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Sherrisherri
这个人很懒啥都没留下🤣
IP属地：上海
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Sherrisherri
Sherrisherri
·
09-03
人家来建厂没问题主要美国本土的半导体人力资源或许不足以支撑人家的建厂，劳工问题怎么妥善落实。
美国酝酿新一轮半导体关税，美商务部点名三星、SK海力士，韩国政府今日回应
美国政府再度释放半导体关税信号，韩国芯片产业面临的不确定性升温。值得关注的是，卢特尼克在谈及海外芯片企业时直接提到韩国三星电子及SK海力士。美国新一轮半导体关税政策此前已有迹象。面对美国最新表态，韩国总统府随即作出回应。若关税最终主要依据实际生产地点计算，即使三星电子和SK海力士已经宣布美国投资计划，其韩国本土生产并出口至美国的存储芯片仍可能面临额外关税成本。
美国酝酿新一轮半导体关税，美商务部点名三星、SK海力士，韩国政府今日回应
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Sherrisherri
Sherrisherri
·
08-20
$Tempus AI(TEM)$
坚持看多
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Sherrisherri
Sherrisherri
·
08-14
$谷歌(GOOG)$
模型没有什么可以一直内卷下去的，到现在了2c 2b要能看到变现的苗头才是真的。主攻科研的人才和商业变现的人才，兵分两路各自在各自的目标里发展壮大才是正解，正所谓道不同不相为谋！压根儿不需要混在一个团队里内耗！
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Sherrisherri
Sherrisherri
·
08-13
$谷歌(GOOG)$
非常好！ AI功能层面，谷歌Gemini助手现可跨应用自动执行订餐、叫车、购票等任务，并可代用户拨打电话。新增的"Rambler"语音转文字功能可自动去除语气词、整理语言逻辑。
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Sherrisherri
Sherrisherri
·
06-09
$AST SpaceMobile, Inc.(ASTS)$
6/17号由spacex发射，一共发三颗！🅰️🅰️💪💪
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Sherrisherri
Sherrisherri
·
06-03
$AST SpaceMobile, Inc.(ASTS)$
今年的起起伏伏是比去年妖， 但是对妳的信心始终如一。
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Sherrisherri
Sherrisherri
·
05-27
$AST SpaceMobile, Inc.(ASTS)$
坚定持有～
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Sherrisherri
Sherrisherri
·
05-07
$AST SpaceMobile, Inc.(ASTS)$
把ceo的工资和发射进度捆绑在一起的管理做法是对的。管理要上强度才会有压力和动力！ 6月中一箭三发～看spacex了，继续加油！
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Sherrisherri
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%
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。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。
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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Sherrisherri
Sherrisherri
·
04-22
$AST SpaceMobile, Inc.(ASTS)$
加油
太空概念股AST SpaceMobile获FCC商用授权，盘前股价涨超8%
4月22日，太空概念股AST SpaceMobile盘前涨超8%，公司宣布美国联邦通信委员会（FCC）已授予其商用授权，允许该公司在美国境内提供太空直连手机的蜂窝宽带服务。
太空概念股AST SpaceMobile获FCC商用授权，盘前股价涨超8%
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13:30","market":"us","language":"zh","title":"美国酝酿新一轮半导体关税，美商务部点名三星、SK海力士，韩国政府今日回应","url":"https://stock-news.laohu8.com/highlight/detail?id=1188456580","media":"老虎资讯综合","summary":"美国政府再度释放半导体关税信号，韩国芯片产业面临的不确定性升温。值得关注的是，卢特尼克在谈及海外芯片企业时直接提到韩国三星电子及SK海力士。美国新一轮半导体关税政策此前已有迹象。面对美国最新表态，韩国总统府随即作出回应。若关税最终主要依据实际生产地点计算，即使三星电子和SK海力士已经宣布美国投资计划，其韩国本土生产并出口至美国的存储芯片仍可能面临额外关税成本。","content":"<html><head></head><body><p style=\"text-align: left;\">美国政府再度释放半导体关税信号，韩国芯片产业面临的政策不确定性升温。</p><p style=\"text-align: left;\"><strong>当地时间9月2日</strong>，美国商务部长卢特尼克在接受采访时表示，美国政府正在考虑针对进口半导体实施新一轮关税政策，并将企业是否在美国本土生产与关税待遇挂钩。他表示，如果企业选择在美国建厂生产，可以获得关税减免；如果不在美国生产，则应准备为进入美国市场缴纳关税。卢特尼克将这一政策思路形容为“有针对性且经过审慎考虑的关税政策”。</p><p style=\"text-align: left;\">卢特尼克在谈及海外芯片企业时还直接提到韩国三星电子和SK海力士。在被问及相关企业已经收到美国方面的政策信号时，他表示，“他们需要在这里建厂”，进一步释放美国希望通过关税政策推动海外半导体产能向本土转移的信号。</p><p style=\"text-align: left;\">此前，特朗普政府已经开始研究新一轮半导体进口关税方案，潜在覆盖范围除了芯片本身，还可能延伸至笔记本电脑、游戏机和数据中心服务器等含有半导体的终端产品。不过，目前相关政策仍处于制定阶段，具体税率、豁免条件及实施范围尚未最终确定。</p><p style=\"text-align: left;\">9月3日，韩国总统府就美国最新表态作出回应。青瓦台表示，据目前掌握的信息，美国半导体关税具体细节尚未最终确定，韩国政府将密切关注相关动向，并继续与美方保持沟通，避免韩国企业受到不利影响。</p><p style=\"text-align: left;\">三星电子和SK海力士均已在美国推进投资计划，但两家公司的大量存储芯片产能仍位于韩国本土。因此，市场后续关注焦点主要在于美国如何界定“在美生产”，以及<strong>企业在美国投资建厂后，其韩国生产并出口至美国的芯片能否获得关税豁免</strong>。在最终政策细节公布前，相关影响仍存在较大不确定性。