百億美元收購Globalstar，亞馬遜如何買下頻譜對決Starlink？

BitPush

04/15

作者：克洛德，深潮 TechFlow 原標題：亞馬遜百億美元收購 Globalstar，「買下頻譜」正面對決 Starlink 深潮導讀：亞馬遜周二宣佈以 115.7 億美元收購衛星運營商 Globalstar，一舉獲得稀缺的移動衛星頻譜、約 24 顆在軌衛星及與蘋果的長期服務協議，計劃於 2028 年部署手機直連衛星（D2D）系統，正面挑戰馬斯克 Starlink 的萬顆衛星網絡。交易公布後 ...

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TechFlow\n原標題：亞馬遜百億美元收購 Globalstar，「買下頻譜」正面對決 Starlink\n\n深潮導讀：亞馬遜周二宣佈以 115.7 億美元收購衛星運營商 Globalstar，一舉獲得稀缺的移動衛星頻譜、約 24 顆在軌衛星及與蘋果的長期服務協議，計劃於 2028 年部署手機直連衛星（D2D）系統，正面挑戰馬斯克 Starlink 的萬顆衛星網絡。交易公布後 ...</p>\n\n<a href=\"https://www.bitpush.news//articles/7630075\">網頁鏈接</a>\n\n</div>\n","source":"bit_push_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>百億美元收購Globalstar，亞馬遜如何買下頻譜對決Starlink？</title>\n<style 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href=\"https://www.bitpush.news//articles/7630075\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.bitpush.news//articles/7630075\">BitPush</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU1803068979.SGD","symbol_name":"FTIF - Franklin Technology A (acc) SGD-H1","start_time":0,"source_url":"https://www.bitpush.news//articles/7630075","article_id":"2627123348","we_media_id":null,"thumbnails":["https://images.bitpush.news/2026/04/special_cn-20260415-177626162125559686.jpg:cover_7630075-200x140.jpg"],"rights":{"source":"bit_push_news","url":"https://www.bitpush.news//articles/7630075","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2627123348","pubTimestamp":1776261627,"columns":[],"sourceInfo":{"source_id":"bit_push_news","name":"比推bitpush"},"weMediaInfo":null,"summary":"深潮導讀：亞馬遜周二宣佈以 115.7 億美元收購衞星運營商 Globalstar，一舉獲得稀缺的移動衞星頻譜、約 24 顆在軌衞星及與蘋果的長期服務協議，計劃於 2028 年部署手機直連衞星系統，正面挑戰馬斯克 Starlink 的萬顆衞星網絡。交易公布後 Globalstar 股價升逾 9%，亞馬遜漲 3%。據路透社 4 月 14 日報道，亞馬遜周二宣佈將以 115.7 億美元收購衞星運營商 Globalstar，以加速追趕馬斯克旗下的 Starlink。交易已獲得持有 Globalstar 超過 57%投票權的大股東 Thermo Funding II 的書面同意，預計將於 2027 年完成交割。","collect":0,"end_time":0,"defaultTopTitle":"bitpush.news","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","SG9999002232.USD":"Allianz Global High Payout USD","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) 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Globalstar, How Does Amazon Buy Spectrum to Fight Starlink?","themeId":null,"isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1b7866c7ff075c03c7f275eb50ec729c","symbols_score_info":{"AMZN":1.97,"AMZD":0.6,"AMZP":0.6,"AAPL":0.6,"AMZZ":0.6,"GSAT":1.94,"MSFT":0.6,"GOOG":0.6,"AMZW":0.6,"AMZY":0.6,"META":0.6,"USAW.SI":0.6,"AMZU":0.6,"AZYY":0.6,"TSLA":0.6,"NVDA":0.6},"content_text":"作者：克洛德，深潮 TechFlow\n原標題：亞馬遜百億美元收購 Globalstar，「買下頻譜」正面對決 Starlink\n\n深潮導讀：亞馬遜周二宣佈以 115.7 億美元收購衞星運營商 Globalstar，一舉獲得稀缺的移動衞星頻譜、約 24 顆在軌衞星及與蘋果的長期服務協議，計劃於 2028 年部署手機直連衞星（D2D）系統，正面挑戰馬斯克 Starlink 的萬顆衞星網絡。