<p><strong>AST SpaceMobile Inc. NASDAQ: ASTS</strong> 是一家鲜为人知的卫星公司，拥有雄心勃勃的计划，旨在打造全球首个也是唯一一个基于太空的蜂窝宽带网络。其目标是通过任何未经修改的智能手机实现直接对手机的卫星通信，为地球上每一寸土地提供覆盖。无缝的 5G 蜂窝覆盖将消除任何连接间断。该服务的客户将是现有的蜂窝运营商，他们希望在不建立大量基站的情况下签约使用该服务。</p>
<p>AST SpaceMobile 属于计算机和技术行业。该公司处于前收入阶段，但与卫星公司如 <strong>Planet Labs PBC NYSE: PL</strong>、<strong>Momentus Inc. NASDAQ: MNTS</strong> 和 <strong>Rocket Lab USA Inc. NASDAQ: RKLB</strong> 竞争。其主要竞争对手将是 <strong>Tesla Inc. NASDAQ: TSLA</strong> CEO Elon Musk 及其 Starlink，后者拥有拥有 4,000 颗卫星的最大卫星星座，提供宽带能力。</p>
<p>获取 <strong>AST SpaceMobile</strong> 警报：</p>
<h2><strong>AST SpaceMobile 与 Starlink 的竞争</strong></h2>
<p>Starlink 专注于固定点宽带服务，而 AST 则根植于直接设备连接。Starlink 在视线和信号阻塞等问题上存在困扰，例如恶劣天气、建筑物和小障碍物可能影响连接。就像任何卫星电视和宽带一样，客户会告诉您在暴风雨或甚至浓密云层时信号有多糟糕。虽然 Starlink 拥有更多卫星，但它没有像 AST 那样的直接对手机技术。Starlink 卫星需要在特定区域放置专门设备。Starlink 将不得不发射新一波卫星来与 AST 竞争，因为其传统技术已经不够用了。</p>
<h2><strong>卫星与基站</strong></h2>
<p>卫星电话需要直接视线，这使它们在户外表现出色，但在室内除非靠近窗户否则无法使用。它们还需要比蜂窝电话更多的功率来传输信号。手机需要向附近的基站发送信号，而卫星电话必须从数百英里之外接收信号，即使信号以每小时高达 16,000 英里的速度传输。卫星电话通话费昂贵，从低至 15 美分到每分钟 2 美元不等。</p>
<h2><strong>AST SpaceMobile 的攻击计划</strong></h2>
<p>AST 将首次发射其五颗 Bluebird 卫星，以实现最终目标的 168 颗卫星，这可能会耗资超过 50 亿美元。AST 每颗卫星投资约 3000 万美元，首批卫星约 1.5 亿美元。然而，即使只有 168 颗卫星中的三分之一，也将以约 16.8 亿美元的成本实现全球全面覆盖能力。</p>
<p>前五颗 Block 1 Bluebird 卫星将允许在美国提供全国范围的非连续服务，覆盖超过 5,600 个单元的优质低频段。前五颗卫星将为美国境内的现有手机提供无处不在的蜂窝宽带，包括语音、数据和视频流。由于该服务是非连续的，它将作为附加服务供现有蜂窝客户使用，这些客户发现自己超出了蜂窝提供商的覆盖范围。</p>
<p>尽管公司的核心策略是消费者蜂窝宽带，但它也在追求政府合同。在 2024 年第一季度，公司签订了首个创收政府合同。</p>
<p>里程碑将包括 Block 1 卫星的发射和成功运行、市场准入、在美国的监管批准以及与其他移动运营商的商业协议。该公司与全球移动运营商签订了 50 份谅解备忘录（MOUs）。</p>
<p>预计 Block 2 卫星将在 2024 年底至 2025 年第一季度部署。</p>
<h2><strong>AST 与 AT&amp;T 和 Verizon 的交易</strong></h2>
<p>AST 与 <strong>AT&amp;T Inc. NYSE: T</strong> 签订了为美国每一寸土地提供覆盖的六年商业协议。AST 还与 <strong>Verizon Communications Inc. NYSE: VZ</strong> 签订了一项价值 1 亿美元的协议，旨在在优质 850 MHz 蜂窝频谱上实现美国 100% 的地理覆盖。这 1 亿美元的承诺包括 6500 万美元的商业支付和 3500 万美元的可转换票据投资。</p>
<h2><strong>AST 存在的稀释风险</strong></h2>
<p>AST 通过与一家专门收购公司（SPAC）进行的反向合并上市。这可能会有些棘手。该公司发行了 17,597,600 份行权价为 11.50 美元的认股权证，当 ASTS 股票在 30 天内的 20 个交易日内交易价格高于 18 美元时，这些认股权证可以行使。该股票于 2024 年 7 月 26 日上涨至 18 美元以上，到目前为止已经保持在这个水平以上五天。如果这些认股权证被行使，将带来 2.02 亿美元的资金流入，并导致股份的 7% 稀释。值得注意的是，认股权持有人可以通过 “做空套利” 锁定利润。这意味着在高位做空股票，希望在 11.50 美元行使认股权时进行做空交易。</p>
<h2><strong>AST SpaceMobile 将于 2024 年 8 月 14 日公布第二季度财报</strong></h2>
<p>尽管 AST 仍然是一家发展阶段公司，但已开始从政府合同和 AT&amp;T 的预付收入中产生收入。这些收入可能会包含在其第二季度财报中。商业运营将从首批五颗 Bluebird 卫星的发射开始，预计将于 2024 年 9 月初实现。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240804192651_chartg-asts.jpg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1200" height="986" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240804192651_chartg-asts.jpg"/></p>
<p><strong>ASTS 分析师评级和价格目标</strong> 可在 MarketBeat 上查看。ASTS 股票有三家分析师评级，包括三家买入，平均一致价格目标为 14.97 美元。</p>
