Parkev Tatevosian, CFA 对 $ASTS 的判断变化

2026-10-11看跌
《SpaceX Delivers Unfortunate News for Verizon, ATT, T-Mobile, and AST Space Mobile Stock Investors》
ASTS 估值过高,应予以回避;当前价格已超过其约 35 美元的内在价值估算。

Elon Musk 和 SpaceX 给 AT&T、Verizon、T-Mobile 和 AST Space Mobile 的投资者带来了坏消息。

Elon Musk and SpaceX delivered bad news to investors in AT&T, Verizon, T-Mobile, and AST Space Mobile.

AST Space Mobile 也在做类似的事情,而这家公司的股价跌得更多。

AST Space Mobile is doing something similar, and that company's shares have also fallen even further .

仅 AST Space Mobile 的股价就下跌了超过10%。这只股票我从一开始就已经提醒投资者它被高估了。

Shares of AST Space Mobile alone fell by more than 10%. This was a stock that I had already warned investors was overvalued from the start.