SherriSherri
05-05
$AST SpaceMobile, Inc.(ASTS)$
继续看多～ 组网有难度不代表这件事不能成功，赌客没有了耐心狂喷asts不好了。你们不去澳门可惜了。
TrendForce：预估26年全球手机直连卫星市场规模增至76亿美元 年成长率约49%
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阿肉
05-05
阿肉
Sumire_9572 可以看下他的评论 每个都和之后的趋势反的 他买了AST[流泪]
SherriSherri
05-05
SherriSherri
要洗一阵子 太空整体在挤泡沫 钱不在太空 下半年会切换一些出来了
阿肉
05-05
阿肉
在减仓 因为看到一个**在买 他看的每一个股票都是反的 我慌了
吉林临江
05-05
吉林临江
我也看多
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class=\"h-time\">2026-04-27 17:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | TrendForce集邦咨询最新研究指，随着全球行动通信标准3GPPRelease17与Release18持续将卫星通信纳入规范，手机直连卫星(Direct-to-Cell)技术加速成熟。全球卫星业者正积极从传统“卫星宽带服务”转向“手机直连卫星”，预估2026年全球手机直连卫星市场规模将成长至76亿美元，年成长率约49%。TrendForce集邦咨询认为，在主要电信业者大力支持下，手机直连卫星不仅用户数量快速成长，粘性也在不断提升，用户类型更从个人扩展至企业用户。其中，美国偏远地区的采矿业者与大型农业企业，因在网络信号不稳定的环境中仍需即时掌握生产数据，展现出强烈的额外订阅意愿，促使Starlink与ASTSpaceMobile初期皆优先聚焦美国市场，以快速累积商业实绩。分析全球手机直连卫星供应链，上游聚焦关键模组，涵盖天线、射频前端与基带芯片。例如Anokiwave提供卫星芯片，AnalogDevices、Qorvo供应射频模组；而Starlink、ASTSpaceMobile则自行开发基带模组，以克服太空通信的高延迟问题。供应链中游为卫星内基站与系统整合，通常由零部件厂提供模组后，交由Starlink、ASTSpaceMobile进行整体的卫星系统整合。下游为手机与电信服务端，由Samsung(三星)、Google(谷歌)、VIVO等品牌导入Qualcomm(高通)或MediaTek(联发科)的卫星通信芯片，并由电信商推出对应的手机直连卫星服务方案。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/MTA0MWNlOWZhOGY0ZmUzODE1MzZjZjU2NjE3ZDE0NzE3MzYyMzA4MTQ4ODk=.png","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP 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