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专栏 - 苹果2_0

中国媒体围剿苹果的5大阴谋论

Philip Elmer-DeWitt 2013年04月01日

苹果(Apple)公司内部流传着一个老笑话,那就是史蒂夫·乔布斯周围是一片“现实扭曲力场”:你离他太近的话,就会相信他所说的话。苹果的数百万用户中已经有不少成了该公司的“信徒”,而很多苹果投资者也赚得盆满钵满。不过,Elmer-DeWitt认为,在报道苹果公司时有点怀疑精神不是坏事。听他的应该没错。要知道,他自从1982年就开始报道苹果、观察史蒂夫·乔布斯经营该公司。
自从中央电视台3.15晚会曝光苹果的歧视性售后服务政策开始,《人民日报》连续多天发文炮轰苹果。背后究竟是什么原因?国外媒体分析认为存在5种可能性。

    事件尚未停止。

    中国中央电视台于3.15曝光了苹果(Apple)的iPhone手机维修政策,之后便一直在进行连续跟踪报道,不仅如此,上周四,中国官方宣传机构《人民日报》(People's Daily)用占半个版面的负面文章,连续第四天对苹果公司(Apple)展开口诛笔伐。

    据《基督教科学箴言报》(Christian Science Monitor)报道:“一则报道的内容是被起诉至上海法院的苹果公司侵害他人专利案。另外一篇报道则讲述了《人民日报》记者赴加州采访苹果高管碰壁一事。第三篇报道则解释了苹果公司如何在世界各地避税。报社引用了《纽约时报》(The New York Times)的最新的文章。”

    到底发生了什么?我们至少听到了五种说法:

    • 苹果公司行为不端。苹果可能对中国用户采用了低人一等的退货与保修政策,确实存在歧视。然而,苹果公司未能解释清楚这些政策,对此我们无从知晓。

    • 苹果献错了殷勤。这也很有可能,尽管苹果公司CEO蒂姆•库克在去年访问北京时,已经拜会了如今贵为中国国务院总理的李克强。

    • 中国打算扶持国内智能手机制造商。确实有多家中国制造商在争夺国内智能手机业务,然而,这些公司都没有与苹果公司的高端手机形成直接竞争。

    • 中国试图加强国有手机运营商的力量。中国联通(China Unicom)和中国电信(China Telecom)已经在销售iPhone手机,因此,最有可能受益的是中国移动(China Mobile)。中国移动是全球最大的手机运营商,同时也是唯一一家尚未与苹果公司达成交易的大型中国运营商。

    • 中国在对美国国会对待华为(Huawei)与中兴(ZTE)的态度进行报复。去年,美国众议院( House of Representatives)情报委员会(Intelligence Committee)发布了一份报告,称中国最成功的两家电信公司存在安全风险,敦促美国公司停止与这两家公司的业务。而这一次可能是中方的报复。

    《基督教科学箴言报》似乎更支持最后一种说法。北京迈博瑞咨询公司(Marbridge Consulting)董事马克•纳特金对该报表示:“事情已经过去了足够长的时间,现在这么干不会让他们显得睚眦必报。但它却可以明确地告诉美国人,如果你想给我们的公司找麻烦,我们也可以‘礼尚往来’。”

    另外一种说法:也是很有可能的。许多人认为,央视试图通过事先安排名人发布反对苹果公司的微博,激起公众的愤怒,结果阴谋被曝光,让央视觉得名誉扫地,因此中国国家媒体的各个机构一直试图通过扩大打击,来挽回颜面。听起来有点牵强。我们暂且把它叫做第5.5种说法吧。背景信息,请点击:

    •中国国家电视台安排名人攻击苹果被曝光

    •官媒围剿苹果,粉丝群起声援

    译者:刘进龙/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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