<p>在视频流媒体方面，只有 <strong>Netflix</strong>( NFLX 1.21%)，其他的都是跟随者。该公司独自撰写了成功的 流媒体业务 的获胜剧本，并建立了许多竞争对手至今模仿的步骤。</p>
<p>例如，当 Netflix 首次推出其流媒体服务时，该公司依赖于来自其他提供商的授权电影和电视节目，最终将这一过程内部化，并大力投资于自己的原创内容。从那时起，该公司定期收购知识产权，并聘请一些好莱坞顶尖人才创作 Netflix Originals，以补充其授权内容。</p>
<p>现在，似乎 <strong>Apple</strong>( AAPL 1.43%) 正在直接借鉴 Netflix 的剧本。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTY4NDgvYS1oYW5kLWhvbGRpbmctYW4taXBob25lLXNob3dpbmctdGhlLWFwcGxlLWxvZ28ucG5nJnc9Mzg0MA?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTY4NDgvYS1oYW5kLWhvbGRpbmctYW4taXBob25lLXNob3dpbmctdGhlLWFwcGxlLWxvZ28ucG5nJnc9Mzg0MA"/></p>
<p>图片来源：Getty Images。</p>
<h2><em>离职</em></h2>
<p>根据好莱坞行业出版物 Deadline 的报道，苹果已完全收购 <em>离职</em>。这部反乌托邦惊悚片是 Apple TV 上观看次数最多的节目之一，也是 2025 年艾美奖提名最多的节目，获得了 27 项提名并赢得了 8 项奖项。它以约 7000 万美元的交易价格从电视制作公司 Fifth Season 获得了版权。苹果还保持了成功的创作团队，包括创作者、执行制片人和节目制作人 Dan Erikson，以及执行制片人和导演 Ben Stiller。</p>
<p>尽管 <em>离职</em> 受到了欢迎，但在全球疫情期间拍摄时面临重大限制，并因 2023 年接连发生的好莱坞罢工而关闭近九个月。这导致第一季和第二季之间出现了三年的间隔，苹果希望在未来避免这种情况。粉丝们急切期待该节目的下一章，报道称第三季可能会在今年夏天开始拍摄。</p>
<p>苹果对这部备受好评的系列剧有大计划，包括在内部制作未来的季节，并可能扩展 <em>离职</em> 特许经营权。正在考虑的内容包括可能的衍生剧、前传和该节目的外语版本。</p>
<h2>为什么这可能是一个聪明的举动</h2>
<p>正如我之前指出的， Netflix 是流媒体领域的先驱，依靠授权内容的同时建立了一个完全拥有的原创节目库。苹果收购 <em>离职</em> 的全部版权遵循了 Netflix 成功使用的剧本。此外，该节目已经是一个热门，因此它是一个已知的量，并且已经为 Apple TV 确立了其价值。</p>
<p>展开</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="苹果股票报价" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AAPL</h2>
<p>苹果</p>
<p>今日变动</p>
<p>(-1.43%) $-3.77</p>
<p>当前价格</p>
<p>$260.58</p>
<h3>关键数据点</h3>
<p>市值</p>
<p>$3.8T</p>
<p>日内区间</p>
<p>$260.05 - $264.48</p>
<p>52 周区间</p>
<p>$169.21 - $288.62</p>
<p>成交量</p>
<p>31M</p>
<p>平均成交量</p>
<p>49M</p>
<p>毛利率</p>
<p>47.33%</p>
<p>股息收益率</p>
<p>0.40%</p>
<p>虽然大多数流媒体服务自称为随便观看的自助餐，但苹果采取了高端路线，将自己定位为一个高端品牌。该公司继续专注于较少的创作者驱动的节目和获奖项目。</p>
<p>管理层并未单独披露 Apple TV 的业绩，而是将其与服务部门的业绩汇总。此外，苹果尚未披露其流媒体订阅用户的数量，尽管行业估计该数字为 4500 万。报告还显示，该公司每年在该服务上亏损超过 10 亿美元，因为它正在扩展其内容库并专注于长期发展。</p>
<p>苹果一直将自己定位为高端品牌，这一策略在 iPhone 上取得了极大的成功，iPhone 在 2025 年结束时成为全球销量最高的智能手机。该公司在流媒体服务上采取相同的方法是合乎逻辑的。拥有 <em>离职</em> 的版权是建立其作为 高端提供商 的另一步，这一举动将在长期内为苹果带来回报。</p>
<p>此外，投资者不应低估苹果。该公司在市场上缓慢进入并逐步建立业务的历史悠久，最终成为市场领导者。这一策略在 iPhone、iPad、AirPods 和 Apple Watch 上都取得了成功。</p>
<p>Netflix 在 2025 年结束时拥有 3.25 亿订阅用户，因此苹果可能永远无法成为流媒体视频市场的领导者，但我绝对不会低估这家公司。它以前曾让怀疑者失望。</p>
<p>以 33 倍的市盈率，苹果的股票售价较高，但考虑到该公司的业绩记录和最近的 iPhone 销售反弹，这只股票的价值不容小觑。</p>

