China Telecom is the last of the Big 3 Chinese carriers to issue its mid-year report (see below), revealing stronger than expected financials and operational metrics. Later this week, Alibaba's mid-year report is due, hopefully providing equally deep insight into its cloud business and the larger market for data center infrastructure in China.
Some key trends observed on the telecoms side for 1H2018:
China Mobile is slowing, while China Unicom...