每(mei)經AI快(kuai)訊，中(zhong)信建投研(yan)報指出(chu)，華為Mate 60 Pro支持(chi)衛(wei)(wei)(wei)星(xing)(xing)通(tong)話功能。近日，中(zhong)國(guo)(guo)移(yi)動攜(xie)手合作(zuo)伙伴完成國(guo)(guo)內(nei)首次運(yun)營商NR-NTN低(di)軌(gui)衛(wei)(wei)(wei)星(xing)(xing)實驗(yan)室模擬驗(yan)證，支持(chi)手機(ji)衛(wei)(wei)(wei)星(xing)(xing)寬帶業務。全球衛(wei)(wei)(wei)星(xing)(xing)通(tong)信領(ling)域同樣加快(kuai)布局，GSA報告，截至2023年(nian)7月底，8個國(guo)(guo)家和地(di)區的(de)8家移(yi)動運(yun)營商已經推(tui)出(chu)商用衛(wei)(wei)(wei)星(xing)(xing)通(tong)信服(fu)務，在過去(qu)四個月內(nei)數量翻番。沃達豐與亞馬(ma)遜Project Kuiper達成衛(wei)(wei)(wei)星(xing)(xing)通(tong)信服(fu)務合作(zuo)協議(yi)。我們建議(yi)關(guan)注具(ju)備(bei)衛(wei)(wei)(wei)星(xing)(xing)通(tong)信基帶、射頻芯(xin)片研(yan)制(zhi)(zhi)能力的(de)公司。此外，國(guo)(guo)內(nei)低(di)軌(gui)衛(wei)(wei)(wei)星(xing)(xing)互聯網星(xing)(xing)座建設有望(wang)提速，初(chu)期可重點關(guan)注衛(wei)(wei)(wei)星(xing)(xing)制(zhi)(zhi)造和火箭(jian)發射環節。