著名对冲基金经理Michael Burry批评美大型科企低估折旧成本提振盈利

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11/11

电影《沽注一掷》(The Big Short)男主角原型，著名对冲基金经理Michael Burry在社交平台X贴文指，美国大型科技企业透过延长资产使用寿命低估折旧成本，人为地提振盈利，为现代史上其中一项最常见诈骗。他指透过庞大的资本开支购入产品周期两至三年的英伟达(NVDA.US)芯片或服务器，不应视为计算设备的可使用寿命延长。但这正是所有超大规模科企在做的事情。他估计大型科技股在2026年至...

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Burry在社交平台X贴文指，美国大型科技企业透过延长资产使用寿命低估折旧成本，人为地提振盈利，为现代史上其中一项最常见诈骗。他指透过庞大的资本开支购入产品周期两至三年的英伟达(NVDA.US)芯片或服务器，不应视为计算设备的可使用寿命延长。但这正是所有超大规模科企在做的事情。他估计大型科技股在2026年至2028年间将大幅低估1,760亿美元折旧成本。至2028年，甲骨文(ORCL.US)及Meta(META.US)将多算盈利26.9%及20.8%，且情况或更差，又称将于本月25日公布更多详情。Burry早前披露大手沽空数据分析商Palantir(PLTR.US)及英伟达(NVDA.US)，","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}