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<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDgw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="1" height="1" original-src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/TriggeredCampaignPixel.ashx/query-UGxhY2VtZW50PU5hdGl2ZURpc3BsYXkmU291cmNlPU5hdGl2ZURpc3BsYXkmVHJpZ2dlcmVkQ2FtcGFpZ25JRD05MDgw"/></p>
<h2>现在是否值得投资 1000 美元购买 AST SpaceMobile 股票？</h2>
<p>在考虑 AST SpaceMobile 之前，你可能需要听听这个。</p>
<p>MarketBeat 追踪华尔街评级最高、表现最佳的研究分析师以及他们每天向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户现在应该购买的股票，然后等待整个市场的关注... 而 AST SpaceMobile 并不在这个列表上。</p>
<p>尽管 AST SpaceMobile 目前在分析师中有一个 “买入” 评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>查看这五只股票</p>

ASTS

<p>AST SpaceMobile Inc.，一家卫星公司，旨在打造基于空间的蜂窝宽带网络，为全球提供无缝的 5G 覆盖。它与 Planet Labs 和 Momentus 等公司竞争，但其主要竞争对手是 Starlink。AST 的计划涉及以 50 亿美元的成本发射 168 颗卫星。它已与 AT&T 和 Verizon 达成商业协议，并计划追求政府合同。由于进行了反向并购和权证行使，存在稀释担忧。AST 将于 2024 年第二季度财报发布日期为 8 月 14 日</p>

<p><strong>AST SpaceMobile Inc. NASDAQ: ASTS</strong> is a little-known satellite company with ambitious plans to create the world's first and only space-based cellular broadband network. The goal is to enable direct-to-cellphone satellite communication through any off-the-shelf, unmodified smartphone, providing coverage to every inch of the planet. Seamless 5G cellular coverage that eliminates any connectivity gaps is the endgame. Customers for this service would be existing cellular carriers seeking to contract the services without putting up numerous cell towers.</p>
<div class="lb-trans"><p><strong>AST SpaceMobile Inc. NASDAQ: ASTS</strong> 是一家鲜为人知的卫星公司，拥有雄心勃勃的计划，旨在打造全球首个也是唯一一个基于太空的蜂窝宽带网络。其目标是通过任何未经修改的智能手机实现直接对手机的卫星通信，为地球上每一寸土地提供覆盖。无缝的 5G 蜂窝覆盖将消除任何连接间断。该服务的客户将是现有的蜂窝运营商，他们希望在不建立大量基站的情况下签约使用该服务。</p>
</div><p>AST SpaceMobile operates in the computer and technology sector. The company is in the pre-revenue phase but competes with satellite companies like <strong>Planet Labs PBC NYSE: PL</strong>, <strong>Momentus Inc. NASDAQ: MNTS</strong>, and <strong>Rocket Lab USA Inc. NASDAQ: RKLB</strong>. Its top competitor would be <strong>Tesla Inc. NASDAQ: TSLA</strong> CEO Elon Musk and his Starlink, which has the largest satellite constellation of 4,000 satellites delivering broadband capabilities.</p>
<div class="lb-trans"><p>AST SpaceMobile 属于计算机和技术行业。该公司处于前收入阶段，但与卫星公司如 <strong>Planet Labs PBC NYSE: PL</strong>、<strong>Momentus Inc. NASDAQ: MNTS</strong> 和 <strong>Rocket Lab USA Inc. NASDAQ: RKLB</strong> 竞争。其主要竞争对手将是 <strong>Tesla Inc. NASDAQ: TSLA</strong> CEO Elon Musk 及其 Starlink，后者拥有拥有 4,000 颗卫星的最大卫星星座，提供宽带能力。</p>
</div><p>Get <strong>AST SpaceMobile</strong> alerts:</p>
<div class="lb-trans"><p>获取 <strong>AST SpaceMobile</strong> 警报：</p>
</div><h2><strong>AST SpaceMobile's Competition with Starlink</strong></h2>
