<p><strong>太空探索技术公司</strong>（SPCX 6.72%），也被称为 SpaceX，是今年最受期待的首次公开募股之一。但尽管股票开局强劲，目前交易价格已比高点低约 30%，并面临多次未来股票锁定期到期，这将释放更多股票进入市场。同时，该公司的 2 万亿美元估值是基于许多尚未证明的潜在未来项目，例如在太空中建立数据中心。</p>
<p>让我们来看三只与相同主题相关的股票，可能是更好的投资选择。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3NTk1OS9zdG9ja3MtaG90LmpwZxZ3PTM4NDAWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9lZGl0b3JpYWwvaW1hZ2VzLzg3NTk1OS9zdG9ja3MtaG90LmpwZxZ3PTM4NDAWb3A9cmVzaXpl"/></p>
<p>图片来源：Getty Images。</p>
<h2>1. 亚马逊</h2>
<p>与 SpaceX 走相似道路的公司之一是 <strong>亚马逊</strong>（AMZN +0.84%）。该公司的卫星互联网服务 Leo 将于今年晚些时候推出，直接与 SpaceX 当前的主要利润驱动者 Starlink 竞争。它即将收购的 <strong>Globalstar</strong> 也将为其提供关键的频谱和设备间通信能力。这不仅可以让它提供高速互联网，还可以在客户旅行时进入死区时，作为移动运营商的语音、短信和数据的备用层。它已经与 <strong>苹果</strong> 达成协议，为未来的 iPhone 和 Apple Watch 提供卫星服务。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQU1aTi5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="亚马逊股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQU1aTi5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: AMZN</h2>
<p>亚马逊</p>
<p>今日变动</p>
<p>(0.84%) $2.06</p>
<p>当前价格</p>
<p>$246.22</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$2.6T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$242.70 - $248.93</p>
<p>52 周区间</p>
<p>$196.00 - $278.56</p>
<p>成交量</p>
<p>3.2K</p>
<p>平均成交量</p>
<p>51.4M</p>
<p>毛利率</p>
<p>50.60%</p>
<p>目前，SpaceX 也非常像一家 云计算 公司，而亚马逊仍然是全球最大的云服务提供商。该业务的收入增长正在加速，亚马逊通过自己的芯片拥有良好的成本优势。亚马逊也是一家领先的机器人公司，而 SpaceX 关联的 <strong>特斯拉</strong> 正在积极追求这一领域。</p>
<h2>2. 谷歌母公司</h2>
<p>SpaceX 的一项重大赌注是人工智能（AI），它视其为最大的机会。在首次公开募股之前，它与 xAI 合并，后者是 Grok 的制造商，首次公开募股后，它收购了 AI 代码生成平台 Cursor 的母公司 Anysphere。然而，SpaceX 在这一领域普遍被认为落后于 Anthropic、OpenAI 和 <strong>谷歌母公司</strong>（GOOGL +0.25%）（GOOG 0.25%）。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR09PR0wucG5nFnc9MTI4Fm9wPXJlc2l6ZQ?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="谷歌母公司股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvR09PR0wucG5nFnc9MTI4Fm9wPXJlc2l6ZQ"/></p>
<h2>NASDAQ: GOOGL</h2>
<p>谷歌母公司</p>
<p>今日变动</p>
<p>(0.25%) $0.91</p>
<p>当前价格</p>
