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FCC Daily DigestCodex · 实盘不做把握 6/10不做原因:证据不足
北京时间·源无时间·以抓取为准·⟳ 抓取 00:14:00·⚡ 决策 08-27 07:52:24 +7h38m·61.5 天前

FCC受理多项无线牌照转让和租赁申请,未形成明确可交易增量

该FCC Daily Digest是周度监管受理清单,事件阶段停留在申请受理/待异议期,未披露金额、资产规模或批准结果,无法建立对任何上市标的的可交易增量。

📄 原文FCC Daily Digest↗ 原文
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仅受理若干牌照申请,未披露规模或最终批准,对T-Mobile US短线基本面增量不足。
不做 EchoStar(SATS.US)
相关频谱实体被列入申请清单但缺少金额、资产规模和审批结果,无法形成正期望交易。
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

完整正文显示FCC仅把多项无线牌照转让、控制权转让和事实租赁申请列为accepted for filing,且仍可能退回或等待至少15日程序期;T-Mobile US和EchoStar相关实体虽被点名,但缺少交易金额、频谱规模和最终批准,当前事实不足以支撑做多或做空。

🔎 新鲜度:最早出现 2026-08-26 · 扩散 low · price-in 风险 low ↗

关键理由

  • 这是监管程序性受理清单,不是最终批准、重大资产出售或经营合同落地。
  • 公告未披露牌照经济价值、MHz-POP、覆盖人口或交易金额,不能估算新增收入/利润/市值弹性。
  • 对T-Mobile US这类超大市值运营商,零散牌照申请受理通常需要证明明确规模增量才有短线交易价值。

主要风险

  • 若后续ULS附件披露大额频谱组合交易或FCC正式批准,事件性质可能从程序受理变为可量化资产交易。
  • 未能调用行情和案例库工具,无法核实盘后价格、历史反应和我们自身过往决策记录。

反向证据

  • 做多前查反向 · 来源 filing · 日期 2026-08-26 · 影响 weakens
    原文没有披露交易金额、频谱规模或最终批准,削弱任何做多TMUS.US或SATS.US的可执行性。
    检索:FCC Public Notice 424346 T-Mobile License Puerto Rico Telephone license assignment material transaction 原文 ↗

