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平理解好生意和护城河的重要指标。它不是随意卖高价的能力，而是因为产品差异化、用户信任和长期价值，让企业在合理范围内拥有不被价格战牵着走的能力。",22.5,{"title":150,"slug":151,"description":152,"category":132,"order":153,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"用户体验","yonghutiyan","段永平对用户体验的关注可以追溯到他做小霸王和步步高时期，那时他用\"消费者导向\"来表达类似的理念。2003年北大演讲中他说：\"对于企业来说，最重要的是产品，而产品又必须以消费者为导向，所以最终你要找准消...",23,{"title":155,"slug":156,"description":157,"category":132,"order":158,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"渠道","qudao","段永平对渠道的理解来源于他在步步高建立全国销售网络的实战经验。1999年在人民大学问答中，被问及步步高在管理上有什么特点时，他提到了\"地区唯一代理制\"的渠道管理模式。这是他最早公开谈论渠道策略的记录。",24,{"title":160,"slug":161,"description":162,"category":132,"order":163,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"平台","pingtai","段永平使用\"平台\"概念主要集中在分析苹果公司的商业模式时。最早出现在2011年他写的\"买入苹果思考\"中：",25,{"title":165,"slug":166,"description":167,"category":132,"order":168,"type":10,"volume":10,"volumeOrder":10,"chapterOrder":10},"生态系统","shengtaixitong","段永平使用\"生态系统\"这一概念主要是在分析苹果公司时。最早出现在2012年前后的投资问答中。当一位网友详细描述了苹果设备之间的联动体验（iPhone、iPad、Mac的无缝协作、App 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CEO、理解乔布斯追求、苹果文化与用户体验。",5230,{"title":848,"slug":849,"description":850,"category":753,"order":851,"type":771,"volume":10,"volumeOrder":10,"chapterOrder":10},"马云：段永平为什么一直认为他了不起","person-mayun","整理段永平对马云的评价：理想主义、现实主义、企业文化、勇气、阿里巴巴与保留。",5240,{"title":853,"slug":854,"description":855,"category":753,"order":856,"type":771,"volume":10,"volumeOrder":10,"chapterOrder":10},"丁磊：段永平为什么说他很有悟性","person-dinglei","整理段永平对丁磊的评价：很有悟性、网易、不卖公司、不会干傻事、单纯与现金克制。",5250,{"title":858,"slug":859,"description":860,"category":753,"order":861,"type":771,"volume":10,"volumeOrder":10,"chapterOrder":10},"马化腾：段永平为什么正面评价他","person-mahuateng","整理段永平对马化腾的评价：人不错、年轻、微信、微信支付、腾讯商业模式与长期影响。",5260,{"title":863,"slug":864,"description":865,"category":753,"order":866,"type":771,"volume":10,"volumeOrder":10,"chapterOrder":10},"俞敏洪：段永平为什么说他是条汉子","person-yuminhong","整理段永平对俞敏洪的评价：新东方、面对问题、韧性、好生意人、条汉子与能力边界。",5270,{"title":868,"slug":869,"description":870,"category":753,"order":871,"type":771,"volume":10,"volumeOrder":10,"chapterOrder":10},"季克良：段永平为什么说他对茅台至关重要","person-jikeliang","整理段永平对季克良的评价：茅台质量文化、造钟人、长期工艺、质量坚持与企业传承。",5280,{"title":873,"slug":874,"description":875,"category":753,"order":876,"type":771,"volume":10,"volumeOrder":10,"chapterOrder":10},"黄仁勋：段永平为什么欣赏他","person-huangrenxun","整理段永平对黄仁勋的评价：真诚、有能量、长期方向一致、英伟达、AI 与能力圈边界。",5290,{"title":878,"slug":879,"description":880,"category":753,"order":881,"type":882,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平高度评价过的公司","topic-highly-rated-companies","按段永平视角整理他高度评价过的公司，并区分高度评价、正面关注、曾评价后修正和仍需观察。",5300,"topic",{"title":884,"slug":885,"description":886,"category":753,"order":887,"type":882,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平高度评价过的人","topic-highly-rated-people","按段永平视角整理他高度评价过的人：投资大师、企业家、创始人和关键经营者。",5310,{"title":889,"slug":890,"description":891,"category":753,"order":892,"type":882,"volume":10,"volumeOrder":10,"chapterOrder":10},"段永平正在重估的公司","topic-revaluated-companies","整理段永平从看不懂、保留或低估，逐步重新评估的公司案例：泡泡玛特、英伟达、阿里、新东方等。",5320,{"id":894,"title":563,"body":895,"category":416,"chapterOrder":9,"date":10,"description":565,"extension":3030,"meta":3031,"navigation":3032,"order":566,"path":3033,"seo":3034,"seoDescription":565,"seoTitle":3035,"slug":564,"source":10,"sourceDate":10,"sourceUrl":10,"stem":3036,"tags":3037,"type":424,"volume":567,"volumeOrder":20,"__hash__":3039,"_collection":3040},"dao\u002Fdao\u002Fqanda\u002Fwenda-company-apple-01.md",{"type":896,"value":897,"toc":3024},"minimark",[898,903,911,917,923,932,938,956,974,990,1000,1009,1019,1025,1031,1034,1037,1043,1046,1049,1061,1076,1089,1098,1110,1125,1144,1153,1164,1167,1172,1175,1180,1183,1188,1193,1196,1201,1204,1209,1212,1215,1221,1224,1227,1230,1233,1241,1244,1247,1252,1255,1258,1261,1266,1272,1275,1281,1284,1290,1293,1298,1304,1309,1312,1317,1320,1325,1328,1333,1338,1343,1348,1353,1358,1363,1366,1369,1374,1379,1384,1389,1392,1412,1418,1427,1430,1439,1450,1453,1464,1473,1476,1479,1484,1492,1499,1504,1507,1510,1513,1516,1519,1522,1527,1533,1541,1546,1552,1560,1568,1573,1576,1579,1586,1591,1594,1599,1608,1616,1645,1662,1667,1670,1678,1681,1684,1687,1692,1697,1702,1705,1710,1713,1718,1721,1724,1727,1733,1739,1742,1745,1748,1753,1756,1766,1769,1774,1777,1780,1783,1786,1791,1796,1799,1804,1807,1811,1814,1819,1822,1827,1830,1835,1838,1841,1850,1853,1858,1863,1866,1871,1874,1877,1882,1887,1890,1895,1898,1903,1911,1917,1924,1931,1934,1942,1944,1946,1948,1950,1953,1979,1982,1985,1991,1999,2002,2005,2008,2011,2026,2031,2043,2054,2060,2067,2070,2076,2081,2086,2089,2094,2097,2102,2115,2124,2131,2135,2138,2143,2149,2159,2165,2170,2173,2178,2181,2184,2187,2192,2195,2200,2203,2208,2211,2216,2219,2222,2235,2243,2255,2264,2267,2272,2281,2292,2299,2314,2317,2322,2325,2330,2333,2338,2343,2349,2354,2366,2369,2372,2375,2384,2387,2390,2394,2397,2406,2409,2414,2417,2422,2425,2433,2438,2459,2481,2494,2499,2502,2507,2510,2513,2515,2518,2521,2524,2527,2532,2537,2540,2545,2548,2553,2556,2561,2564,2569,2572,2577,2585,2592,2597,2607,2612,2618,2623,2626,2631,2634,2639,2642,2647,2650,2655,2660,2663,2666,2671,2674,2677,2680,2685,2688,2691,2697,2705,2708,2715,2718,2727,2730,2735,2741,2749,2755,2760,2767,2774,2777,2780,2783,2789,2792,2811,2817,2823,2829,2837,2846,2859,2862,2871,2874,2877,2883,2889,2892,2895,2898,2904,2912,2915,2921,2926,2935,2938,2941,2944,2949,2955,2958,2963,2966,2971,2977,2980,2985,2988,2991,2994,2999,3002,3007,3010,3013,3018,3021],[899,900,902],"h2",{"id":901},"第一节-产品与用户体验","第一节 产品与用户体验",[904,905,906,910],"p",{},[907,908,909],"strong",{},"苹果","把用户导向真正做到了极致，它绝对是我们制造业学习的榜样。(2011-01-08)",[904,912,913,914,916],{},"iPhone 4s发售第一天我就跑去排队买了一台，出来时碰上国内某著名公司的一个朋友，然后去他们公司看了一眼，回车上时居然把iPhone的面给摔裂了。今天有空去",[907,915,909],{},"店换了一台，本来还想给太太也买一台的，发现iPhone 4s已经卖空了。现在要买的人必须晚上9点上网订。第二天去拿，稍微晚点恐怕就要再等第二天了。",[904,918,919,920,922],{},"有意思的是，我先说要买一台，",[907,921,909],{},"店的人告诉我今天没了，然后我说换一台行不，结果换一台有货。iPhone 4s这个卖法，这个季度的财报要创纪录了。(2011-10-20)",[904,924,925,926,928,929,931],{},"结果今天晚上去网上买，9点pm准时开始登陆，选palo alto（帕洛阿尔托）的",[907,927,909],{},"店，9:15才进去。白的64G的AT&T的已经没了，到大概9:40pm，所有的都卖光，还想买的只能等明天晚上上网订了。真猛啊！",[907,930,909],{},"的销售系统一直在改进中，现在至少不用去排队了。",[904,933,934,935,937],{},"说说我喜欢",[907,936,909],{},"的一些理由。这不是论文，想到就说，没有重点和先后次序。",[904,939,940,941,943,944,948,949,952,953,955],{},"1.",[907,942,909],{},"的产品确实把",[945,946,150],"a",{"href":947},"\u002Fyonghutiyan","或",[945,950,47],{"href":951},"\u002Fxiaofeizhedaoxiang","做到极致了，对手在相当长的时间里难以超越甚至接近(对喜欢",[907,954,909],{},"的用户而言)。",[904,957,958,959,961,962,965,966,969,970,973],{},"2.",[907,960,909],{},"的",[945,963,160],{"href":964},"\u002Fpingtai","建立起来了，或者说",[907,967,968],{},"生意模式","或者说",[945,971,68],{"href":972},"\u002Fhuchenghe","已经形成了(光软件一年都几十亿的收入了)。",[904,975,976,977,979,982,983,986,987,989],{},"3.",[907,978,909],{},[945,980,170],{"href":981},"\u002Fdanyichanpin","的模式实际上是我们这个行业里的最高境界，以前我大概只见到",[907,984,985],{},"任天堂","做到过(索尼的游戏产品类似)。",[945,988,170],{"href":981},"的模式有非常多的好处：",[904,991,992,993,996,997,999],{},"(1)可以集中人力物力将产品做得更好。