分析師：蘋果最大的錯誤是沒有收購Netflix

{"type":"doc","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"blockquote","content":[{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"過去 10 到 12 年來，喬布斯和庫克最大的戰略失誤，就是他們沒能收購 Netflix 。"}]}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/1a\/22\/1aa5dfdb586b908a8c02dbbe40757222.png","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","marks":[{"type":"size","attrs":{"size":10}}],"text":"來源："},{"type":"link","attrs":{"href":"https:\/\/edgecast-cf-prod.yahoo.net\/cp-video-transcode\/prod\/6033ecc1901e250907853dfb\/2021-02-22\/hls\/yxs\/e7c76f40-b013-5a69-a862-bedfa0fdaf83\/6033ecc1901e250907853dfb_426x240_v2.m3u8","title":"","type":null},"content":[{"type":"text","text":"訪談視頻"}],"marks":[{"type":"size","attrs":{"size":10}}]},{"type":"text","marks":[{"type":"size","attrs":{"size":10}}],"text":"截圖"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"過去 30 年來，蘋果取得了許多輝煌的成績。蘋果推出了從 iMac 到 iPod，到 iPhone，再到 iPad、Apple Watch 和 AirPods等一系列產品。更重要的是，它通過 AppleCare、Apple Music 和 Apple TV+ 等服務，進一步擴大了持續盈利的業務。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"不過，Wedbush 分析師 Dan Ives卻表示，這家科技巨頭犯了一個重大失誤：它沒有收購 Netflix 。Ives 對蘋果股票的評級爲增持，稱這樣做將使這家科技巨頭在當前由 Netflix、亞馬遜和 Disney+ 主導的流媒體戰爭中處於更有利的地位。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“我認爲，過去 10 到 12 年來，喬布斯和庫克最大的戰略失誤，就是他們沒能在幾年前收購 Netflix。”Ives 告訴 Yahoo Finance Live。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"但，這並不意味着蘋果不能繼續前進。實際上，Ives 說，蘋果目前的市值在 2 萬億美元左右，到 2021 年底時預計將達到 3 萬億美元。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"蘋果需要收購一家工作室"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"分析人士和專家多年來一直敦促蘋果收購 Netflix , Netflix 被視爲流媒體大戰的必勝者。不過，蘋果通常不會做出引人注目的大收購。2014 年，對耳機公司 Beats的收購案是蘋果最近歷史上最大的一筆收購。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"通過收購 Netflix，蘋果就可以在流媒體視頻產業獲得大量股權，從而避免從頭開始建立自己的業務。迄今爲止，該公司發佈的主要作品包括《早間新聞》（The Morning Show）、《泰德·拉索》（Ted Lasso，體育喜劇節目）和《太空使命》（For All Mankind，美國科幻架空歷史網絡迷你劇），儘管這三檔節目吸引了觀衆的目光，但它們中沒有一部能像 Netflix 和 迪士尼 等公司通過《養虎爲患 \/ 虎王》（Tiger King)、《後翼棄兵》（The Queen's Gambit）和《曼達洛人》(The Mandalorian）等節目展現出了強大的文化力量。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"image","attrs":{"src":"https:\/\/static001.infoq.cn\/resource\/image\/25\/bd\/253d389939d6ee5fa9557177250685bd.jpg","alt":null,"title":"","style":[{"key":"width","value":"75%"},{"key":"bordertype","value":"none"}],"href":"","fromPaste":false,"pastePass":false}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":"center","origin":null},"content":[{"type":"text","marks":[{"type":"size","attrs":{"size":10}}],"text":"2020 年 10 月 28 日（週一），蘋果 CEO 蒂姆·庫克出席了 Apple TV+《早間新聞》全球首映式，首映式在紐約林肯表演藝術中心大衛·格芬廳舉行。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"蘋果並沒有公佈 TV+ 的訂閱用戶數據，但 Netflix 在上一次財報電話會議上報告稱，其全球訂戶數已突破 2.03 億，而迪士尼 + 在 2019 年 11 月推出一年多後，訂戶數已經達到 9490 萬。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據 Ives 所說，蘋果要想趕上流媒體領域的領頭羊，唯一的辦法就是收購一家屬於自己的好萊塢大製片廠。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"“我們已經談到了米高梅電影公司，獅門娛樂公司，A24 電影公司，否則他們將繼續在外邊尋找。”Ives 說。“這就是爲什麼我認爲這是他們會被迫加入……因爲這一切都與內容有關。”"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Ives 表示，Apple TV+ 內容目錄相對較少，就像你擁有一棟豪宅，但卻沒有什麼傢俱。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"他說：“這就是我們所看到的這場軍備競賽的問題所在，特別是迪士尼，當然還有處於頂端的 Netflix。”"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"蘋果的 iPhone 和未來的汽車"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"從 2007 年起，iPhone 就成了蘋果的“印鈔機”，當然，它還將繼續爲該公司帶來瘋狂的人氣。iPhone 12 系列，是蘋果首款採用 5G 蜂窩網絡技術的產品，表現尤爲出色。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"據 Ives 稱，到 2021 年，蘋果公司可能銷售的 iPhone 數量將達到 2.4 億至 2.5 億部。Ives 表示，這可能會推動該公司的市值超過 3 萬億美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"更重要的是，這意味着蘋果 iPhone 的銷售將繼續保持創紀錄的水平，據悉，最近一個季度， iPhone 的銷售收入達到了1 億美元。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"放眼未來，如果傳聞屬實，蘋果公司將與現代等汽車製造商合作，"},{"type":"link","attrs":{"href":"https:\/\/finance.yahoo.com\/news\/why-apple-could-be-teslas-fiercest-rival-in-the-ev-game-154915566.html","title":"","type":null},"content":[{"type":"text","text":"進入電動汽車領域"}]},{"type":"text","text":"。它將打開一個價值數萬億美元的市場，與特斯拉展開直接競爭。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"這也將幫助蘋果在 iPhone 和其他 iPhone 配件之外更好地實現產品多樣化。然而，蘋果是否會，什麼時候會轉向汽車業，仍不清楚。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"最新報告顯示，儘管蘋果正和供應商討論有關傳感器的問題，以幫助蘋果汽車具備自動駕駛功能。但蘋果減緩了與現代汽車的談判，因此事態整體還不明朗。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"strong"}],"text":"作者介紹："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","text":"Daniel Howley，Yahoo Finance 科技編輯。"}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"italic"},{"type":"size","attrs":{"size":10}},{"type":"strong"}],"text":"原文鏈接："}]},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null}},{"type":"paragraph","attrs":{"indent":0,"number":0,"align":null,"origin":null},"content":[{"type":"text","marks":[{"type":"italic"},{"type":"size","attrs":{"size":10}}],"text":"https:\/\/finance.yahoo.com\/news\/apple-mistake-not-buying-netflix-dan-ives-153542204.html"}]}]}