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

AASTOCKS11-11

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...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2582352786?lang=en_US&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-11-11 17:19","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2582352786","market":"us","top_or_hot":-1,"title":"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","media":"AASTOCKS","content":"<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111174613a4998805&s=b\">Source Link</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>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</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-11 17:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111174613a4998805&s=b><strong>AASTOCKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111174613a4998805&s=b\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2456880835.USD","symbol_name":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111174613a4998805&s=b","article_id":"2582352786","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251111174613a4998805&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2582352786","pubTimestamp":1762852798,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"电影《沽注一掷》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。Burry早前披露大手沽空数据分析商Palantir及英伟达，","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","3NVD.UK":"LS 3X NVIDIA","NVDY":"NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","NVD3.UK":"LS 3X NVIDIA","META":"Meta Platforms, Inc.","ORCL":"甲骨文","NVDS.UK":"LS -1X NVIDIA","NVDD":"1倍做空NVDA ETF-Direxion","NVIW.SI":"NVDA 3xLongSG261006","BK4587":"ChatGPT概念","NVDX":"2倍做多NVDA ETF-T-Rex","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","BK4588":"碎股","SG9999014559.SGD":"United Income Focus Trust Dis SGD","BK4550":"红杉资本持仓","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","NVDU":"2倍做多NVDA ETF-Direxion","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","2NVD.UK":"2X NVIDIA ETP","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4551":"寇图资本持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","NVD":"2倍做空NVDA ETF-GraniteShares","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","NVDS":"1.5倍做空NVDA ETF-Tradr"},"translate_title":"Famous hedge fund manager Michael Burry criticizes large U.S. technology companies for underestimating depreciation costs to boost profits","themeId":"000f40d9ea88f118adb49d657effb79c","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"3NVD.UK":0.6,"NVDY":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"META":0.9,"NVD2.UK":0.6,"NVDS":0.6,"ORCL":0.9,"NVDS.UK":0.6,"NVDA":0.9,"NVDD":0.6,"NVD":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVDU":0.6},"content_text":"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"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2582352786","isCrawlerRequest":true}