FCC Daily DigestCodex · 实盘不做把握 8/10不做原因:无增量信息
北京时间·源无时间·以抓取为准·⟳ 抓取 00:13:04·⚡ 决策 08-27 00:17:56 +4m52s·61.6 天前
FCC公告受理多项无线频谱续期申请,未形成可交易增量
该FCC Daily Digest只是无线牌照续期申请受理清单,未披露新增授权、频谱交易、监管处罚、经营限制或可量化商业增量,无法形成正期望交易。
📄 原文FCC Daily Digest↗ 原文
Wireless Telecommunications Bureau Market-Based Applications Accepted for Filing
PUBLIC NOTICE Federal Communications Commission News Media Information 202 / 418-0500 445 12th St., S.W. Internet: http…
不做 T-Mobile US(TMUS.US)
FCC受理续期申请不是新增频谱获批或重大监管利好,缺少可量化增量和短线edge。
不做 Verizon Communications(VZ.US)
Cellco相关续期申请受理属于例行行政流程,不构成公司级实质利好或利空。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
原文是FCC例行Public Notice,列示Cellco、T-Mobile License、Nextel West、Clearwire等主体的PCS或EBS频谱续期申请受理,核心用途为Renewal Only。受理申请并不等同于牌照新增授予或监管实质变化,对大型电信运营商收入、市值和竞争地位的短线增量不可量化,且没有明确受益或受损链条,因此不做。
🔎 新鲜度:最早出现 2026-08-26 · 扩散 low · price-in 风险 low ↗
消息传播链
- FCC发布Report Number 20636,列示多项无线市场化牌照申请已受理,主要为续期申请。
主要风险
- 该公告仅为受理清单,缺少订单、收入、成本、牌照新增或监管处罚等可交易变量。
- 生产stock_tools在本会话未暴露,无法完成行情和内部去重工具调用,因此不应输出任何ENTER订单。
先例如何影响了这次决策
对本次决策的影响:先例不足且事件本身无实质增量,强化不做结论。
方向:没有足够同类、同市场、同机制先例可用于支持方向性交易;从事件机制看更接近例行行政公告。
涨幅量级:无可量化价格幅度校准。
形态:未建立可迁移的历史涨跌模式。
原文全文
展开原文 · 3,532 字
PUBLIC NOTICE Federal Communications Commission News Media Information 202 / 418-0500 445 12th St., S.W. Internet: http://www.fcc.gov Washington, D.C. 20554 TTY: 1-888-835-5322 Report Number: 20636 Date of Report: 08/26/2026 Wireless Telecommunications Bureau Market-Based Applications Accepted for Filing Below is a listing of applications, subject to the pre-grant notice and petition procedures of Section 309 of the Communications Action of 1934, as amended, that were accepted for filing. CW - PCS Broadband Sub Receipt Applicant Name MarketMkt. File Number Date Call Sign PhasePurp. Cellco Partnership BTA310 C 6 0012155488 08/18/2026 WQYV614 RO Citizens Mutual Telephone Cooperative BTA337 C 4 0012160133 08/21/2026 WQMY403 RO Nextel West Corp BTA080 C 2 0012155907 08/18/2026 WQUH724 RO Nextel West Corp BTA326 C 4 0012155949 08/18/2026 WQYH789 RO Nextel West Corp BTA326 C 6 0012155976 08/18/2026 WQYH793 RO Nextel West Corp BTA386 C 2 0012155983 08/18/2026 WQZG687 RO Nextel West Corp. BTA161 C 2 0012155982 08/18/2026 WQIP653 RO Nextel West Corp. BTA354 C 2 0012156141 08/18/2026 WSJU912 RO Nextel West Corp. BTA433 C 8 0012156146 08/18/2026 WSJU913 RO Nextel West Corp. BTA433 C 10 0012156154 08/18/2026 WSJU914 RO Sprint Spectrum License Holder III LLC BTA370 C 2 0012156169 08/18/2026 WQYH792 RO T-Mobile License LLC BTA006 C 10 0012155042 08/17/2026 WQIQ270 RO T-Mobile License LLC BTA061 C 4 0012155656 08/18/2026 WQPB337 RO Page 1 CW - PCS Broadband Sub Receipt Applicant Name MarketMkt. File Number Date Call Sign PhasePurp. T-Mobile License LLC BTA238 C 10 0012155665 08/18/2026 WQXY321 RO T-Mobile License LLC BTA083 C 6 0012155669 08/18/2026 WQZA685 RO T-Mobile License LLC BTA083 C 4 0012155674 08/18/2026 WQZA688 RO T-Mobile License LLC BTA031 C 6 0012155682 08/18/2026 WSCC203 RO T-Mobile License LLC BTA448 C 2 0012155717 08/18/2026 WQVE582 RO T-Mobile License LLC BTA141 C 2 0012155902 08/18/2026 WRAM887 RO T-Mobile License LLC BTA232 C 2 0012156367 08/18/2026 WQIX861 RO ED - Educational Broadband Service Sub Receipt Applicant Name MarketMkt. File Number Date Call Sign PhasePurp. Clearwire Spectrum Holdings III LLC P00906 0012156452 08/18/2026 WHR760 RO Clearwire Spectrum Holdings LLC P02430 0012156455 08/18/2026 WHR757 RO JEFFERSON COUNTY BOARD OF EDUCATIONP00831 0012154939 08/17/2026 WAY655 RO JEFFERSON COUNTY BOARD OF EDUCATIONP02998 0012154978 08/17/2026 WHB211 RO REGENTS OF THE UNIVERSITY OF NEW MEXICOP02829 AND THE BOARD 0012154105 OF EDUCATION 08/17/2026 OF THEWHR551 CITY OF ALBUQUERQUE,RO NEW MEXICO (KNME) REGENTS OF THE UNIVERSITY OF NEW MEXICOP00890 AND THE BOARD 0012154194 OF EDUCATION 08/17/2026 OF THEWHR672 CITY OF ALBUQUERQUE,RO NEW MEXICO (KNME) Purpose Key: AM Amendment NE New LM Lease Modification RM Renewal/Modification MD Modification RO Renewal Only NT Certification of Construction Page 2 ED – Educational Broadcast Service ____________________________________________________________________________________________________ Applicant Name Market Sub-Market File Number Receipt Date Call Sign Purp. ____________________________________________________________________________________________________ Spokane Tribe of Indians TL0579 1 0012157190 1 08/19/2026 WRVW749 RO 1 Spokane Tribe of Indians has filed an Special Temporary Authorization (STA) renewal application, file number 0012157190, call sign WRVW749, requesting continued operations using Educational Broadcast Service (ED) spectrum in the 2.5 GHz band, within Market Area TL0579, for an additional 180-days.
决策记录链 · 只追加
每次领取产生一条记录,重新决策追加一条并以 supersedes 指向被替代的记录(ADR 0014)。
这条决策早于决策账本(2026-10-08 起逐条追加),没有追加记录。