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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).
在本周三致客戶的報告中，剛從中國返美的摩根士丹利（Morgan Stanley）分析師凱蒂·休伯蒂列舉了來自亞洲運營商和供應商的“反饋”，她認為這些對蘋果（Apple）而言是利好消息。
She makes several points: (I quote)
她提出了以下幾點：（我引用如下）
After a slow start, iPhone 5 is now on track to meet carrier volume expectations.
雖然起步較慢，但就目前的形勢來看，iPhone 5顯然有望達到運營商的銷量預期。
iPhone 4 price cuts could stimulate incremental demand near-term.
iPhone 4降價能在近期刺激市場需求。
Carriers see the opportunity for Apple to expand market coverage with 5-inch and lower-priced iPhones over time.
運營商認為隨著時間的推移，蘋果有機會憑借5英寸iPhone和低價iPhone進一步拓展市場。
TD-LTE licenses, and related phone launches, are expected by year-end.
TD-LTE牌照及相關手機預計將在年底前發布。
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.
最后一點意義尤為重大，因為它表明蘋果有望在年底前同中國幾大運營商中唯一尚未發售iPhone的中國移動（China Mobile）簽署合同。中國移動是全球最大的運營商，擁有7億多用戶。
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，臺灣媒體《電子時報》（DigiTimes ）本周二報道稱，中國移動預計將在5月中旬啟動公開競標程序，為中國100個城市的20萬個TD-LTE基站采購設備。
