[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciobd88eb86":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciobd88eb86","花旗：Charter(CHTR)Q2面临高基数压力，SpaceX联手谈判或存障碍","\u002Fdoc\u002Fdciobd88eb86","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，Charter Communications(CHTR)将于7月24日盘前发布第二季度财报。该季度预计将反映公司在网络升级、农村版图扩张以及为与Cox Communications合并所做的前期投入。花旗研究分析师Michael Rollins警告称，EBITDA可能不及预期，主要受去年同期高基数效应、广告相关销售费用温和上升，以及“在未提价情况下宽带每用户平均收入(ARPU)或环比持平”等因素拖累。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Rollins指出“用户量增长乏力叠加竞争性ARPU逆风，对短期股价表现构成压制。”他还提及，Charter宽带用户同比流失达64%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Rollins进一步表示，Charter面临的竞争压力依然严峻。虽然该公司在利用地面基础设施方面有一定选择空间，但与SpaceX(SPCX)在消费级手机服务领域的合作谈判可能困难重重。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“若Charter能将与Verizon的移动虚拟网络运营商(MVNO)协议转授予第三方，我们将感到意外。”Rollins写道。MVNO模式使Charter能够从拥有铁塔网络的Verizon(VZ)、AT&T(T)和T-Mobile(TMUS)等移动网络运营商处批量租赁蜂窝容量。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">由于MVNO协议通常仅限于转售方，不允许再转授权给其他方，Rollins认为Charter若要与SpaceX达成合作，可能需通过建立分销协议来销售其Spectrum Mobile服务。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Rollins进一步指出“从更宏观的角度看，我们不会排除有线电视公司通过更具竞争力的市场策略，最终在宽带市场实现用户与收入份额的均衡——包括通过转售其宽带平台以换取更优的移动MVNO协议的可能性。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">花旗研究重申对Charter Communications的“买入”评级，但将目标价下调17%至190美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]