10月9日 - 由于SpaceX周四宣布达成协议，购买全国性低频段频谱许可证组合，使得Starlink Mobile有望成为美国主要电信运营商，德国电信股价周五有望录得超过三年来最差的交易日。
SpaceX spectrum deal sends Deutsche Telekom shares falling 7% Oct 9 - Shares of Deutsche Telekom were on track for their worst trading day in more than three years on Friday, after SpaceX on Thursday announced an agreement to buy a nationwide low-band spectrum license portfolio, enabling Starlink Mobile to become a major telecom operator in the US.
德国电信集团在美国T-Mobile持有54%的股权，该公司可能面临来自美国市场的更激烈竞争。
The German telecommunications group owns a 54% stake in T-Mobile US, which could be facing stiffer competition in the United States.
德国电信股价自2月高点以来已累计下跌约四分之一，当天下跌7%，报价为0919 GMT，成为欧洲基准STOXX 600指数的表现最差成分股之一。
Deutsche Telekom shares, which have lost around a quarter of their value since a February high, were down 7% at 0919 GMT, at the bottom of Europe's benchmark STOXX 600 index.
花旗银行分析师在给投资者的报告中表示：“我们认为此新闻构成……对电信和有线电视股票的持续风险，”并补充称，SpaceX作为基础设施竞争者崛起的风险可能导致这些股票近期表现疲弱。
"We view the news as ... an ongoing risk for the telecoms and cable stocks," Citi analysts wrote in a note to investors, adding that the risk of SpaceX emerging as a facilities-based competitor has likely contributed to these stocks' recent poor performance.
ODDO BHF分析师Stéphane Beyazian预计，SpaceX将在美国联邦通信委员会（FCC）2027年频谱拍卖中成为重要竞争者，该拍卖将出售位于C波段上段的160兆赫中频段频谱。
Stéphane Beyazian, analyst at ODDO BHF, expects SpaceX to be a "big contender" at the US Federal Communications Commission's 2027 spectrum auction, a bidding sale of 160 megahertz of mid-band spectrum in the Upper C-Band.
然而，他表示，埃隆·马斯克的公司目前并未对德国电信的业务构成迫在眉睫的威胁。
However, he said Elon Musk's company did not pose an imminent threat to Deutsche Telekom's business.
“如果没有与合作伙伴的漫游协议，Starlink需要数年时间才能建设并销售出高质量的产品，”Beyazian在接受路透社采访时表示。
"Without a roaming agreement with a partner, it will take years before Starlink can build and sell a good quality product," Beyazian told Reuters.