先例如何影响了这次决策

对本次决策的影响:先例不足强化了不做判断,避免把FCC周度清单中的名称出现误判为基本面催化。

方向:没有可用的同市场同机制高相似先例支持方向性交易。

涨幅量级:缺少事件规模和行情工具结果,不能用先例校准涨跌幅。

形态:程序性监管受理公告本身通常需要后续批准或金额披露才可能形成可交易催化,本次未达到。

原文全文

展开原文 · 13,236 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: 20640 Date of Report: 08/26/2026 Wireless Telecommunications Bureau Assignment of License Authorization Applications, Transfer of Control of Licensee Applications, and De FactoTransfer Lease Applications, and Designated Entity Reportable Eligibility Event Applications Accepted for Filing Below is a listing of applications, subject to applicable pre-grant notice and petition procedures, that upon initial review were accepted for filing. The Commission may return any of the applications, if upon further examination, it is determined they are defective or not in conformance with the Commission's rules and regulations. Final action will not be taken on applications involving an Assignment of Authorization or Transfer of Control of FCC licenses, de facto transfer leases, including subleases, or transfer of control or assignment of existing lease rights, or designated entity reportable eligibility event earlier than 15 days following the date of the public notice, except for applications not requiring a prior notice period. Assignment of License Authorization Applications and Transfer of Control of Licensee Applications Applications: 14-Day Notice Period PurposeFile Number Parties Date Received AA 0012126967 Assignor: T-Mobile License LLC 08/19/2026 Assignee: Puerto Rico Telephone Company, Inc. Partitioning AND/OR Disaggregation Call Sign or Lead Call Sign: WSBL964 Radio Service Code(s) ED Page 1 PurposeFile Number Parties Date Received AA 0012126969 Assignor: T-Mobile License LLC 08/19/2026 Assignee: Puerto Rico Telephone Company, Inc. FULL Assignment Call Sign or Lead Call Sign: WSBL957 Radio Service Code(s) ED AA 0012135460 Assignor: REGENTS UNIV. OF IDAHO 08/21/2026 Assignee: Nextel West Corp. FULL Assignment Call Sign or Lead Call Sign: WND470 Radio Service Code(s) ED AA 0012136128 Assignor: Puerto Rico Telephone Company, Inc. 08/19/2026 Assignee: TMPR LICENSE LLC FULL Assignment Call Sign or Lead Call Sign: WNC864 Radio Service Code(s) ED AA 0012136138 Assignor: Puerto Rico Telephone Company, Inc. 08/19/2026 Assignee: TMPR LICENSE LLC Partitioning AND/OR Disaggregation Call Sign or Lead Call Sign: WNC703 Radio Service Code(s) ED Page 2 PurposeFile Number Parties Date Received AA 0012140484 Assignor: Nex-Tech Wireless, L.L.C. 08/17/2026 Assignee: ADIOC NEBRASKA/KANSAS, LLC Partitioning AND/OR Disaggregation Call Sign or Lead Call Sign: WRNL252 Radio Service Code(s) PM AA 0012140486 Assignor: Nex-Tech Wireless, L.L.C. 08/17/2026 Assignee: ADIOC NEBRASKA/KANSAS, LLC FULL Assignment Call Sign or Lead Call Sign: WRNL253 Radio Service Code(s) PM AA 0012143959 Assignor: ADIOC NEBRASKA/KANSAS, LLC 08/17/2026 Assignee: Nex-Tech Wireless, L.L.C. Partitioning AND/OR Disaggregation Call Sign or Lead Call Sign: WRNL552 Radio Service Code(s) PM AA 0012148698 Assignor: Board of Trustees, University of Northern Colorado 08/21/2026 Assignee: Clearwire Spectrum Holdings III LLC FULL Assignment Call Sign or Lead Call Sign: WNC610 Radio Service Code(s) ED Page 3 PurposeFile Number Parties Date Received AA 0012154191 Assignor: Broadband One North LLC 08/18/2026 Assignee: Nextel West Corp. FULL Assignment Call Sign or Lead Call Sign: WRVK217 Radio Service Code(s) ED AA 0012154277 Assignor: Broadband One of the Midwest LLC 08/18/2026 Assignee: Nextel West Corp. FULL Assignment Call Sign or Lead Call Sign: WRVJ989 Radio Service Code(s) ED AA 0012154296 Assignor: Broadband One of the Southeast LLC 08/18/2026 Assignee: T-Mobile License LLC FULL Assignment Call Sign or Lead Call Sign: WRVJ976 Radio Service Code(s) ED AA 0012154311 Assignor: Broadband One of the Southeast LLC 08/18/2026 Assignee: Nextel West Corp. FULL Assignment Call Sign or Lead Call Sign: WRVK209 Radio Service Code(s) ED Page 4 PurposeFile Number Parties Date Received AA 0012154548 Assignor: PDV Spectrum Holding Company, LLC 08/17/2026 Assignee: Lower Colorado River Authority FULL Assignment Call Sign or Lead Call Sign: WSNW906 Radio Service Code(s) BS AA 0012157233 Assignor: Merced County Office of Education 08/19/2026 Assignee: Clearwire Spectrum Holdings III LLC FULL Assignment Call Sign or Lead Call Sign: WND216 Radio Service Code(s) ED AA 0012119227 Assignor: TMPR LICENSE LLC 