FCC Daily DigestCodex · 实盘不做把握 6/10不做原因:证据不足
北京时间·🕒 发布 01:30:02(美东 08-28 13:30)·⟳ 抓取 01:31:43 +1m41s·⚡ 决策 08-29 01:34:32 +2m49s·59.8 天前
FCC发布卫星许可例行授权清单，涉及Kuiper、Sidus、SES等多家公司
这是FCC卫星许可Daily Digest中的多事项例行行政动作，缺少单一上市公司可量化、可交易、未定价的收入或利润增量。
📄 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, Inc.（AMZN.US）
Kuiper条目是监管程序性更新，相对Amazon体量缺乏可量化短线增量。
不做 Sidus Space, Inc.（SIDU.US）
FCC修改授权未对应订单金额、客户付款或收入节点，事件方向和edge不足。
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
本次公告确认多项卫星许可授权或修正重发，但核心内容是监管许可状态更新，不是订单、发射成功、商业服务启用或业绩指引变化。Amazon Kuiper相关事项相对Amazon体量过小且主要对应既有频谱共享规则落地；Sidus等小票虽更敏感，但公告未给出合同金额、客户关系或收入转化路径，因此不做。
🔎 新鲜度:最早出现 2026-08-28 · 扩散 low · price-in 风险 medium ↗
主要风险
- 公告未披露金额、客户、发射计划变化或商业化收入节点，无法完成量级核查。
- 多家公司同时出现在FCC例行清单中，单一标的的预期差和市场关注度都不足。
先例如何影响了这次决策
对本次决策的影响:先例不足叠加当前公告缺乏量级，支持回避而非给条件单。
方向:缺乏可用的同市场高相似先例；例行监管许可清单通常需要进一步商业化或合同信息才有交易意义。
涨幅量级:没有足够高相似、锚点干净的先例支撑短线涨幅区间。
形态:未建立可迁移的见光死或持续上涨模式。
原文全文
展开原文 · 9,294 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
DA Number: 26-907
Report No. SAT-02033 Friday August 28, 2026
Satellite Licensing Division and Satellite Programs and Policy Division Information
RE: Actions Taken
The Commission, by its Space Bureau, took the following actions pursuant to delegated authority. The
effective date of these actions is the release date of this Notice, except where an effective date is
specified.
Intelsat License LLC
SAT-MOD-20250327-00083 S2160
Date of Action:
Date filed: 2026-03-17
Modification
2026-08-27
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
Lynk Global, Inc.
SAT-STA-20260609-00232 S3087
Date of Action:
Date filed: 2026-06-16
Special Temporary Authority
2026-08-27
Grant of Authority
Granted, with conditions.
Page 1 of 7
Logos Space Services, Inc.
SAT-MOD-20260203-00079 S3210
Date of Action:
Date filed: 2026-02-05
Modification
2026-08-26
Granted in Part/ Deferred in Part
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
SAT-ASG-20260812-00334 Hughes Network Systems,
Date filed: 2026-08-12 LLC
Assignment Date of Action:
Current licensee: Hughes Network Systems, LLC
FROM: Hughes Network Systems, LLC 2026-08-25
TO: Hughes Network Systems, LLC, Debtor-in-Possession
Grant of Authority
Nature of Service: Fixed-Satellite Service
Astranis Projects USA LLC
SAT-LOA-20260220-00092 S00833
Date of Action:
Date filed: 2026-03-25
Launch and Operating Authority
2026-08-21
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
Sidus Space, Inc.
SAT-MOD-20260511-00194 S3175
Date of Action:
Date filed: 2026-05-30
Modification
2026-08-14
Grant of Authority
Nature of Service: Earth Exploration-Satellite Service
Granted, with conditions.
Page 2 of 7
SES Americom, Inc.
SAT-AMD-20260528-00218 S00849
Date of Action:
Date filed: 2026-05-28
Amendment
2026-08-21
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
SES Americom, Inc.
SAT-LOA-20260507-00191 S00849
Date of Action:
Date filed: 2026-05-28
Launch and Operating Authority
2026-08-21
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
INFORMATIVE:
HawkEye 360, Inc.
