[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciod580fa3f":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciod580fa3f","美国监管层正式加速手机直连卫星（Direct-to-Device, D2D）落地","\u002Fdoc\u002Fdciod580fa3f","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">来自美国联邦通信委员会（\u003C\u002Fspan>FCC\u003Cspan style=\"font-family: DengXian;\">）主席\u003C\u002Fspan> Brendan Carr \u003Cspan style=\"font-family: DengXian;\">的表态，本质是在说美国监管层要加速推动\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">手机直连卫星\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">（\u003C\u002Fspan>Direct-to-Device\u003Cspan style=\"font-family: DengXian;\">，\u003C\u002Fspan>D2D\u003Cspan style=\"font-family: DengXian;\">）的商业落地，而且优先级非常高。所谓\u003C\u002Fspan>“clearing the way”\u003Cspan style=\"font-family: DengXian;\">，就是要扫清频谱、规则和审批上的障碍，让更多公司可以进入这个市场。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">美股大数据\u003C\u002Fspan> StockWe.com \u003Cspan style=\"font-family: DengXian;\">用更直白的话讲，美国已经决定把\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">手机直接连卫星\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">从实验阶段推进到规模化商业阶段。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">这背后的意义很大。传统通信是手机连基站，现在变成手机既可以连地面网络，也可以直接连太空中的卫星。结果就是通信网络从单一地面体系升级为\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">地面加太空\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">的融合网络。覆盖范围会从城市扩展到海洋、沙漠和偏远地区，政府、军方和应急场景的需求会明显增加。同时，车联网、物联网和边缘\u003C\u002Fspan>AI\u003Cspan style=\"font-family: DengXian;\">这些场景，也会因为\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">随时在线\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">而被激活。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">金融头部微信公众号\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">美股投资网\u003C\u002Fspan>\u003Cspan style=\"font-family: DengXian;\">从投资角度看，这不是一个小主题，而是一个可能达到万亿美元级别的下一代通信基础设施。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">最直接受益的是卫星运营商。\u003C\u002Fspan>AST SpaceMobile \u003Cspan style=\"font-family: DengXian;\">是最纯正的手机直连卫星公司，核心技术就是让普通手机不需要额外设备直接连接卫星，这类公司对政策变化最敏感。\u003C\u002Fspan>Globalstar \u003Cspan style=\"font-family: DengXian;\">也会受益，它已经和\u003C\u002Fspan> Apple \u003Cspan style=\"font-family: DengXian;\">建立合作，为\u003C\u002Fspan> iPhone \u003Cspan style=\"font-family: DengXian;\">提供卫星通信能力。虽然\u003C\u002Fspan> SpaceX \u003Cspan style=\"font-family: DengXian;\">不是上市公司，但它在这个领域技术领先，并且已经和运营商合作推进商业化，是整个行业的标杆。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">第二类受益的是电信运营商。\u003C\u002Fspan>T-Mobile \u003Cspan style=\"font-family: DengXian;\">已经和\u003C\u002Fspan> Starlink \u003Cspan style=\"font-family: DengXian;\">合作，在美国属于走在最前面的运营商。\u003C\u002Fspan>AT&T \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan> Verizon \u003Cspan style=\"font-family: DengXian;\">也会跟进。逻辑很简单，一旦卫星网络接入，运营商的覆盖能力会大幅增强，还可以推出新的套餐和收费模式，长期估值体系有可能被重塑。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">第三类是芯片和射频公司。手机要直接连卫星，对基带和射频要求更高。\u003C\u002Fspan>Qualcomm \u003Cspan style=\"font-family: DengXian;\">已经在布局卫星通信能力，是最核心的受益者之一。\u003C\u002Fspan>Skyworks Solutions \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan> Qorvo \u003Cspan style=\"font-family: DengXian;\">也会受益于射频复杂度提升带来的单机价值上升。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">第四类是终端厂商。\u003C\u002Fspan>Apple \u003Cspan style=\"font-family: DengXian;\">已经在\u003C\u002Fspan> iPhone \u003Cspan style=\"font-family: DengXian;\">上引入卫星功能，未来可能从紧急通信扩展到更广泛的应用场景。\u003C\u002Fspan>Samsung Electronics \u003Cspan style=\"font-family: DengXian;\">也会跟进。这会成为手机的新卖点，类似当年的\u003C\u002Fspan>5G\u003Cspan style=\"font-family: DengXian;\">升级。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">第五类是网络和边缘计算公司。\u003C\u002Fspan>Akamai Technologies \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan> Cloudflare \u003Cspan style=\"font-family: DengXian;\">这类公司，本身就是做全球网络分发和边缘计算的。如果未来数据流量从卫星直接进入网络体系，它们在流量调度、安全和边缘计算上的作用会增强，属于间接受益者。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">同时也要看到潜在受冲击的一方。传统依赖地面基站的设备商，比如\u003C\u002Fspan> Nokia \u003Cspan style=\"font-family: DengXian;\">和\u003C\u002Fspan> Ericsson\u003Cspan style=\"font-family: DengXian;\">，长期来看可能会面临结构性压力，不过短期影响不会太大，因为地面网络仍然不可替代。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-family: DengXian; font-size: large;\">把这些信息整合起来，可以得出一个更清晰的投资结论。首先，这是一个政策驱动的超级赛道，监管明确支持意味着商业化速度会加快。其次，最纯受益的是做手机直连卫星的公司，其次是运营商和芯片公司，再往后是生态和网络层公司。最后，市场接下来会重点关注三个变量，谁拿到频谱许可，谁拿到运营商合作，以及谁率先实现可持续的商业收费。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">\u003Cspan style=\"font-family: DengXian;\">更本质地看，这件事标志着通信行业正在从\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">基站时代\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">进入\u003C\u002Fspan>“\u003Cspan style=\"font-family: DengXian;\">太空加地面融合时代\u003C\u002Fspan>”\u003Cspan style=\"font-family: DengXian;\">。真正值得关注的，不只是有没有卫星，而是谁能把用户连接、网络能力和商业模式真正打通。\u003C\u002Fspan>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FA\u002FASTS\u002FASTS.jpg","2026-04-27T17:04:20","2026.04.27","2026\u002F04\u002F27",37551,[22],"ASTS","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" rel=\"noopener noreferrer\">\u003Cimg style=\"display:block;margin-left:auto;margin-right:auto;\" src=\"https:\u002F\u002Fstockwewebfiles.blob.core.windows.net\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]