ASTS

Prezzo AST SpaceMobile Inc

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ASTS
$74,85
+$8,10(+12,13%)

*Data last updated: 2026-05-10 01:54 (UTC+8)

As of 2026-05-10 01:54, AST SpaceMobile Inc (ASTS) is priced at $74,85, with a total market cap of $29,91B, a P/E ratio of -54,37, and a dividend yield of 0,00%. Today, the stock price fluctuated between $66,11 and $76,16. The current price is 13,22% above the day's low and 1,72% below the day's high, with a trading volume of 22,39M. Over the past 52 weeks, ASTS has traded between $63,13 to $89,87, and the current price is -16,71% away from the 52-week high.

ASTS Key Stats

Yesterday's Close$65,35
Market Cap$29,91B
Volume22,39M
P/E Ratio-54,37
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)1,34
Net Income (FY)-$341,94M
Revenue (FY)$70,91M
Earnings Date2026-05-11
EPS Estimate0,23
Revenue Estimate$39,00M
Shares Outstanding457,70M
Beta (1Y)2.598

About ASTS

AST SpaceMobile, Inc. operates space-based cellular broadband network for mobile phones. Its SpaceMobile service provides mobile broadband services for users traveling in and out of areas without terrestrial mobile services on land, at sea, or in flight. The company is headquartered in Midland, Texas.
SectorTechnology
IndustryCommunication Equipment
CEOAbel Avellan
HeadquartersMidland,TX,US
Official Websitehttps://ast-science.com
Employees (FY)1,12K
Average Revenue (1Y)$62,98K
Net Income per Employee-$303,67K

AST SpaceMobile Inc (ASTS) FAQ

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AST SpaceMobile Inc (ASTS) is currently trading at $74,85, with a 24h change of +12,13%. The 52-week trading range is $63,13–$89,87.

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null 作者: Rand Group (@cryptorand) 编译: 深潮 TechFlow 深潮导读: 加密 KOL Rand Group 将 AI 超级周期拆成四个阶段,从芯片到基建到机器人再到平台软件,逐一标注了每个阶段的核心标的和风险收益比。他的判断是:第一阶段(半导体)已经跑完,第二阶段(电力/散热/网络)正在定价,真正的不对称机会在第三阶段——机器人、太空、国防、核能。 AI 超级周期会持续 15 年。现在是第三年。 多数投资者还在买第一阶段的股票,但真正的聪明钱已经在向第三阶段轮动。 我把整个周期拆成了四个阶段,每个阶段标注了最重要的标的。 AI 超级周期是这一代人最大的投资主题。比移动互联网大,比云计算大。一个持续 15 年的结构性变革,会重塑全球经济的每一个行业。超大规模云厂商刚刚为 2026 年承诺了 7250 亿美元的资本开支,几乎是去年的两倍。Microsoft、Google、Amazon、Meta 每家单独超过 1000 亿。 这不是推测。 🔴 第一阶段:已经跑完(2023-2025) 基础层已经完成。AMD 2025 年涨了 78%,NVDA 涨了 39%,Intel 刚交出一个炸裂的 Q1,把费城半导体指数首次推上 10000 点。芯片仍然驱动每一个阶段,但入场的历史性机会已经过去,风险收益比已经压缩。 标的: NVDA、AMD、ARM、INTC、AVGO、MU、GLW 板块: 半导体、存储、光子/光学 状态: 基础层完成,还在增长,但已经被定价。 🟡 第二阶段:建设高峰(2025-2027) 多数投资者刚刚醒过来的阶段。CEG 收购 Calpine,以 55 GW 成为美国最大的民营电力生产商。GEV 一年涨了 200% 以上。VRT 为 NVIDIA 的 Rubin 架构联合设计散热方案。GLW 因光纤需求年内涨了 74%。核能 SMR 是最大的黑马——OKLO、SMR、BWXT 正在直接为数据中心供电布局。 还有上行空间,但最明显的名字已经动过了。 标的: CEG、GEV、VRT、VST、TLN、ANET、GLW、MOD、EQIX、OKLO、SMR、BWXT、NNE 板块: 电力/电网、散热、网络、核能 SMR 建设高峰 注意: 核能 SMR 是隐藏的大机会。 🟡 第三阶段:定位窗口(2026-2028) AI 走出数据中心、进入物理世界的阶段。多数人会迟到。 Tesla 正在把 Fremont 工厂转型为 Optimus 机器人生产线,250 亿美元资本开支,目标 2026 年下半年量产。Rocket Lab 创下 6.02 亿美元营收纪录,积压订单 18.5 亿。LUNR 年内涨 47%,手握 9.43 亿合同。KTOS 的 Valkyrie 无人机被海军陆战队选中。 定位窗口现在就是打开的。 标的: TSLA、RKLB、LUNR、KTOS、AVAV、PATH、ISRG、MP、FCX、ALB、ASTS 板块: 机器人/自动驾驶、太空/国防/无人机、稀土 判断: 不对称风险收益比就在这里。 🟢 第四阶段:终局(2028+) 终局。Microsoft 资本开支 1900 亿,Alphabet 1900 亿,Amazon 2000 亿,Meta 1450 亿。Google Cloud 积压订单超过 4600 亿。他们在建的是 AI 软件霸权和 AGI 的基础设施。量子计算还早,但 IONQ 和 D-Wave 已经在打地基。 控制软件层的平台赢下整个超级周期。 标的: MSFT、GOOGL、AMZN、META、ORCL、IONQ 板块: AI 软件霸权、AGI 基础设施,十年级别论点 策略: 逢跌买入。 核心结论 第二阶段已确认(超大规模云厂商 7250 亿资本开支) 第三阶段是聪明钱正在布局的地方——机器人、太空、国防、核能 SMR 是 2026 到 2028 的核心交易 多数人会晚 12 个月才轮动到这些名字 15 年的超级周期。不是一笔交易。第一阶段跑完了,第二阶段在定价,第三阶段才是你该在的位置。
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