比较一下iPhone系列和",[907,994,995],{},"诺基亚","系列(今年要推出40个品种)。",[907,998,909],{},"产品的单位开发成本是非常低的，但单个产品的开发费却是最高的。",[904,1001,1002,1003,1005,1006,1008],{},"(2)材料成本低且质量好，大规模带来的效益。",[907,1004,909],{},"的成本控制也是做到极致的，同样功能的硬件恐怕没人能达到",[907,1007,909],{},"的成本。",[904,1010,1011,1012,1015,1016,1018],{},"(3)",[945,1013,155],{"href":1014},"\u002Fqudao","成本低。呵呵，不是同行的不一定能明白这话到底有什么分量(同行也未必明白)，我是20年前从",[907,1017,985],{},"那里学会的。那时很多做游戏机的都喜欢做很多品种，最后下场都不太好。",[904,1020,1021,1022,1024],{},"4.",[907,1023,909],{},"的营销也是做到极致了，连广告费都比同行低很多，卖的价钱却往往很好。",[904,1026,1027,1028,1030],{},"5.",[907,1029,909],{},"的产品处在一个巨大并还有巨大成长的市场里。",[904,1032,1033],{},"(1)智能手机市场有多大？你懂的！",[904,1035,1036],{},"(2)平板市场有多大？你也会懂的。",[904,1038,1039,1040,1042],{},"总而言之，我认为",[907,1041,909],{},"现在其实还处在其成长的早期，应该还有很大的空间。(2011-01-22)",[904,1044,1045],{},"实际上，排名不是我们要追求的东西。能做出用户喜欢的产品才是我们的追求。也许真有哪一天我们也能做出个伟大的产品，希望50年内。(2010-06-08)",[904,1047,1048],{},"不在乎排名的意思是我们只在乎用户的感受，排名只是结果而已，不是追求的目标。(2010-06-09)",[904,1050,1051,1052,1054,1055,1057,1058,1060],{},"上面两句话是在买",[907,1053,909],{},"之前说的。",[907,1056,909],{},"确实做到了我想做的事情，2011年1月的时候我就是想通了这点才开始买",[907,1059,909],{},"的。(2024-09-12)",[904,1062,1063,909,1066],{},[907,1064,1065],{},"说一点我特别喜欢",[907,1067,1068,1069,1071,1072,1075],{},"的地方：",[907,1070,909],{},"是非常难见到的能够长期聚焦在",[945,1073,17],{"href":1074},"\u002Fzuoduideshiqing","上的企业。",[904,1077,1078,1079,1082,1083,1085,1086,1088],{},"多数人在投资时很习惯去看有没有",[945,1080,22],{"href":1081},"\u002Fbashiqingzuodui","这点，从而会很容易掉进短期表现当中。即使是伟大的企业，在",[945,1084,17],{"href":1074},"的过程当中，也是可能会犯错的，因为",[945,1087,22],{"href":1081},"往往需要一个过程。",[904,1090,1091,1092,1094,1095,1097],{},"所谓长期投资，从某种角度上说，就是要能够相信坚持",[945,1093,17],{"href":1074},"的、有能力的公司，最后会",[945,1096,22],{"href":1081},"。(2013-02-13)",[904,1099,1100,1103,1104,1106,1107,1109],{},[907,1101,1102],{},"OPPO"," 和",[907,1105,909],{},"其实有很多相同的基因，这也是我最后能看懂",[907,1108,909],{},"的原因之一。(2011-08-07)",[904,1111,1112,1113,1115,1116,1118,1119,1121,1122,1124],{},"网友：",[907,1114,909],{},"和Windows的",[945,1117,150],{"href":947},"很不一样，我和朋友们的归纳就是两者都很强大(当然还有UNIX系统也很强大)，但是",[907,1120,909],{},"让人用近乎白痴的方式使用强大的功能，而Windows让人用近乎专业人士的方式使用强大的功能(UNIX",[945,1123,160],{"href":964},"的系统是让人用近乎天才的方式使用强大的功能)。",[904,1126,1127,1130,1131,909,1134,1140,1141],{},[907,1128,1129],{},"段永平："," ",[907,1132,1133],{},"你这个形容很形象，这正是",[907,1135,1136,1137,1139],{},"厉害的地方。",[907,1138,909],{},"还有不少特别厉害的地方，比如品种单一，所以效率高、质量一致性好、成本低、库存好管理等等。我从做","小霸王",[907,1142,1143],{},"时就追求品种单一，特别知道单一的好处和难度，这个行业里明白这一点并有意识去做的不多，我们现在也根本做不到这一点。",[904,1145,1146,1149,1150],{},[907,1147,1148],{},"比较一下","诺基亚，",[907,1151,1152],{},"你就马上能明白品种单一的好处和难度了。",[904,1154,1155,1157,1158,1160,1161,1163],{},[907,1156,995],{},"需要用很多品种才能做到",[945,1159,47],{"href":951},"，而",[907,1162,909],{},"用一个品种就做到了，这里面功夫差很多啊。(2011-01-22)",[904,1165,1166],{},"网友B：我想问一下段大哥Iphone4手机和其他品牌手机的差异化在哪里？我感觉它们的功能都差不多，没有什么差别．人们喜欢Iphone4最主要是因为它的质量好和高档次的品位？",[904,1168,1169,1171],{},[907,1170,1129],{}," 我不是产品专家，不知道怎么说，你只有用过才知道。我经常见到用过别的手机的人换到iphone的，还没见过用iphone的换到其他手机的。（2011-01-23）",[904,1173,1174],{},"网友：我先是入Iphone，然后2010用IPAD，后来看着DELL的台式机越看越烦，怎么PC工业发展这么多年，机器还是这么难看：电线缠绕，风扇嘈杂，怒了！于是PC也改成IMAC了，现在觉得MACOS还真是不错，流畅简洁，美观大方。",[904,1176,1177,1179],{},[907,1178,1129],{}," 是啊，越来越多的PC的支持者开始倒向苹果，这在PC年代是不可思议的事情。（2011-01-23）",[904,1181,1182],{},"网友：当年做PC时，封闭的苹果输给开放的微软+IBM，今天的苹果一样封闭，难道它一定能赢谷歌＋三星（等等）吗？",[904,1184,1185,1187],{},[907,1186,1129],{}," 我觉得不一样。你用一用产品就明白了，不是一回事。（2011-01-23）",[904,1189,1190,1192],{},[907,1191,1129],{}," 今天去了一趟verizon，想买个cdma的iphone，结果说要每天一大早去排队才有机会，只好在网上买了一个（不知道什么时候可以寄来）。32g的非合同价799美金，两年合同价299美金。我买了个两年合同价的，结果是每个月的月费要165美金。",[904,1194,1195],{},"本来还想买个gphone的，在店里看了半个多小时，htc、3星和moto的都试了一下，实在是不习惯用，最后决定暂时还是不买了，等我们自己的出来再说吧。（2011-02-10）",[904,1197,1198,1200],{},[907,1199,1129],{}," 我也觉得苹果把开放和封闭的好处都做到极致了。我刚刚买了一台Mac book，去上了一个小时的一对一的课，突然发现原来苹果的电脑也很好用。如果10年前我想起来去上个这个课的话，我就发达了。这是我用电脑以来消费感受最好的一次。（2011-03-01）",[904,1202,1203],{},"博文：当了一回销售员（2011-03-23）",[904,1205,1206,1208],{},[907,1207,1129],{}," 今天去了一趟苹果专卖店，在玩ipad2时旁边有一对同胞母子想买ipad2带回中国去，于是自告奋勇地当了一回销售员，从功能介绍到如何付款介绍了一遍，直到他们点了最后的成交键才算完事。似乎卖个苹果的产品还挺容易的。",[904,1210,1211],{},"我的ipad2还没消息呢，3月11号网上订的，说要2-3礼拜才到。现在订要4-5个礼拜了。",[904,1213,1214],{},"昨天在网上又买了一台ipad2，准备带给妈妈用。以后视频就方便了，还可以存很多照片在里面。（2011-03-23）",[904,1216,1217,1220],{},[907,1218,1219],{},"facetime"," （2011-04-27）",[904,1222,1223],{},"很多人说ipad其实就是个大号的iphone。在用ipad之前我同意这个说法，但用了一段时间后觉得这个“大”确实大得非常有道理。我现在基本上已经不太用我的手提电脑了，旅行的时候带上ipad就绝对够了，但iphone有时候还是觉得有点小。对我而言，ipad2最强大的地方就是网络功能很强大，上网非常快，又没有手提电脑开机的麻烦，用起来真是很爽，携带起来又轻便。",[904,1225,1226],{},"还有一个特别强大的功能就是图片，包括上网看图片。我的ipad2里有大概1万张照片，记录着我们生活中的很多瞬间，没事看看真的觉得生活很美好，这个玩意儿该值多少钱呢？facetime（视频）也是一个很好的功能，在有wifi的前提下用起来那个叫方便，比打电话还容易。",[904,1228,1229],{},"我给我妈妈也买了个ipad2，最近能让人带回去。里面也装上我们的照片。以后视频通话就非常方便了（以前曾经想过用电脑视频，实在是有点麻烦），没事老人家还可以翻翻照片，真是好啊。",[904,1231,1232],{},"别的就不说了，有机会大家自己体会吧。总的来讲，如果经济上不是个太大的负担的话，iphone和ipad2是绝对值得拥有的产品，生活确实因此变得不同了。（2011-04-01）",[904,1234,1235],{},[907,1236,1237,1238,1240],{},"单一比较容易聚焦，这意味着",[945,1239,22],{"href":1081},"的概率高同时犯错误的概率低。",[904,1242,1243],{},"要做到单一是非常难的一件事，因为市场的需求是多样化的。iPad和iPhone 有一样神奇的东西，那就是不管什么年龄段的用户都觉得这是个专门为自己设计的产品。",[904,1245,1246],{},"我那个“著名”朋友李录是个孝子，给70多的老爸买了个iPad，结果老爸一天到晚地捧着iPad，还跟李录说：这东东简直就是专门为我设计的嘛。(2011-04-09)",[904,1248,1249,1251],{},[907,1250,1129],{}," 这个价让其他的pad怎么混啊。手提电脑的销量也会受到冲击的，我估计至少是30%左右的影响。",[904,1253,1254],{},"我估计ipad2（或以后版本）在中国一年至少会卖到500万台以上，如果有人告诉我这个数字是一千万台我也不会惊奇。",[904,1256,1257],{},"估计光礼品市场一年就得几百万台，至少是百万量级的。",[904,1259,1260],{},"A lot of times，people don't know what they want until you show it to them.--大多数人还没用过苹果的东西呢。",[904,1262,1263],{},[907,1264,1265],{},"iphone到目前为止的“市场占有率”只有5%，这就是为什么我认为苹果的产品还有很大上升空间的一个很重要的佐证。",[904,1267,1268,1271],{},[907,1269,1270],{},"另外，5%也从另一个侧面说明苹果的用户群在哪里，这些用户群别人是很难抢到的。"," （2011-05-07）",[904,1273,1274],{},"网友q：想明白了。他们是真正把消费者放在第一位的了。苹果这种强大，是一种持续性的竞争能力吗？",[904,1276,1277,1280],{},[907,1278,1279],{},"段永平：难道不是吗？"," （2011-10-21）",[904,1282,1283],{},"网友：这个有点儿不明白，为什么要买的需要等一天，要换的却有货呢？是因为要优先保证退换的人可以及时拿到吗？看来我是被“教育”得很“好”的消费者，如果我要去换，人家告诉我和买的人享受同等待遇而不是要等货源宽松再给我，我就谢天谢地了，如果说我还有优先权，那真是惊喜啊！",[904,1285,1286,1289],{},[907,1287,1288],{},"段永平：你不明白没关系，反正大多数人或公司也不明白，说明你很正常哦。"," （2011-10-23）",[904,1291,1292],{},"网友：您当年是怎么控制库存的？",[904,1294,1295,1297],{},[907,1296,1129],{}," 安全第一的原则。小步快跑，宁愿少赚些，不要出大问题。(2011-12-15)",[904,1299,1300,1301,1303],{},"“iPhone 4s再出问题，有用户反映耳机出现间歇性故障，向外打电话时无法听见声音。据",[907,1302,909],{},"官网显示，关于耳机失灵的讨论已经多达近30页，不少用户表示这次故障能够通过重新开机或者拔掉耳机后恢复，但是这仅是暂时解决问题。”(新闻)",[904,1305,1306],{},[907,1307,1308],{},"品种少的好处之一，有问题反应快，解决也快。",[904,1310,1311],{},"网友：段总，您让为手机和平板会代替台式电脑和笔记本吗？",[904,1313,1314,1316],{},[907,1315,1129],{}," 完全取代大概不会，至少在相当长时间里不会，但使用的频率会发生很大的变化，尤其是笔记本电脑。由于有了ipad，人们用笔记本电脑的机会大幅度下降，更换的时间也会大幅度的增加，所以做笔记本电脑生意为主的公司的日子会很难过，而且可能会越来越难过。（2012-01-30）",[904,1318,1319],{},"引用：【平板真的打倒游戏机？