特许通讯近期动态：收购进展、机构评级与资本支出计划

Recent Events - Charter Communications (CHTR.US), the second-largest cable operator in the U.S., announced a merger agreement with Cox Communications in May 2025, with a transaction value of approximately $34.5 billion, aimed at consolidating industry resources [1] - The completion timeline for the merger has not yet been announced, indicating potential future impacts on the company's business scale [1] Institutional Perspectives - On January 13, 2026, Wells Fargo downgraded Charter Communications to "Underweight" with a target price of $180 [2] - Deutsche Bank maintained a "Hold" rating on February 3, 2026, with a target price of $235, reflecting differing market views on the company's financial performance and industry competition [2] Project Developments - The company plans to build 450,000 rural network coverage points by 2025, with capital expenditures expected to peak at $12 billion, which may have long-term implications for its service coverage and competitiveness [3]