<p>在視頻流媒體方面，只有 <strong>Netflix</strong>( NFLX 1.21%)，其他的都是跟隨者。該公司獨自撰寫了成功的 流媒體業務 的獲勝劇本，並建立了許多競爭對手至今模仿的步驟。</p>
<p>例如，當 Netflix 首次推出其流媒體服務時，該公司依賴於來自其他提供商的授權電影和電視節目，最終將這一過程內部化，並大力投資於自己的原創內容。從那時起，該公司定期收購知識產權，並聘請一些好萊塢頂尖人才創作 Netflix Originals，以補充其授權內容。</p>
<p>現在，似乎 <strong>Apple</strong>( AAPL 1.43%) 正在直接借鑑 Netflix 的劇本。</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>圖片來源：Getty Images。</p>
<h2><em>離職</em></h2>
<p>根據好萊塢行業出版物 Deadline 的報道，蘋果已完全收購 <em>離職</em>。這部反烏托邦驚悚片是 Apple TV 上觀看次數最多的節目之一，也是 2025 年艾美獎提名最多的節目，獲得了 27 項提名並贏得了 8 項獎項。它以約 7000 萬美元的交易價格從電視製作公司 Fifth Season 獲得了版權。蘋果還保持了成功的創作團隊，包括創作者、執行製片人和節目製作人 Dan Erikson，以及執行製片人和導演 Ben Stiller。</p>
<p>儘管 <em>離職</em> 受到了歡迎，但在全球疫情期間拍攝時面臨重大限制，並因 2023 年接連發生的好萊塢罷工而關閉近九個月。這導致第一季和第二季之間出現了三年的間隔，蘋果希望在未來避免這種情況。粉絲們急切期待該節目的下一章，報道稱第三季可能會在今年夏天開始拍攝。</p>
<p>蘋果對這部備受好評的系列劇有大計劃，包括在內部製作未來的季節，並可能擴展 <em>離職</em> 特許經營權。正在考慮的內容包括可能的衍生劇、前傳和該節目的外語版本。</p>
<h2>為什麼這可能是一個聰明的舉動</h2>
<p>正如我之前指出的， Netflix 是流媒體領域的先驅，依靠授權內容的同時建立了一個完全擁有的原創節目庫。蘋果收購 <em>離職</em> 的全部版權遵循了 Netflix 成功使用的劇本。此外，該節目已經是一個熱門，因此它是一個已知的量，並且已經為 Apple TV 確立了其價值。</p>
<p>展開</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="蘋果股票報價" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vYXJ0L2NvbXBhbnlsb2dvcy9tYXJrL0FBUEwucG5nJnc9MTI4"/></p>
<h2>NASDAQ: AAPL</h2>
<p>蘋果</p>
<p>今日變動</p>
<p>(-1.43%) $-3.77</p>
<p>當前價格</p>
<p>$260.58</p>
<h3>關鍵數據點</h3>
<p>市值</p>
<p>$3.8T</p>
<p>日內區間</p>
<p>$260.05 - $264.48</p>
<p>52 周區間</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>雖然大多數流媒體服務自稱為隨便觀看的自助餐，但蘋果採取了高端路線，將自己定位為一個高端品牌。該公司繼續專注於較少的創作者驅動的節目和獲獎項目。</p>
<p>管理層並未單獨披露 Apple TV 的業績，而是將其與服務部門的業績匯總。此外，蘋果尚未披露其流媒體訂閲用户的數量，儘管行業估計該數字為 4500 萬。報告還顯示，該公司每年在該服務上虧損超過 10 億美元，因為它正在擴展其內容庫並專注於長期發展。</p>
<p>蘋果一直將自己定位為高端品牌，這一策略在 iPhone 上取得了極大的成功，iPhone 在 2025 年結束時成為全球銷量最高的智能手機。該公司在流媒體服務上採取相同的方法是合乎邏輯的。擁有 <em>離職</em> 的版權是建立其作為 高端提供商 的另一步，這一舉動將在長期內為蘋果帶來回報。</p>
<p>此外，投資者不應低估蘋果。該公司在市場上緩慢進入並逐步建立業務的歷史悠久，最終成為市場領導者。這一策略在 iPhone、iPad、AirPods 和 Apple Watch 上都取得了成功。</p>
<p>Netflix 在 2025 年結束時擁有 3.25 億訂閲用户，因此蘋果可能永遠無法成為流媒體視頻市場的領導者，但我絕對不會低估這家公司。它以前曾讓懷疑者失望。</p>
<p>以 33 倍的市盈率，蘋果的股票售價較高，但考慮到該公司的業績記錄和最近的 iPhone 銷售反彈，這隻股票的價值不容小覷。</p>