2月美国零售电玩销额年减20%】",[904,1321,1322,1324],{},[907,1323,1129],{}," 不研究产品难道还有别的办法？（2012-02-04）",[904,1326,1327],{},"网友：GALAXY NOTE吧，屏幕很大啊。的确，iphone是领先很多年的产品，做得很极致，男女都适合用。唯一的问题是，苹果还能不能继续给我们惊喜？",[904,1329,1330,1332],{},[907,1331,1129],{}," 是的，大得有点恐怖，但用段时间后就觉得大得不是那么有必要。（2012-03-03）",[904,1334,1335,1337],{},[907,1336,1129],{}," ipad对游戏的影响是慢慢但巨大的。想通这个道理后，我把我原来有的game stop都卖了。（2012-03-10）",[904,1339,1340,1342],{},[907,1341,1129],{}," 如果按这篇文章的说法，ipad的单台成本同比提高了大约60多块，但有些可能因为量上来后的成本减低不含在内。ipad的平均售价大概在550到600的样子，新ipad出来后ipad的销量提升可以很轻易消化单台成本的提高。不过，别的pad确实就不好搞了。（2012-03-19）",[904,1344,1112,1345,1347],{},[907,1346,909],{},"是否会盛极而衰？",[904,1349,1350,1352],{},[907,1351,1129],{}," 多年来人们一直这么说，可他们就是不明白。(2012-03-29)",[904,1354,1355,1357],{},[907,1356,1129],{}," 我用新ipad的感觉：和ipad2比较 1．确实快了很多，下载居然比在pc上还快不少，很爽。2.录像清晰度很震撼，没事录点小朋友的活动真好，看起来也方便。3．看电影和看照片非常好。别的还没时间玩，这几点就很值了。其实ipad2就很好用了，要想省钱的话，买个ipad2也不错。（2012-03-30）",[904,1359,1360,1362],{},[907,1361,1129],{}," “在全球范围内，新iPad的供应都非常紧张。新iPad的销售速度几乎与生产速度处于同一水平。”（2012-04-28）",[904,1364,1365],{},"网友F：2011年第二财季iPhone销售额占总销售额的比例约为50%，而2012年第二财季占比约为58%。",[904,1367,1368],{},"因此，我觉得毛利率提高6%的主要因素不是来自成本的下降，而是高毛利率产品的销售占比提高带来的？!",[904,1370,1371,1373],{},[907,1372,1129],{}," “苹果第二财季毛利率为47.4%，高于去年同期的41.4%”．说明成本下降了很多。（2012-04-28）",[904,1375,1376,1378],{},[907,1377,1129],{}," 越来越多的公司会开始用ipad干这类事，mini ipad更适合这类市场。也许以后家里的各种遥控用的也都是mini ipad。（2012-05-12）",[904,1380,1381,1383],{},[907,1382,1129],{}," iOS6实在是强大啊，现在iPad也可以用Siri（语音录入）了。iPhone 5的试用体验非常好，还没有iPhone的可以试试吧。（2012-09-23）",[904,1385,1386],{},[907,1387,1388],{},"史上最安全手机iPhone 5S",[904,1390,1391],{},"网友：哪位朋友能谈谈iWatch ?",[904,1393,1394,1396,1397,1399,1400,1402,1403,1405,1406,1408,1409,1411],{},[907,1395,1129],{}," 那还是一个传说，从何谈起？不过，关于",[907,1398,909],{},"的传说最搞笑的就是廉价Phone。有了这个传说后，接着就有了",[907,1401,909],{},"该不该这样做的争论。其实讨论",[907,1404,909],{},"该不该卖廉价iPhone的人大概都是不太懂",[907,1407,909],{},"的，因为",[907,1410,909],{},"的文化里根本就不会有这个争论。(2013-02-15)",[904,1413,1414,1415,1417],{},"同友：关于",[907,1416,909],{},"AR眼镜和汽车有什么可以分享的么？",[904,1419,1420,1421,1423,1424,1426],{},"我不知道",[907,1422,909],{},"在搞什么，但确实相信",[907,1425,909],{},"产品最终都会是精品。(2020-12-06)Vision Pro对喜欢它的用户而言是个“nice to have”的产品，而iPhone 则是“need have”。Vision Pro要上升到“need have”我猜可能需要10年。",[904,1428,1429],{},"我说10年的意思是需要很长的时间，就是短时间里概率很低的意思。(2024-06-29)",[904,1431,1432,1433,1435,1436,1438],{},"网友：为什么",[945,1434,170],{"href":981},"模式可以降低",[945,1437,155],{"href":1014},"成本？",[904,1440,1441,1443,1444,1446,1447,1449],{},[907,1442,1129],{}," 你倒过来想也许就明白了。举个例子，20多年前我们卖",[907,1445,1140],{},"游戏机(还没到学习机)时，",[907,1448,1140],{},"游戏机只有两款：红白机和蓝白机(有点像iPhone 的黑色和白色)，对手们经常都是有好几十款的。当时我们的销售部门被质疑最多的问题就是款式太少。好像最后款式多的那些对手绝大多数都消失了，原因大概就是品种太多最后导致的问题(其实是表象)。",[904,1451,1452],{},"(2013-02-16)",[904,1454,1455],{},[907,1456,1457,1458,1460,1461,1463],{},"这里说的",[945,1459,155],{"href":1014},"成本的意思就是品种越多，占用的",[945,1462,155],{"href":1014},"库存越大，是几何级数的关系。(2011-04-09)",[904,1465,1466],{},[907,1467,1468,1469,1472],{},"一般来说，因为技术进步非常快，电子产品一旦一定时间内卖不出去贬值就会非常高。同一",[945,1470,135],{"href":1471},"\u002Fpinpai","的产品的品类在超过一定数量后，库存会比较难管理，处理成本会非常高。(2020-10-29)",[904,1474,1475],{},"网友：去年一年换了3个安卓手机，包括华为两个、oppo finder，最终，选择了iphone5。最近越来越体会到阿段所说的苹果系统的黏性和强大。苹果的东西，很方便。如：imessage，用qq通讯录可以实现同样的功能。苹果的照片流，用网易云相册也可以实现同样的功能。但苹果的厉害之处就在于，它总会做得更好一点，简单一点，更方便一点。",[904,1477,1478],{},"如：imessage直接在短信里面输入即可，照片流跟照片在同一个图标里面。而在安卓上实现这些功能，需要再点击一下app应用才行。最惊喜的是照片流在不同设备上的同步。当打开ipad，突然看见在iphone上拍摄的照片自动能在ipad上看到的时候，一下子觉得特别惊喜。而这种跨设备的整合，是其他对手所欠缺的。用了苹果，觉得更简洁、方便。",[904,1480,1481,1483],{},[907,1482,1129],{}," （微笑表情）（2013-02-17）",[904,1485,1112,1486,1488,1489,1491],{},[907,1487,909],{},"是",[945,1490,47],{"href":951},"的典范。",[904,1493,1494,1130,1496,1498],{},[907,1495,1129],{},[907,1497,909],{},"确实特别在意消费者体验。(2013-04-08)",[904,1500,1501,1503],{},[907,1502,1129],{}," 配上指纹识别的iPhone5s以后连小偷都没兴趣了，也不会有专业抢劫的抢了。",[904,1505,1506],{},"居然很少有人注意这点，非常惊讶。",[904,1508,1509],{},"特别强调一下：说5s安全不是说指纹识别，而是说iOS7！指纹识别只是保证了这点而已。",[904,1511,1512],{},"看来知道iOS7的还不够多，需要安全的最好看看iOS7。",[904,1514,1515],{},"想像一下三年后，当iPhone6，iPhone7出来的时候（也许iPhone6就有大屏了），iPhone5c，5s的威力就彻底显现出来了。",[904,1517,1518],{},"接下来的iwatch，itv，iPad，iPad mini都是值得期盼的产品。",[904,1520,1521],{},"不过，美国以外的发布会确实有点匪夷所思，没看懂。（2013-09-11）",[904,1523,1524],{},[907,1525,1526],{},"苹果手表",[904,1528,1529,1530,1532],{},"网友：您评估",[907,1531,909],{},"的时候，有没有担心有一天会有新的颠覆性的技术出现，取代现有的东西？",[904,1534,1535,1537,1538,1540],{},[907,1536,1129],{}," 没有天上掉下来的技术。如果真的有重大的技术变革，我相信我是能够看得见的，而且我认为这种变化会大概率地来自",[907,1539,909],{},"。(2014-02-06)",[904,1542,1543,1545],{},[907,1544,1129],{}," 瑞士手表业确实躺枪了。fitbit这类产品估计也难过了。我的意思是以后人们大概不太会再买瑞士的那种表了，冲击很大啊。（2014-09-10）",[904,1547,1548,1549,1551],{},"网友：今天看到",[907,1550,909],{},"官方出售二手iPhone的消息，包括各型号的回收价与售价对比，段总怎么看？",[904,1553,1554,1556,1557,1559],{},[907,1555,1129],{}," 我的看法是，只有",[907,1558,909],{},"能够做这件事情，别人其实做不了。(2015-04-14)",[904,1561,1562,1564,1565,1567],{},[907,1563,909],{},"产品的残值高也说明",[907,1566,909],{},"的东西确实好。(2013-12-13)",[904,1569,1570,1572],{},[907,1571,1129],{}," 表到了！就一个字：苹果又颠覆了一个行业！用了三天，觉得以后离不开苹果表了。",[904,1574,1575],{},"个人观点：运动型表的表带设计的不够好，戴上的时候不够方便。（2015-04-24）",[904,1577,1578],{},"网友：以后会不会有新技术代替手机？",[904,1580,1581,1130,1583],{},[907,1582,1129],{},[907,1584,1585],{},"一定会的，但不会很快。你需要想明白的是谁，什么时候，等等。(2015-11-10)",[904,1587,1588,1590],{},[907,1589,1129],{}," 已经用了苹果表2几天了，感觉非常好。现在每天戴着游泳，轻松知道多少个来回，平均速度，平均心跳，消耗了多少卡路里。（2016-09-29）",[1592,1593],"hr",{},[904,1595,1596],{},[907,1597,1598],{},"体验竞争对手产品（三星，HTC）",[904,1600,1601,1602,1604,1605,1607],{},"网友：Think different的理念是不是影响了",[907,1603,909],{},"更好地做到",[945,1606,47],{"href":951},"?",[904,1609,1610,1612,1613,1615],{},[907,1611,1129],{}," Think different其实非常了不起，长期而言力量是巨大的。Think different 其实是内含",[945,1614,47],{"href":951},"的，因为那是前提。(2020-11-27)",[904,1617,1618,1620,1621,1623,1624,1626,1627,1629,1630,1632,1633,1635,1636,1638,1639,1641,1642,1644],{},[907,1619,909],{},"进入一个产品的时机往往不是因为",[907,1622,909],{},"在择时，而是因为",[907,1625,909],{},"在这之前还没准备好或者说",[907,1628,909],{},"还不满意自己的产品。",[907,1631,909],{},"推出产品的最重要的基点是“我到底能为用户做什么”。很多年前，网上疯传",[907,1634,909],{},"会推",[907,1637,909],{},"电视，我说那么大一台电视，",[907,1640,909],{},"能做什么？结果",[907,1643,909],{},"确实没推。(2023-06-13)",[904,1646,1647,1649,1650,1652,1653,1655,1656,1658,1659,1661],{},[907,1648,909],{},"的角度一般是看能不能给消费者带来点什么，而不是生意上能不能成功。根据这个观点，我推断出",[907,1651,909],{},"不会推",[907,1654,909],{},"电视机，前些年我还认为",[907,1657,909],{},"车大概率不会在近些年见到，除非技术条件达到了",[907,1660,909],{},"的要求。(2024-02-05)",[904,1663,1664,1666],{},[907,1665,909],{},"果然取消了电动车项目！(2024-02-28)",[904,1668,1669],{},"网友：大道怎么看Meta Orion，会是手机之后的下一代爆品吗？",[904,1671,1672,1674,1675,1677],{},[907,1673,1129],{}," 他们完全不是",[907,1676,909],{},"的对手。我用过他们以前的产品，确实不是一个级别的。(2024-09-28)",[904,1679,1680],{},"01．雪球访谈：专访牵牛星李剑",[904,1682,1683],{},"我不太擅长研究公司的治理和策略。我主张研究公司最重要的是研究公司的产品，因为公司的其他一切都围绕着公司的产品和服务来进行和得到体现……",[904,1685,1686],{},"不明真相的群众：这个有点意思。",[904,1688,1689,1691],{},[907,1690,1129],{}," 给妈妈带了个ipad2回去，现在终于可以facetime，也就是可以视频通话了。以前尝试用过电脑上的视频通话，怎么都搞不掂。