FCC Daily DigestDoubao · 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 01:35:12·⚡ 决策 10-17 01:37:02 +1m50s·10.8 天前
FCC例行公告受理三份卫星申请（Astranis、Space Logistics/诺格、Kuiper/亚马逊），仅为程序性入档而非批准
FCC该公共通知是申请'受理入档'的程序性日清单，不是许可批准、频谱分配或新合同；三家申请方中一家未上市，另两家（AMZN、NOC）所涉事项均为存量资产/已授权星座的例行步骤，无金额、无surprise、无市场尚未消化的增量信息，不构成任何方向性edge。
📄 原文FCC Daily Digest↗ 原文
PUBLIC NOTICE FEDERAL COMMUNICATIONS COMMISSION 45 L Street NE WASHINGTON D.C. 20554 News media information 202-418-050…
不做 Amazon.com（AMZN.US）
Kuiper 180天在轨测试STA仅获FCC受理（非批准），卫星与地球站均属已授权资产，是例行程序步骤，对亚马逊无material增量，无交易edge
不做 Northrop Grumman（NOC.US）
Space Logistics申请仅为存量MEV-1移轨对接SES Astra-3B的例行TT&C许可修改，无新合同或金额，相对诺格体量无意义
不做 Astranis（未上市）（N/A）
Astranis为私营公司无可交易证券；FCC受理其GSO系统覆盖扩展申请亦不构成批准，无映射交易标的
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
FCC例行宣布受理三份卫星申请（Astranis扩覆盖、诺格MEV-1移轨对接、Kuiper五颗星在轨测试STA），受理≠批准，且对上市母公司亚马逊和诺格均无实质性财务增量，属于监管程序噪音，不做。
🔎 新鲜度:最早出现 2026-10-16 · 扩散 low · price-in 风险 low ↗
主要风险
- 若FCC后续正式授予Kuiper STA或Astranis扩覆盖授权，属另一独立事件，届时需重新评估；本次受理本身不构成该催化
先例如何影响了这次决策
对本次决策的影响:未改变结论：不为此类程序性公告检索或构造交易，AMZN/NOC均排除
方向:无可对照的有意义先例；FCC每日SAT公共通知受理清单为常规行政产出，历史上不引发申请方母公司股价反应
涨幅量级:不足以校准任何幅度，因为事件本身无基本面增量
形态:无pattern；程序受理类公告与正式批准/授予类事件性质不同，不可借用后者的涨幅
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 10 ms
{"result": "search_processed_events:agent query=`fcc sat-02047 applications accepted for filing astranis space logistics kuiper | kuiper amazon leo special temporary authority in-orbit testing 450km five satellites | space logist`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agen
原文全文
展开原文 · 3,496 字
PUBLIC NOTICE
FEDERAL COMMUNICATIONS COMMISSION
45 L Street NE
WASHINGTON D.C. 20554
News media information 202-418-0500
Internet: http://www.fcc.gov
Report No. SAT-02047 Friday October 16, 2026
Satellite Licensing Division and Satellite Programs and Policy Division Information
RE: Applications Accepted for Filing
The applications listed below have been found, upon initial review, to be acceptable for filing. The
Commission reserves the right to return any of the applications if, upon further examination, it is
determined that the application is not in conformance with the Commission's rules or its policies.
Consideration of some satellite applications in this Public Notice may depend on the Commission's
action on another satellite application earlier in the queue. Petitions, oppositions, and other pleadings
filed in response to this notice should conform to Section 25.154 of the Commission's rules, unless
otherwise noted. 47 C.F.R. § 25.154.
SAT-MOD-20260814-00339 S00784 Astranis Projects USA LLC
Date filed: 2026-08-14
Modification
Astranis Projects USA LLC requests modification of the operating authority for the ASTRANIS 131W
GSO System to expand coverage to include the southeast United States, full coverage of Mexico, and
coverage of Central America. ASTRANIS 131W GSO System operates at the 131.1° W.L orbital
location using the following frequencies:
Fixed-Satellite Service
10.7-12.2 GHz (space-to-Earth)
12.75-13.25 GHz (Earth-to-Space)
13.75-14.5 GHz (Earth-to-Space)
17.3-20.2 GHz (space-to-Earth)
27.5-30.0 GHz (Earth-to-Space)
Telemetry, Tracking, and Command
19645 MHz (space-to-Earth)
19650 MHz (space-to-Earth)
19675 MHz (space-to-Earth)
19700 MHz (space-to-Earth)
19725 MHz (space-to-Earth)
19750 MHz (space-to-Earth)
19775 MHz (space-to-Earth)
28450 MHz (Earth-to-space)
Page 1 of 2
SAT-MOD-20261007-00383 S2990 Space Logistics LLC
Date filed: 2026-10-08
Modification
Space Logistics, LLC requests to modify its license to perform telemetry, tracking and command
(TT&C) operations to relocate the currently in-orbit Mission Extension Vehicle 1 (MEV-1) spacecraft to
the 23.5°E.L. +/- 0.25° orbital location and dock with the SES Astra-3B satellite.