<p>$367.37</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$4.4T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$365.52 - $373.15</p>
<p>52 周区间</p>
<p>$172.77 - $408.61</p>
<p>成交量</p>
<p>2K</p>
<p>平均成交量</p>
<p>31.7M</p>
<p>毛利率</p>
<p>60.43%</p>
<p>股息收益率</p>
<p>0.23%</p>
<p>在这三家公司中，谷歌母公司是唯一一家上市公司，并且在这一领域具有强大的优势。其 Gemini 模型被一致认为是最好的基础 AI 模型之一，而其顶级的张量处理单元（TPU）在训练和推理中具有成本优势。虽然 SpaceX 使用社交媒体平台 X 作为 Grok 的分发平台，但谷歌母公司则拥有谷歌搜索。</p>
<p>此外，在一个相对低调的项目中，谷歌母公司还希望通过其 Suncatcher 项目创建一个由 TPU 驱动的太阳能卫星星座。它正在开发能够抵御宇宙辐射的 TPU，并预计到 2030 年代中期，基于太空的数据中心的成本可能与基于陆地的数据中心相似。</p>
<h2>3. AST SpaceMobile</h2>
<p>另一家与 SpaceX 在卫星互联网领域竞争的公司是 <strong>AST SpaceMobile</strong>（ASTS 7.97%），谷歌母公司持有其股份。然而，这两家公司采取了不同的策略。SpaceX 试图通过其更便宜的低轨卫星星座的规模来获胜，而 AST 则使用更昂贵的卫星，具有更高的每颗卫星带宽和更大的天线，可能支持更快的数据传输速率。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVNUUy5wbmcWdz0xMjgWb3A9cmVzaXpl?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="AST SpaceMobile 股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-dXJsPWh0dHBzOi8vZy5mb29sY2RuLmNvbS9hcnQvY29tcGFueWxvZ29zL21hcmsvQVNUUy5wbmcWdz0xMjgWb3A9cmVzaXpl"/></p>
<h2>NASDAQ: ASTS</h2>
<p>AST SpaceMobile</p>
<p>今日变动</p>
<p>(-7.97%) $-6.43</p>
<p>当前价格</p>
<p>$74.21</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$22B 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
<p>日内区间</p>
<p>$74.10 - $80.09</p>
<p>52 周区间</p>
<p>$36.08 - $133.86</p>
<p>成交量</p>
<p>314.2K</p>
<p>平均成交量</p>
<p>22.8M</p>
<p>毛利率</p>
<p>-22429.27%</p>
<p>它的商业模式围绕直接面向用户的服务构建，并与许多全球顶级移动服务提供商建立了合作关系，包括 <strong>AT&amp;T</strong>、<strong>Verizon</strong> 和 <strong>Vodafone</strong>。这使其能够直接在未修改的手机上提供高带宽互联网和语音通话。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU5NTkvZ2V0dHlpbWFnZXMtMTMyODI4MzQzOS5qcGcmdz0zODQw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU5NTkvZ2V0dHlpbWFnZXMtMTMyODI4MzQzOS5qcGcmdz0zODQw"/></p>
<p>图片来源：Getty Images。</p>
<h2>比 SpaceX 更好的选择</h2>
<p>SpaceX 吸引了投资者的关注，正如埃隆·马斯克支持的公司通常所做的那样。然而，它并不是唯一一家追求太空项目的公司。与亚马逊和谷歌一起，投资者获得了两家市值巨大的公司，这些公司产生了巨大的 经营现金流，可以用来追求这些项目，而它们当前的估值并未反映出这些项目的潜在上行空间。与此同时，AST 的市值为 330 亿美元，考虑到其较小的规模和随着收入规模扩大可能看到的显著经营杠杆，它可能具有更大的上行潜力。</p>
<p>SpaceX 并不是唯一的选择，在我看来，这三只股票看起来是更好的选择。</p>

