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SpaceX洽談收購Boost Mobile或使用其網路,《華盛頓郵報》報導

Reuters

更新於 16小時前 • 發布於 16小時前
SpaceX位於美國加州霍桑的設施與一枚獵鷹9號火箭助推器。該公司正準備申請首次公開募股(IPO)。2026年4月23日。路透社/Mike BlakeThe SpaceX facility and a Falcon 9 rocket booster are shown, as the company prepares to file for an initial public offering (IPO), in Hawthorne California, U.S., April 23, 2026. REUTERS/Mike Blake

路透11月2日電——《華盛頓郵報》週一報導,SpaceX正在洽談收購EchoStar旗下無線通訊服務Boost Mobile,或取得Boost Mobile向AT&T和T-Mobile租用之網路的使用權。Nov 2 (Reuters) - SpaceX is in talks to buy EchoStar's wireless service Boost Mobile or gain access to its network, which it leases from AT&T and T-mobile, the Washington Post reported on Monday.

報導引述知情人士指出,SpaceX近幾個月已與電信公司EchoStar談判,希望透過與該公司達成協議,推出自家的招牌無線通訊服務。SpaceX has held talks with telecom firm EchoStar in recent months about launching its own signature wireless service through a deal with the company, the report said, citing people familiar with the negotiations.

此舉將支持這家由伊隆・馬斯克(Elon Musk)領導的公司,透過Starlink Mobile打造衛星與地面混合式行動網路的計畫;該網路將結合其衛星星座與地面基礎設施,挑戰AT&T、Verizon和T-Mobile等美國無線通訊巨頭。The move would support the Elon Musk-led company's plans to build a hybrid satellite-terrestrial mobile network through Starlink Mobile, combining its satellite constellation with ground-based infrastructure to challenge US wireless giants AT&T, Verizon and T-Mobile.

SpaceX達成80億美元頻譜交易後,電信股承壓,投資人正在評估一家新的衛星支援無線通訊競爭者所帶來的威脅。Telecom stocks came under pressure following SpaceX's $8 billion spectrum deal, as investors assessed the threat posed by a new satellite-powered wireless competitor.

收購Boost Mobile或取得其網路使用權,可能讓SpaceX獲得現成的用戶基礎與通路平台,加速其計畫。Acquiring Boost Mobile or accessing its network could give SpaceX a ready-made subscriber base and distribution platform to accelerate its plans.

截至第二季末,EchoStar擁有738萬名無線通訊用戶,主要由Boost Mobile和Gen Mobile客戶組成。EchoStar had 7.38 million wireless subscribers at the end of the second quarter, primarily consisting of Boost Mobile and Gen Mobile customers.

《華盛頓郵報》報導指出,馬斯克曾親自討論這項交易,並於上月會見EchoStar董事長查理・艾根(Charlie Ergen)。Musk has discussed the deal personally, meeting with EchoStar chairman Charlie Ergen last month, the Washington Post's report said.

報導稱,這項擬推出的服務可能需要AT&T和T-Mobile同意,因為Boost Mobile現有的網路租用協議,若未取得這些電信業者批准,可能無法轉讓給新業主。The proposed service may need consent from AT&T and T-Mobile, as Boost Mobile's existing network-leasing agreements may not be transferable to a new owner without the carriers' approval, the report said.

SpaceX和EchoStar未立即回應路透社的採訪詢問。SpaceX and EchoStar did not immediately respond to Reuters' requests for comment.

EchoStar股價在盤前交易上漲約3.4%,T-Mobile則下跌2%。AT&T和Verizon也小幅走低。EchoStar shares rose about 3.4% in premarket trading, while T-Mobile slipped 2%. AT&T and Verizon also edged lower.

分析師和產業專家已指出,SpaceX若要打造一個可能成為美國第四大無線通訊業者的網路,恐將面臨挑戰。Analysts and industry experts have pointed to the challenges SpaceX might face in building a network that could become the fourth-largest wireless carrier in the US.

這家火箭與衛星公司很可能需要大舉投資地面基礎設施、客服、手機補貼和促銷活動;這些都是無線通訊業務中成本高昂的領域,而三大業者在這些方面早已擁有廣泛營運。The rocket and satellite company will likely need to invest heavily in ground infrastructure, customer service, handset subsidies and promotions — costly areas of the wireless business where the Big Three already have extensive operations.

(班加羅爾Harshita Mary Varghese報導;Shilpi Majumdar編輯)(Reporting by Harshita Mary Varghese in Bengaluru; Editing by Shilpi Majumdar)

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