BNGE

蘋果

2 倍做多 Netflix ETF - Direxion

2 倍做多 NFLX ETF - T-Rex

AAPX

奈飛

蘋果每日 2 倍做多 ETF - Direxion

NFLW

休閒娛樂 ETF - PowerShares

2 倍做多 AAPL ETF - GraniteShares

<p>蘋果以 7000 萬美元收購了熱門劇集《離職》的全部版權，採取了類似於奈飛原創內容模式的策略。這部劇獲得了 27 項艾美獎提名，將繼續由原創作團隊製作。蘋果旨在內部製作未來的季節，並探索衍生劇，以提升其在流媒體市場的高端品牌形象。儘管其流媒體服務目前面臨虧損，但蘋果的長期戰略與其在其他產品線上的成功方法相似，使其在行業中成為一個嚴肅的競爭者</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>在視頻流媒體方面，只有 <strong>Netflix</strong>( NFLX 1.21%)，其他的都是跟隨者。該公司獨自撰寫了成功的 流媒體業務 的獲勝劇本，並建立了許多競爭對手至今模仿的步驟。</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，當 Netflix 首次推出其流媒體服務時，該公司依賴於來自其他提供商的授權電影和電視節目，最終將這一過程內部化，並大力投資於自己的原創內容。從那時起，該公司定期收購知識產權，並聘請一些好萊塢頂尖人才創作 Netflix Originals，以補充其授權內容。</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>現在，似乎 <strong>Apple</strong>( AAPL 1.43%) 正在直接借鑑 Netflix 的劇本。</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>圖片來源：Getty Images。</p>
</div><h2><em>Severance</em></h2>
<div class="lb-trans"><h2><em>離職</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>根據好萊塢行業出版物 Deadline 的報道，蘋果已完全收購 <em>離職</em>。這部反烏托邦驚悚片是 Apple TV 上觀看次數最多的節目之一，也是 2025 年艾美獎提名最多的節目，獲得了 27 項提名並贏得了 8 項獎項。它以約 7000 萬美元的交易價格從電視製作公司 Fifth Season 獲得了版權。蘋果還保持了成功的創作團隊，包括創作者、執行製片人和節目製作人 Dan Erikson，以及執行製片人和導演 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>儘管 <em>離職</em> 受到了歡迎，但在全球疫情期間拍攝時面臨重大限制，並因 2023 年接連發生的好萊塢罷工而關閉近九個月。這導致第一季和第二季之間出現了三年的間隔，蘋果希望在未來避免這種情況。粉絲們急切期待該節目的下一章，報道稱第三季可能會在今年夏天開始拍攝。</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>蘋果對這部備受好評的系列劇有大計劃，包括在內部製作未來的季節，並可能擴展 <em>離職</em> 特許經營權。正在考慮的內容包括可能的衍生劇、前傳和該節目的外語版本。</p>
</div><h2>Why this could be a brilliant move</h2>
<div class="lb-trans"><h2>為什麼這可能是一個聰明的舉動</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 是流媒體領域的先驅，依靠授權內容的同時建立了一個完全擁有的原創節目庫。蘋果收購 <em>離職</em> 的全部版權遵循了 Netflix 成功使用的劇本。此外，該節目已經是一個熱門，因此它是一個已知的量，並且已經為 Apple TV 確立了其價值。</p>
</div><p>Expand</p>
<div class="lb-trans"><p>展開</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>蘋果</p>
</div><p>Today's Change</p>
<div class="lb-trans"><p>今日變動</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>當前價格</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>關鍵數據點</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>日內區間</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 周區間</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>雖然大多數流媒體服務自稱為隨便觀看的自助餐，但蘋果採取了高端路線，將自己定位為一個高端品牌。該公司繼續專注於較少的創作者驅動的節目和獲獎項目。</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>管理層並未單獨披露 Apple TV 的業績，而是將其與服務部門的業績匯總。此外，蘋果尚未披露其流媒體訂閲用户的數量，儘管行業估計該數字為 4500 萬。報告還顯示，該公司每年在該服務上虧損超過 10 億美元，因為它正在擴展其內容庫並專注於長期發展。</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>蘋果一直將自己定位為高端品牌，這一策略在 iPhone 上取得了極大的成功，iPhone 在 2025 年結束時成為全球銷量最高的智能手機。該公司在流媒體服務上採取相同的方法是合乎邏輯的。擁有 <em>離職</em> 的版權是建立其作為 高端提供商 的另一步，這一舉動將在長期內為蘋果帶來回報。</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，投資者不應低估蘋果。該公司在市場上緩慢進入並逐步建立業務的歷史悠久，最終成為市場領導者。這一策略在 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 年結束時擁有 3.25 億訂閲用户，因此蘋果可能永遠無法成為流媒體視頻市場的領導者，但我絕對不會低估這家公司。它以前曾讓懷疑者失望。</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，蘋果的股票售價較高，但考慮到該公司的業績記錄和最近的 iPhone 銷售反彈，這隻股票的價值不容小覷。</p>
</div>

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

- 蘋果收購熱門劇集《Severance》，價值約 7000 萬美元。  
- 該劇在艾美獎中獲得 27 項提名，並贏得 8 項大獎。  
- 蘋果計劃未來自行製作新劇季，並可能擴展該系列。

Motley Fool

First Trust S-Network Streaming and Gaming ETF

T-Rex 2X Long Apple Daily Target ETF

Roundhill NFLX WeeklyPay ETF

蘋果剛剛直接借鑑了奈飛的策略。這可能是一個明智的舉動，原因如下