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国酝酿新一轮半导体关税，美商务部点名三星、SK海力士，韩国政府今日回应</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国酝酿新一轮半导体关税，美商务部点名三星、SK海力士，韩国政府今日回应\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-09-03 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">美国政府再度释放半导体关税信号，韩国芯片产业面临的政策不确定性升温。</p><p style=\"text-align: left;\"><strong>当地时间9月2日</strong>，美国商务部长卢特尼克在接受采访时表示，美国政府正在考虑针对进口半导体实施新一轮关税政策，并将企业是否在美国本土生产与关税待遇挂钩。他表示，如果企业选择在美国建厂生产，可以获得关税减免；如果不在美国生产，则应准备为进入美国市场缴纳关税。卢特尼克将这一政策思路形容为“有针对性且经过审慎考虑的关税政策”。</p><p style=\"text-align: left;\">卢特尼克在谈及海外芯片企业时还直接提到韩国三星电子和SK海力士。在被问及相关企业已经收到美国方面的政策信号时，他表示，“他们需要在这里建厂”，进一步释放美国希望通过关税政策推动海外半导体产能向本土转移的信号。</p><p style=\"text-align: left;\">此前，特朗普政府已经开始研究新一轮半导体进口关税方案，潜在覆盖范围除了芯片本身，还可能延伸至笔记本电脑、游戏机和数据中心服务器等含有半导体的终端产品。不过，目前相关政策仍处于制定阶段，具体税率、豁免条件及实施范围尚未最终确定。</p><p style=\"text-align: left;\">9月3日，韩国总统府就美国最新表态作出回应。青瓦台表示，据目前掌握的信息，美国半导体关税具体细节尚未最终确定，韩国政府将密切关注相关动向，并继续与美方保持沟通，避免韩国企业受到不利影响。</p><p style=\"text-align: left;\">三星电子和SK海力士均已在美国推进投资计划，但两家公司的大量存储芯片产能仍位于韩国本土。因此，市场后续关注焦点主要在于美国如何界定“在美生产”，以及<strong>企业在美国投资建厂后，其韩国生产并出口至美国的芯片能否获得关税豁免</strong>。在最终政策细节公布前，相关影响仍存在较大不确定性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/efd73aa16a198a54b74e603312c6e668","relate_stocks":{"SSNLF":"三星电子","EWY":"韩国ETF-iShares MSCI","SK":"2倍做多海力士ETF-Corgi","DDI":"DoubleDown Interactive","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","CPNG":"Coupang, Inc.","SHG":"新韩金融","SKDD":"2倍做空海力士ETF-GraniteShares","FLKR":"Franklin FTSE South Korea ETF","LPL":"LG Display Co ADS","KT":"韩国电信","KDEF":"PLUS Korea Defense Industry Index ETF","KEP":"韩国电力","KB":"韩国国民银行","SKUU":"2倍做多海力士ETF-GraniteShares","GRVY":"重力社","HYNX":"2倍做多海力士ETF-T-REX","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKM":"韩国SK电信","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","SKHY":"SK海力士","KF":"韩国基金","MKOR":"Matthews Korea Active ETF","SKHN":"Tradr 2X Short SK hynix Daily ETF","KPOP":"KPOP AND KOREAN ENTERTAINMENT ETF","PKX":"浦项钢铁","SKHU":"2倍做多海力士-ProShares","SKHX":"2倍做多海力士ETF-Leverage Shares","CPNX":"Tradr 2X Long CPNG Daily ETF","SKHZ":"1倍做空海力士ETF-Leverage Shares","KORU":"3倍做多韩国ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188456580","content_text":"美国政府再度释放半导体关税信号，韩国芯片产业面临的政策不确定性升温。当地时间9月2日，美国商务部长卢特尼克在接受采访时表示，美国政府正在考虑针对进口半导体实施新一轮关税政策，并将企业是否在美国本土生产与关税待遇挂钩。他表示，如果企业选择在美国建厂生产，可以获得关税减免；如果不在美国生产，则应准备为进入美国市场缴纳关税。卢特尼克将这一政策思路形容为“有针对性且经过审慎考虑的关税政策”。卢特尼克在谈及海外芯片企业时还直接提到韩国三星电子和SK海力士。在被问及相关企业已经收到美国方面的政策信号时，他表示，“他们需要在这里建厂”，进一步释放美国希望通过关税政策推动海外半导体产能向本土转移的信号。此前，特朗普政府已经开始研究新一轮半导体进口关税方案，潜在覆盖范围除了芯片本身，还可能延伸至笔记本电脑、游戏机和数据中心服务器等含有半导体的终端产品。不过，目前相关政策仍处于制定阶段，具体税率、豁免条件及实施范围尚未最终确定。9月3日，韩国总统府就美国最新表态作出回应。青瓦台表示，据目前掌握的信息，美国半导体关税具体细节尚未最终确定，韩国政府将密切关注相关动向，并继续与美方保持沟通，避免韩国企业受到不利影响。三星电子和SK海力士均已在美国推进投资计划，但两家公司的大量存储芯片产能仍位于韩国本土。因此，市场后续关注焦点主要在于美国如何界定“在美生产”，以及企业在美国投资建厂后，其韩国生产并出口至美国的芯片能否获得关税豁免。在最终政策细节公布前，相关影响仍存在较大不确定性。","news_type":1,"symbols_score_info":{"FLKR":2,"SK":0.6,"GRVY":2,"KPOP":2,"KORU":2,"SSNLF":2,"SHG":2,"DDI":2,"LPL":2,"KT":2,"KF":2,"SKHN":0.6,"SKHX":0.6,"CPNG":2,"KDEF":2,"KEP":2,"SKHA":0.6,"EWY":2,"SKHL":0.6,"CPNX":0.6,"PKX":2,"SKM":2,"HYNX":0.6,"KB":2,"07709":0.6,"SKUU":0.6,"SKHY":2,"SKDD":0.6,"SKHU":0.6,"SKHZ":0.6,"MKOR":2}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598754455852368,"gmtCreate":1787206157715,"gmtModify":1787206159559,"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"Sherrisherri","avatar":"https://static.tigerbbs.com/9cfcfde58c27cf3d11e8a867f46c622a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571926598065209","authorIdStr":"3571926598065209"},"themes":[],"title":"","htmlText":"<a 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SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 今年的起起伏伏是比去年妖， 但是对妳的信心始终如一。","text":"$AST SpaceMobile, Inc.