卫星连接将占据可观市场份额——市场观点_老虎社区_美港股上老虎

卫星连接将占据可观市场份额——市场观点

投资观察06-03 23:48

电信用户更看重成本而非可靠性，这为卫星连接获取市场份额创造了条件。分析师指出，像星链这类服务的定价已与传统宽带持平，但随着V3卫星容量提升十倍，价格将迅速下降。光纤在质量和可靠性上更胜一筹，但需要高昂的前期投入。预计到2030年底，卫星连接将占据10%的市场份额，长期来看有望达到20%至40%。此外，卫星领域获得强有力的监管支持，这增加了SpaceX直接进军移动市场的可行性。

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