Mobile equipment spending is in a healthy state. Or so Huawei’s recent results might suggest. Yesterday, the company reported first-half revenues up nearly a fifth to $22bn. Operating margins widened by 6 percentage points, surpassing 18 per cent. It would be tempting to see this 4G-driven growth as a positive for the equipment sector as a whole.
移動設備支出處于一種健康的狀態。至少華為最近發布的財報表明了這一點。昨日，華為發布財報稱，上半年收入增長近五分之一，至220億美元。營業利潤率擴大6個百分點，至18%以上。人們會忍不住把這種4G推動的增長，視為整個移動設備部門的利好跡象。
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