交易公布後 Globalstar 股價升逾 9%，亞馬遜漲 3%。\n\n亞馬遜正式向衞星互聯網市場投下一枚重磅炸彈。\n據路透社 4 月 14 日報道，亞馬遜周二宣佈將以 115.7 億美元收購衞星運營商 Globalstar，以加速追趕馬斯克旗下的 Starlink。Globalstar 股東可選擇以每股 90 美元現金或 0.3210 股亞馬遜普通股進行兑換。據彭博社數據，該價格較去年 10 月底彭博首次報道 Globalstar 探索出售前的股價溢價近 117%。\n交易並非毫無徵兆。不到兩周前，《金融時報》即報道亞馬遜正就收購 Globalstar 展開談判，當時的估算交易規模約 90 億美元。最終落地價格較傳聞大幅上浮，顯示亞馬遜志在必得。\n買頻譜、買時間、買蘋果：一筆交易解決三個難題\n這筆收購的核心邏輯，用 Summit Ridge Group 創始人兼總裁 Armand Musey 的話説：亞馬遜在衞星寬帶領域一直落後於 Starlink，收購 Globalstar 讓它在 D2D 頻譜佈局上迅速追平，並在 D2D 部署上實現跨越。\nGlobalstar 是全球移動衞星服務（MSS）領域的老牌運營商，持有全球授權的 L 波段頻譜牌照。這類頻譜是稀缺資源，通過申請和拍賣獲得可能耗費數年。亞馬遜通過一筆交易繞過了漫長的監管審批流程。\n更關鍵的是蘋果的綁定。蘋果 2024 年向 Globalstar 投資約 15 億美元，獲得其 20%股權，用於擴展 iPhone 的衞星緊急通信功能。作為收購協議的一部分，亞馬遜 Leo 將為未來的 iPhone 和 Apple Watch 提供衞星功能支持，包括緊急求救（Emergency SOS）、短信、Find My 定位和道路救援服務。\n\n蘋果高級副總裁 Greg Joswiak 在聲明中確認了這一合作安排，並表示期待在 Amazon Leo 的擴展網絡上與亞馬遜深化協作。\n換言之，亞馬遜通過收購 Globalstar，一次性獲得了頻譜資產、在軌衞星基礎設施，以及全球最大消費電子品牌的長期服務綁定。\n243 顆 VS 10000 顆，衞星數量鴻溝仍是硬傷\n儘管戰略邏輯清晰，亞馬遜在執行層面面臨的挑戰同樣巨大。\n亞馬遜目前僅部署了 243 顆衞星，而它在 2019 年承諾將 3236 顆衞星送入低地球軌道。相比之下，Starlink 運營着約 9500 顆衞星的網絡，服務超過 900 萬用户。\n\n收購 Globalstar 新增的約 24 顆衞星（正在擴展至 54 顆）對縮小這一差距的幫助有限。真正的瓶頸在於運載火箭。\n據路透社分析，火箭短缺、製造中斷和發射延誤已嚴重製約了亞馬遜的部署節奏，甚至迫使其使用競爭對手 SpaceX 的獵鷹 9 號火箭進行發射。Bond 大學高級講師 Gregory Radisic 直言：除非亞馬遜能解決部署速度和發射能力問題，否則差距在結構上仍無法彌合。\n亞馬遜今年早些時候向 FCC 申請將約 1600 顆衞星的部署截止日期延長兩年（原定今年 7 月），FCC 尚未作出裁決。這意味着亞馬遜連已獲批的星座規模都遠未完成部署。\n亞馬遜的長期解決方案可能來自 Jeff Bezos 創立的 Blue Origin 及其正在研發的新格倫（New Glenn）重型運載火箭，但該火箭尚未證明其發射頻率能否滿足大規模星座部署的需求。\n手機直連衞星，從緊急通信到日常服務的競爭\n這筆收購的戰略意義不侷限於寬帶互聯網。\n亞馬遜計劃於 2028 年推出自己的手機直連衞星（D2D）服務，讓手機直接連接衞星進行語音、短信和數據通信，無需依賴地面基站。\nD2D 是衞星互聯網領域的下一個戰場。SpaceX 已通過與 T-Mobile 的合作完成了 Starlink Mobile 的短信功能測試，具備先發優勢。亞馬遜則通過收購 Globalstar 獲得了即戰力，繞開了頻譜審批的漫長流程。\n亞馬遜設備與服務高級副總裁 Panos Panay 在聲明中表示，公司將與移動網絡運營商合作，致力於將可靠的高速連接擴展到全球每個角落。\n不過，亞馬遜尚未披露其 D2D 系統的目標吞吐量、延遲基準，以及其 L 波段架構與 SpaceX 方案的具體性能對比。\n市場反應與 SpaceX IPO 背景\n交易公布後，Globalstar 股價漲 9.6%，收於約 79.68 美元（距 90 美元收購價仍有約 13%的套利空間，反映了交易完成的不確定性和時間成本）。亞馬遜股價漲 3%，Globalstar 下一代衞星主承包商 MDA Space 也跳漲 9%。\n時間節點耐人尋味。亞馬遜的收購緊跟 SpaceX 推進 IPO 計劃的步伐。Starlink 被認為貢獻了 SpaceX 約 50%至 80%的收入，即將到來的上市有望成為歷史上規模最大的 IPO 之一。亞馬遜在這一時間窗口鎖定 Globalstar，既是戰略佈局，也是向資本市場發出的競爭信號。\n交易已獲得持有 Globalstar 超過 57%投票權的大股東 Thermo Funding II 的書面同意，預計將於 2027 年完成交割。\n\nTwitter：https://twitter.com/BitpushNewsCN\n比推 TG 交流群：https://t.me/BitPushCommunity\n比推 TG 訂閲： https://t.me/bitpush\n\n\n説明: 比推所有文章只代表作者觀點，不構成投資建議\n\n\nGlobalstarIPOStarlink","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"shareholding,merge","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"}}}