SAT-MOD-20251118-00324 S3042
Date of Action:
Date filed: 2026-05-26
Modification
2026-08-24
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Page 3 of 7
Space Sciences & Engineering LLC
SAT-AMD-20260515-00202 S00821
Date of Action:
Date filed: 2026-05-21
Amendment
2026-08-26
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
HawkEye 360, Inc.
SAT-AMD-20260512-00195 S3042
Date of Action:
Date filed: 2026-05-26
Amendment
2026-08-24
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Page 4 of 7
Loft Orbital Solutions Inc.
SAT-LOA-20240517-00107 S3199 Date of Action:
Date filed: 2024-05-17
Launch and Operating Authority 2026-08-26
Nature of Service: Earth Exploration-Satellite Service
Reissued with corrections.
Space Sciences & Engineering LLC
SAT-LOA-20260219-00090 S00821
Date of Action:
Date filed: 2026-05-21
Launch and Operating Authority
2026-08-26
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Page 5 of 7
HawkEye 360, Inc.
SAT-MOD-20240619-00139 S3042
Date of Action:
Date filed: 2024-06-19
Modification
2026-08-24
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Kuiper Systems LLC
SAT-LOA-20211104-00145 S3051/3105
Date of Action:
Date filed: 2021-11-04
Launch and Operating Authority
2026-08-21
Granted in Part/ Deferred in Part
Nature of Service: Fixed-Satellite Service
Reissued to grant Amazon’s request with respect to the Commission’s recently adopted NGSO-GSO
Spectrum Sharing Order that replaced the Equivalent Power Flux Density (EPFD) framework for
spectrum sharing between NGSO and GSO satellite systems. See Modernizing Spectrum Sharing for
Satellite Broadband, Report and Order, SB Docket No. 25-157, FCC 26-26 (rel. May 1, 2026).
Page 6 of 7
Kuiper Systems LLC
SAT-AMD-20250311-00068 S3051/3105
Date of Action:
Date filed: 2025-03-11
Amendment
2026-02-10
Granted in Part/ Deferred in Part
Nature of Service:
• Mobile-Satellite Service
• Fixed-Satellite Service
Reissued to grant Amazon’s request with respect to the Commission’s recently adopted NGSO-GSO
Spectrum Sharing Order that replaced the Equivalent Power Flux Density (EPFD) framework for
spectrum sharing between NGSO and GSO satellite systems. See Modernizing Spectrum Sharing for
Satellite Broadband, Report and Order, SB Docket No. 25-157, FCC 26-26 (rel. May 1, 2026).
For more information concerning this Notice, contact the Satellite Licensing Division and Satellite
Programs and Policy Division at (202) 418-0719.
Page 7 of 7
FEDERAL COMMUNICATIONS COMMISSION
45 L Street NE
WASHINGTON D.C. 20554
News media information 202-418-0500
Internet: http://www.fcc.gov
DA Number: 26-907
Report No. SAT-02033 Friday August 28, 2026
Satellite Licensing Division and Satellite Programs and Policy Division Information
RE: Actions Taken
The Commission, by its Space Bureau, took the following actions pursuant to delegated authority. The
effective date of these actions is the release date of this Notice, except where an effective date is
specified.
Intelsat License LLC
SAT-MOD-20250327-00083 S2160
Date of Action:
Date filed: 2026-03-17
Modification
2026-08-27
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
Lynk Global, Inc.
SAT-STA-20260609-00232 S3087
Date of Action:
Date filed: 2026-06-16
Special Temporary Authority
2026-08-27
Grant of Authority
Granted, with conditions.
Page 1 of 7
Logos Space Services, Inc.
