华尔街锁定回声星通信(SATS.US)为SpaceX最佳平替!花旗、德银齐呼买入

智通财经07-10

智通财经APP获悉，SpaceX(SPCX.US)或许终于向公开市场投资者敞开了大门，但华尔街分析师表示，相较于直接买入SpaceX股票，通过回声星通信(SATS.US)间接投资这家太空科技公司反而是一种成本更低的方式。花旗集团分析师迈克尔·罗林斯恢复对回声星通信的研究覆盖，并给予“买入”评级和126美元目标价。他指出，未来一年，随着SpaceX股价有望进一步上涨，再加上回声星通信自身业务重组持续...

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Citi, Deutsche Bank Call for Buy","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/c91a2221985aedbe8002620aba7d9b3f","symbols_score_info":{"SPCU":1.5,"SPCH":0.6,"SPAL":1.5,"DXYZ":1.5,"IYF":0.6,"FTXO":0.6,"SPCF":0.6,"SATS":1.5,"SPCX":1.5,"SATG":0.6,"SPCG":0.6,"SPCQ":0.6,"SPCM":0.6,"XOVR":1.5,"SSPC":0.6,"FAZ":1.5,"ECHO":1.5,"UFO":0.6,"SPAX":0.6,"LOFF":0.6,"SNK":1.5},"content_text":"智通财经APP获悉，SpaceX(SPCX.US)或许终于向公开市场投资者敞开了大门，但华尔街分析师表示，相较于直接买入SpaceX股票，通过回声星通信(SATS.US)间接投资这家太空科技公司反而是一种成本更低的方式。花旗集团分析师迈克尔·罗林斯恢复对回声星通信的研究覆盖，并给予“买入”评级和126美元目标价。他指出，未来一年，随着SpaceX股价有望进一步上涨，再加上回声星通信自身业务重组持续推进，该公司将从中受益。罗林斯在7月7日发布给客户的报告中写道：“我们仍然认为，公司持续推进频谱资产变现、视频业务及其他资产潜在出售，以及未来预计持有SpaceX股权所带来的税后价值，都将创造显著价值。”据悉，回声星通信旗下拥有Boost Mobile移动通信业务及卫星电视运营商Dish。2025年，该公司将部分频谱牌照出售给SpaceX，并以此换取当时尚未上市的SpaceX股份。待双方交易于预计2027年下半年完成交割后，回声星通信还将获得更多SpaceX股票。正因持有SpaceX股权，回声星通信被市场视为SpaceX的“影子概念股”。从今年年初至5月底SpaceX提交S-1上市申请文件期间，回声星通信股价累计最高上涨约30%。不过，自SpaceX于6月完成创纪录的860亿美元公开发行以来，回声星通信股价累计下跌近24%;相比之下，新上市的SpaceX股价仍较IPO发行价上涨约13%。德意志银行分析师布莱恩·克拉夫特本周同样恢复对回声星通信的研究覆盖，并给予“买入”评级及143美元目标价。他在最新报告中表示，自SpaceX上市以来，两家公司股价表现出现明显背离，这反而为投资者提供了机会。克拉夫特表示，按每股计算，回声星通信所持有的SpaceX股权价值比回声星通信当前股价高出约20%。他指出：“这意味着，投资者不仅几乎免费获得了回声星通信其余所有资产，而且还是以约20%的折价买入SpaceX。”克拉夫特补充称，对于某些类型的投资者而言，这一点尤其具有吸引力。他写道：“对于价值型基金而言，回声星通信可能是一个非常好的选择。这类基金原本可能因为SpaceX属于高估值成长股而不愿直接投资，但通过回声星通信则能够以更具吸引力的价格获得相关敞口。”本周，随着IPO静默期结束，华尔街大行纷纷开始覆盖SpaceX(SPCX.US)，并达成了明确的共识——买入该股票。数据显示，分析师平均目标价约为236美元，意味着较当前股价仍有超过55%的上涨空间。SpaceX股价的上涨前景无疑有利于持有该公司股权的回声星通信。除了持有SpaceX股权之外，分析师认为，回声星通信剩余的频谱资产，以及Boost Mobile、Hughes和Sling TV等业务同样具备上涨潜力。此外，华尔街还认为，随着公司净资产价值(NAV)折价收窄、通信塔相关诉讼得到解决，以及Dish DBS破产重组逐步推进，回声星通信股价还有进一步上升空间。New Street Research分析师戴维·巴登表示，即便Dish DBS本月稍早已申请破产保护，考虑到回声星通信持有的SpaceX股权，公司合理价值仍可达到每股165美元。巴登在报告中写道：“在当前如此大的折价水平下，我们认为，回声星通信是间接持有SpaceX股票的一种极具吸引力的方式。”","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"corporation","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":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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","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/2650513392","isCrawlerRequest":true}