高盛美国电信会议汇总：26H1或启动AWS-3频谱拍卖 Verizon(VZ.US)并购Frontier(FYBR.US)有望年底获批

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智通财经APP获悉，在近日举行的“Communacopia + Technology Conference 2025”上，高盛美洲电信服务团队汇总了来自摩根路易斯律师事务所合伙人Andrew Lipman在监管专题讨论中的关键观点。Lipman就频谱拍卖、企业并购与广播行业监管等多个热点议题发表了前瞻性判断。无线频谱拍卖预计2026年上半年启动Lipman指出，美国联邦通信委员会(FCC)很可能在...

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href=http://www.zhitongcaijing.com/content/detail/1344607.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，在近日举行的“Communacopia + Technology Conference 2025”上，高盛美洲电信服务团队汇总了来自摩根路易斯律师事务所合伙人Andrew Lipman在监管专题讨论中的关键观点。Lipman就频谱拍卖、企业并购与广播行业监管等多个热点议题发表了前瞻性判断。无线频谱拍卖预计2026年上半年启动Lipman指出，美国联邦通信委员会(FCC)很可能在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1344607.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0048573561.USD","symbol_name":"FIDELITY AMERICA \"A\" (USD) 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to be approved by the end of the year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VZ":1,"FYBR":1},"content_text":"智通财经APP获悉，在近日举行的“Communacopia + Technology Conference 2025”上，高盛美洲电信服务团队汇总了来自摩根路易斯律师事务所合伙人Andrew Lipman在监管专题讨论中的关键观点。Lipman就频谱拍卖、企业并购与广播行业监管等多个热点议题发表了前瞻性判断。无线频谱拍卖预计2026年上半年启动Lipman指出，美国联邦通信委员会(FCC)很可能在2026年上半年进行AWS-3频谱的拍卖。他还提到《大而美法案》旨在为中频段频谱筹集850亿美元资金，并要求FCC拍卖至少300 MHz的频谱，其中包含不少于100 MHz的上C波段频谱。从潜在参与方来看，Lipman分析称，T-Mobile(TMUS.US)与Verizon(VZ.US)两大电信巨头极有可能参与此次拍卖。值得关注的是，马斯克旗下卫星通信企业星链也表示出兴趣，可能意味着其有意拓展移动网络业务。此外，回声星通信(SATS.US)计划于2026年上半年重新拍卖其持有的AWS-3 DE频谱。Lipman强调，根据相关规则，若该频谱拍卖成交价低于33亿美元，回声星通信需补足差额。为避免造成市场过度饱和，Lipman预测回声星通信可能会等到AWS-3频谱拍卖结束后，再出售其剩余频谱组合，而星链被视为该批剩余频谱的潜在买家之一 。Verizon收购Frontier交易有望年底获批在电信企业并购领域，Verizon收购Frontier(FYBR.US)的交易进展备受瞩目。高盛在报告中提到，目前该并购案已在多数州获得批准，仅剩加利福尼亚州尚未完成审批，成为交易落地的最后一道关卡。不过，Lipman乐观预计，该并购案有望在2025年底前获得全面批准。广播所有权限制或放宽Lipman在大会上还提及FCC的监管政策调整方向，认为FCC可能在2025年底前取消广播公司39%的所有权上限，允许广播集团在单一市场拥有超过两家电视台，甚至可能为两家电视网络的合并“打开大门”。不过，报告也指出，当前市场对FCC是否拥有推动上述政策调整的合法权限仍存在争议。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation,policyRegulatory","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"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; 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