Space Logistics seeks to use the following previously authorized frequencies for TT&C:
• 3700-4200 MHz (space-to-Earth)
• 5925-6425 MHz (Earth-to-space)
• 11450-12250 MHz (space-to-Earth)
• 13750-14500 MHz (Earth-to-space)
SAT-STA-20261008-00385 S3051 Kuiper Systems LLC
Date filed: 2026-10-09
Special Temporary Authority
Kuiper Systems LLC (Amazon Leo) requests special temporary authority for a period of 180 days to
conduct in-orbit testing (IOT) at a 450 km orbital altitude with up to five satellites in its already-
authorized NGSO satellite constellation (the Gen 1 Amazon Leo System) to each of its already-
authorized satellite TT&C and gateway earth stations.
Amazon Leo seeks to use the following frequencies for IOT:
17.8-18.6 GHz (Gateway)
19.25-19.4 GHz (TT&C)
18.8-20.2 GHz (Gateway)
For more information concerning this Notice, contact the Satellite Licensing Division and Satellite
Programs and Policy Division at (202) 418-0719.
Page 2 of 2
FEDERAL COMMUNICATIONS COMMISSION
45 L Street NE
WASHINGTON D.C. 20554
News media information 202-418-0500
Internet: http://www.fcc.gov
Report No. SAT-02047 Friday October 16, 2026
Satellite Licensing Division and Satellite Programs and Policy Division Information
RE: Applications Accepted for Filing
The applications listed below have been found, upon initial review, to be acceptable for filing. The
Commission reserves the right to return any of the applications if, upon further examination, it is
determined that the application is not in conformance with the Commission's rules or its policies.
Consideration of some satellite applications in this Public Notice may depend on the Commission's
action on another satellite application earlier in the queue. Petitions, oppositions, and other pleadings
filed in response to this notice should conform to Section 25.154 of the Commission's rules, unless
otherwise noted. 47 C.F.R. § 25.154.
SAT-MOD-20260814-00339 S00784 Astranis Projects USA LLC
Date filed: 2026-08-14
Modification
Astranis Projects USA LLC requests modification of the operating authority for the ASTRANIS 131W
GSO System to expand coverage to include the southeast United States, full coverage of Mexico, and
coverage of Central America. ASTRANIS 131W GSO System operates at the 131.1° W.L orbital
location using the following frequencies:
Fixed-Satellite Service
10.7-12.2 GHz (space-to-Earth)
12.75-13.25 GHz (Earth-to-Space)
13.75-14.5 GHz (Earth-to-Space)
17.3-20.2 GHz (space-to-Earth)
27.5-30.0 GHz (Earth-to-Space)
Telemetry, Tracking, and Command
19645 MHz (space-to-Earth)
19650 MHz (space-to-Earth)
19675 MHz (space-to-Earth)
19700 MHz (space-to-Earth)
19725 MHz (space-to-Earth)
19750 MHz (space-to-Earth)
19775 MHz (space-to-Earth)
28450 MHz (Earth-to-space)
Page 1 of 2
SAT-MOD-20261007-00383 S2990 Space Logistics LLC
Date filed: 2026-10-08
Modification
Space Logistics, LLC requests to modify its license to perform telemetry, tracking and command
(TT&C) operations to relocate the currently in-orbit Mission Extension Vehicle 1 (MEV-1) spacecraft to
the 23.5°E.L. +/- 0.25° orbital location and dock with the SES Astra-3B satellite.
Space Logistics seeks to use the following previously authorized frequencies for TT&C:
• 3700-4200 MHz (space-to-Earth)
• 5925-6425 MHz (Earth-to-space)
• 11450-12250 MHz (space-to-Earth)
• 13750-14500 MHz (Earth-to-space)
SAT-STA-20261008-00385 S3051 Kuiper Systems LLC
Date filed: 2026-10-09
Special Temporary Authority
Kuiper Systems LLC (Amazon Leo) requests special temporary authority for a period of 180 days to
conduct in-orbit testing (IOT) at a 450 km orbital altitude with up to five satellites in its already-
authorized NGSO satellite constellation (the Gen 1 Amazon Leo System) to each of its already-
authorized satellite TT&C and gateway earth stations.
Amazon Leo seeks to use the following frequencies for IOT:
17.8-18.6 GHz (Gateway)
19.25-19.4 GHz (TT&C)
18.8-20.2 GHz (Gateway)
For more information concerning this Notice, contact the Satellite Licensing Division and Satellite
Programs and Policy Division at (202) 418-0719.
Page 2 of 2
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)。
9f2bdbcfb8· 2026-10-17 01:37 · doubao / doubao-seed-evolving-latest-version · 策略包2226518bfdee当前