ipad2确实方便啊。",[904,1693,1694],{},[907,1695,1696],{},"iphone 4s",[904,1698,1699,1701],{},[907,1700,1129],{}," apple watch我最常用的是督促自己运动，到目前为止连续完成每天运动任务的天数已经超过10天。第二常用的功能是imessage，主要是收到时可以看一眼，需要时也可以用siri回。接下来用的比较多的就是每天的行程的提醒，天气，偶尔接个电话或打个电话。从来没有过想用手表回Email的想法。偶尔用来测下心跳。当然，手表的功能就不说了。",[904,1703,1704],{},"总而言之，有戴表习惯的有足够理由买一个（其实我想说的是没理由不买一个），不戴表的只能自己去衡量了。（2 15-05-14）",[904,1706,1707],{},[907,1708,1709],{},"问答：",[904,1711,1712],{},"网友：想请教您10年或者5年后的苹果除了卖手机、ipad、笔记本和台式机以及相应的苹果商店及服务，也就是目前所有的这些其份额的提升，还能不能在移动互联网上分一杯羹有其他营利模式的出现，比如广告收入或者其他？",[904,1714,1715,1717],{},[907,1716,1129],{}," 现在apple id大概两个多亿，去年的软收入已经有好像120亿了。估计10年后apple id怎么着都有15到20亿了，10年后光这块一年也得300-500亿吧？这里面不知道有没有包括广告收入，但看过一个资料，说苹果产品的广告流量的有效性是移动设备里最高的，大概是安卓的3倍左右，但没看到进一步的详细东西。",[904,1719,1720],{},"估计10年后apple id怎么着都有15到20亿了。苹果未来会推什么不是我能想出来的，但itv是个很靠谱的产品，只是不知道还要多久。iwatch看起来也有点意思，不像是空穴来风。",[904,1722,1723],{},"网友：请问大道 ，iPhone 右边有个照相键您使用感受如何，反正我一次也没用过，而且经常不小心误触就打开了，很影响使用体验，索性就给关掉了。算画蛇添足吗，将来会不会取消这个键呢？",[904,1725,1726],{},"大道：哈，我现在倒是经常用，但确实觉得有点多余。（2025-11-14）",[904,1728,1729,1730,1732],{},"网友：大道老师，您觉得",[907,1731,909],{},"会出折叠屏吗？",[904,1734,1735,1736,1738],{},"大道：我觉得有可能的。",[907,1737,909],{},"的iPhone air也许是在为这个做准备吧。（2025-11-21）",[904,1740,1741],{},"网友：我儿子10岁了，从6岁开始用小天才现在准备给他换苹果手表了。因为价格是一样的，但是功能比小天才多。",[904,1743,1744],{},"大道：哈，你要先问下你儿子。苹果表功能确实多很多的，但你儿子需要的功能未必就多。（2026-08-14）",[904,1746,1747],{},"网友：苹果能够做到垃圾中的不是那么垃圾，还有人要，真的是个奇迹。",[904,1749,1750,1752],{},[907,1751,1129],{}," 苹果产品的残值高也说明苹果的东西确实好。（2013-12-13）",[904,1754,1755],{},"网友：哪位朋友能谈谈iwatch？",[904,1757,1758,1761,1762,1765],{},[907,1759,1760],{},"段永平"," ：那还是一个传说，从何谈起？不过，",[907,1763,1764],{},"关于苹果的传说最搞笑的就是廉价iphone。有了这个传说后，接着就有了苹果该不该这样做的争论。其实不管认为苹果该不该卖廉价iphone的人大概都是不太懂苹果的，因为苹果的文化里根本就不会有这个争论。"," （2013-02-15）",[904,1767,1768],{},"网友X：这句话我也留意到了，当时没太明白disappear消失，后来想想确实在iphone上这个扫指纹的动作是disappear消失的，因为它和用户们早已习惯的长按home键动作一样（甚至更少了按下去的动作）。",[904,1770,1771,1773],{},[907,1772,1129],{}," 关于新技术的应用，我以前就猜想新的iphone会不会应用像bose耳机的主动降噪技术，把周围噪音的反向信号加到听筒里来改善噪音环境下接电话的情形（第一次试用bose耳机时印象太深刻所以有这个想法），上网一查才发现自己手里的手机早就用上这个技术了！而我之前是不知道的，再一回想，用5以来还真是没遇过听不清楚的情况。",[904,1775,1776],{},"技术真正disappear消失到无形。我看到镜头边上的小mic孔觉得很感动，特别赞同Siri对于我的问题的回答。“世界最好的手机是什么？” “你手里拿着的这一个。”可惜很快就不是了，因为有了5s。",[904,1778,1779],{},"网友X：这个疑问的发端其实是最近大家针对5c不便宜讨论得挺多。很多人的质问是：“说好的廉价手机呢？”不少媒体评论说5c未能达到争取低价位市场的目的，导致这几天股价下跌。",[904,1781,1782],{},"至于我自己，从第一次听到传言说苹果推廉价手机的时候就觉得哪里不对。没有具体的原因分析说它不对，只是朦朦胧胧觉得这个策略是个大俗手。所以最后看到5c的价格反倒是松了一口气。",[904,1784,1785],{},"但朦胧的感觉总要转化成比较扎实的分析才好，所以还是想听听学长您的判断：如果苹果前几天推的就是一款2000出头的手机，对于整个公司会有哪些方面的影响？",[904,1787,1788,1790],{},[907,1789,1760],{}," ：听着像如果苹果不是苹果，苹果将会是什么。（2013-09-17）",[904,1792,1793,1795],{},[907,1794,1760],{}," ：定性总是比定量分析重要，学长早就说过了，对吧？在今年早些时候的D11大会上，苹果CEO蒂姆·库克（Tim Cook）说过这样一段话：“数量对苹果来说从来都不是最重要的。我的理由是，苹果生产最好的PC，但我们不是生产最多的商家。我们生产最好的音乐播放器，但我们并不追求数量最多。我们生产最好的手机，但我们并不是最大的生产厂商。",[904,1797,1798],{},"iPad的消费者满意度超过任何平板电脑。在JD Powers排行版上，iphone已经连续九次荣膺榜首。因此，这就是我们的目标。我们做出最棒的产品以丰富消费者的生活，数量并不是我们的目标。”我用苹果用得很开心，别人不关注很可能是他们的损失。难道每个礼拜都要我判断一次苹果会不会推廉价手机？（2013-09-17）",[904,1800,1801,1803],{},[907,1802,1129],{}," 我前几天去买了个三星的最大屏的手机，认真用了几天，实在是不习惯。虽然也有些东西还不错，但整体体验和iphone还是有相当差距滴。很难想象用惯iphone的人会转到android。所以库克讲的“蚕食”还是很有道理的。（2012-03-03）",[904,1805,1806],{},"网友：GALAXY NOTE（三星手机）吧，屏幕很大啊。的确，iphone是领先很多年的产品，做得很极致，男女都适合用。唯一的问题是，苹果还能不能继续给我们惊喜？",[904,1808,1809,1332],{},[907,1810,1129],{},[904,1812,1813],{},"网友：如果苹果现在出个大屏手机，我会毫不犹豫的冲去买一部。下个月会有点儿钱到位，根据以前的经验是到位之前股价会起来，买完之后再下跌，看看这次灵不灵。",[904,1815,1816,1818],{},[907,1817,1129],{}," 我们看到大屏的同时苹果也早就看到了。技术上，做个大屏手机对苹果而言是完全没难度的。所以我猜想苹果可能有什么东西是他们认为可以超越大屏的。至于会是什么，等一等就会知道了。（2013-03-05）",[904,1820,1821],{},"网友：三星各个尺寸该出的都出完了，现在该轮到三星的新机被人说没有创意了。难道以后要出五边形、然后各个尺寸再轮一遍？",[904,1823,1824,1826],{},[907,1825,1129],{}," 好像该轮到苹果出招了。（2013-03-15）",[904,1828,1829],{},"网友：估计出个4-5寸的大屏IPHONE，就4，5，6字头了。",[904,1831,1832,1834],{},[907,1833,1129],{}," 个人现在的感觉是苹果大概不会出一个大家想象的那种大屏了，因为如果苹果想出大屏的话，应该早就出了。苹果大概会有一个不一样的解决方案，但可以满足想用大屏的人的真实需求。（2013-04-20）",[904,1836,1837],{},"引用：【三星 Galaxy S4智能手机销售不及投资者预期】",[904,1839,1840],{},"三星遭遇黑色六月。三星股价整月下跌12.31%，市值蒸发253亿美元，相当于索尼市值。Galaxy S4智能手机销售不及投资者预期。分析师表示，“消费者找不到更好的理由购买S4，因为它与前代产品没太大的区别。",[904,1842,1843,1845,1846,1849],{},[907,1844,1129],{}," 其实说喜欢什么很难，但说不喜欢什么要容易得多。我经常会用几种安卓手机，虽然大屏看起来似乎应该实用些，但我自己的体验总是想赶紧换回iphone去。",[907,1847,1848],{},"前段时间刚刚试了一下S4，真是开始对这家公司佩服起来，尤其是那个眼睛移动功能，这么不成熟的东西也敢拿出来卖，以后不干了吗？"," （2013-07-03）",[904,1851,1852],{},"网友：好像很多投资者和消费者，都对苹果的大屏有很高的期待，投资者的期望可不予理会，消费者显而易见的期望为啥千呼万唤不出来？请教大道解读背后的逻辑。",[904,1854,1855,1857],{},[907,1856,1129],{}," 大概苹果对自己的大屏还不够满意吧。估计下一代iphone里一定会有大屏的，大概一年内？估计以后iphone会同时推若干个尺寸的。（2013-09-11）",[904,1859,1860,1862],{},[907,1861,1129],{}," 苹果一定会推大屏的，大概明年出吧。（2013-09-14）",[904,1864,1865],{},"网友J：苹果出大屏幕我就会换掉5。其实国人喜欢花哨，喜欢炫耀，偏偏苹果在这方面不知道是不屑于做还是没来得及做，总之还有很大很大的空间。美国人做事太实在了，做那些技术含量高的费事不怎么讨巧的东西，比如国内360做的引擎，那么花哨，实际还是建立在微软的引擎上边，讨了那么大的巧。",[904,1867,1868,1870],{},[907,1869,1129],{}," 如果你用10年的角度看，也许你会容易理解苹果的做法。（2013-09-14）",[904,1872,1873],{},"网友：在腾讯上看到的：",[904,1875,1876],{},"库克说：“乔布斯知道苹果应该进入那些只有我们的技术能够控制的领域。”",[904,1878,1879],{},[907,1880,1881],{},"库克解释了为何在三星和其他手机制造商推出大屏智能手机多年以后，苹果却等待如此长时间才推出类似产品的理由。主持人罗斯问库克，苹果推出iphone6是否为应对三星挑战。库克给出否定回答，并说：“坦白说……我们从多年以前就开始研制大屏手机。我们只是从未制造过大屏iphone。我们集中全力，争取推出一款更好的手机。”",[904,1883,1884],{},[907,1885,1886],{},"库克说，苹果在出售大屏手机前，需要确保为更大屏手机开发适合的显示器、电池以及软件。比如，苹果已经为大屏手机开发出单手模式，即屏幕顶部的用户界面可下滑至位于用户大拇指范围内，以便实现单手操作。",[904,1888,1889],{},"库克的回答与其2012年参加AllThingsD大会时，被问及苹果为何不推出更大iphone的回答如出一辙。当时，苹果最好的手机是iphone4S，只有相对较小的3.5寸屏。库克说，苹果认为，对于iphone用户来说，能够单手使用手机非常重要。他还说，未推出大屏手机还有电池寿命等因素考虑。",[904,1891,1892,1894],{},[907,1893,1129],{}," 现在终于明白为什么别人一问大屏库克就说单手使用很重要，别的当时他也不能说。（2014-09-14）",[904,1896,1897],{},"网友：我的观察，买苹果的人大部分不是因为性价比高。价值有多少或性价比有多高，一般用户怎么计算得清楚呢？人们用苹果主要是因为好用、放心用、有面子。性价比其次。当然，有很多人因为售价高而不舍得买的。但这部分人也不是因为性价比不够高而不买的。总的来说，苹果因品质高而受欢迎，因价格高而不可能太普及了。",[904,1899,1900,1902],{},[907,1901,1129],{}," 我同意苹果产品是高性价比的。高性价比的东西不等于便宜，该知道的人最后都会知道的。好的车往往也是性价比高的车，而且这些车往往比较贵，想通这个就明白苹果的性价比问题了。当然，对于那些整天换手机，最后换到iphone的人们而言，这个问题就不是问题。（2014-08-28）",[904,1904,1905,1907,1908,1910],{},[907,1906,1129],{}," 虽然iphone早就有了无线充电，但AirPower出不来还是有点可惜。终于见到",[907,1909,909],{},"掉一次链子了，不过这比强行推出来好。（2019-03-30）",[904,1912,1913,1916],{},[907,1914,1915],{},"案例1：苹果（Apple）"," （2011-04-01）",[904,1918,1919,1920,1923],{},"我不是所谓的“果粉”，像我这个年纪和这么",[945,1921,216],{"href":1922},"\u002Flixing","的人，不大会是任何人或东西的fans，我甚至不是巴菲特的fans。实际上我以前其实一直多少有点不太喜欢苹果，毕竟用了pc和诺基亚这么多年，但iphone和ipad的出现确实彻底改变了我对苹果的认识。作为一个普通人，我没能力从技术上去说这些产品，所以只说说我都用iphone和ipad干什么。",[1925,1926,1927],"ol",{},[1928,1929,1930],"li",{},"首先，iphone和ipad都非常容易上手。早年用摩托罗拉的时候，心里那个烦啊，用户界面太难用了。后来用诺基亚的智能手机时又找到了当年用moto的感觉。以我个人的水平而言，android的界面水平还远远比不上iphone（也许我们自己的出来后会改变一点这个局面？期待中）。上个月我曾经想买个android phone试试的，在商店里转了半个多小时，店员给我介绍了10来分钟，在3个牌子（htc、3星、moto）间挑来挑去，晕晕乎乎中最后还是决定不想给自己添麻烦了。",[904,1932,1933],{},"iphone？呵呵，我几乎拿到手里时就会用了。店员只是告诉我开关在哪里，那些图标是什么，前后花了大概15秒钟。当苹果的销售员可真容易啊，我自己前段时间在苹果店里只花了几分钟就推销了一台ipad2。",[1925,1935,1936,1939],{"start":15},[1928,1937,1938],{},"我用iphone干什么？我的iphone上下载的软件其实比大多数人都少，毕竟不太花时间玩这个东西。电话、短信、email、上网、世界时间、天气、图片、gps（地图）、记事本、youtube、相机、录音、录像、字典、相册、图书馆、iPod、facetime（视频通话）、电影、电视、股票查询及交易、报纸、指南针、日历（记事本）、游戏、等等等等，不太注意但特别常用的是手电筒。