本文摘要：In a note to clients Wednesday, Morgan Stanleys 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，刚刚从中国返国的摩根士丹利（Morgan Stanley）分析师凯蒂·休伯蒂列出了来自亚洲运营商和供应商的“对系统”，她指出这些对苹果（Apple）而言是受到影响消息。

In a note to clients Wednesday, Morgan Stanleys 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，刚刚从中国返国的摩根士丹利（Morgan Stanley）分析师凯蒂·休伯蒂列出了来自亚洲运营商和供应商的“对系统”，她指出这些对苹果（Apple）而言是受到影响消息。She makes several points: (I quote)她明确提出了以下几点：（我提到如下）After a slow start, iPhone 5 is now on track to meet carrier volume expectations.虽然跟上较快，但就目前的形势来看，iPhone 5似乎未来将会超过运营商的销量预期。iPhone 4 price cuts could stimulate incremental demand near-term.iPhone 4降价能在近期性刺激市场需求。

Carriers see the opportunity for Apple to expand market coverage with 5-inch and lower-priced iPhones over time.运营商指出随着时间的流逝，苹果有机会凭借5英寸iPhone和低价iPhone更进一步扩展市场。TD-LTE licenses, and related phone launches, are expected by year-end.TD-LTE牌照及涉及手机预计将在年底前公布。That last point may be particularly significant as it suggests that a contract with the last major Chinese iPhone holdout -- China Mobile (CHL), the worlds largest carrier with more than 700 million subscribers -- could be signed before the end of the year.最后一点意义最为根本性，因为它指出苹果未来将会在年底前同中国几大运营商中唯一仍未发售iPhone的中国移动（China Mobile）签订合约。中国移动是全球仅次于的运营商，享有7亿多用户。

Separately, Taiwans 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 ）本周二报导称之为，中国移动预计将在5月中旬启动公开发表竞标程序，为中国100个城市的20万个TD-LTE基站订购设备。

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