<div class="lb-trans"><h2><strong>AST SpaceMobile 与 Starlink 的竞争</strong></h2>
</div><p>Starlink focuses on fixed-point broadband services, whereas AST is rooted in direct-to-device connection. Starlink has been fraught with problems when it comes to line-of-sight and signal obstruction issues, such as inclement weather, buildings, and small obstructions that can impact connectivity. Like any satellite TV and broadband, customers will tell you how bad the signals get when there’s a storm or even heavy clouds. While Starlink has more satellites, they don't have direct-to-cellular technology like AST does. Starlink satellites require specialized equipment placed in specific areas. Starlink will have to launch a new wave of satellites to compete with AST, as its legacy technology just won't cut it.</p>
<div class="lb-trans"><p>Starlink 专注于固定点宽带服务，而 AST 则根植于直接设备连接。Starlink 在视线和信号阻塞等问题上存在困扰，例如恶劣天气、建筑物和小障碍物可能影响连接。就像任何卫星电视和宽带一样，客户会告诉您在暴风雨或甚至浓密云层时信号有多糟糕。虽然 Starlink 拥有更多卫星，但它没有像 AST 那样的直接对手机技术。Starlink 卫星需要在特定区域放置专门设备。Starlink 将不得不发射新一波卫星来与 AST 竞争，因为其传统技术已经不够用了。</p>
</div><h2><strong>Satellites Versus Cell Towers</strong></h2>
<div class="lb-trans"><h2><strong>卫星与基站</strong></h2>
</div><p>Satellite phones require direct line-of-sight, which makes them great for outdoors but useless indoors unless near a window. They also require much more power to operate than cellular phones to transmit signals. Cell phones need to transmit to a nearby tower, whereas satellite phones have to pick up signals from hundreds of miles away, even when signals travel at speeds of up to 16,000 miles an hour. Satellite phone calls are expensive, ranging from as low as 15 cents to $2 per minute.</p>
<div class="lb-trans"><p>卫星电话需要直接视线，这使它们在户外表现出色，但在室内除非靠近窗户否则无法使用。它们还需要比蜂窝电话更多的功率来传输信号。手机需要向附近的基站发送信号，而卫星电话必须从数百英里之外接收信号，即使信号以每小时高达 16,000 英里的速度传输。卫星电话通话费昂贵，从低至 15 美分到每分钟 2 美元不等。</p>
</div><h2><strong>AST SpaceMobile’s Plan of Attack</strong></h2>
<div class="lb-trans"><h2><strong>AST SpaceMobile 的攻击计划</strong></h2>
</div><p>AST will be launching its initial five Bluebird satellites on its way to the ultimate goal of 168 satellites, which could cost in excess of $5 billion. AST invested around $30 million per satellite or $150 million for the first batch. However, even a third of the 168 satellites would result in comprehensive global coverage capabilities at a cost of around $1.68 billion.</p>
<div class="lb-trans"><p>AST 将首次发射其五颗 Bluebird 卫星，以实现最终目标的 168 颗卫星，这可能会耗资超过 50 亿美元。AST 每颗卫星投资约 3000 万美元，首批卫星约 1.5 亿美元。然而，即使只有 168 颗卫星中的三分之一，也将以约 16.8 亿美元的成本实现全球全面覆盖能力。</p>
