逊购物者持有Prime付费会员，与去年同期相比持平。不少人选择取消Prime订阅，仅在有需要时重新注册。如果亚马逊能推出低价手机服务作为Prime会员福利，不仅无需花费重金建立自营移动网络，还能捆绑现有Prime用户长期订阅，甚至吸引到越来越多的Prime终成会员加入付费圈。事实上，已有科技巨头入局无线移动电信服务领域。谷歌就作为移动信号的虚拟网络运营商，借由T-Mobile的全国网络以及Wi-Fi热点网络，提供名为Google Fi的无线网络，目前约有200万客户，最优惠时能做到手机服务一个月20美元的低价，且提供美加墨三国的无限量数据使用。此前，亚马逊也已经多次涉足无线领域。2014年依托AT&T的无线网络，亚马逊推出了199美元的Fire Phone智能手机，但因性价比不高快速败北，发布几个月后就打“骨折价”至99美分一部手机清空库存，并在一年多后停产。该公司还在开发名为Project Kuiper的卫星互联网服务，希望在2024年底之前推出，旨在通过在低地球轨道上建立一个由3236颗卫星组成的网络，提供高速互联网。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2340412467"}