
在SpaceX宣布将收购美国频谱以助力其成为美国“主要移动运营商”后,Verizon Communications Inc.和AT&T Inc.发行的债券于周五走弱。
Bonds issued by Verizon Communications Inc. and AT&T Inc. weakened on Friday, following SpaceX’s announcement that it will buy US spectrum that will help the company become a “major mobile carrier” in the US.
根据Trace数据,截至纽约时间上午10:30,Verizon 2058年到期的6.05%票据利差扩大了22个基点,达到220个基点。如果该水平保持不变,这将是该证券自5月发行以来的最高利差。
Verizon’s 6.05% note due in 2058 widened 22 basis points to 220 basis points as of 10:30 a.m. in New York, according to Trace data. If that level holds, it would be a record spread for the security — which was issued in May. AT&T’s bonds were wider by as much as six basis points in lighter trading than Verizon’s debt.
AT&T债券的交易量较Verizon债务更小,利差扩大了多达6个基点。两家公司的股价周五也出现下跌。
The firms’ shares also sold off Friday. AT&T and Verizon respectively have the third- and fourth-most debt in Bloomberg’s high-grade dollar corporate-bond index among nonfinancial firms.
AT&T和Verizon在彭博高等级美元公司债券指数的非金融企业中,债务规模分别位居第三和第四。
SpaceX’s move “adds significant competition, potentially, to the big 3 wireless providers,” said Bloomberg Intelligence senior credit analyst Stephen Flynn.
彭博行业研究高级信贷分析师Stephen Flynn表示,SpaceX的举动“可能为三大无线运营商增加了巨大的竞争压力”。
The new spectrum, which SpaceX is acquiring from investment firm Grain Management LLC, would allow the company to beam cell service to devices indoors from its Starlink network of over 10,000 satellites.
SpaceX从投资公司Grain Management LLC收购的新频谱,将使其能够通过其拥有超过10,000颗卫星的Starlink网络向室内设备提供蜂窝服务。
Once SpaceX receives approval from the US Federal Communications Commission, it will combine its satellite-to-cell services with a terrestrial network that can connect devices everywhere. But the effort could take massive investments.
一旦获得美国联邦通信委员会的批准,SpaceX将把其卫星到蜂窝服务与能够连接各地设备的地面网络相结合。但这一努力可能需要巨额投资。
SpaceX in June sold $25 billion of bonds, just days after its record initial public offering of shares. Reports earlier this week that the company is in talks to raise $40 billion to buy chips from Nvidia Corp. sent a measure of SpaceX’s credit risk to new highs.
Flynn指出,SpaceX筹集资金的能力表明其有潜力成为无线市场中一个“重要的参与者”。
Flynn said that SpaceX’s ability to raise capital signals its potential to become a “significant player” in the wireless market.