$苹果(AAPL)$_老虎社区_美港股上老虎

$苹果(AAPL)$ 除硬件换新外，用户高频次调用AI会占用大量私有云推理算力，将会给苹果带来更高的资本开支与运营成本，这也是向用户收取订阅费用的基础。以iCloud为例，订阅按月收费，5GB免费、50GB 6元/月、200GB 21元/月、2TB 68元/月。苹果AI的收费方式将打开新增盈利点，也决定了其盈利水平上限。

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