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外国媒体：随着iPhone的衰退，苹果开始追随微软的脚步。_我的网站

A | 北京时间1月11日晨报，《华尔街日报》今天发表文章称，苹果（以下简称“苹果”）正在彻底改变公司战略，准备在其坚实的花园墙上打几个洞。多年来，苹果无与伦比的用户体验主要是通过将软件和服务与硬件捆绑在一起实现的。    With the 2024 presidential race beginning to unfold, Sen. Bernie Sanders of Vermont said he believes that President Joe Biden will again earn the Democratic nomination — and the president likely win reelection if he runs on a strong progressive campaign."I think at this moment ... we have got to bring the progressive community together to say, you know what, we're going to fight for a progressive agenda but we cannot have four more years of Donald Trump in the White House," Sanders said Sunday on "Face the Nation." The senator, who identifies as a political independent but sought the Democratic nomination for president during his own progressive campaigns in 2016 and 2020, is a self-described democratic socialist and a vocal advocate for more accessible health care, women's rights and environmental policies to address climate change, among other issues. He urged voters who are dissatisfied with the work the Biden administration has done to recognize that "we are living in an unprecedented moment in American history."

• Transcript: Sen. Bernie Sanders on "Face the Nation," September 3, 2023

"Donald Trump is not only a pathological liar, has not only waged an insurrection, if you like, to prevent President Biden from taking office, not only is denying American democracy, moving against American democracy," Sanders said. Trump surrendered last week at the jail in Fulton County, Georgia, where he and 18 others were indicted for their alleged involvement in a "criminal enterprise" endeavoring to overturn his loss in Georgia during the 2020 presidential election. The former president is charged with 13 felony counts and has pleaded not guilty in the case.       Trump has also been charged with felony counts in three other jursidications, including federal charges related to his alleged attempt to stop the transfer of power in 2020 and his alleged mishandling of classified documents and charges in New York state related to allegedly falsifying business records. Trump is in the running for the Republican presidential nomination in 2024.                 Mr. Biden officially launched his reelection campaign in April. In the announcement, the president explicitly positioned himself opposite Trump, and some of his other Republican opponents, on key issues like abortion and social security. Mr. Biden's campaign announcement video also included footage of the Jan. 6 attack on the U.S. Capitol.

             

"Around the country, MAGA extremists are lining up to take those bedrock freedoms away," Mr. Biden said in the video. "Cutting social security that you've paid for your entire life while cutting taxes for the very wealthy. Dictating what health care decisions women can make, banning books, and telling people who they can love. All while making it more difficult for you to be able to vote."Sanders endorsed Mr. Biden in April. Sanders referenced several of those issues in underscoring what he believes is the importance of building "a strong progressive agenda" to win the presidency in 2024."I think President Biden is going to be the nominee of the Democratic Party and I think if he runs on a strong progressive agenda he's not only going to win, he's going to win by a strong vote," Sanders said during his "Face the Nation" appearance.                       "Because when you look at the Republican Party, it's not only that you have a former president who has been impeached twice, indicted four times," Sanders said. "These are people who deny women in this country the right to control their own bodies. Really? In 2023, is that where we are in this country? Not recognizing the reality of climate change, wanting more tax breaks for billionaires... that's what their agenda is. So, I think that in any kind of serious campaign, President Biden and the Democrats will do quite well against that reactionary agenda."Sanders called on Democrats to develop a progressive agenda that prioritizes the needs of seniors and of young people by expanding Medicare and addressing student debt."If we demand that the wealthiest people in this country start paying their fair share of taxes, if we come up with a progressive agenda, I think we're going to win and win big," he said. "And when we win big, we have to make it clear that we stand with the working class of this country, against the kind of corporate greed that we now see."                                 