这些功能可能只是iphone的沧海一粟。其实我想说的不是iphone有多少功能，最重要的的所有这些功能都非常容易上手。一学就会、无师自通！",[1928,1940,1941],{},"ipad2",[904,1943,1223],{},[904,1945,1226],{},[904,1947,1229],{},[904,1949,1232],{},[904,1951,1952],{},"说说我喜欢苹果的一些理由。这不是论文，想到就说，没有重点和先后秩序。",[1925,1954,1955,1963,1974],{},[1928,1956,1957,1958,948,1960,1962],{},"苹果的产品确实把",[945,1959,150],{"href":947},[945,1961,47],{"href":951},"做到极致了，对手在相当长的时间里难以超越甚至接近（对喜欢苹果的用户而言）。",[1928,1964,1965,1966,965,1968,969,1971,1973],{},"苹果的",[945,1967,160],{"href":964},[945,1969,64],{"href":1970},"\u002Fshangyemoshi",[945,1972,68],{"href":972},"已经形成了（光软件一年都几十亿的收入了）。",[1928,1975,909,1976,1978],{},[945,1977,170],{"href":981},"的模式实际上是我们这个行业里的最高境界，以前我大概只见到任天堂做到过（sony的游戏产品类似）。单一产品的模式有非常多的好处：",[904,1980,1981],{},"a. 可以集中人力物力将产品做得更好。比较一下iphone系列和诺基亚系列（今年要推出40个品种）。苹果产品的单位开发成本是非常低的，但单个产品的开发费却是最高的。",[904,1983,1984],{},"b. 材料成本低且质量好，大规模带来的效益。苹果的成本控制也是做到极致的，同样功能的硬件恐怕没人能达到苹果的成本。",[904,1986,1987,1988,1990],{},"c. ",[945,1989,155],{"href":1014},"成本低。呵呵，不是同行的不一定能明白这话到底有什么分量（同行也未必明白），我是20年前从任天堂那里学会的。那时很多做游戏机的都喜欢做很多品种，最后下场都不太好。",[1925,1992,1993,1996],{"start":25},[1928,1994,1995],{},"苹果的营销也是做到极致了，连广告费都比同行低很多，卖的价钱却往往很好。",[1928,1997,1998],{},"苹果的产品处在一个巨大并还有巨大成长的市场里。",[904,2000,2001],{},"a. 智能手机市场有多大？你懂的！",[904,2003,2004],{},"b. pad市场有多大？你也会懂的。",[904,2006,2007],{},"总而言之，我认为苹果现在其实还处在其成长的早期，应该还有很大的空间。",[904,2009,2010],{},"扣掉现金的话，苹果的今年的未来pe只有12-13倍啊，明年可能要到10以下了。当然，以上我说的这些点中的任何一点的改变都可能或多或少地改变苹果，如果有苹果的股票的话，就要留心这些变化了。我认为Jobs如果真请长假的话，在相当长的时间里对苹果的业务不会有大影响。（2011-01-22）",[904,2012,2013,2014,2016,2017,2019,2020,2022,2023,2025],{},"网友：在中国买",[907,2015,909],{},"的人，都把",[907,2018,909],{},"当成一个标配的时尚品罢了。这和当年一部手机上万元，中国却买者甚众，是相同的道理。",[907,2021,909],{},"最后会发现低估了国人对",[907,2024,909],{},"手机的购买能力。",[904,2027,2028,2030],{},[907,2029,1129],{}," 任何产品开始时跟风买的都是大部分，但最初懂的那20%-25%的人最关键。(2012-04-26)",[904,2032,2033,2034,2036,2037,2039,2040,2042],{},"网友：我的",[907,2035,909],{},"电脑有一次不小心掉到浴缸的水里。马上拿起来用电吹风吹吹真的还能开机接着用，跟几个朋友说过这事，有些人还不太相信，总说我在推销",[907,2038,909],{},"，我说难道",[907,2041,909],{},"是靠推销的？",[904,2044,2045,1130,2047,909,2050,2053],{},[907,2046,1129],{},[907,2048,2049],{},"我和“厨师”聊天时，“厨师”特别提到",[907,2051,2052],{},"是不搞推销的","。(2014-08-20)",[904,2055,2056,2057,2059],{},"网友：Macbook Pro真是让人失望啊，",[907,2058,909],{},"的文化貌似在笔记本上一直是停滞的。",[904,2061,2062,1130,2064],{},[907,2063,1129],{},[907,2065,2066],{},"产品最重要的是有些人喜欢而不是所有人都喜欢的。(2016-10-30)",[904,2068,2069],{},"网友：苹果5出来了，配制不好，苹果说他们不拼硬件，那他们拼软件吗？",[904,2071,2072,2075],{},[907,2073,2074],{},"段永平：体验"," （2012-09-16）",[904,2077,1112,2078,2080],{},[907,2079,909],{},"分拆，是否更利于旗下的子产品部发展壮大？",[904,2082,2083,2085],{},[907,2084,1129],{}," 不知道你是不是觉得汽车的4个轮子拆开来跑，车会跑得更快？(2013-02-21)",[904,2087,2088],{},"网友：请教段大哥从苹果的哪些做法中能看出下一年中推大屏的可能性很大？沒推出廉价版苹果验证了苹果的企业文化，但是否想推大屏自己看不出来。",[904,2090,2091,2093],{},[907,2092,1129],{}," 我知道大屏市场有多大，苹果当然也知道！只要在苹果的原则范围内和能力圈内，苹果没道理不推。不过，我可能快两年前就说过苹果必推大屏，没想到等了这么久。5s出来后，苹果大概就可以抽出手来推大屏了，所以我认为苹果一年内就会推的。（2013-09-16）",[904,2095,2096],{},"网友：我这样理解苹果，现在苹果已经不是靠一种新产品就可以打败的了，良好的企业文化（用户体验）、生态链（app应用商店、电脑和手机、平板共享平台）等等，这些都决定了苹果的增长在很长的时间都是有很大的确定性的，对苹果没有信心，是还不够不了解苹果，当然也有可能会有意外，科技界本来就奇迹很多。",[904,2098,2099,2101],{},[907,2100,1129],{}," 其实革命性的产品并不会贴个标签在上面。ipad mini绝对是个革命性的产品，大家会看到的。另外，苹果的产品是非常细致的。三星最近据说要推8吋的平板，比苹果7.9吋的大一点。别的不说，有一点可能就会很有趣。ipad mini我是可以放进裤子口袋的，但只是刚刚好放进去，个人觉得ipad mini可能是测过的。8吋的很可能放不下（2013-03-01）",[904,2103,2104,2105,2107,2108,2111,2112,2114],{},"网友：我觉得",[907,2106,909],{},"也挺有",[945,2109,42],{"href":2110},"\u002Fganweitianxiahou","的意味，指纹识别早在很多电子产品上都用过，一直都不成功，我自己的笔记本上也有指纹识别，从来没用过。但是发布会上的",[907,2113,909],{},"指纹识别，非常令人期待。此前4s推出Siri 的时候也是把别人用不好的语音控制功能用到出彩。",[904,2116,2117,2119,2120,2123],{},[907,2118,1129],{}," 乔纳森·伊夫在Touch ID指纹功能的视频中说：We believe that technology is at it's very best, at its most empowering, when it simply disappears(我们认为，",[907,2121,2122],{},"当科技完全融入生活而让人几乎意识不到它的存在时，科技就达到了最佳状态，也最具赋能作用",")。(2013-09-11)",[904,2125,2126,2127,2130],{},"我对伊夫这句话的理解是：",[907,2128,2129],{},"最牛的技术就是用户看不到的技术(技术消失的时候)","。想想大家以前见过的PC上那个巨丑的指纹识别器就明白这是啥意思了。(2013-09-15)",[899,2132,2134],{"id":2133},"第二节-商业模式生态与聚焦","第二节 商业模式、生态与聚焦",[904,2136,2137],{},"网友：好观点！",[904,2139,2140,2142],{},[907,2141,1129],{}," It's not an opinion. It is a fact.(这不是一个观点，而是一个事实。)(2011-11-07)",[904,2144,2145,2146,2148],{},"我十多年前就明白这个道理，从",[907,2147,985],{},"那里学的。这些年来很惊奇地发现，很少有人能看懂。(2011-11-08)",[904,2150,2151,2154,2155,2158],{},[907,2152,2153],{},"段永平：你可以想象一下，如果你是苹果的同行，你能用什么办法像苹果一样让用户拥有如此高的黏度，盈利能力还如此好。靠卖低价的都不是一个级别的哈，"," 苹果产品的实际成本比任何同行都低不少，主要低在除材料成本以外的地方。",[907,2156,2157],{},"如果你觉得你能找到一个办法，那就说明苹果其实不厉害。"," （2012-02-06）",[904,2160,2161,2162],{},"14．博文：",[907,2163,2164],{},"苹果40年（2016-04-02）",[904,2166,2167,2169],{},[907,2168,1129],{}," 我怎么看着像是一群小孩在某个地方互殴，老大则在另一个地方忙着自己的事。（2012-03-01）",[904,2171,2172],{},"网友：大道可以简单说说苹果的模式吗？",[904,2174,2175,2177],{},[907,2176,1129],{}," 有空在我博客上再写几句吧。",[904,2179,2180],{},"想了想又不想费这个事了。能写的我绝大部分都已经写了，明白的早就明白了，不明白的依然不明白，说不定还有一堆人会跳出来说‘我不同意你的观点’。呵呵，我佛只度有缘人，就这样吧。（2012-03-05）",[904,2182,2183],{},"01．博文：one apple a day keeps the doctor away.（2011-01-22）",[904,2185,2186],{},"网友A：段总：关于手机行业向您请教。“对于一群互殴的小孩”（您的原话），应是指应用安卓系统或微软系统的绝大多数手机厂商吧。他们已经沦为装配厂商，拼拼硬件配置和渠道。问题是这种没有太大差异化的产品（包括外观），最终厂家能生存下来靠什么呢？",[904,2188,2189,2191],{},[907,2190,1129],{}," 除苹果以外的卖智能手机的最后的结局可能会有点卖pc的，多数大概都生存不下来。（2012-03-08）",[904,2193,2194],{},"网友C：大道，看到你在博客中说“除苹果以外的卖智能手机的最后的结局可能会有点卖pc的，多数大概都生存不下来”，那你对你自己的公司怎么定位？",[904,2196,2197,2199],{},[907,2198,1129],{}," 有一天我们也有可能在这个行业生存不下去的，gphone的差异化未来会越来越难。当然，我们也有可能会成为生存下来的不多的几家之一。（2012-03-10）",[904,2201,2202],{},"网友L：现在华为也大举推广智能机了，是不是会挤压其他厂商？",[904,2204,2205,2207],{},[907,2206,1129],{}," 彼此挤压吧。这也是导致最后大多数人都没钱赚的原因之一。（2012-03-10）",[904,2209,2210],{},"网友：MAC的销售也会在中国爆发。",[904,2212,2213,2215],{},[907,2214,1129],{}," 那要看怎么定义爆发。也许用成长会更贴切。ipad或许可以用爆发，但ipad可能会爆发很久滴。（2012-04-28）",[904,2217,2218],{},"06．引用：2013款凯迪拉克XTS借助iPad帮车主熟悉CUE系统",[904,2220,2221],{},"2013凯迪拉克XTS将于5月末抵达展厅销售，它将是凯迪拉克首款装备电容触摸屏车载信息娱乐系统的车型。购买的顾客能免费获赠一台凯迪拉克定制版iPad，让用户除了可以在车内使用CUE系统外，还能通过手持的iPad和智能手机……",[904,2223,2224,2226,2227,2230,2231,2234],{},[907,2225,1760],{}," ：",[907,2228,2229],{},"本人喜欢苹果生意模式的很重要的一点来自于自己在消费电子20多年的体验"," ，",[907,2232,2233],{},"苹果是我一直梦寐以求但似乎难以达到的生意模式"," 。（2013-01-22）",[904,2236,2237,2238,961,2241,1607],{},"网友：您如何看",[907,2239,2240],{},"三星",[907,2242,968],{},[904,2244,2245,1130,2247,961,2249,2251,2252,2254],{},[907,2246,1129],{},[907,2248,2240],{},[907,2250,968],{},"其实不太好，属于疲于奔命的那种。",[907,2253,2240],{},"的问题在于其实没有产品追求，是生意导向的公司，焦点太发散，时间长了大概率会出问题。不过韩国企业非常努力，会把危机延长到比较大才出来，这点和日本企业比较像。",[904,2256,2257,2258,2260,2261,2263],{},"看",[907,2259,2240],{},"和",[907,2262,909],{},"有点像看篮球里美国队对其他队的比赛，场面上很激烈，其实差距很大。(2013-02-13)",[904,2265,2266],{},"网友：偶有种感觉：苹果企业目前正在从爆发性增长阶段，逐步进入到稳健性高收益阶段。请教大道兄，从企业发展角度看，这个看法是否合理呢？",[904,2268,2269,2271],{},[907,2270,1129],{}," 苹果这种商业模式是可能会在某段时间里不那么稳健的，尤其是在产品过渡期。但从10年一阶段来看，苹果应该是满稳健的。（2013-07-01）",[904,2273,2274,2275,2277,2278,2280],{},"网友：目前智能机市场，一种模式是类似",[907,2276,2240],{},"这种“多机型”模式，另外一种是类似",[907,2279,909],{},"的“精品”模式。