</div><p>The first five Block 1 Bluebird satellites will allow for nationwide non-continuous U.S. service with over 5,600 cells in the premium low-band spectrum. The first five satellites will enable cellular broadband everywhere for existing cell phones across the United States, including voice, data, and video streaming. Since the service is non-continuous, it will be used as an add-on for cellular customers who find themselves out of range with their cellular providers.</p>
<div class="lb-trans"><p>前五颗 Block 1 Bluebird 卫星将允许在美国提供全国范围的非连续服务，覆盖超过 5,600 个单元的优质低频段。前五颗卫星将为美国境内的现有手机提供无处不在的蜂窝宽带，包括语音、数据和视频流。由于该服务是非连续的，它将作为附加服务供现有蜂窝客户使用，这些客户发现自己超出了蜂窝提供商的覆盖范围。</p>
</div><p>While the company's core strategy is consumer cellular broadband, it is also pursuing government contracts. In the first quarter of 2024, it established its first revenue-generating government contract.</p>
<div class="lb-trans"><p>尽管公司的核心策略是消费者蜂窝宽带，但它也在追求政府合同。在 2024 年第一季度，公司签订了首个创收政府合同。</p>
</div><p>Milestones will include the launch and successful operation of its Block 1 satellites, market access, regulatory approval in the U.S., and commercial agreements with additional mobile operators. The company has 50 memorandums of understanding (MOUs) with mobile operators worldwide.</p>
<div class="lb-trans"><p>里程碑将包括 Block 1 卫星的发射和成功运行、市场准入、在美国的监管批准以及与其他移动运营商的商业协议。该公司与全球移动运营商签订了 50 份谅解备忘录（MOUs）。</p>
</div><p>Block 2 satellites are expected to deploy in late 2024 to the first quarter of 2025.</p>
<div class="lb-trans"><p>预计 Block 2 卫星将在 2024 年底至 2025 年第一季度部署。</p>
</div><h2><strong>AST's AT&amp;T and Verizon Deals</strong></h2>
<div class="lb-trans"><h2><strong>AST 与 AT&amp;T 和 Verizon 的交易</strong></h2>
</div><p>AST has signed a six-year commercial agreement with <strong>AT&amp;T Inc. NYSE: T</strong> to provide coverage for every inch of the United States. AST also signed a $100 million deal with <strong>Verizon Communications Inc. NYSE: VZ</strong>, targeting 100% geographical coverage of the U.S. on premium 850 MHz cellular spectrum. The $100 commitment includes commercial payments of $65 million and a $35 million investment in convertible notes.</p>
<div class="lb-trans"><p>AST 与 <strong>AT&amp;T Inc. NYSE: T</strong> 签订了为美国每一寸土地提供覆盖的六年商业协议。AST 还与 <strong>Verizon Communications Inc. NYSE: VZ</strong> 签订了一项价值 1 亿美元的协议，旨在在优质 850 MHz 蜂窝频谱上实现美国 100% 的地理覆盖。这 1 亿美元的承诺包括 6500 万美元的商业支付和 3500 万美元的可转换票据投资。</p>
</div><h2><strong>Dilution Dangers Loom for AST</strong></h2>
<div class="lb-trans"><h2><strong>AST 存在的稀释风险</strong></h2>
</div><p>AST went public through a reverse merger with a special purpose acquisition company (SPAC). These can be sticky. The company issued 17,597,600 warrants with an exercisable strike price of $11.50, which can be exercised when ASTS stock trades above $18 per share for 20 trading days within a 30-day period. The stock rose above $18 on July 26, 2024, and has been elevated above there for five days so far. If the warrants are exercised, it will result in $202 million of inflows and a 7% dilution of shares. It's worth noting that warrant holders could lock in profits by &#34;shorting the box.&#34; This means shortening the stock at elevated levels in hopes of covering the short upon exercising the warrants at $11.50.</p>