SAT-MOD-20260203-00079 S3210
Date of Action:
Date filed: 2026-02-05
Modification
2026-08-26
Granted in Part/ Deferred in Part
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
SAT-ASG-20260812-00334 Hughes Network Systems,
Date filed: 2026-08-12 LLC
Assignment Date of Action:
Current licensee: Hughes Network Systems, LLC
FROM: Hughes Network Systems, LLC 2026-08-25
TO: Hughes Network Systems, LLC, Debtor-in-Possession
Grant of Authority
Nature of Service: Fixed-Satellite Service
Astranis Projects USA LLC
SAT-LOA-20260220-00092 S00833
Date of Action:
Date filed: 2026-03-25
Launch and Operating Authority
2026-08-21
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
Sidus Space, Inc.
SAT-MOD-20260511-00194 S3175
Date of Action:
Date filed: 2026-05-30
Modification
2026-08-14
Grant of Authority
Nature of Service: Earth Exploration-Satellite Service
Granted, with conditions.
Page 2 of 7
SES Americom, Inc.
SAT-AMD-20260528-00218 S00849
Date of Action:
Date filed: 2026-05-28
Amendment
2026-08-21
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
SES Americom, Inc.
SAT-LOA-20260507-00191 S00849
Date of Action:
Date filed: 2026-05-28
Launch and Operating Authority
2026-08-21
Grant of Authority
Nature of Service: Fixed-Satellite Service
Granted, with conditions.
INFORMATIVE:
HawkEye 360, Inc.
SAT-MOD-20251118-00324 S3042
Date of Action:
Date filed: 2026-05-26
Modification
2026-08-24
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Page 3 of 7
Space Sciences & Engineering LLC
SAT-AMD-20260515-00202 S00821
Date of Action:
Date filed: 2026-05-21
Amendment
2026-08-26
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
HawkEye 360, Inc.
SAT-AMD-20260512-00195 S3042
Date of Action:
Date filed: 2026-05-26
Amendment
2026-08-24
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Page 4 of 7
Loft Orbital Solutions Inc.
SAT-LOA-20240517-00107 S3199 Date of Action:
Date filed: 2024-05-17
Launch and Operating Authority 2026-08-26
Nature of Service: Earth Exploration-Satellite Service
Reissued with corrections.
Space Sciences & Engineering LLC
SAT-LOA-20260219-00090 S00821
Date of Action:
Date filed: 2026-05-21
Launch and Operating Authority
2026-08-26
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Page 5 of 7
HawkEye 360, Inc.
SAT-MOD-20240619-00139 S3042
Date of Action:
Date filed: 2024-06-19
Modification
2026-08-24
Grant of Authority
Nature of Service:
• Earth Exploration-Satellite Service
• Other Satellite Service (please specify)
Reissued with corrections.
Kuiper Systems LLC
SAT-LOA-20211104-00145 S3051/3105
Date of Action:
Date filed: 2021-11-04
Launch and Operating Authority
2026-08-21
Granted in Part/ Deferred in Part
Nature of Service: Fixed-Satellite Service
Reissued to grant Amazon’s request with respect to the Commission’s recently adopted NGSO-GSO
Spectrum Sharing Order that replaced the Equivalent Power Flux Density (EPFD) framework for
spectrum sharing between NGSO and GSO satellite systems. See Modernizing Spectrum Sharing for
Satellite Broadband, Report and Order, SB Docket No. 25-157, FCC 26-26 (rel. May 1, 2026).
Page 6 of 7
Kuiper Systems LLC
SAT-AMD-20250311-00068 S3051/3105
Date of Action:
Date filed: 2025-03-11
Amendment
2026-02-10
Granted in Part/ Deferred in Part
Nature of Service:
• Mobile-Satellite Service
• Fixed-Satellite Service
Reissued to grant Amazon’s request with respect to the Commission’s recently adopted NGSO-GSO
Spectrum Sharing Order that replaced the Equivalent Power Flux Density (EPFD) framework for
spectrum sharing between NGSO and GSO satellite systems. See Modernizing Spectrum Sharing for
Satellite Broadband, Report and Order, SB Docket No. 25-157, FCC 26-26 (rel. May 1, 2026).
For more information concerning this Notice, contact the Satellite Licensing Division and Satellite
Programs and Policy Division at (202) 418-0719.
Page 7 of 7
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