谷歌-A

亚马逊

谷歌-C

<p>SpaceX 的股票因锁定期到期和未证明的估值驱动因素而从峰值下跌了 30%。文章建议了三只替代股票，供寻求类似主题投资的投资者考虑：亚马逊，它通过其低轨道卫星互联网服务与 Starlink 竞争，并在云计算领域占据主导地位；谷歌，它在人工智能领域处于领先地位，拥有强大的 TPU 基础设施和基于空间的数据中心项目；以及 AST SpaceMobile，它提供使用高带宽卫星的直接卫星通信服务</p>

<p><strong>Space Exploration Technologies</strong>( SPCX 6.72%), also known as SpaceX, was one of the most hotly anticipated IPOs of the year. But while the stock got off to a strong start, it is now trading about 30% off its highs and faces numerous future stock lock-up expirations that will release more shares into the market. Meanwhile, the company's $2 trillion valuation is based on potential future endeavors that are largely unproven, such as launching data centers in space.</p>
<div class="lb-trans"><p><strong>太空探索技术公司</strong>（SPCX 6.72%），也被称为 SpaceX，是今年最受期待的首次公开募股之一。但尽管股票开局强劲，目前交易价格已比高点低约 30%，并面临多次未来股票锁定期到期，这将释放更多股票进入市场。同时，该公司的 2 万亿美元估值是基于许多尚未证明的潜在未来项目，例如在太空中建立数据中心。</p>
</div><p>Let's look at three stocks that play on the same themes that could be better buys.</p>
<div class="lb-trans"><p>让我们来看三只与相同主题相关的股票，可能是更好的投资选择。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU5NTkvc3RvY2tzLWhvdC5qcGcmdz0zODQw" alt="A person holds out a hand near a photo illustration of arrows pointing up, flaming straks of light, bar graphs and circles all overlapped." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F875959%2Fstocks-hot.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>1. Amazon</h2>
<div class="lb-trans"><h2>1. 亚马逊</h2>
</div><p>One of the companies pursuing a similar path to SpaceX is <strong>Amazon</strong>( AMZN +0.84%). The company's satellite internet service, Leo, will be offered later this year, directly competing with SpaceX's current main profit-driver, Starlink. Its pending acquisition of <strong>Globalstar</strong> will also give it critical spectrum and device-to-device capabilities. This should let it not only offer high-speed internet, but also act as a fallback layer for cellular carriers for voice, text, and data when their customers hit dead zones while traveling. It already has a deal in place with <strong>Apple</strong> to provide satellite services for future iPhones and Apple Watches.</p>
<div class="lb-trans"><p>与 SpaceX 走相似道路的公司之一是 <strong>亚马逊</strong>（AMZN +0.84%）。该公司的卫星互联网服务 Leo 将于今年晚些时候推出，直接与 SpaceX 当前的主要利润驱动者 Starlink 竞争。它即将收购的 <strong>Globalstar</strong> 也将为其提供关键的频谱和设备间通信能力。这不仅可以让它提供高速互联网，还可以在客户旅行时进入死区时，作为移动运营商的语音、短信和数据的备用层。它已经与 <strong>苹果</strong> 达成协议，为未来的 iPhone 和 Apple Watch 提供卫星服务。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FNWk4ucG5nJnc9MTI4" alt="Amazon Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAMZN.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AMZN</h2>
<div class="lb-trans"><h2>NASDAQ: AMZN</h2>
</div><p>Amazon</p>
<div class="lb-trans"><p>亚马逊</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.84%) $2.06</p>
<div class="lb-trans"><p>(0.84%) $2.06</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$246.22</p>
<div class="lb-trans"><p>$246.22</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$2.6TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$2.6T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$242.70 - $248.93</p>
<div class="lb-trans"><p>$242.70 - $248.93</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$196.00 - $278.56</p>
<div class="lb-trans"><p>$196.00 - $278.56</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>3.2K</p>
<div class="lb-trans"><p>3.2K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>51.4M</p>
<div class="lb-trans"><p>51.4M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>50.60%</p>
<div class="lb-trans"><p>50.60%</p>
</div><p>SpaceX is also very much a cloud computing company at this point, and Amazon remains the largest cloud provider in the world. This business has been seeing revenue growth accelerate, and Amazon has a nice cost advantage through its own chips. Amazon is also a leading robotics company, something SpaceX-affiliated <strong>Tesla</strong> is aggressively pursuing.</p>