08/19/2026 Assignee: Puerto Rico Telephone Company, Inc. Partitioning AND/OR Disaggregation Call Sign or Lead Call Sign: WQYU425 Radio Service Code(s) BR ED AA 0012140183 Assignor: ADIOC NEBRASKA/KANSAS, LLC 08/17/2026 Assignee: Nex-Tech Wireless, L.L.C. FULL Assignment Call Sign or Lead Call Sign: WRQR283 Radio Service Code(s) PK PM Applications: No Prior Notice Period Required Page 5 PurposeFile Number Parties Date Received TC 0012158098 Licensee: Rig-A-Lite LLC 08/21/2026 Transferor: Fernweh Group LLC Transferee: Phoenix Products, LLC Transfer OF Control Call Sign or Lead Call Sign: WRCC224 Radio Service Code(s) IG AA 0012160033 Assignor: Cleco Power LLC 08/21/2026 Assignee: Entergy Services, LLC FULL Assignment Call Sign or Lead Call Sign: WHF34 Radio Service Code(s) MG AA 0012160082 Assignor: Professional Value Internet Services, Inc 08/21/2026 Assignee: Chisholm Broadband, LLC FULL Assignment Call Sign or Lead Call Sign: WQZD918 Radio Service Code(s) MG De Facto Transfer Lease Applications Applications: 14-Day Notice Period Page 6 PurposeFile Number Parties Date Received LE 0012120141 Licensee: CALIFORNIA STATE UNIVERSITY 08/21/2026 Lessee: NSAC, LLC De Facto Transfer Lease Call Sign or Lead Call Sign: L000033647 Radio Service Code(s) ED LN 0012123782 Licensee: HARTLEY MELVIN SANBORN COMMUNITY SCHOOL DISTRICT 08/19/2026 Lessee: NSAC, LLC De Facto Transfer Lease Call Sign or Lead Call Sign: WND326 Radio Service Code(s) ED LN 0012136122 Licensee: Puerto Rico Telephone Company, Inc. 08/19/2026 Lessee: T-Mobile Puerto Rico LLC De Facto Transfer Lease Call Sign or Lead Call Sign: WLX661 Radio Service Code(s) ED LE 0012147415 Licensee: Hispanic Information and Telecommunications Network, Inc. 08/20/2026 Lessee: Puerto Rico Telephone Company, Inc. De Facto Transfer Lease Call Sign or Lead Call Sign: L000023464 Radio Service Code(s) ED Page 7 PurposeFile Number Parties Date Received LE 0012147419 Licensee: Hispanic Information and Telecommunications Network, Inc. 08/20/2026 Lessee: Puerto Rico Telephone Company, Inc. De Facto Transfer Lease Call Sign or Lead Call Sign: L000023463 Radio Service Code(s) ED LE 0012155487 Licensee: BPC Spectrum LLC 08/19/2026 Lessee: Brevard Wireless, Inc. De Facto Transfer Lease Call Sign or Lead Call Sign: L000033332 Radio Service Code(s) WX LE 0012156239 Licensee: JEFFERSON COUNTY BOARD OF EDUCATION 08/18/2026 Lessee: Clearwire Spectrum Holdings III LLC De Facto Transfer Lease Call Sign or Lead Call Sign: L000046071 Radio Service Code(s) ED Applications: No Prior Notice Period Required PurposeFile Number Parties Date Received There are no applications for this section this week. Page 8 Purpose Key: AA Assignment of Authorization LE Extend the Term of a Lease/Sublease/ AM Amendment Private Commons Arrangement TC Transfer of Control LT Transfer of Control of a Lessee/Sublessee LN New Lease/Sublease/Private Commons Arrangement RE DE Reportable Event Radio Service Key: AA Aviation Auxiliary Group LV Low Power Wireless Assist Video Devices AB Aural Microwave Booster LW 902-928 MHz Location Wideband (Grandfathered AVM) AC Aircraft MA Marine Auxiliary Group AD AWS-4 MC Coastal Group AF Aeronautical and Fixed MG Microwave Industrial/Business Pool AH AWS-H Block (1915-1920 MHz and 1995-2000 MHz) MK Alaska Group AI Aural Intercity Relay MM Millimeter Wave 70/80/90 GHz Service AR Aviation Radionavigation MR Marine Radiolocation Land AS Aural Studio Transmitter Link MS Multiple Address Service, Auctioned AT AWS-3 (1695-1710 MHz, 1755-1780 MHz, and 2155-2180 MHz) NC Nationwide Commercial 5 Channel, 220 MHz AW AWS, 1710-1755/2110-2155 MHz bands NN 3650-3700 MHz BA 1390-1392 MHz Band, Market Area PC Public Coast Stations, Auctioned BB 1392-1395 and 1432-1435 MHz Bands, Market Area PE Digital Electronic Message Service - Private BC 1670-1675 MHz Band, Market Area QA 220-222 MHz Band Auction BR Broadband Radio Service QD Non-Nationwide Data, 220 MHz CA Commercial Air-ground Radiotelephone QO Non-Nationwide Other, 220 MHz CB BETRS QQ Intelligent Transportation Service (Non-Public Safety) CD Paging and Radiotelephone QT Non-Nationwide 5 Channel Trunked, 220 MHz CE Digital Electronic Message Service RP Broadcast Auxiliary Remote Pickup CF Point to Point Microwave RS Land Mobile Radiolocation CG Air-ground Radiotelephone TB TV Microwave Booster CJ Commercial Aviation Air-Ground Radiotelephone TI TV Intercity Relay (800 MHz band) TN 39 GHz, Auctioned CL