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"title": "SpaceX洽租至少8万个基地台 拚当美第四家全国电信商",
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"description": "《彭博》报导，SpaceX 正在全美寻求租赁至少 80,000 个地面行动通讯基地台的接入权限，目标是将其「星链(Starlink)」卫星星座与地面实体网路结合，朝打造全美第四大无线电信营运商。 知情人士透露，洽谈对象包括美国大型电信塔业者 Crown Castle (CCI-US)，相关协议价值可能达数十亿美元。目前双方仍在协商，尚未公布正式交易。 SpaceX 的布局并非仅靠卫星提供手机连线，而是计划结合卫星、频谱与地面设施，建立更完整的行动通讯网路。 公司近期收购低频段频谱，并已取得美国联",
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"content": "<p>《彭博》报导，SpaceX 正在全美寻求租赁至少 80,000 个地面行动通讯基地台的接入权限，目标是将其「星链(Starlink)」卫星星座与地面实体网路结合，朝打造全美第四大无线电信营运商。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6636371/l/2815d0f3fa53224d03b20c7e4025eb73.jpg\" alt=\"SpaceX洽租至少8万个基地台 拚当美第四家全国电信商\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<p>知情人士透露，洽谈对象包括美国大型电信塔业者 Crown Castle (CCI-US)，相关协议价值可能达数十亿美元。目前双方仍在协商，尚未公布正式交易。</p>\n\n<p>SpaceX 的布局并非仅靠卫星提供手机连线，而是计划结合卫星、频谱与地面设施，建立更完整的行动通讯网路。</p>\n\n<p>公司近期收购低频段频谱，并已取得美国联邦通讯委员会 (FCC) 核准，可发射 1.5 万颗支援手机直连服务的卫星；取得基地台站点使用权，则是补足地面覆盖与提升连线稳定性的另一项关键。</p>\n\n<p>SpaceX 执行长马斯克本周在财报电话会议上表示，公司将扩建地面网路，让 SpaceX 与星链获准营运的地区都能享有广泛连线服务。</p>\n\n<p>他指出，卫星发射与频谱收购，将为 Starlink Mobile 成为美国主要行动电信商铺路。</p>\n\n<p>Crown Castle 执行长 Chris Hillabrant 周三在财报电话会议上，被问及是否正与 SpaceX、亚马逊 (AMZN-US) 或其他卫星通讯业者讨论租赁合作时表示：「你可以假设，我们正与所有业者洽谈。」</p>\n\n<p>但他拒绝透露个别客户细节，并形容 SpaceX 取得低频段频谱，是实现广泛行动通讯覆盖的「重大里程碑」。</p>\n\n<p>消息传出后，Crown Castle 股价盘后一度大涨 10%。相较之下，市场担忧新竞争者进场，AT&T (T-US)、Verizon (VZ-US) 与 T-Mobile US (TMUS-US) 盘后跌幅介于 4.2% 至 5%。</p>\n\n<p>行动电信商通常透过租用电信塔空间架设天线，传输无线讯号。由于同一座电信塔可供多家业者共用，租赁通常比自行持有及维护更具成本效益，也让大型电信塔业者成为 SpaceX 建网的重要潜在合作对象。</p>\n\n<p>目前 Crown Castle 在美国营运约 4 万座电信塔，American Tower (AMT-US) 拥有约 4.2 万处美国站点，未上市的 Vertical Bridge 则持有约 1.8 万座电信塔。</p>\n\n<p>据美国无线基础设施协会 (WIA) 资料，美国去年约有 15.85 万座专用电信塔，凸显 SpaceX 寻求取得 8 万处站点使用权的布局规模；不过，站点与专用电信塔的统计口径不同，不能直接视为租用全美约一半电信塔。</p>\n\n<p>即使透过租赁取得站点，建置全国性网路仍需投入庞大资金与时间。</p>\n\n<p>据《路透》报导，TD Cowen 估计，全国性地面网路的建置成本将超过 800 亿美元，并需多年时间推进。这项估算涵盖整体地面网路建设，与此次潜在站点租赁协议的金额不同。</p>\n\n<p>SpaceX 先前也表示，计划利用用户家中的星链上网设备，向周边区域发送行动通讯讯号。不过，研究机构 MoffettNathanson 指出，这些设备的位置取决于订户住处，未必符合网路连续覆盖的需求，因此仍需其他地面设施补足。</p>\n\n<p class=\"warning\">(本文不开放合作伙伴转载)</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/new/mg/article-20845.html\" title=\"马斯克秀飞行汽车 大西洋月刊泼冷水「永远不该造出来」\">马斯克秀飞行汽车 大西洋月刊泼冷水「永远不该造出来」</a></li>\n <li><a href=\"/new/mg/article-18079.html\" title=\"AI冲击有多大？桥水估波及美国近两成劳动力、引发社会失序\">AI冲击有多大？桥水估波及美国近两成劳动力、引发社会失序</a></li>\n <li><a href=\"/new/mg/article-17761.html\" title=\"美企AI开支大逃杀！财报会议提及「开放权重」暴增6倍 英媒：中国模型成最大赢家\">美企AI开支大逃杀！财报会议提及「开放权重」暴增6倍 英媒：中国模型成最大赢家</a></li>\n <li><a href=\"/new/mg/article-17802.html\" title=\"美国8月职缺降至5个月低点！低裁员撑住就业 Fed仍有升息空间\">美国8月职缺降至5个月低点！低裁员撑住就业 Fed仍有升息空间</a></li>\n <li><a href=\"/new/mg/article-16198.html\" title=\"〈纽约汇市〉美元走强 Fed升息1码\">〈纽约汇市〉美元走强 Fed升息1码</a></li>\n <li><a href=\"/new/mg/article-13511.html\" title=\"Anthropic美股IPO倒数计时 多家企业争抢上市黄金档期\">Anthropic美股IPO倒数计时 多家企业争抢上市黄金档期</a></li>\n </ul>\n</div>",
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