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标题: 摩根斯坦利:不看好中国移动的5G和IoT [查看完整版帖子] [打印本页]

时间: 2017-7-11 09:15

作者: chzh4719 标题: 摩根斯坦利:不看好中国移动的5G和IoT

对于中国移动而言，这一周并非最好的一周。

作为全球最大的移动通信运营商，中国移动在摩根斯坦利分析师的眼中被降级。

而另一家市场研究机构Jefferies的分析师Edison Lee称，中国移动在IoT（物联网）标准方面面临左右为难的困境。

摩根斯坦利分析师Barrons称，摩根斯坦利认为，中国移动目前的战略有3大问题：5G投资周期、更高的运营成本、激烈（市场）竞争影响收益。

Barrons甚至说，对于中国移动而言，通往5G之路是一个“痛苦的旅程”。

此外，《南华早报》也发布报道认为，在部署IoT网络方面，中国移动可能会被中国联通和中国电信争相赶上。

以下是telecom tech news的报道原文：

According to Barrons, Morgan Stanley finds three issues with China Mobile’s current strategy; the 5G spending cycle, higher operating expenses, and how competition effects profits. The analyst called the path to 5G a painful journey for China Mobile, as well as removing the company’s stock from its Asia Pacific excluding Japan telecoms portfolio.

Elsewhere, a report from the South China Morning Post has found that the operator ‘may be scrambling to catch up’ with its two competitors, China Unicom and China Telecom, in deploying IoT architecture.

China’s Ministry of Industry and Information Technology (MIIT) recently announced the country would need to accelerate its implementation of NB-IoT (narrow band IoT) technologies, building 1.5 million base stations by the end of 2020. As this publication previously reported, operators around the world are starting to dip their toes in the water with rollouts, including Deutsche Telekom and Vodafone New Zealand.

Edison Lee, equity analyst at Jefferies, noted that China Mobile could either wait for the MIIT to give it a licence to redevelop its GSM 2G network for 4G or upgrade it itself, while another issue is that its 4G network is based on TD-LTE (time division long term evolution), as opposed to FDD-LTE (frequency division duplex) preferred by Unicom and China Telecom.

Shares in the company, which were at 86.95 on June 1, slumped to a low of 80.10 on July 6 and at the time of publication sat at 80.85.

附件: 20170711091317.jpg (2017-7-11 09:14, 35.57 KB) / 下载次数 0
https://www.txrjy.com/forum.php?mod=attachment&aid=MzI1ODk5fGVhMjY4ZDY5fDE3MzA0NDMyOTB8MHww

时间: 2017-7-12 00:16

作者: 林心乳

英语老师死的早

时间: 2017-7-12 00:26

作者: qwerthuiop

It has not been the best week for China Mobile. The operator, which is the largest global telco in terms of domestic subscribers, has been downgraded in the eyes of analysts Morgan Stanley, while another analyst, Edison Lee at Jefferies, said the company faces a ‘dilemma’ in terms of Internet of Things (IoT) standards.

According to Barrons, Morgan Stanley finds three issues with China Mobile’s current strategy; the 5G spending cycle, higher operating expenses, and how competition effects profits. The analyst called the path to 5G a painful journey for China Mobile, as well as removing the company’s stock from its Asia Pacific excluding Japan telecoms portfolio.

Elsewhere, a report from the South China Morning Post has found that the operator ‘may be scrambling to catch up’ with its two competitors, China Unicom and China Telecom, in deploying IoT architecture.

China’s Ministry of Industry and Information Technology (MIIT) recently announced the country would need to accelerate its implementation of NB-IoT (narrow band IoT) technologies, building 1.5 million base stations by the end of 2020. As this publication previously reported, operators around the world are starting to dip their toes in the water with rollouts, including Deutsche Telekom and Vodafone New Zealand.

Edison Lee, equity analyst at Jefferies, noted that China Mobile could either wait for the MIIT to give it a licence to redevelop its GSM 2G network for 4G or upgrade it itself, while another issue is that its 4G network is based on TD-LTE (time division long term evolution), as opposed to FDD-LTE (frequency division duplex) preferred by Unicom and China Telecom.

Shares in the company, which were at 86.95 on June 1, slumped to a low of 80.10 on July 6 and at the time of publication sat at 80.85

它没有被中国移动最好的一周。最大的全球电信运营商,这是国内用户,已经下调了摩根士丹利(Morgan Stanley)分析师的眼睛,而另一个分析师Lee Jefferies爱迪生说,公司面临“两难”的物联网(物联网)标准。

据巴伦,摩根士丹利(Morgan Stanley)发现三个问题与中国移动目前的策略;5 g的支出周期,更高的运营费用,利润和竞争的影响。分析师称为路径为中国移动5 g痛苦的旅程,以及删除从亚洲除日本以外的亚太地区电信公司的股票投资组合。

在其他地方,《南华早报》的一份报告发现,运营商可能争相追的两个竞争对手,中国联通和中国电信,在部署物联网体系结构。

中国工业和信息化部(工信部)最近宣布,中国需要加快实施NB-IoT(窄带)物联网技术,建设150万个基站到2020年底。出版之前报道,世界各地的运营商也开始在水中浸脚趾与糊涂事,包括德国电信和沃达丰新西兰。

爱迪生李,Jefferies股票分析师指出,中国移动可以等待工信部给它一个许可证重新开发的GSM 2 g网络4 g或升级它本身,而另一个问题是,其4 g网络是基于td - lte(长期演进),而不是FDD-LTE(频分双工)首选联通和中国电信。

股份公司,6月1日为86.95跌至低点80.10 7月6日,发表的时候坐在80.85

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