Cellular TP TV Pickup CN PCS Narrowband TS TV Studio Transmitter Link CO Offshore Radiotelephone TT TV Translator Relay CP Part 22 VHF/UHF Paging (excluding 931MHz) TZ 24 GHz Service CR Rural Radiotelephone WA Microwave Aviation CT Local Television Transmission WM Microwave Marine CW PCS Broadband WP 700 MHz Upper Band (Block D) CY 1910-1915/1990-1995 MHz Bands, Market Area WR Microwave Radiolocation CZ Paging and Radiotelephone, Auctioned WS Wireless Communications Service DV Multichannel Video Distribution AND Data Service WT 600 MHz Band ED Educational Broadband Service WU 700 MHz Upper Band (Block C) GB Business, 806-821/851-866 MHz, Conventional WX 700 MHz Guardband GC 929-930 MHz Paging Systems, Auction WY 700 MHz Lower Band (Blocks A, B, E) GI Other Indust/Land Transp, 896-901/935-940 MHz, Conv. WZ Lower 700 MHz Bands GJ Business and Industrial/Land Transportation YB Business, 806-821/851-866 MHz, Trunked (809 - 824 and 8) YC SMR, 806-821/851-866 MHz, Trunked, Auctioned GL 900 MHz Conventional SMR (SMR, Site-Specific) YD SMR, 896-901/935-940 MHz, Auctioned GM 800 MHz Conventional SMR (SMR, Site-specific) YG Industrial/Business Pool, Trunked GO Other Indust/Land Transp, 806-821/851-866 MHz, Conv. YH SMR, 806-821/851-866 MHz, Auctioned (Rebanded YC license) GR SMR, 896-901/935-940 MHz, Conventional YI Other Indust/Land Transp. 896-901/935-940 MHz, Trunked GS Private Carrier Paging, 929-930 MHz YJ Business and Industrial/Land Transportation (809 - 824 and 8) GU Business, 896-901/935-940 MHz, Conventional YK Industrial/Business Pool - Commercial, Trunked GX SMR, 806-821/851-866 MHz, Conventional YL 900 MHz Trunked SMR (SMR, Site-Specific) IG Industrial/Business Pool, Conventional YM 800 MHz Trunked SMR (SMR, Site-specific) IK Industrial/Business Pool - Commercial, Conventional YO Other Indust/Land Transp. 806-821/851-866 MHz, Trunked LD Local Multipoint Distribution Service YS SMR, 896-901/935-940 MHz, Trunked LN 902-928 MHz Location Narrowband (Non-Multilateration) YU Business, 896-901/935-940 MHz,Trunked LP Broadcast Auxiliary Low Power YX SMR, 806-821/851-866 MHz, Trunked LS Location and Monitoring Service, Multilateration (LMS) ZV Interactive Video and Data Service Page 9 The Bureau's weekly Public Notices only provide basic information regarding applications filed and actions taken. Specifically, our Public Notices do not list detailed transaction descriptions or new call signs assigned by the Bureau as a result of assignments of authorization. The detailed instructions below are intended to guide interested parties in obtaining more detailed information via ULS. How to view an application listed on this Public Notice via ULS. * Note the 10-digit file number listed on the Public Notice; * Access the ULS (instructions are on the internet at http://wireless.fcc.gov/uls); * From the ULS Online Systems Menu in the center of the screen, scroll down to the "Search" section and click on the "Applications" button; * Type the application's 10-digit file number into the "File Number:" field on the Application Search screen and click the "Search" button; * When the search is completed, the application will be listed by file number on the screen; * Click on the file number (in hypertext) to view the application and attachments. How to find new call signs created as a result of an assignment of authorization. * View the assignment application in ULS as listed above in "How to view an application on this Public Notice via ULS"; * At the bottom of the application display screen, select "History" from the "Application Options" and click on the "Go" button; * From the History screen, locate the Application Consented Date, this will be the Grant Date of the new callsign generated as a result of a consummated assignment of authorization; * Click on the "Home" button at the bottom of the screen to return to the ULS Online Systems page; * Scroll to the "Search" section and click on "Licenses"; * On the License Search screen, click the "Advanced License Search" link; * In the Licensee Name field, key the name of the Assignor of the Assignment, under License Detail Dates, select "Grant Date", select the "To" and "From" dates and enter the Application Consented Date in both the "To" and "From" fields; * Scroll to the bottom of the screen and click "Submit"; * Click on the call sign (in hypertext) to view the license details. 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