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这不是一次普通的运营商财报不及预期，而是美国移动通信格局可能出现「第四个全国性竞争者」的结构性冲击——如果SpaceX的直连卫星服务真正铺开，三大运营商赖以定价的频谱与网络护城河都要重新评估；而电塔REIT的逆势上涨说明市场尚未形成一致看法，这条交易的最终受益方仍不确定，仍待FCC批准这道硬门槛。
日线来自 Yahoo Finance，2026-04-20 至 2026-10-19。区间涨跌按首尾收盘价算，不含分红与拆股调整之外的任何处理。 图表可以滚轮缩放、拖动平移，移到哪根看哪根。