Verified Investing 对 $VZ 的判断变化

频道资料 →本频道有 2 位标注的说话人:Nancy Pelosi、Wells Fargo共 1 条
2026-10-09看跌
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VZ 面临来自 Starlink 新入局蜂窝业务的看空压力;目前出现盘前反弹,但整体趋势向下,指向 42 以下的主要支撑位。

Verizon也来了,尽管盘前略有反弹。但看看Verizon今天这个跌幅。Elon Musk正在做交易,基本上是在把Starlink定位为推出一家蜂窝电话运营商。好。换句话说,凭借在外的所有这些Starlink卫星,这是巨大的潜在竞争,基本上Elon、Starlink和SpaceX可以进入蜂窝电话服务系统。

而且,再说一次,这正在重创Verizon,T-Mobile和AT&T今天都在大幅下跌。

Verizon is coming in, although getting a little pre-market bounce. But look at this drop on Verizon today. Elon Musk is doing deals that basically are positioning Starlink to launch a cellular phone carrier.

All right. So, in other words, this is massive potential competition with all the Starlink satellites out there that that basically Elon and Starlink and and SpaceX can get into the cellular phone service system.

Um, and again, that's killing Verizon, T-Mobile, and AT&T today are all falling sharply.