BNGE

苹果

2 倍做多 Netflix ETF - Direxion

2 倍做多 NFLX ETF - T-Rex

AAPX

奈飞

苹果每日 2 倍做多 ETF - Direxion

NFLW

休闲娱乐 ETF - PowerShares

2 倍做多 AAPL ETF - GraniteShares

<p>苹果以 7000 万美元收购了热门剧集《离职》的全部版权，采取了类似于奈飞原创内容模式的策略。这部剧获得了 27 项艾美奖提名，将继续由原创作团队制作。苹果旨在内部制作未来的季节，并探索衍生剧，以提升其在流媒体市场的高端品牌形象。尽管其流媒体服务目前面临亏损，但苹果的长期战略与其在其他产品线上的成功方法相似，使其在行业中成为一个严肃的竞争者</p>

<p>When it comes to streaming video, there's <strong>Netflix</strong>( NFLX 1.21%), and there's everybody else. The company singlehandedly wrote the winning playbook for a successful streaming business and established many of the steps its rivals imitate to this day.</p>
<div class="lb-trans"><p>在视频流媒体方面，只有 <strong>Netflix</strong>( NFLX 1.21%)，其他的都是跟随者。该公司独自撰写了成功的 流媒体业务 的获胜剧本，并建立了许多竞争对手至今模仿的步骤。</p>
</div><p>For example, when Netflix first launched its streaming service, the company relied on licensed movies and television shows from other providers before ultimately bringing the process in-house and betting big on its own original content. Since then, the company has regularly acquired intellectual property and hired some of Hollywood's top talent to create Netflix Originals to augment its licensed content.</p>
<div class="lb-trans"><p>例如，当 Netflix 首次推出其流媒体服务时，该公司依赖于来自其他提供商的授权电影和电视节目，最终将这一过程内部化，并大力投资于自己的原创内容。从那时起，该公司定期收购知识产权，并聘请一些好莱坞顶尖人才创作 Netflix Originals，以补充其授权内容。</p>
</div><p>Now, it seems <strong>Apple</strong>( AAPL 1.43%) is taking a page straight out of the Netflix playbook.</p>
<div class="lb-trans"><p>现在，似乎 <strong>Apple</strong>( AAPL 1.43%) 正在直接借鉴 Netflix 的剧本。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84NTY4NDgvYS1oYW5kLWhvbGRpbmctYW4taXBob25lLXNob3dpbmctdGhlLWFwcGxlLWxvZ28ucG5nJnc9Mzg0MA" alt="A hand holding an iPhone showing the Apple logo." original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F856848%2Fa-hand-holding-an-iphone-showing-the-apple-logo.png&amp;w=3840&amp;op=resize"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2><em>Severance</em></h2>
<div class="lb-trans"><h2><em>离职</em></h2>
</div><p>In a move that turned heads, Apple has acquired full ownership of <em>Severance</em>, according to Hollywood industry publication Deadline. The dystopian thriller is one of the most-watched programs ever on Apple TV and the most-nominated program at the 2025 Emmy Awards, bagging 27 nominations and winning eight awards. It acquired the rights from television studio Fifth Season in a deal reportedly worth $70 million. Apple is also keeping the successful creative team together, including creator, executive producer, and showrunner Dan Erikson and executive producer and director Ben Stiller.</p>
<div class="lb-trans"><p>根据好莱坞行业出版物 Deadline 的报道，苹果已完全收购 <em>离职</em>。这部反乌托邦惊悚片是 Apple TV 上观看次数最多的节目之一，也是 2025 年艾美奖提名最多的节目，获得了 27 项提名并赢得了 8 项奖项。它以约 7000 万美元的交易价格从电视制作公司 Fifth Season 获得了版权。苹果还保持了成功的创作团队，包括创作者、执行制片人和节目制作人 Dan Erikson，以及执行制片人和导演 Ben Stiller。</p>
