停售华为笔记本的微软这么快就啪啪打脸了?(组图)
据美国科技媒体The Verge报道,微软商城于本周一悄悄恢复了华为笔记本的售卖,此时距离下架还不足一个月。
Microsoft removed Huawei’s laptop lineup from its online store last month, following a new executive order to crack down on the Chinese tech company. While the software giant has remained silent over whether Huawei will still be able to obtain Windows licenses for its range of laptops, the devices are now starting to return to online stores this week.
上个月,在(美国政府)发布了一项针对华为等公司限制交易的行政命令后,微软将其网上商城里的华为笔记本系列全部下架。目前这家软件巨头并未透露华为是否还能获得其Windows系统的使用许可,不过它的笔记本电脑本周已重返网上商城。
▲ Huawei laptops return to Microsoft’s online store after mysteriously disappearing (via The Verge)
The Verge表示,最新发现这件事的是推特网友@WalkingCat,打开推文下方的链接,则会跳转到微软商城里华为MateBook13的页面上。
截图 via Twitter (注:图中时间为北京时间)
除此之外,“Huawei”的搜索结果还包括MateBook D和MateBook X Pro。
截图 via Microsoft
很快有网友跟帖询问MateBook X Pro啥时候出新款:
我关注MateBook X Pro已经有一个星期了。希望2019新版是真的发布了啊...
上个月当微软下架华为笔记本时,The Verge曾多次联系要求置评,但微软一直保持缄默不语。这次恢复销售,情况则有所不同了。
“We have been evaluating, and will continue to respond to, the many business, technical and regulatory complexities stemming from the recent addition of Huawei to the U.S. Department of Commerce’s Export Administration Regulations Entity List,” says a Microsoft spokesperson in a statement to The Verge. “As a result, we are resuming the sale of existing inventory of Huawei devices at Microsoft Store.”
微软的一位发言人在发给The Verge的一份声明中表示:“美国商务部将华为列入实体清单后给我们的业务、技术和管理各方面都造成了复杂的影响。对此,我们一直在进行评估,也将继续做出应对。”“因此,我们在微软商城恢复销售华为设备的现有库存。”
▲ Huawei laptops return to Microsoft’s online store after mysteriously disappearing (via The Verge)
这里面很重要的一个词就是“existing inventory”(现有库存)。
当被问及是否会继续备货或是销售华为产品时,发言人强调“微软商城正在出售现有库存,这符合当前美国的法规”(Microsoft Store is selling existing inventory, which is compliant with current U.S. regulations.)。
今天上午,@WalkingCat又补充了一条新消息:
(注:图中时间为北京时间)
此外,看起来微软将继续向华为设备提供软件更新和补丁。
有意思的是,The Verge在推特上推广这篇报道时用了这样的文案:华为笔记本电脑在神秘消失后重返微软网上商城。
截图 via Twitter
其中mysteriously(神秘的)一词深深地戳中了网友的笑点:
marthalaufejart: 哈哈哈哈哈
Sebby: “神秘的”?你说是就是吧...
SiX & ⅞: 神秘的?拜托,有谁不清楚到底是为什么啊。
不少人对微软这一行为表示不解,不是说好了禁吗,怎么这么快就打脸了?
Huh, what is going on here? I could imagine MS keeping sales of Huawei laptops, I could imagine MS selling Windows licenses to Huawei, and I could imagine MS to stop either (or both). But stopping and then resuming? WTF?
哈?到底什么情况?我能想到微软继续卖华为笔记本,能想到微软继续卖给华为Windows许可,也能想到微软只卖其一(或两者都不卖)。但停卖了之后又恢复?什么鬼?
有人认为,如今华为用微软的系统算是给微软做广告了呢:
Good for Microsoft! Matebooks are the best advertising the Windows platform could have.
对微软来说是好消息啊!(华为)Matebook系列笔记本对Windows系统来说恐怕是最好的广告吧。
还有人则分析微软出了这么一档子尬事,究其原因还是特朗普闹的。
Important is that tariffs are not interfering in Donald Trump's and his family's business interests aka real estate. Imagine, Trumpy boy would impose tariffs on hotels and real estate! Ay, ay, ay!
Wouldn't this be "genius"?