<div class="lb-trans"><p>目前，SpaceX 也非常像一家 云计算 公司，而亚马逊仍然是全球最大的云服务提供商。该业务的收入增长正在加速，亚马逊通过自己的芯片拥有良好的成本优势。亚马逊也是一家领先的机器人公司，而 SpaceX 关联的 <strong>特斯拉</strong> 正在积极追求这一领域。</p>
</div><h2>2. Alphabet</h2>
<div class="lb-trans"><h2>2. 谷歌母公司</h2>
</div><p>One of SpaceX's big bets is on artificial intelligence (AI), which it views as its largest opportunity. Before its IPO, it merged with xAI, the maker of Grok, and, after its IPO, it acquired Anysphere, the parent company of the AI code-generation platform Cursor. However, SpaceX is widely considered behind in this area compared to Anthropic, OpenAI, and <strong>Alphabet</strong>( GOOGL +0.25%)( GOOG 0.25%).</p>
<div class="lb-trans"><p>SpaceX 的一项重大赌注是人工智能（AI），它视其为最大的机会。在首次公开募股之前，它与 xAI 合并，后者是 Grok 的制造商，首次公开募股后，它收购了 AI 代码生成平台 Cursor 的母公司 Anysphere。然而，SpaceX 在这一领域普遍被认为落后于 Anthropic、OpenAI 和 <strong>谷歌母公司</strong>（GOOGL +0.25%）（GOOG 0.25%）。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0dPT0dMLnBuZyZ3PTEyOA" alt="Alphabet Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FGOOGL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: GOOGL</h2>
<div class="lb-trans"><h2>NASDAQ: GOOGL</h2>
</div><p>Alphabet</p>
<div class="lb-trans"><p>谷歌母公司</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(0.25%) $0.91</p>
<div class="lb-trans"><p>(0.25%) $0.91</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$367.37</p>
<div class="lb-trans"><p>$367.37</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$4.4TMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$4.4T 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$365.52 - $373.15</p>
<div class="lb-trans"><p>$365.52 - $373.15</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$172.77 - $408.61</p>
<div class="lb-trans"><p>$172.77 - $408.61</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>2K</p>
<div class="lb-trans"><p>2K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>31.7M</p>
<div class="lb-trans"><p>31.7M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>60.43%</p>
<div class="lb-trans"><p>60.43%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.23%</p>
<div class="lb-trans"><p>0.23%</p>
</div><p>Of the three, Alphabet is the only one that is publicly traded, and it has strong advantages in the space. Its Gemini model is consistently considered one of the best foundational AI models, while its top-tier Tensor Processing Units (TPUs) give it a cost advantage in both training and inference. And while SpaceX uses the social media platform X as a distribution platform for Grok, Alphabet has Google Search.</p>
<div class="lb-trans"><p>在这三家公司中，谷歌母公司是唯一一家上市公司，并且在这一领域具有强大的优势。其 Gemini 模型被一致认为是最好的基础 AI 模型之一，而其顶级的张量处理单元（TPU）在训练和推理中具有成本优势。虽然 SpaceX 使用社交媒体平台 X 作为 Grok 的分发平台，但谷歌母公司则拥有谷歌搜索。</p>
</div><p>Plus, in a bit of an under-the-radar project, Alphabet is also looking to create a constellation of solar-powered satellites powered by TPUs through its Project Suncatcher. It is looking to develop TPUs that can withstand cosmic radiation and has projected that the cost of a space-based data center could be similar to land-based data centers by the mid-2030s.</p>
<div class="lb-trans"><p>此外，在一个相对低调的项目中，谷歌母公司还希望通过其 Suncatcher 项目创建一个由 TPU 驱动的太阳能卫星星座。它正在开发能够抵御宇宙辐射的 TPU，并预计到 2030 年代中期，基于太空的数据中心的成本可能与基于陆地的数据中心相似。</p>
</div><h2>3. AST SpaceMobile</h2>
<div class="lb-trans"><h2>3. AST SpaceMobile</h2>
</div><p>Another company competing with SpaceX in the satellite internet realm is <strong>AST SpaceMobile</strong>( ASTS 7.97%), which Alphabet holds a stake in. However, the two companies are taking different approaches. While SpaceX is trying to win with the sheer scale of its cheaper, low-orbit satellite constellation, AST is using more expensive satellites with higher bandwidth per satellite and larger antennas that can potentially support faster data rates.</p>
