亚马逊收购Globalstar对SpaceX意味着什么

环球市场播报04-15

作者：马丁・皮尔斯　　我们时不时会被提醒，科技巨头的财力深不见底，堪比马里亚纳海沟。亚马逊收购卫星公司 Globalstar，正是这样一个例证。尽管亚马逊今年为 AI 扩张投入了 2000 亿美元资本支出，还承诺向 OpenAI 投资 500 亿美元，它依然能从 “沙发缝里” 掏出一笔钱收购 Globalstar。　　亚马逊将以约 46 亿美元现金加当前价值约 62 亿美元的股票收购这家卫星...

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Globalstar，正是这样一个例证。尽管亚马逊今年为 AI 扩张投入了 2000 亿美元资本支出，还承诺向 OpenAI 投资 500 亿美元，它依然能从 “沙发缝里” 掏出一笔钱收购 Globalstar。\n　　亚马逊将以约 46 亿美元现金加当前价值约 62 亿美元的股票收购这家卫星...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-04-15/doc-inhurayy4476865.shtml\">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":"LU0149725797.USD","symbol_name":"汇丰美国股市经济规模基金","start_time":0,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-04-15/doc-inhurayy4476865.shtml","article_id":"2627236630","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2627236630","pubTimestamp":1776267720,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"亚马逊收购卫星公司 Globalstar，正是这样一个例证。尽管亚马逊今年为 AI 扩张投入了 2000 亿美元资本支出，还承诺向 OpenAI 投资 500 亿美元，它依然能从 “沙发缝里” 掏出一笔钱收购 Globalstar。苹果目前正使用 Globalstar 为 iPhone 提供极为有限的卫星通信服务。　　亚马逊的收购意味着 Globalstar 如今有了财力雄厚的新东家，而苹果在其他业务领域本就与亚马逊有合作。　　亚马逊收购 Globalstar 对另一家卫星公司 AST SpaceMobile 而言是个坏消息。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","BK4535":"淡马锡持仓","BK4538":"云计算","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4534":"瑞士信贷持仓","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4532":"文艺复兴科技持仓","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND 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SpaceX","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/abeb7656677e7848a0e81274cd540fa8","symbols_score_info":{"AZYY":0.6,"AMZP":0.6,"AMZU":0.6,"USAW.SI":0.6,"AAPL":0.6,"AMZY":0.6,"TSLA":0.6,"AMZZ":0.6,"NVDA":0.6,"META":0.6,"MSFT":0.6,"AMZN":1.96,"UFO":0.6,"AMZW":0.6,"GOOG":0.6,"GSAT":1.95,"ASTS":1.86,"AMZD":0.6},"content_text":"作者：马丁・皮尔斯\n　　我们时不时会被提醒，科技巨头的财力深不见底，堪比马里亚纳海沟。亚马逊收购卫星公司 Globalstar，正是这样一个例证。尽管亚马逊今年为 AI 扩张投入了 2000 亿美元资本支出，还承诺向 OpenAI 投资 500 亿美元，它依然能从 “沙发缝里” 掏出一笔钱收购 Globalstar。\n　　亚马逊将以约 46 亿美元现金加当前价值约 62 亿美元的股票收购这家卫星公司。通过这笔交易，亚马逊将为其尚未上线的低轨宽带卫星服务 Leo 新增直连手机能力。这将帮助 Leo 与 SpaceX 的星链（Starlink）展开竞争 —— 星链已通过美国 T-Mobile 及海外其他运营商提供有限的手机直连服务。\n　　亚马逊本质上是为卫星移动通信市场可能迎来的爆发式增长买下了一份 “期权”，而这一前景目前远非板上钉钉。正如报道所述，迄今几乎没有迹象表明有足够多的消费者愿意为卫星功能额外付费，以支撑直连手机服务所需的巨额投资。\n　　这合乎常理。在国家公园徒步时摔断腿，卫星信号会很有用，但除此之外你可能根本不会想到它。尽管如此，SpaceX 首席执行官埃隆・马斯克仍押注，他能通过视频流媒体等扩展型移动服务改变这一现状。\n　　不过，这笔交易的最大赢家可能是苹果。苹果目前正使用 Globalstar 为 iPhone 提供极为有限的卫星通信服务。Globalstar 未来的不确定性曾让苹果陷入两难：它不想自己收购 Globalstar，但又需要这项服务持续运营。尽管批评人士称 Globalstar 的服务速度慢、技术不如星链先进，苹果也无法轻易切换到其他卫星服务商。更何况，苹果近年已向 Globalstar 投入数十亿美元，帮助该公司发射为 iPhone 服务的卫星。\n　　亚马逊的收购意味着 Globalstar 如今有了财力雄厚的新东家，而苹果在其他业务领域本就与亚马逊有合作（双方已就 Globalstar 达成新协议）。和在 AI 领域的做法一样，苹果精明地让其他公司承担高风险投资的重活。\n　　对 AST SpaceMobile 构成打击\n　　亚马逊收购 Globalstar 对另一家卫星公司 AST SpaceMobile 而言是个坏消息。该公司同样计划今年晚些时候推出直连手机服务，与星链移动版竞争。\n　　与 SpaceX 和亚马逊（两者在明年相关交易完成后都将拥有自有移动通信频谱）不同，AST 依赖从威瑞森、AT&T、沃达丰等移动运营商合作伙伴处租借频谱。这意味着 AST 未来与运营商谈判时，将处于比 SpaceX 和亚马逊更不利的地位，这也解释了为何在亚马逊收购消息公布后，其股价周二下跌 11%。\n　　尽管如此，得益于市场对太空领域的广泛投资热情以及活跃的散户股东群体，AST 股价过去一年仍上涨近 300%。我们将拭目以待，围绕 SpaceX IPO 的热度是否会继续把其竞争对手的股价推上高位。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：郭明煜","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"corporation,merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"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; 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