苹果年底前有望与中国移动合作牵手

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.

最后一点意义尤为重大，因为它表明苹果有望在年底前同中国几大运营商中唯一尚未发售iPhone的中国移动（China Mobile）签署合同。中国移动是全球最大的运营商，拥有7亿多用户。

Separately, Taiwan's DigiTimes reported Tuesday that China Mobile was expected to start an open-bid competition process as early as mid-May to procure equipment for 200,000 TD-LTE base stations for installation in 100 Chinese cities.

另外，台湾媒体《电子时报》（DigiTimes ）本周二报道称，中国移动预计将在5月中旬启动公开竞标程序，为中国100个城市的20万个TD-LTE基站采购设备。