(ASTS)$ 今年的起起伏伏是比去年妖， 但是对妳的信心始终如一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571122799605192","isVote":1,"tweetType":1,"viewCount":1341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568619148185728,"gmtCreate":1779830334980,"gmtModify":1779832096911,"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"Sherrisherri","avatar":"https://static.tigerbbs.com/9cfcfde58c27cf3d11e8a867f46c622a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571926598065209","authorIdStr":"3571926598065209"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 坚定持有～","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 坚定持有～","text":"$AST SpaceMobile, Inc.(ASTS)$ 坚定持有～","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/568619148185728","isVote":1,"tweetType":1,"viewCount":2115,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575453506994802","authorId":"3575453506994802","name":"老鹰飞翔","avatar":"https://static.tigerbbs.com/3033df8d5693e4a9045f973d88b65f87","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575453506994802","authorIdStr":"3575453506994802"},"content":"UUUU 还继续持有吗","text":"UUUU 还继续持有吗","html":"UUUU 还继续持有吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561543695332872,"gmtCreate":1778127340697,"gmtModify":1778127345635,"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"Sherrisherri","avatar":"https://static.tigerbbs.com/9cfcfde58c27cf3d11e8a867f46c622a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571926598065209","authorIdStr":"3571926598065209"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 把ceo的工资和发射进度捆绑在一起的管理做法是对的。管理要上强度才会有压力和动力！ 6月中一箭三发～看spacex了，继续加油！","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 把ceo的工资和发射进度捆绑在一起的管理做法是对的。管理要上强度才会有压力和动力！ 6月中一箭三发～看spacex了，继续加油！","text":"$AST SpaceMobile, Inc.(ASTS)$ 把ceo的工资和发射进度捆绑在一起的管理做法是对的。管理要上强度才会有压力和动力！ 6月中一箭三发～看spacex了，继续加油！","images":[{"img":"https://static.tigerbbs.com/5b0dfe10c1a295c7831041b00a214801","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561543695332872","isVote":1,"tweetType":1,"viewCount":3607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":560847603975096,"gmtCreate":1777957384074,"gmtModify":1777957386201,"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"Sherrisherri","avatar":"https://static.tigerbbs.com/9cfcfde58c27cf3d11e8a867f46c622a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571926598065209","authorIdStr":"3571926598065209"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 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。","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 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。","text":"$AST SpaceMobile, Inc.(ASTS)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/560847603975096","repostId":"2630612833","repostType":2,"repost":{"id":"2630612833","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1777281649,"share":"https://www.laohunote.com/m/news/2630612833?lang=zh_CN&edition=full","pubTime":"2026-04-27 17:20","market":"fut","language":"zh","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2630612833","media":"金吾财讯","summary":"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。