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專欄 - 蘋果2_0

中國媒體圍剿蘋果的5大陰謀論

Philip Elmer-DeWitt 2013年04月01日

蘋果(Apple)公司內(nèi)部流傳著一個老笑話,那就是史蒂夫·喬布斯周圍是一片“現(xiàn)實扭曲力場”:你離他太近的話,就會相信他所說的話。蘋果的數(shù)百萬用戶中已經(jīng)有不少成了該公司的“信徒”,而很多蘋果投資者也賺得盆滿缽滿。不過,Elmer-DeWitt認為,在報道蘋果公司時有點懷疑精神不是壞事。聽他的應(yīng)該沒錯。要知道,他自從1982年就開始報道蘋果、觀察史蒂夫·喬布斯經(jīng)營該公司。
自從中央電視臺3.15晚會曝光蘋果的歧視性售后服務(wù)政策開始,《人民日報》連續(xù)多天發(fā)文炮轟蘋果。背后究竟是什么原因?國外媒體分析認為存在5種可能性。

????事件尚未停止。

????中國中央電視臺于3.15曝光了蘋果(Apple)的iPhone手機維修政策,之后便一直在進行連續(xù)跟蹤報道,不僅如此,上周四,中國官方宣傳機構(gòu)《人民日報》(People's Daily)用占半個版面的負面文章,連續(xù)第四天對蘋果公司(Apple)展開口誅筆伐。

????據(jù)《基督教科學(xué)箴言報》(Christian Science Monitor)報道:“一則報道的內(nèi)容是被起訴至上海法院的蘋果公司侵害他人專利案。另外一篇報道則講述了《人民日報》記者赴加州采訪蘋果高管碰壁一事。第三篇報道則解釋了蘋果公司如何在世界各地避稅。報社引用了《紐約時報》(The New York Times)的最新的文章?!?/p>

????到底發(fā)生了什么?我們至少聽到了五種說法:

????? 蘋果公司行為不端。蘋果可能對中國用戶采用了低人一等的退貨與保修政策,確實存在歧視。然而,蘋果公司未能解釋清楚這些政策,對此我們無從知曉。

????? 蘋果獻錯了殷勤。這也很有可能,盡管蘋果公司CEO蒂姆?庫克在去年訪問北京時,已經(jīng)拜會了如今貴為中國國務(wù)院總理的李克強。

????? 中國打算扶持國內(nèi)智能手機制造商。確實有多家中國制造商在爭奪國內(nèi)智能手機業(yè)務(wù),然而,這些公司都沒有與蘋果公司的高端手機形成直接競爭。

????? 中國試圖加強國有手機運營商的力量。中國聯(lián)通(China Unicom)和中國電信(China Telecom)已經(jīng)在銷售iPhone手機,因此,最有可能受益的是中國移動(China Mobile)。中國移動是全球最大的手機運營商,同時也是唯一一家尚未與蘋果公司達成交易的大型中國運營商。

????? 中國在對美國國會對待華為(Huawei)與中興(ZTE)的態(tài)度進行報復(fù)。去年,美國眾議院( House of Representatives)情報委員會(Intelligence Committee)發(fā)布了一份報告,稱中國最成功的兩家電信公司存在安全風(fēng)險,敦促美國公司停止與這兩家公司的業(yè)務(wù)。而這一次可能是中方的報復(fù)。

????《基督教科學(xué)箴言報》似乎更支持最后一種說法。北京邁博瑞咨詢公司(Marbridge Consulting)董事馬克?納特金對該報表示:“事情已經(jīng)過去了足夠長的時間,現(xiàn)在這么干不會讓他們顯得睚眥必報。但它卻可以明確地告訴美國人,如果你想給我們的公司找麻煩,我們也可以‘禮尚往來’?!?/p>

????另外一種說法:也是很有可能的。許多人認為,央視試圖通過事先安排名人發(fā)布反對蘋果公司的微博,激起公眾的憤怒,結(jié)果陰謀被曝光,讓央視覺得名譽掃地,因此中國國家媒體的各個機構(gòu)一直試圖通過擴大打擊,來挽回顏面。聽起來有點牽強。我們暫且把它叫做第5.5種說法吧。背景信息,請點擊:

?????中國國家電視臺安排名人攻擊蘋果被曝光

?????官媒圍剿蘋果,粉絲群起聲援

????譯者:劉進龍/汪皓

????The drumbeat hasn't stopped.

????Not only has China's Central TV been running regular follow ups to its March 15 expose on Apple's (AAPL) iPhone repair policies, but on Thursday People's Daily-- the Communist Party's official propaganda organ -- attacked the company for the fourth day in a row, devoting half a page to negative articles.

????"One reported on a patent infringement suit lodged against Apple in a Shanghai court," according to the Christian Science Monitor. "Another recounted a People's Daily reporter's failure to secure an interview with an Apple executive in California, and yet another explained how Apple avoids taxes around the world. The paper lifted that last article from The New York Times."

????What's going on? We've heard at least five theories:

????? Apple is behaving badly. It's possible that the company does in fact discriminate against Chinese users with second-rate return and warranty policies. We don't really know because Apple has done such a bad job explaining what those policies are.

????? Apple hasn't courted the right officials. That's also possible, although when he visited Beijing last year, CEO Tim Cook made a point of meeting Li Keqiang, and Mr. Li is now China's prime minister.

????? China is trying to bolster its domestic smartphone makers. It's true that there are a number of Chinese manufacturers fighting for a share of the domestic smartphone business, but none of them really compete directly with Apple's high-end phones.

????? China is trying to strengthen the hand of its state-owned mobile phone operators. China Unicom (CHU) and China Telecom (CHA) already sell iPhones, so the most likely beneficiary would China Mobile (CHL), the world's largest carrier and the only major Chinese operator that still hasn't cut a deal with Apple.

????? China is retaliating for Congress' treatment of Huawei and ZTE. Last year, the House of Representatives' Intelligence Committee issued a report labeling China's two flagship telecom companies a security risk and urging U.S. firms not to do business with them. This would be payback.

????That last theory is the one the Monitor seems to favor. "Just enough time has elapsed that they can avoid it looking like tit for tat," Mark Natkin, director of Beijing-based Marbridge Consulting, told the paper. "But they can make it plain that if you want to make things difficult for our companies, we can do the same for yours."

????One last thought: It's also possible, as some have suggested, that CCTV was embarrassed when it was caught trying to stir-up public outrage by planting anti-Apple posts in the Chinese version of Twitter and that the various organs of Chinese state-run media have been trying to save face ever since by doubling down on their campaign. Seems far-fetched. Call it Theory 5.5. For background, see:

????? Chinese TV caught asking celebrities to bash Apple

????? Chinese iPhone loyalists blast Party's anti-Apple campaign

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