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