哪一种模式更好，为什么？",[904,2282,2283,2285,2286,2288,2289,2291],{},[907,2284,1129],{}," 有本事做成",[907,2287,909],{},"的会愿意做",[907,2290,2240],{},"吗？(2013-08-02)",[904,2293,2294,2295,2298],{},"网友：国内支持",[907,2296,2297],{},"Apple"," Pay的地方不多，不过也不用带信用卡，零钱也不用带，微信支付能覆盖所有场景。",[904,2300,2301,2303,2304,2307,2308,2310,2311,2313],{},[907,2302,1129],{}," 我有微信支付，也知道微信支付确实很成功，不然我这",[907,2305,2306],{},"腾讯","股东就白当了。不过，",[907,2309,2297],{}," Pay在很多国家里已经慢慢普及开了，国内慢慢也会有越来越多人用的，但因为有徽信支付等的原因，估计要慢很多，但10年后也许也会很普及的。我想说的是，",[907,2312,909],{},"系统未来在很多国家和地方会在金融体系里起到很大作用，当然这个长时间内不会在国内体现的。",[904,2315,2316],{},"网友A：这一点不太明白，我对于苹果最担心的就是安卓的竞争。虽然进入IOS系统的用户不太关心安卓的变化。但是安卓的进步对于新进入IOS的用户数量有很大影响，并且安卓进步很快，那么口碑会好，而口碑对于新用户甚至老用户，影响会很大，是这样吗？",[904,2318,2319,2321],{},[907,2320,1129],{}," 再过几年你就明白了。",[904,2323,2324],{},"网友：挺明显的，之前地铁很多人拿着psp玩，现在还能见到几个？",[904,2326,2327,2329],{},[907,2328,1129],{}," 我本来就不多，一年前就卖了换了苹果。原来觉得gme的生意模式还不错，但未来aapl的影响把gme的成长降低了（客气的说法哈）。想想苹果影响的行业吧，真是有趣。",[904,2331,2332],{},"不明真相的群众：Stock？",[904,2334,2335,2337],{},[907,2336,1129],{}," 40年前的4月1号苹果成立，40年的坚持成就了今天的苹果。",[904,2339,2340],{},[907,2341,2342],{},"行业空间",[904,2344,2345,2346],{},"01．博文：",[907,2347,2348],{},"苹果第二季度净利润59.9亿美元创历史新高",[904,2350,2351],{},[907,2352,2353],{},"段永平：两年过去了，这个季度苹果的净利润是95.47亿，年均成长率超过26%。如果当初是“buy to keep”的人们会觉得很不满意吗？",[904,2355,2356,2357,2359,2360,2362,2363,2365],{},"网友：大佬对晚辈企业（影石）的看法。原来是在布局下一个",[907,2358,909],{},"啊。\n大道：他们的",[945,2361,64],{"href":1970},"看上去很难匹敌",[907,2364,909],{},"的。（2025-11-17）",[904,2367,2368],{},"网友M：用习惯iphone的人，一般改用安卓系统会不习惯的，因为苹果只要ID一输，程序，音乐，通讯录等等都会回来，通过apple tv，把其他设备上的图像、视频、音乐随时就可以在电视上显示出来。通过查找iphone随时可以知道在外地的亲人在哪，然后通过face time不花钱视频。",[904,2370,2371],{},"当imac电脑的图像一键显示到投影上，当随时在中国用iphone打开在美国家的电脑操作并打开摄像头看自己的宠物捣乱了没，你就会感觉科技的力量，苹果是世界第一大公司是理所当然的。还有苹果绝对是消费者导向，你想要的功能它基本都已经实现了。安卓系统这些功能可能借助其他应用也可以实现，但感觉一切都乱，设备互联性太差。",[904,2373,2374],{},"苹果是个大系统，音乐、视频、游戏、软件、相机、电脑……的钱它全赚了，关键你买的音乐，视频，程序等一辈子都是你的，但必须在他的设备上才可以用，谁还会轻易换设备。比如我都买了一万多的软件和音乐了，换其他的设备还须再买，谁还换设备，除了它太差了。apple tv一定要买，它可以把所有苹果的设备都联起来。",[904,2376,2377,2379,2380,2383],{},[907,2378,1129],{}," 呵呵，",[907,2381,2382],{},"你说得很清楚，这个就叫生态系统"," 。安卓的问题是现在卖得越多，将来可能就越乱，慢慢跑到苹果生态系统里的人就会越多。",[904,2385,2386],{},"还有一个重要的东西，就是苹果的安全性。那么多企业要用iphone和ipad是有道理的。美国500强里95%开始用iphone和ipad系统，国际500强85%开始用----库克在股东大会上讲的。",[904,2388,2389],{},"听说目前好像只有iphone不能被装窃听器，其他的手机绝大部分好像都可以，怕被人窃听的要小心了。（2013-03-04）",[899,2391,2393],{"id":2392},"第三节-竞争与长期优势","第三节 竞争与长期优势",[904,2395,2396],{},"网友：我在一篇报道里看到您说觉得雅虎“怎么看都值30美元”，是您的原话吗？",[904,2398,2399,2401,2402,2405],{},[907,2400,1129],{}," 是的。我毛估估地认为美国雅虎值15左右，其他投资价值也值15左右(包括雅虎日本和",[907,2403,2404],{},"阿里巴巴","集团雅虎所占部分)。(2010-03-01)",[904,2407,2408],{},"网友：有条件可以控股雅虎。",[904,2410,2411,2413],{},[907,2412,1129],{}," 呵呵，我有200亿美元我就把雅虎买下来。(2010-03-26)",[904,2415,2416],{},"网友：段总好像说过净资产是产生利润的条件之一，不必重复计算在公司价值之内，而雅虎又挺重视净资产的，我就是不明白什么时候要把净资产计算在价值内，什么时候不计算在价值内。",[904,2418,2419,2421],{},[907,2420,1129],{}," 呵呵，你提的问题是个非常好的问题。",[904,2423,2424],{},"我说的雅虎的这些资产的盈利(能力)并没有反映在报表里，所以要计算。",[904,2426,2427,2428,2260,2430,2432],{},"雅虎现在的盈利是没有包括雅虎日本、香港",[907,2429,2404],{},[907,2431,2404],{},"集团现在的利润(和将来的成长)的。总而言之，尽量不要重复计算。(2010-05-11)",[904,2434,2435,2437],{},[907,2436,1129],{}," 我可是下决心去花时间用了一会儿android的东西，觉得确实不如苹果的好用，而且差距还不小。我以前其实很抵触苹果的，不然不会到上个月才想起来要买苹果。用了一段iphone和iphone后（前面还用过ipod），确实很服气。（2011-02-12）",[904,2439,2440,2442,2443,2445,2446,2240,2449,2452,2453,2455,2456,2458],{},[907,2441,1129],{}," 这只是个时间问题，同时也让",[907,2444,2240],{},"很难受，",[907,2447,2448],{},"因为这会逼着",[907,2450,2451],{},"不停地追加投资在设备上，最后赚一堆过时的设备"," 。也许不用10年，",[907,2454,2240],{},"的日子就会比现在那些日本的老牌家电公司难受。一直没搞懂为什么日元那么强，哪天日元突然疲软的话，",[907,2457,2240],{},"可能马上就难过了。（2012-08-31）",[904,2460,2461,2462,2465,2466,2468,2469,2471,2472,2474,2475,2477,2478,2480],{},"网友H：",[907,2463,2464],{},"谷歌","的安卓和",[907,2467,909],{},"iPhone的竞争关系就像大众和宝马奔驰的竞争一样，虽然都是做手机，用户群不一样。用了",[907,2470,909],{},"的东西，再用安卓的，感觉就是糙，细节很粗糙。",[907,2473,2464],{},"发布了Chrome浏览器的移动版本，竟然率先在",[907,2476,909],{},"的平板iPad和手机iPhone上发布，安卓平台上竟然没有。这事挺有意思的，难道",[907,2479,2464],{},"的人也知道哪个平台的用户价值更大？",[904,2482,2483,1130,2485,2487,2488,2490,2491,2493],{},[907,2484,1129],{},[907,2486,909],{},"倒是像卖车的，一年出一款。",[907,2489,2240],{},"像",[907,2492,995],{},"，结局可能也像，不信过10-15年再看。（2012-06-30）",[904,2495,2496],{},[907,2497,2498],{},"Macbook",[904,2500,2501],{},"博文：说说iphone（4）和ipad（2）（2011-04-01）",[904,2503,2504,2506],{},[907,2505,1129],{}," 我不是所谓的“果粉”，像我这个年纪和这么理性的人，不大会是任何人或东西的fans，我甚至不是巴菲特的fans。实际上我以前其实一直多少有点不太喜欢苹果，毕竟用了pc和诺基亚这么多年，但iphone和ipad的出现确实彻底改变了我对苹果的认识。作为一个普通人，我没能力从技术上去说这些产品，所以只说说我都用iphone和ipad干什么。",[904,2508,2509],{},"1．首先，iphone和ipad都非常容易上手。早年用摩托罗拉的时候，心里那个烦啊，用户界面太难用了。后来用诺基亚的智能手机时又找到了当年用moto的感觉。以我个人的水平而言，android的界面水平还远远比不上iphone（也许我们自己的出来后会改变一点这个局面？期待中）。",[904,2511,2512],{},"上个月我曾经想买个android phone试试的，在商店里转了半个多小时，店员给我介绍了10来分钟，在3个牌子（htc、3星、moto）间挑来挑去，晕晕乎乎中最后还是决定不想给自己添麻烦了。",[904,2514,1933],{},[904,2516,2517],{},"2．我用iphone干什么？我的iphone上下载的软件其实比大多数人都少，毕竟不太花时间玩这个东西。",[904,2519,2520],{},"电话、短信、email、上网、世界时间、天气、图片、gps（地图）、记事本、youtube、相机、录音、录像、字典、相册、图书馆、ipod、facetime（视频通话）、电影、电视、股票查询及交易、报纸、指南针、日历（记事本）、游戏、等等等等，不太注意但特别常用的是手电筒。这些功能可能只是iphone的沧海一粟。",[904,2522,2523],{},"其实我想说的不是iphone有多少功能，最重要的所有这些功能都非常容易上手。一学就会、无师自通！",[904,2525,2526],{},"网友：想了解下段总关于买苹果的思路，回头看了好多博文和评论都没找到。小心翼翼问一下：不知道是我错过了，还是段总没说过，主要是学习为主，没有跟风的意思。因为我是一直通过琢磨段总的以前选股案例来学习和提高的。",[904,2528,2529,2531],{},[907,2530,1129],{}," 因为我认为苹果依然是低pe同时高增长的公司。差别在有多少人会认为苹果还会在相当长的时间增长呢？显然巴菲特不会这么认为，就像我老是觉得人们就快要不喝可乐一样（但可口可乐的营销是绝对强的，几乎任何地方都能找到可口可乐）。（2011-04-07）",[904,2533,2534,2536],{},[907,2535,1129],{}," 今天有事去costco，顺便（下决心）买了个htc的android phone。回家花了一个小时鼓捣这玩意儿。用过iphone以后觉得android phone用起来真是觉得有点痛苦，不过有些功能还可以。（2011-04-18）",[904,2538,2539],{},"网友：OPPO目标客户非常明确。",[904,2541,2542,2544],{},[907,2543,1129],{}," OPPO和APPLE其实有很多相同的基因，这也是我最后能看懂APPLE的原因之一。（2011-08-07）",[904,2546,2547],{},"网友：通过这次团购和B2C的寒冬，会加大电子商务的集中度，获益者就是淘宝系，日均3万到4万的交易额，或许用不到10年。",[904,2549,2550,2552],{},[907,2551,1129],{}," 日均3万到4万的营业额？我说的可是一年3万亿到4万亿的营业额啊。(2011-10-03)",[904,2554,2555],{},"网友：android手机会是苹果的一个比较大的威胁，现在的android的手机已经不比苹果的差多少了。苹果的强大在于有一个统一的平台，这是android所没有的。",[904,2557,2558,2560],{},[907,2559,1129],{}," 说明你还是不明白谁是谁的威胁。（2012-01-25）",[904,2562,2563],{},"网友：大道会不会变成拿锤子的人？什么消息都能解读成苹果的利好",[904,2565,2566,2568],{},[907,2567,1129],{}," 我比较客观。我说的这个东西是我们在这行多年的体会，以后你就明白了。（2012-03-19）",[904,2570,2571],{},"网友K：get close，maybe it is now.（更近了，可能就是现在）",[904,2573,2574,2576],{},[907,2575,1129],{}," people have kept saying that for years，they just don't get it.（2012-03-29）",[904,2578,1112,2579,2581,2582,2584],{},[907,2580,909],{},"5代出来了，配置不好。",[907,2583,909],{},"说他们不拼硬件，那他们拼软件吗？",[904,2586,2587,1130,2589],{},[907,2588,1129],{},[907,2590,2591],{},"体验。(2012-09-16)",[904,2593,2594],{},[907,2595,2596],{},"段永平：关于移动市场（智能手机加平板，也许手提电脑也加上）到底有多大我没有数据，但从自己从业的经验看似乎非常非常大，19年100亿台的估计可能都是过于保守的。很多人实际上每年至少都会买一个的。世界人口已经过70亿了，至少70%以上是潜在消费者吧？苹果的东西老少咸宜，有支付能力后很多人早晚都是会至少买一个的。",[904,2598,2599,2602,2603,2606],{},[907,2600,2601],{},"所以我觉得苹果如果有一天达到一年赚1000亿美金也不是太惊奇的事情。