</div><p>Despite its popularity, <em>Severance</em> has had its share of challenges, including significant restrictions while filming during the global pandemic and a nearly nine-month shutdown courtesy of back-to-back Hollywood strikes in 2023. That caused a three-year lapse between the release of season one and season two, something Apple is looking to avoid in the future. Fans have been eager for the next chapter of the show, and reports suggest the third season could begin filming as early as this summer.</p>
<div class="lb-trans"><p>尽管 <em>离职</em> 受到了欢迎，但在全球疫情期间拍摄时面临重大限制，并因 2023 年接连发生的好莱坞罢工而关闭近九个月。这导致第一季和第二季之间出现了三年的间隔，苹果希望在未来避免这种情况。粉丝们急切期待该节目的下一章，报道称第三季可能会在今年夏天开始拍摄。</p>
</div><p>Apple has big plans for the critically acclaimed series, including producing future seasons of the hit show in-house and potentially expanding the <em>Severance</em> franchise. Under consideration are possible spin-offs, a prequel, and foreign versions of the show.</p>
<div class="lb-trans"><p>苹果对这部备受好评的系列剧有大计划，包括在内部制作未来的季节，并可能扩展 <em>离职</em> 特许经营权。正在考虑的内容包括可能的衍生剧、前传和该节目的外语版本。</p>
</div><h2>Why this could be a brilliant move</h2>
<div class="lb-trans"><h2>为什么这可能是一个聪明的举动</h2>
</div><p>As I pointed out earlier, Netflix was a pioneer in the streaming space, relying on licensed content while building a library of wholly owned original programming. Apple's move to acquire the full rights to <em>Severance</em> follows the playbook that Netflix has used so successfully. Furthermore, the show is already a hit, so it's a known quantity and has already established its value for Apple TV.</p>
<div class="lb-trans"><p>正如我之前指出的， Netflix 是流媒体领域的先驱，依靠授权内容的同时建立了一个完全拥有的原创节目库。苹果收购 <em>离职</em> 的全部版权遵循了 Netflix 成功使用的剧本。此外，该节目已经是一个热门，因此它是一个已知的量，并且已经为 Apple TV 确立了其价值。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展开</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4" alt="Apple Stock Quote" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Fart%2Fcompanylogos%2Fmark%2FAAPL.png&amp;w=128&amp;op=resize"/></p>
<h2>NASDAQ: AAPL</h2>
<div class="lb-trans"><h2>NASDAQ: AAPL</h2>
</div><p>Apple</p>
<div class="lb-trans"><p>苹果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日变动</p>
</div><p>(-1.43%) $-3.77</p>
<div class="lb-trans"><p>(-1.43%) $-3.77</p>
</div><p>Current Price</p>
<div class="lb-trans"><p>当前价格</p>
</div><p>$260.58</p>
<div class="lb-trans"><p>$260.58</p>
</div><h3>Key Data Points</h3>
<div class="lb-trans"><h3>关键数据点</h3>
</div><p>Market Cap</p>
<div class="lb-trans"><p>市值</p>
</div><p>$3.8T</p>
<div class="lb-trans"><p>$3.8T</p>
</div><p>Day's Range</p>
<div class="lb-trans"><p>日内区间</p>
</div><p>$260.05 - $264.48</p>
<div class="lb-trans"><p>$260.05 - $264.48</p>
</div><p>52wk Range</p>
<div class="lb-trans"><p>52 周区间</p>
</div><p>$169.21 - $288.62</p>
<div class="lb-trans"><p>$169.21 - $288.62</p>
</div><p>Volume</p>
<div class="lb-trans"><p>成交量</p>
</div><p>31M</p>
<div class="lb-trans"><p>31M</p>
</div><p>Avg Vol</p>
<div class="lb-trans"><p>平均成交量</p>
</div><p>49M</p>
<div class="lb-trans"><p>49M</p>
</div><p>Gross Margin</p>
<div class="lb-trans"><p>毛利率</p>
</div><p>47.33%</p>
<div class="lb-trans"><p>47.33%</p>
