Crown Castle 本月上涨 21% 有真实驱动因素：Starlink 及类似项目仍将租用铁塔空间，而非绕开铁塔，这使铁塔所有者可售容量增加多达 25%，可触达市场也大幅扩大——说话者对此表示欢迎。
逐段跳播
还有“Crown Castle”。你是第一个跟我谈起并解释这些星座符号重要性的人，那是很久以前的事了。大概是7年前。说实话，那时候你并不在我的关注范围内。我当时说过，这些铁塔将在技术、通信以及所有这些方面带来真正的改变。
And also "Crown Castle". You were the first person to talk to me and explain the importance of these zodiac signs, and that was a long time ago . It was probably 7 years ago. You weren't really on my radar.
I must be honest at that time. I said that these towers will make a real difference when it comes to technology, communications and all that.
至于“Crown Castle”，这个名字此前曾引起我的注意，它的股价已经跳涨。事实上，它本月上涨了21%。我想知道你在现阶段对“Crown Castle”的看法，如果你有看法的话。
如果你不想评论这个或“Intel”，也没关系。但简单说说“Crown Castle”和“Intel”就好。
As for "Crown Castle," a name that had previously caught my attention, its stock has jumped. In fact, it rose by 21% this month. I wanted to know your opinion on "Crown Castle" at this stage, if you have any opinion.
If you do not wish to comment on this or on "Intel", that is fine . But just "Crown Castle" and "Intel" in short.
我们先从“Crown Castle”说起。它的股价为什么上涨？这里的讽刺之处在于：尽管你可能以为Starlink会为你的汽车或手机推出卫星设备，但实际上这并不总会发生。好吧，它们会使用固定电话网络。
因此，铁塔所有者会有另一家公司向他们租用空间，因为这就是他们做的事。他们架设铁塔，提供电力和电话线路，然后移动通信公司租用这些空间。因此，他们把产品——也就是高速公路旁可用的空间——的销售能力提高了多达25%，这使“SpaceX”受益。所以，这挺不错的。
Let's start with "Crown Castle". Why did its stock price rise? Well, the ironic thing here is this. Although you might think that Starlink could release a satellite device for your car or phone, in practice that won't always happen.
Okay, they will use the landline network. Therefore, the tower owners will have another company to rent the space from them, because that is what they do. They erect the towers, provide electricity and telephone lines, and then mobile telecommunications companies lease this space.
Therefore, they are increasing, by as much as 25%, their ability to sell their product, which is the space available next to highways, to the benefit of "SpaceX". So, this is kind of great.
是的，我们很喜欢这一点，因为可触达的总体市场已经大幅增长。
Yes, we love that because the total targetable market has grown tremendously.