也许3-5年就见到了"," 。",[907,2604,2605],{},"10年100亿台的估计可能都是过于保守的。"," （2013-03-04）",[904,2608,2609,2611],{},[907,2610,1760],{}," ：其实也没啥可说的，买的理由一条也没变过，该说的也都说过了，目标价也没啥变化。",[904,2613,2614,2617],{},[907,2615,2616],{},"right business + right people + right price + time = good result。虽然这个不是投资的充分公式，但好结果却是个比较大概率的事件。"," （2013-04-20）",[904,2619,2620],{},[907,2621,2622],{},"小结：",[904,2624,2625],{},"网友：在您评估苹果的时候，有没有担心过这种可能性：有一天会有新的完全颠覆性的技术出现，取代现有的东西？",[904,2627,2628,2630],{},[907,2629,1129],{}," 没有天上掉下来的技术。如果真的有重大的技术变革，我相信我是能够看得见的，而且我认为这种变化会大概率的来自于苹果。（2014-02-06）",[904,2632,2633],{},"网友：在苹果身上赚到了投资以来最大的一笔钱。",[904,2635,2636,2638],{},[907,2637,1129],{}," 苹果也是我自己投资上赚钱最多的公司（不算实业的情况下）。（2015-02-28）",[904,2640,2641],{},"网友：段老师你说以后会不会有什么新技术代替手机的？",[904,2643,2644,2646],{},[907,2645,1129],{}," 一定会的，但不会很快。你需要想明白的是谁，什么时候等等。（2015-11-10）",[904,2648,2649],{},"网友W：有可能是苹果也不出奇。",[904,2651,2652,2654],{},[907,2653,1129],{}," 以前我们做VCD时，有人向我挑战说DVD将来会取代VCD，我说你觉得将来卖DVD的会是谁？（2015-11-11）",[904,2656,2657],{},[907,2658,2659],{},"定量分析",[904,2661,2662],{},"网友：老巴现在大谈苹果，比段大哥晚了好几年啊。幸运2010年开始在这个平台结识了前辈，无私地给大家分享价值投资。从茅台和苹果，期间股市的涨涨跌跌，尤其茅台遭遇限制三公消费和塑化剂大幅下挫，同期A股2013到2014年的中小创满天飞，股灾后茅台走出独立行情一骑绝尘，很多小票打回原形。",[904,2664,2665],{},"结合自己这些年做股票的犯过的错误，当初没有把段大哥的话认真领悟，现在终于对价值投资有那么一点体会了。感恩，感谢，谢谢段大哥这些年的无私奉献，谢谢这个交流的平台。路漫漫其修远兮，吾将上下而求索。",[904,2667,2668,2670],{},[907,2669,1760],{}," ：你这一说，投资变得好像是件很痛苦的事情啊？还是好好看看老巴吧，跳着踢踏舞去上班，一点上下而求索的感觉都没有。老巴绝对是能够找到事物本质的人，苹果这事是个非常好的例子。革命不分先后哈。（2018-02-28）",[904,2672,2673],{},"04．引用：（OPPO）（2018-08-14）",[904,2675,2676],{},"三星手机平均售价跌至全球第五被中国品牌超越",[904,2678,2679],{},"市场研究机构Counterpoint Research周二发布的数据显示，今年二季度全球手机品牌平均零售价（ASP）排名三星跌至第5，被华为、OPPO等中国品牌赶超……",[904,2681,2682,2684],{},[907,2683,1129],{}," 想起今年五月底偶遇老巴，听他讲起他小时候曾经喝百事可乐的故事。老巴说以前百事可乐卖的价钱只有可口可乐的一半，所以当然选百事可乐啊。我接着说，那苹果的moat可比可口可乐宽啊，android卖iPhone一半以下的价钱，但该买iPhone的人还是会照买的。老巴似乎很同意我的说法哈。",[904,2686,2687],{},"这条新闻里android主流品牌的平均价目前只有iPhone的1\u002F3左右了。",[904,2689,2690],{},"我本人是两种手机都用的，全中文环境下，我们手机有不少地方似乎确实好用一些，看来iPhone目前中国的本土化工作应该还是有蛮大的改善空间的。（2018-08-14）",[904,2692,2693,2694,2696],{},"网友：感觉大道从雅虎转到",[907,2695,909],{},"后投资功力大涨。",[904,2698,2699,2701,2702,2704],{},[907,2700,1129],{}," 确实，从雅虎到",[907,2703,909],{},"是一个跳跃，从那以后就彻底摆脱了市场的影响了。(2023-01-19)",[904,2706,2707],{},"网友：有些人基础财务分析都不懂，只是根据定性战略分析大致把握住模糊的正确，长期看也能持续稳定地获得超额收益。",[904,2709,2710,1130,2712],{},[907,2711,1129],{},[907,2713,2714],{},"投资到目前为止我还真没看过财报，也许确实有点看不懂(其实就是因为懒)，也许真的觉得没必要。我见过太多很懂财务分析的人对投资可真是一头雾水哈。(2023-01-20)",[904,2716,2717],{},"网友：你对你们公司怎么定位？",[904,2719,2720,2722,2723,2726],{},[907,2721,1129],{}," 有一天我们也有可能在这个行业生存不下去的，安卓手机的",[945,2724,140],{"href":2725},"\u002Fchayihua","未来会越来越难。当然，我们也有可能会成为生存下来的不多的几家之一。",[904,2728,2729],{},"网友：跟风买雅虎，把钱分成3份，每跌1块钱买1份。",[904,2731,2732,2734],{},[907,2733,1129],{}," 雅虎就是个例子，里面还有很多变数，自己好自为之。看了《穷查理宝典》之后，总觉得对我而言，雅虎并不是最理想的投资。",[904,2736,2737,2738,2740],{},"网友：大道如何看",[907,2739,909],{},"6000亿美元投资这步棋？",[904,2742,2743,2745,2746,2748],{},[907,2744,1129],{}," AI……（2025-08-08）（",[907,2747,909],{},"）耳机可以同声翻译非常酷，驴友们有福了。手表可以看到血压变化也很好！（2025-09-10）",[904,2750,2751,2752,2754],{},"网友：好像每年",[907,2753,909],{},"出新款，大道都会换新机，我以为大道今年会换成17 Pro Max。",[904,2756,2757,2759],{},[907,2758,1129],{}," 明天才能换啊！（2025-09-12）开始用17 Pro Max了，确实更丝滑。（2025-10-14）",[904,2761,2762,2763,2766],{},"网友：做AI，有点偏离大道所说的本份了。\n大道：你对",[945,2764,5],{"href":2765},"\u002Fbenfen","误解太大了吧？！做AI才是该做的事情啊。再不做好AI，就会被AI淘汰的。每个人都可能需要认真了解和学习AI的。（2025-10-31）",[904,2768,2769,2770,2773],{},"网友：不少的call如果被call走了，资金会被分配到哪里？",[907,2771,2772],{},"茅台","还是拼多多？",[904,2775,2776],{},"大道：目前我大概率会买BRK\u002FB，那是个躲牛市的好地方。（2025-11-01）",[904,2778,2779],{},"网友：大道卖call不是看跌的意思吗？大道不是不做空吗？",[904,2781,2782],{},"大道：难道你问一个问题以前不能搞明白你自己到底想问什么吗？（2025-11-01）",[904,2784,2785,2786,2788],{},"网友：老巴比绝大多数人懂",[907,2787,909],{},"，但这绝大多数人不包括阿段！",[904,2790,2791],{},"大道：这个很可能是真的，但原因是因为我能搞懂的公司太少（2025-11-01）",[904,2793,2794,2795,2797,2798,2801,2802,2804,2805,2807,2808,2810],{},"网友：段总您好，想向您请教一个投资决策的问题。当前",[907,2796,909],{},"公司市盈率（PE）已达 40 倍，同时我感知到当前的",[945,2799,109],{"href":2800},"\u002Fjihuichengben","相对较高，这种情况下，是否需要考虑清仓",[907,2803,909],{},"股票，转而配置",[907,2806,2306],{},"、",[907,2809,2464],{},"这类看似性价比更高的标的呢？",[904,2812,2813,2814,2816],{},"大道：问题是你有",[907,2815,909],{},"股票吗？（2025-11-01）",[904,2818,2819,2820,2822],{},"网友：请问大道如何看待马斯克在Joe Rogan访谈里提到的手机可能在5年后消失，对",[907,2821,909],{},"的看法会有改变吗？",[904,2824,2825,2826,2828],{},"大道：如果这个事情真的发生了，你很可能会发现你手里拿的还是",[907,2827,909],{},"的东西。（2025-11-02）",[904,2830,2831,2832,2834,2835],{},"网友：oppo的",[945,2833,5],{"href":2765},"文化，看能不能超越",[907,2836,909],{},[904,2838,2839,2840,2842,2843,2845],{},"大道：",[907,2841,909],{},"也很",[945,2844,5],{"href":2765},"的。（2025-11-03）",[904,2847,2848,2849,2851,2852,2855,2856,2858],{},"网友：大道先生怎么看",[907,2850,2297],{},"可能采用",[907,2853,2854],{},"Google","的Gemini大模型驱动siri，并私有化部署在",[907,2857,909],{},"那边。我感觉很厉害的样子。",[904,2860,2861],{},"大道：Gemini确实更好用一些。（2025-11-04）",[904,2863,2864,2865,2867,2868,2870],{},"网友：一直在想阿段买AAPL是不是有一小部分“对冲”的概念在里面(对冲",[907,2866,1102],{},"和VIVO)，当然最主要的还是足够懂",[907,2869,909],{},"。",[904,2872,2873],{},"大道：0%！（2025-11-13）",[904,2875,2876],{},"网友：大道您好，请问AI能不能制造出超越iOS的系统？或者颠覆iOS系统？",[904,2878,2879,2880,2882],{},"大道：我觉得AI有可能会降低iOS生态的重要性。比如对那些主要只用微信的人们而言，微信实际上就降低了",[907,2881,909],{},"生态的重要性，因为在Android上用微信和在iPhone上用微信的差异不是非常大。（2025-11-24）",[904,2884,2885,2886,2888],{},"网友：段老师您好，您看好",[907,2887,909],{},"的折叠屏手机吗？",[904,2890,2891],{},"大道：还没看到如何知道？（2025-11-25）",[904,2893,2894],{},"网友：大道，有没有发现17pro Max品控问题很大，我特意从天津山姆买了一款也有此问题，很是奇怪。列举了一些通病，不知你在美国买的手机是否有这些问题。",[904,2896,2897],{},"大道：我的17 pro max 也摔裂了，从不到半米的地方，而且直接就开不了机。主要原因是我没买保护套。我不知道统计数据，无法比较。（2026-01-18）",[904,2899,2900,2901,2903],{},"新浪财经：（转发环球市场播报《",[907,2902,909],{},"Q4营收利润双创新高 盘后一度涨超3%》）",[904,2905,2906,2907],{},"链接：",[945,2908,2909],{"href":2909,"rel":2910},"https:\u002F\u002Fxueqiu.com\u002F3338215700\u002F373897575",[2911],"nofollow",[904,2913,2914],{},"网友：dram和nand的涨价对安卓机的影响怎么看，特别是非旗舰机？",[904,2916,2917,2918,2920],{},"大道：应该是really bad，成本会涨很多，还可能拿不到货。对",[907,2919,909],{},"也会有影响，但可能小一点。（2026-01-28）",[904,2922,2839,2923,2925],{},[907,2924,909],{},"厉害！（2026-1-30）",[904,2927,2928,2929,2931,2932,2934],{},"网友：老段，当年你预测",[907,2930,909],{},"会做大屏，现在",[907,2933,909],{},"会不会做折叠屏，从体验来看，效果也可以。",[904,2936,2937],{},"大道：如果能让消费者明显改善体验，他们是很可能会做的。大屏看起来似乎接近成熟了。（2026-02-09）",[904,2939,2940],{},"网友C：这么久了看了你的评论才有一点明白苹果；“即使其他公司生产出了在技术上比苹果产品还要先进一些的产品，在惯性思维上人们也未必认可，再说了，苹果产品目前达到的技术高度也使其他公司很难造出比苹果产品有显著性先进差异的产品了，”",[904,2942,2943],{},"是否像微软当初的286、386、奔一、奔二；，如今的双核等？今天没有乔布斯的苹果依然在“小步快跑”？",[904,2945,2946,2948],{},[907,2947,1129],{}," 苹果厉害的不仅仅是硬件，这是所有其他竞争对手没辙的地方。三星顶多不过是新的诺基亚而已，对苹果没有威胁。苹果的business model实在是强大，其他的“对手”已经难以撼动苹果了。（2012-02-05）",[904,2950,2951,2154,2953,2158],{},[907,2952,2153],{},[907,2954,2157],{},[904,2956,2957],{},"网友：在雪球网看到您说过“顺便说下，我们公司是卖andriod手机的，我想我真的能理解andriod的生命力在哪里。” 可否详细说说您对安卓生命力的理解？",[904,2959,2960,2962],{},[907,2961,1129],{}," 移动市场这么大，没买苹果的怎么着先的买个安卓吧？长期来讲，苹果产品很难超过30%的，余下70%基本上就是安卓。未来10年移动设备至少能卖个50亿（我觉得能到100亿以上）以上吧。