分析师：苹果最大的错误是没有收购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":"过去 10 到 12 年来，乔布斯和库克最大的战略失误，就是他们没能收购 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":"来源："},{"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":"访谈视频"}],"marks":[{"type":"size","attrs":{"size":10}}]},{"type":"text","marks":[{"type":"size","attrs":{"size":10}}],"text":"截图"}]},{"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":"过去 30 年来，苹果取得了许多辉煌的成绩。苹果推出了从 iMac 到 iPod，到 iPhone，再到 iPad、Apple Watch 和 AirPods等一系列产品。更重要的是，它通过 AppleCare、Apple Music 和 Apple TV+ 等服务，进一步扩大了持续盈利的业务。"}]},{"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":"不过，Wedbush 分析师 Dan Ives却表示，这家科技巨头犯了一个重大失误：它没有收购 Netflix 。Ives 对苹果股票的评级为增持，称这样做将使这家科技巨头在当前由 Netflix、亚马逊和 Disney+ 主导的流媒体战争中处于更有利的地位。"}]},{"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":"“我认为，过去 10 到 12 年来，乔布斯和库克最大的战略失误，就是他们没能在几年前收购 Netflix。”Ives 告诉 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，这并不意味着苹果不能继续前进。实际上，Ives 说，苹果目前的市值在 2 万亿美元左右，到 2021 年底时预计将达到 3 万亿美元。"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"苹果需要收购一家工作室"}]},{"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":"分析人士和专家多年来一直敦促苹果收购 Netflix , Netflix 被视为流媒体大战的必胜者。不过，苹果通常不会做出引人注目的大收购。2014 年，对耳机公司 Beats的收购案是苹果最近历史上最大的一笔收购。"}]},{"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":"通过收购 Netflix，苹果就可以在流媒体视频产业获得大量股权，从而避免从头开始建立自己的业务。迄今为止，该公司发布的主要作品包括《早间新闻》（The Morning Show）、《泰德·拉索》（Ted Lasso，体育喜剧节目）和《太空使命》（For All Mankind，美国科幻架空历史网络迷你剧），尽管这三档节目吸引了观众的目光，但它们中没有一部能像 Netflix 和 迪士尼 等公司通过《养虎为患 \/ 虎王》（Tiger King)、《后翼弃兵》（The Queen's Gambit）和《曼达洛人》(The Mandalorian）等节目展现出了强大的文化力量。"}]},{"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（周一），苹果 CEO 蒂姆·库克出席了 Apple TV+《早间新闻》全球首映式，首映式在纽约林肯表演艺术中心大卫·格芬厅举行。"}]},{"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":"苹果并没有公布 TV+ 的订阅用户数据，但 Netflix 在上一次财报电话会议上报告称，其全球订户数已突破 2.03 亿，而迪士尼 + 在 2019 年 11 月推出一年多后，订户数已经达到 9490 万。"}]},{"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":"据 Ives 所说，苹果要想赶上流媒体领域的领头羊，唯一的办法就是收购一家属于自己的好莱坞大制片厂。"}]},{"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":"“我们已经谈到了米高梅电影公司，狮门娱乐公司，A24 电影公司，否则他们将继续在外边寻找。”Ives 说。“这就是为什么我认为这是他们会被迫加入……因为这一切都与内容有关。”"}]},{"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+ 内容目录相对较少，就像你拥有一栋豪宅，但却没有什么家具。"}]},{"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":"他说：“这就是我们所看到的这场军备竞赛的问题所在，特别是迪士尼，当然还有处于顶端的 Netflix。”"}]},{"type":"heading","attrs":{"align":null,"level":2},"content":[{"type":"text","text":"苹果的 iPhone 和未来的汽车"}]},{"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":"从 2007 年起，iPhone 就成了苹果的“印钞机”，当然，它还将继续为该公司带来疯狂的人气。iPhone 12 系列，是苹果首款采用 5G 蜂窝网络技术的产品，表现尤为出色。"}]},{"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":"据 Ives 称，到 2021 年，苹果公司可能销售的 iPhone 数量将达到 2.4 亿至 2.5 亿部。Ives 表示，这可能会推动该公司的市值超过 3 万亿美元。"}]},{"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，这意味着苹果 iPhone 的销售将继续保持创纪录的水平，据悉，最近一个季度， iPhone 的销售收入达到了1 亿美元。"}]},{"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":"放眼未来，如果传闻属实，苹果公司将与现代等汽车制造商合作，"},{"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":"进入电动汽车领域"}]},{"type":"text","text":"。它将打开一个价值数万亿美元的市场，与特斯拉展开直接竞争。"}]},{"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":"这也将帮助苹果在 iPhone 和其他 iPhone 配件之外更好地实现产品多样化。然而，苹果是否会，什么时候会转向汽车业，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":"最新报告显示，尽管苹果正和供应商讨论有关传感器的问题，以帮助苹果汽车具备自动驾驶功能。但苹果减缓了与现代汽车的谈判，因此事态整体还不明朗。"}]},{"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":"作者介绍："}]},{"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 科技编辑。"}]},{"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":"原文链接："}]},{"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"}]}]}