In:    
• Joe Biden
    
• Donald Trump
    
• Bernie Sanders
    

。在今年的CES展上，很明显苹果准备尝试一些不同的东西。三星周一宣布，苹果的iTunes软件将在三星的智能电视上发布。从今年春天开始，三星智能电视将提供iTunes电影和电视节目，并支持苹果的无线标准AirPlay2，允许内容通过iPhone和其他设备直接传送到这些电视上。随后，包括LG、Vizio和Sony在内的其他电视制造商宣布支持AirPlay2。去年12月，亚马逊还宣布苹果音乐音乐将进入亚马逊的Echo智能扬声器。一位敏锐的苹果观察家可能会问：苹果电视会是什么样子？homepod呢？他们似乎在风中摇摆不定，而且有了这些更受欢迎的设备（三星和亚马逊等），苹果电视和homepod似乎没有什么不同。尽管苹果在2003年将iTunes移植到了Windows上，并帮助推动了新的服务和iPod的发展，但这一策略在很大程度上对苹果来说并不熟悉。

B | 但对于谷歌（使用Gmail不一定需要安卓手机）、亚马逊（阅读亚马逊的电子书不一定需要Kindle），甚至近几年来的微软，这些都很熟悉。在史蒂夫鲍尔默（SteveBallmer）的领导下，微软的特点是“视窗无处不在”战略。根据这一策略，微软的大多数产品必须运行在或至少支持公司的核心操作系统上。但在SatyaNadella时代，微软的特点是将微软的服务快速应用于所有可能的设备，特别是那些运行苹果或谷歌操作系统的设备。

C | 这一战略取得了良好的回报，如今微软的价值超过了苹果。

D | 苹果并不是第一家试图控制其生态系统所有部分的大公司，微软和索尼以前也有过类似的经历。但这种策略并不是永久性的。随着苹果在中国市场步履蹒跚，智能手机面临寒冬的销售，开放不仅可能是维持苹果增长的一种手段，而且最终也是一种生存手段。

E | 今天，苹果似乎愿意牺牲一些硬件收入来发展自己的服务业务。当然，这些只是初步的步骤，在苹果感受到压力之前还有很长的路要走，例如，将iOS许可给华为。”在某种程度上，这有点像苹果的辩护，”技术分析师帕特里克·莫赫德说。

F | 他补充说，并不是每个人都会为苹果的品牌娱乐设备支付高额费用。因此，苹果现在希望在更广阔的市场（即开放战略）上下赌注，以增加其整体用户群。当然，苹果将硬件销售与服务收入脱钩的行动不太可能很快发生。上周，苹果将其第一季度（2018年第四季度）盈利预测调整为840亿美元，从890亿美元降至930亿美元。苹果表示，这主要是由于iPhone在大中华区的销量下滑。

G | 苹果股价在宣布后大幅下跌。但与此同时，苹果重申其服务业务的增长：比一年前增长18%，尽管分析师预计增长24%。这表明，苹果的硬件销售和服务收入密切相关。那么，我们如何才能增加服务收入来弥补移动电话销售的下降，正如库克最近提出的那样？Murhead说，苹果宣布收入低于预期的时机似乎与将其服务扩展到竞争对手的设备有关，但像这样的硬件和软件集成交易可能需要数年时间。例如，苹果取消了设备中的特殊芯片必须经过苹果认证才能支持AirPlay2的要求。这促使一些顶级电视品牌开始支持AirPlay2。这不是真正的内容合作关系，但现在，至少在Vizio上，“嘿，Siri，玩间谍6：完全解体。”与三星的交易相对来说比较深入。

H | 它包括一个允许100多个国家的用户下载和播放苹果iTunes电影和电视节目的应用程序。此外，不仅今年的新设备，通过固件升级，2018年三星电视也支持。苹果可能在美国的高端智能手机市场占据主导地位，但在世界其他地区，安卓系统是一种常态。

I | ”这可能是世界其他四分之三的人第一次尝到苹果，”Mulhead说。如果“苹果正在开发类似于Netflix的流媒体服务”的报告是真的，那么所有这些都更有意义。无论采用何种形式，苹果都准备投资10亿美元用于原始程序设计。

J | 如果苹果想要获得足够的注册用户，它必须与苹果电视的界限相冲突。目前，苹果的市场份额很弱：仅占美国流媒体设备客户的15%，低于2016年的19%。从长远来看，苹果的服务迁移策略可能会对公司有所帮助，但也有潜在的负面影响：在某种程度上，苹果正在复制其竞争对手的策略，并在某种程度上依赖于这些策略。因此，值得一问：苹果是否缺乏创新？。

K |

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