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.
移动设备支出处于一种健康的状态。至少华为最近发布的财报表明了这一点。昨日，华为发布财报称，上半年收入增长近五分之一，至220亿美元。营业利润率扩大6个百分点，至18%以上。人们会忍不住把这种4G推动的增长，视为整个移动设备部门的利好迹象。
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