（2013-03-03）",[904,2964,2965],{},"网友：最近一直在想苹果这个生意，如果某次发布的新产品失败了（市场反响不好），这对苹果的影响应该很大，这种生意还是好生意吗？虽然苹果现在的客户粘性很大，但是我想也经不起连续2年的新产品失败吧，而且谷歌这个对手也不是吃素的。",[904,2967,2968,2970],{},[907,2969,1129],{}," 不知道你一直在想什么。你见过在别的同行不停推新品的同时能够按兵不动一年营业额依然不掉的公司么？而且这还是在上个产品不那么轰动的前提下。如果这还不叫模式好，那什么叫模式好？现在轮到苹果出招了。顺便补充一下，凡是认为iphone5是失败产品的人都应该问一下在人类历史上有过几个单一产品比iphone5成功的？（2013-09-04）",[904,2972,1112,2973,2976],{},[907,2974,2975],{},"苹果不追求市场份额，cook（库克）关注的是使用量和满意度，对我很有启发的一点是cook经常用IOS使用者的使用流量、电子商务成交量来判断iphone和ipad的受欢迎程度，"," 这些指标苹果都远超安卓。总体上我感觉安卓用户用便宜的价格买了个“贵”产品而苹果的用户用更高的价格买了个“便宜”的产品。",[904,2978,2979],{},"现在智能手机处于从无到有的普及阶段，所以价格较低的安卓市场份额越来越大很正常，苹果会不断“蚕食”安卓的市场份额的，最终肯定不止15%，因为会有越来越多的安卓用户发现苹果的产品是最“便宜”的。",[904,2981,2982,2984],{},[907,2983,1129],{}," 随便说几个自己观察到的现象或事实：1，iphone的总量一直都是在上升；2，由于各种环境比较好，iphone在美国和日本的市场份额实际上是非常高的，大概在40%上下；3，消费能力强的地方明显iphone的使用比例高，中国也如此；",[904,2986,2987],{},"4，iphone使用者的忠诚度远高于Android，但比初期有所下降，大屏iphone出来后非常可能会让很多Android用户加入或回到iphone阵营；5，Android的使用流量的份额这几年实际上是上升的，一方面是因为Android确实改善了很多--看看我们的手机的制造工艺和有多好用就明白了，另一方面iphone没有大屏也可能是很重要的原因之一。",[904,2989,2990],{},"另外，日本韩国车这几十年也是在不断改善的，有多少习惯用欧洲车的人改用日本或韩国或者国产车了？有多少一开始用日本车或韩国车或国产车的人一旦有条件就改用欧洲车的？（2014-08-24）",[904,2992,2993],{},"网友：苹果的威力——“十年生死两茫茫，安卓兴，联发亡。低端市场，处处话凄凉。纵使相逢应不识，诺记死，苹果王。摩托三星忽还乡，拼低端，实在忙。中兴亲，华为新，魅族创新强。HTC出机皇，日日换大梁。手机业，已无常，全都忙转行，山寨泪千行…… ”将来会怎样呢？",[904,2995,2996,2998],{},[907,2997,1760],{}," ：呵呵，受到苹果影响的远远不止你提到的这些手机公司。比如所有卖电脑尤其是手提电脑的公司受到的影响巨大。甚至连网游公司都间接受到很大影响。仔细想想会觉得很有趣的。（2012-02-25）",[904,3000,3001],{},"网友Ｂ：苹果这种强大，是一种持续性的竞争能力吗？",[904,3003,3004,3006],{},[907,3005,1129],{}," 难道不是吗？（2011-10-21）",[904,3008,3009],{},"网友：1，三星和苹果的差距在于价值观。三星很多东西都不愿舍弃，苹果对该舍弃的东西是真的下得了手。",[904,3011,3012],{},"2，全球智能手机过几年能卖出15亿部以上，苹果能占有20%份额，每年卖出3-4亿部手机，每年赚个600-1000亿，那时候软件部分应该也很厉害了，只要苹果的企业文化不发生大的变化，这些都会发生的，如果期间苹果再研发出个厉害的硬件，对投资者就是额外的惊喜了。",[904,3014,3015,3017],{},[907,3016,1129],{}," 看三星和苹果有点像看篮球里美国队对其他队的比赛，场面上很激烈，其实差距很大。（2013-02-13）",[904,3019,3020],{},"引用：苹果正在想尽一切办法摆脱对三星零部件供应的依赖",[904,3022,3023],{},"尽管苹果与三星在法庭上打得不可开交，但事实上，法庭之外，苹果现在每年却不得不要支付给三星的零部件采购费用超过70亿美元。苹果是三星的最大客户，在其2011年总额1090亿美元的收入中占比达7.6%。这势必让苹果非常不甘心。在库克领导下，苹果正在竭力摆…….",{"title":3025,"searchDepth":15,"depth":15,"links":3026},"",[3027,3028,3029],{"id":901,"depth":15,"text":902},{"id":2133,"depth":15,"text":2134},{"id":2392,"depth":15,"text":2393},"md",{},true,"\u002Fdao\u002Fqanda\u002Fwenda-company-apple-01",{"title":563,"description":565},"苹果：产品、商业模式与生态｜段永平投资问答录","dao\u002Fqanda\u002Fwenda-company-apple-01",[567,909,3038,165],"产品","0Z2HJHJqwHoYDhxEj0aZzJcZRWZjmtGJFVlEz103K78","dao",[3042,3043,3044,3045,3046,3047,3048,3049,3050,3051,3052,3053,3054,3055,3056,3057,3058,3059,3060,3061,3062,3063,3064,3065,3066,3067,3068,3069,3070,3071,3072,3073,3074,3075,3076,3077,3078,3079,3080,3081,3082,3083,3084,3085,3086,3087],{"title":420,"slug":421,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":9,"order":423},{"title":432,"slug":433,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":15,"order":435},{"title":441,"slug":442,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":20,"order":444},{"title":450,"slug":451,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":25,"order":453},{"title":459,"slug":460,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":30,"order":462},{"title":464,"slug":465,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":35,"order":467},{"title":473,"slug":474,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":45,"order":476},{"title":478,"slug":479,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":50,"order":481},{"title":483,"slug":484,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":56,"order":486},{"title":488,"slug":489,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":62,"order":491},{"title":493,"slug":494,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":71,"order":496},{"title":498,"slug":499,"type":424,"volume":425,"volumeOrder":9,"chapterOrder":80,"order":501},{"title":503,"slug":504,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":9,"order":506},{"title":509,"slug":510,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":15,"order":512},{"title":514,"slug":515,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":20,"order":517},{"title":519,"slug":520,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":25,"order":522},{"title":524,"slug":525,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":30,"order":527},{"title":529,"slug":530,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":35,"order":532},{"title":534,"slug":535,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":45,"order":537},{"title":129,"slug":539,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":50,"order":541},{"title":543,"slug":544,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":56,"order":546},{"title":548,"slug":549,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":62,"order":551},{"title":553,"slug":554,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":71,"order":556},{"title":558,"slug":559,"type":424,"volume":507,"volumeOrder":15,"chapterOrder":80,"order":561},{"title":563,"slug":564,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":9,"order":566},{"title":569,"slug":570,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":15,"order":572},{"title":574,"slug":575,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":20,"order":577},{"title":579,"slug":580,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":25,"order":582},{"title":584,"slug":585,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":30,"order":587},{"title":589,"slug":590,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":35,"order":592},{"title":594,"slug":595,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":45,"order":597},{"title":599,"slug":600,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":50,"order":602},{"title":604,"slug":605,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":56,"order":607},{"title":609,"slug":610,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":62,"order":612},{"title":614,"slug":615,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":71,"order":617},{"title":619,"slug":620,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":80,"order":622},{"title":624,"slug":625,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":89,"order":627},{"title":629,"slug":630,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":98,"order":632},{"title":634,"slug":635,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":107,"order":637},{"title":639,"slug":640,"type":424,"volume":567,"volumeOrder":20,"chapterOrder":112,"order":642},{"title":644,"slug":645,"type":424,"volume":648,"volumeOrder":25,"chapterOrder":9,"order":647},{"title":650,"slug":651,"type":424,"volume":648,"volumeOrder":25,"chapterOrder":15,"order":653},{"title":655,"slug":656,"type":424,"volume":648,"volumeOrder":25,"chapterOrder"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