正在加载…
美元 · 头像标出博主观点:绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
2026-10-04 – 2026-10-10
星链转地面服务倒是利好的机长和天线,AMT和CCI做机站和铁塔,卫星高频信号转地面低频需要租这些机站和铁塔。
I like American Tower. I like the cell tower REITs, because of the need for that networking for those towers with the AI theme.
In that theme, I also like shares of American Tower, ticker AMT, the largest global owner of communications real estate.