<div class="lb-trans"><p>AST 通过与一家专门收购公司（SPAC）进行的反向合并上市。这可能会有些棘手。该公司发行了 17,597,600 份行权价为 11.50 美元的认股权证，当 ASTS 股票在 30 天内的 20 个交易日内交易价格高于 18 美元时，这些认股权证可以行使。该股票于 2024 年 7 月 26 日上涨至 18 美元以上，到目前为止已经保持在这个水平以上五天。如果这些认股权证被行使，将带来 2.02 亿美元的资金流入，并导致股份的 7% 稀释。值得注意的是，认股权持有人可以通过 “做空套利” 锁定利润。这意味着在高位做空股票，希望在 11.50 美元行使认股权时进行做空交易。</p>
</div><h2><strong>AST SpaceMobile Will Report Q2 2024 Earnings on August 14, 2024</strong></h2>
<div class="lb-trans"><h2><strong>AST SpaceMobile 将于 2024 年 8 月 14 日公布第二季度财报</strong></h2>
</div><p>While AST is still a developmental-stage company, it has started to generate revenues from a government contract as well as prepaid revenues from AT&amp;T. These will likely be included in its second-quarter earnings report. Commercial operations begin with the launch of the first five Bluebirds, which are expected in early September 2024.</p>
<div class="lb-trans"><p>尽管 AST 仍然是一家发展阶段公司，但已开始从政府合同和 AT&amp;T 的预付收入中产生收入。这些收入可能会包含在其第二季度财报中。商业运营将从首批五颗 Bluebird 卫星的发射开始，预计将于 2024 年 9 月初实现。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/logos/articles/med_20240804192651_chartg-asts.jpg" alt="" original-src="https://www.marketbeat.com/logos/articles/med_20240804192651_chartg-asts.jpg"/></p>
<p><strong>ASTS analyst ratings and price targets</strong> are at MarketBeat. There are three analyst ratings on ASTS stock, comprised of three Buys with an average consensus price target of $14.97.</p>
<div class="lb-trans"><p><strong>ASTS 分析师评级和价格目标</strong> 可在 MarketBeat 上查看。ASTS 股票有三家分析师评级，包括三家买入，平均一致价格目标为 14.97 美元。</p>
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<div class="lb-trans"><p>→ 保护您的投资：从 Colonial Metals Group 下载您的免费指南！（来自 Colonial Metals）（广告）</p>
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<h2>Should you invest $1,000 in AST SpaceMobile right now?</h2>
<div class="lb-trans"><h2>现在是否值得投资 1000 美元购买 AST SpaceMobile 股票？</h2>
</div><p>Before you consider AST SpaceMobile, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 AST SpaceMobile 之前，你可能需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and AST SpaceMobile wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 追踪华尔街评级最高、表现最佳的研究分析师以及他们每天向客户推荐的股票。MarketBeat 已经确定了五只顶级分析师悄悄告诉他们的客户现在应该购买的股票，然后等待整个市场的关注... 而 AST SpaceMobile 并不在这个列表上。</p>
</div><p>While AST SpaceMobile currently has a &#34;Buy&#34; rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>尽管 AST SpaceMobile 目前在分析师中有一个 “买入” 评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>查看这五只股票</p>
</div>

为什么 AST SpaceMobile 的股票在 2024 年值得关注