In a note to clients Wednesday, Morgan Stanley's Katy Huberty, just back from China, reports on "feedback" from Asian carriers and suppliers that she views as positive for Apple (AAPL).
在本周三致客户的报告中,刚从中国返美的摩根士丹利(Morgan Stanley)分析师凯蒂·休伯蒂列举了来自亚洲运营商和供应商的“反馈”,她认为这些对苹果(Apple)而言是利好消息。
She makes several points: (I quote)
她提出了以下几点:(我引用如下)
After a slow start, iPhone 5 is now on track to meet carrier volume expectations.
虽然起步较慢,但就目前的形势来看,iPhone 5显然有望达到运营商的销量预期。
iPhone 4 price cuts could stimulate incremental demand near-term.
iPhone 4降价能在近期刺激市场需求。
Carriers see the opportunity for Apple to expand market coverage with 5-inch and lower-priced iPhones over time.
运营商认为随着时间的推移,苹果有机会凭借5英寸iPhone和低价iPhone进一步拓展市场。
TD-LTE licenses, and related phone launches, are expected by year-end.
TD-LTE牌照及相关手机预计将在年底前发布。
That last point may be particularly significant as it suggests that a contract with the last major Chinese iPhone holdout -- China Mobile (CHL), the world's largest carrier with more than 700 million subscribers -- could be signed before the end of the year.
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