重要的点在于加征关税并不影响特朗普及其家族企业的收益,即房地产业。试想一下,特朗普可能给酒店业和地产业加征关税吗?哎哎哎!
这种想法是不是太“天才”了?(注:特朗普曾自夸自己是一个稳定的天才。)
另据路透社报道,美国多家芯片公司疑似集体“倒戈”华为,秘密向美国政府施压,要求其放宽对华为的供货禁令。
截图 via Reuters
Executives from top U.S. chipmakers Intel and Xilinx Inc attended a meeting in late May with the Commerce Department to discuss a response to Huawei’s placement on the black list, one person said.
有知情人士透露,包括英特尔、赛灵思在内的美国顶级芯片制造商的高管5月末出席了美国商务部的一次会议,讨论华为被列入黑名单的影响。
Qualcomm has also pressed the Commerce Department over the issue, four people said.
有四位知情人士说,高通还就这一问题向商务部施压。
Chip makers argue that Huawei units selling products such as smartphones and computer servers use commonly available parts and are unlikely to present the same security concerns as the Chinese technology firm’s 5G networking gear, according to three people.
据三位知情人士透露,芯片制造商争辩道,华为销售智能手机和计算机服务器等产品的部门使用的是常规部件,不太可能出现类似其5G网络设备的“安全忧虑”。
“This isn’t about helping Huawei. It’s about preventing harm to American companies,” one of the people said.
一位知情人士透露说:“这么做不是为了帮助华为,而是为了防止对美国公司造成伤害。”
▲ U.S. chipmakers quietly lobby to ease Huawei ban (via Reuters)
文中指出,在2018年的一年时间内,华为就在采购零部件上花费了700亿美元,其中约110亿美元流向高通、英特尔、美光科技等美国公司。
美国半导体行业协会(SIA)承认,他们曾多次安排企业与美国政府磋商会谈,一方面是帮助会员公司遵守禁令,一方面也希望借此向政府官员介绍禁令给美国公司造成的影响。
For technologies that do not relate to national security, it seems they shouldn’t fall within the scope of the order. And we have conveyed this perspective to government,” said Jimmy Goodrich, vice president of global policy at SIA.
SIA全球政策副总裁吉米·古德里奇说:“对于与国家安全无关的技术,似乎不应该被纳入禁令的范畴。我们早已将这一观点传达给政府。”
▲ U.S. chipmakers quietly lobby to ease Huawei ban (via Reuters)
可能连华为也没想到,自己还没开始行动呢,美国芯片企业倒是主动承担起这份游说工作了。华为公共与政府事务部总裁办副总裁安德鲁·威廉姆森(Andrew Williamson)在墨西哥接受采访时表示:
“They’re doing it by their own desire because, for many of them, Huawei is one of their major customers,” he said, adding that chipmakers knew that cutting Huawei off could have “catastrophic” consequences for them.
“他们这样做是出于自己的需求,因为对于许多公司来说,华为是他们的主要客户之一。”他补充说,芯片制造商心里很清楚,切断华为的业务可能给他们带来“灾难性”后果。
▲ U.S. chipmakers quietly lobby to ease Huawei ban (via Reuters)
总部位于加州的博通公司(Broadcom) 就是一家以华为为主要客户的半导体公司。几天前,他们刚刚调低了全年营收预期,引发市场震荡。
图 via techradar
Chipmaker Broadcom has reported a decline in Q2 revenues and has lowered its expectations for the year, blaming the ongoing difficulties at Huawei.
芯片制造商博通第二财季财报显示其营收不及预期,并相应调整了全年预期。公司将业绩下滑归咎于华为(在美)遭遇的困境。
Broadcom’s guidance for the year now stands at $22.5 billion - $2 billion less than previously stated. Shares in the company fell as a result, as did the stock prices of several other chip firms still waiting to see what the impact of the Huawei ruling will be.
博通已经将全年预期下调为225亿美元,比之前公布的少20亿美元。公司股价也应声下跌,其他几家芯片公司的股价也是如此,他们仍在观望华为禁令带来的影响。
▲ Broadcom forecasts lower revenues after Huawei ban (via techradar)
不知道美国政府何时才能真正醒悟,看到切断华为的业务可能会带来“灾难性”后果。