<div class="lb-trans"><p>另一家与 SpaceX 在卫星互联网领域竞争的公司是 <strong>AST SpaceMobile</strong>（ASTS 7.97%），谷歌母公司持有其股份。然而，这两家公司采取了不同的策略。SpaceX 试图通过其更便宜的低轨卫星星座的规模来获胜，而 AST 则使用更昂贵的卫星，具有更高的每颗卫星带宽和更大的天线，可能支持更快的数据传输速率。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FTVFMucG5nJnc9MTI4" alt="AST SpaceMobile Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FASTS.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: ASTS</h2>
<div class="lb-trans"><h2>NASDAQ: ASTS</h2>
</div><p>AST SpaceMobile</p>
<div class="lb-trans"><p>AST SpaceMobile</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-7.97%) $-6.43</p>
<div class="lb-trans"><p>(-7.97%) $-6.43</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$74.21</p>
<div class="lb-trans"><p>$74.21</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$22BMarket cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.Market cap calculated using publicly traded shares outstanding only. Does not include unlisted, private, or dual-class non-traded shares. Implied market cap may vary.</p>
<div class="lb-trans"><p>$22B 市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。市值仅基于公开交易的流通股计算。不包括未上市、私有或双重类别的非交易股份。隐含市值可能有所不同。</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$74.10 - $80.09</p>
<div class="lb-trans"><p>$74.10 - $80.09</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$36.08 - $133.86</p>
<div class="lb-trans"><p>$36.08 - $133.86</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>314.2K</p>
<div class="lb-trans"><p>314.2K</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>22.8M</p>
<div class="lb-trans"><p>22.8M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>-22429.27%</p>
<div class="lb-trans"><p>-22429.27%</p>
</div><p>Its business model is built around direct-to-cell services, and it has formed partnerships with many of the world's top mobile providers, including <strong>AT&amp;T</strong>, <strong>Verizon</strong>, and <strong>Vodafone</strong>. This allows it to provide both high-bandwidth internet and voice calls directly on unmodified phones.</p>
<div class="lb-trans"><p>它的商业模式围绕直接面向用户的服务构建，并与许多全球顶级移动服务提供商建立了合作关系，包括 <strong>AT&amp;T</strong>、<strong>Verizon</strong> 和 <strong>Vodafone</strong>。这使其能够直接在未修改的手机上提供高带宽互联网和语音通话。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NzU5NTkvZ2V0dHlpbWFnZXMtMTMyODI4MzQzOS5qcGcmdz0zODQw" alt="A rocket in space." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F875959%2Fgettyimages-1328283439.jpg&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Better options than SpaceX</h2>
<div class="lb-trans"><h2>比 SpaceX 更好的选择</h2>
</div><p>SpaceX has captured the minds of investors, as Elon Musk-backed companies often do. However, it is not the only company pursuing space-based ventures. With Amazon and Alphabet, investors are getting two megacap companies that produce tremendous operating cash flow that they can use to pursue these projects, while their current valuations don't reflect any potential upside from these ventures. Meanwhile, with a $33 billion market cap, AST could have more upside potential given its smaller size and the significant operating leverage it could see as revenue scales.</p>
<div class="lb-trans"><p>SpaceX 吸引了投资者的关注，正如埃隆·马斯克支持的公司通常所做的那样。然而，它并不是唯一一家追求太空项目的公司。与亚马逊和谷歌一起，投资者获得了两家市值巨大的公司，这些公司产生了巨大的 经营现金流，可以用来追求这些项目，而它们当前的估值并未反映出这些项目的潜在上行空间。与此同时，AST 的市值为 330 亿美元，考虑到其较小的规模和随着收入规模扩大可能看到的显著经营杠杆，它可能具有更大的上行潜力。</p>
</div><p>SpaceX is not the only game in town, and these three stocks look like better options in my view.</p>
<div class="lb-trans"><p>SpaceX 并不是唯一的选择，在我看来，这三只股票看起来是更好的选择。</p>
</div>

SpaceX Is Down 30% From Its Peak. These 3 Stocks Let You Play the Same Themes.

- SpaceX IPO 强势，但销售额已下滑 30% ，面临锁仓到期威胁。  
- 竞争对手包括亚马逊在卫星互联网领域的竞争和字母表在人工智能的领先地位。  
- AST SpaceMobile 与 SpaceX 的不同定位可能为投资者提供更高回报。

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Tradr 2X Long ASTS Daily ETF

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SpaceX 的股价已从峰值下跌 30%。这三只股票让你可以参与相同的投资主题