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。","content":"<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>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nTrendForce：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%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p 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":{"LU2462591350.SGD":"T ROWE PRICE US LARGE 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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。","news_type":1,"symbols_score_info":{"GOU":0.6,"ASTS":1.85,"GGLS":0.6,"GGLL":0.6,"GOOY":0.6,"GOOX":0.6,"GOOW":0.6,"GOOP":0.6,"GOOGL":1.83}},"isVote":1,"tweetType":1,"viewCount":3951,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"content":"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]","text":"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]","html":"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]"},{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"content":"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","text":"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","html":"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"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556365503304608,"gmtCreate":1776860024593,"gmtModify":1776860026566,"author":{"id":"3571926598065209","authorId":"3571926598065209","name":"Sherrisherri","avatar":"https://static.tigerbbs.com/9cfcfde58c27cf3d11e8a867f46c622a","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3571926598065209","authorIdStr":"3571926598065209"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 加油","listText":"<a href=\"https://laohu8.com/S/ASTS\">$AST SpaceMobile, Inc.(ASTS)$ </a><v-v data-views=\"1\"></v-v> 加油","text":"$AST SpaceMobile, Inc.(ASTS)$ 加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556365503304608","repostId":"1153102081","repostType":4,"repost":{"id":"1153102081","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1776858220,"share":"https://www.laohunote.com/m/news/1153102081?lang=zh_CN&edition=full","pubTime":"2026-04-22 19:43","market":"us","language":"zh","title":"太空概念股AST SpaceMobile获FCC商用授权，盘前股价涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1153102081","media":"老虎资讯综合","summary":"4月22日，太空概念股AST SpaceMobile盘前涨超8%，公司宣布美国联邦通信委员会（FCC）已授予其商用授权，允许该公司在美国境内提供太空直连手机的蜂窝宽带服务。","content":"<html><head></head><body><p>4月22日，太空概念股AST SpaceMobile盘前涨超8%，公司宣布美国联邦通信委员会（FCC）已授予其商用授权，允许该公司在美国境内提供太空直连手机的蜂窝宽带服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27f5c151eed4fa82fdec2812e9819088\" tg-width=\"983\" tg-height=\"399\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>太空概念股AST SpaceMobile获FCC商用授权，盘前股价涨超8%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n太空概念股AST SpaceMobile获FCC商用授权，盘前股价涨超8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-04-22 19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月22日，太空概念股AST SpaceMobile盘前涨超8%，公司宣布美国联邦通信委员会（FCC）已授予其商用授权，允许该公司在美国境内提供太空直连手机的蜂窝宽带服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/27f5c151eed4fa82fdec2812e9819088\" tg-width=\"983\" tg-height=\"399\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{"ASTX":"2倍做多ASTS ETF-Tradr","ASTN":"Defiance Daily Target 2X Short ASTS ETF","ASTS":"AST SpaceMobile, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153102081","content_text":"4月22日，太空概念股AST SpaceMobile盘前涨超8%，公司宣布美国联邦通信委员会（FCC）已授予其商用授权，允许该公司在美国境内提供太空直连手机的蜂窝宽带服务。","news_type":1,"symbols_score_info":{"ASTX":0.6,"ASTN":0.6,"ASTS":2}},"isVote":1,"tweetType":1,"viewCount":2126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}