</div><p>Dividend Yield</p>
<div class="lb-trans"><p>股息收益率</p>
</div><p>0.40%</p>
<div class="lb-trans"><p>0.40%</p>
</div><p>While most of the streaming services bill themselves as all-you-can-watch buffets, Apple has taken the high ground, positioning itself as a premium brand. The company continues to focus on fewer creator-driven shows and award-winning programs.</p>
<div class="lb-trans"><p>虽然大多数流媒体服务自称为随便观看的自助餐，但苹果采取了高端路线，将自己定位为一个高端品牌。该公司继续专注于较少的创作者驱动的节目和获奖项目。</p>
</div><p>Management doesn't break out Apple TV results, but aggregates them with its services segment. Furthermore, Apple hasn't disclosed how many streaming subscribers it has, though industry estimates put the figure at 45 million. Reports also suggest the company is losing more than $1 billion annually on the service as it builds out its content library and focuses on the long term.</p>
<div class="lb-trans"><p>管理层并未单独披露 Apple TV 的业绩，而是将其与服务部门的业绩汇总。此外，苹果尚未披露其流媒体订阅用户的数量，尽管行业估计该数字为 4500 万。报告还显示，该公司每年在该服务上亏损超过 10 亿美元，因为它正在扩展其内容库并专注于长期发展。</p>
</div><p>Apple has always positioned itself as a premium brand, and that has worked extremely well for the iPhone, which closed out 2025 as the world's top-selling smartphone. It makes sense that the company would take the same approach with its streaming service. Owning the rights to <em>Severance</em> is another step in establishing its bona fides as a premium provider, a move that will pay dividends for Apple over the long term.</p>
<div class="lb-trans"><p>苹果一直将自己定位为高端品牌，这一策略在 iPhone 上取得了极大的成功，iPhone 在 2025 年结束时成为全球销量最高的智能手机。该公司在流媒体服务上采取相同的方法是合乎逻辑的。拥有 <em>离职</em> 的版权是建立其作为 高端提供商 的另一步，这一举动将在长期内为苹果带来回报。</p>
</div><p>Furthermore, investors shouldn't underestimate Apple. The company has a long history of entering markets slowly and building its business over time before becoming the market leader. The strategy has been used successfully with the iPhone, iPad, AirPods, and Apple Watch.</p>
<div class="lb-trans"><p>此外，投资者不应低估苹果。该公司在市场上缓慢进入并逐步建立业务的历史悠久，最终成为市场领导者。这一策略在 iPhone、iPad、AirPods 和 Apple Watch 上都取得了成功。</p>
</div><p>Netflix closed out 2025 with 325 million subscribers, so Apple may never become the market leader in streaming video, but I certainly wouldn't count the company out. It has proven doubters wrong before.</p>
<div class="lb-trans"><p>Netflix 在 2025 年结束时拥有 3.25 亿订阅用户，因此苹果可能永远无法成为流媒体视频市场的领导者，但我绝对不会低估这家公司。它以前曾让怀疑者失望。</p>
</div><p>At 33 times earnings, Apple is selling for a premium, but given the company's track record and the recent rebound in iPhone sales, the stock is worth every penny.</p>
<div class="lb-trans"><p>以 33 倍的市盈率，苹果的股票售价较高，但考虑到该公司的业绩记录和最近的 iPhone 销售反弹，这只股票的价值不容小觑。</p>
</div>

Apple Just Took a Page Straight Out of the Netflix Playbook. Here's Why It Could Be a Brilliant Move

- 苹果收购热门剧集《Severance》，价值约 7000 万美元。  
- 该剧在艾美奖中获得 27 项提名，并赢得 8 项大奖。  
- 苹果计划未来自行制作新剧季，并可能扩展该系列。

Motley Fool

First Trust S-Network Streaming and Gaming ETF

T-Rex 2X Long Apple Daily Target ETF

Roundhill NFLX WeeklyPay ETF

苹果刚刚直接借鉴了奈飞的策略。这可能是一个明智的举动，原因如下