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罗马里奥
09-17
赌对了一次就真以为自己是股神了
知名投资人Michael Burry做空美光科技股票，加仓房利美和房地美等
罗马里奥
2025-03-20
做空无底线啊
特斯拉会计遭质疑，资产负债表惊现14亿美元缺口
去老虎APP查看更多动态
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INC","BK4554":"元宇宙及AR概念","BK4566":"资本集团"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-03/doc-inifnhrk2499845.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2648369446","content_text":"7月2日，电影《大空头》原型、知名投资人Michael Burry在晚时发布的Substack文章中表示，他已做空美光股票，理由是其周期性，并对一些现有多头头寸进行了加仓。Burry称，美光“最能体现周期性”。“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存标的。景气时期，股价会被过度炒作；不景气时，又会被过度抛售”。Burry对贝宝、Sprouts、硕腾、 房利美和 房地美股票多头头寸进行了加仓。","news_type":1,"symbols_score_info":{"MUD":0.6,"FNMA":2,"MULL":0.6,"SFM":2,"MUU":0.6,"MU":2.1,"FMCC":2}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415482308833336,"gmtCreate":1742462045573,"gmtModify":1742463056324,"author":{"id":"3465294551293307","authorId":"3465294551293307","name":"罗马里奥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3465294551293307","authorIdStr":"3465294551293307"},"themes":[],"title":"","htmlText":"做空无底线啊","listText":"做空无底线啊","text":"做空无底线啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415482308833336","repostId":"2520115591","repostType":2,"repost":{"id":"2520115591","kind":"news","pubTimestamp":1742428320,"share":"https://www.laohunote.com/m/news/2520115591?lang=zh_CN&edition=full","pubTime":"2025-03-20 07:52","market":"other","language":"zh","title":"特斯拉会计遭质疑，资产负债表惊现14亿美元缺口","url":"https://stock-news.laohu8.com/highlight/detail?id=2520115591","media":"环球市场播报","summary":"英国《金融时报》的一份新报告显示，特斯拉的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。","content":"<html><body><div>\n<p> 英国《金融时报》的一份新报告显示，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。</p>\n<p> 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。</p>\n<p> 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。</p>\n<p> 文章指出，特斯拉报告称，2024年下半年，该公司在“不动产、厂房和设备”（PP&E）上花费了63亿美元，而同期的物业、工厂和设备仅增加了49亿美元。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/122/w550h372/20250320/6430-340a36dab5ea1e4ee424f38e50df604d.png\"/><span></span></div>\n<p> 会计专家一致认为，在大多数情况下，资本支出数量与总PP&E的增长密切相关，但有些因素可能会产生影响：资产的销售或减值、外汇等。</p>\n<p> 然而，特斯拉并没有报告任何明显的变化，来证明这种差异是合理的。</p>\n<p> 该报告还指出了其他危险信号，比如特斯拉声称坐拥370亿美元现金，但去年却发行了60亿美元的新债。</p>\n<p> 虽然拥有大量现金储备的公司举债并不罕见，但在当前环境下，这种做法并不<span>理想</span><span></span>。</p>\n<p> 最后，《金融时报》的报道还指出，尽管特斯拉去年声称拥有150亿美元的运营现金流，高于其资本支出，但它并未提供股票回购或股息。这对大公司来说是罕见的，这使得特斯拉成为一个非常小的俱乐部的一员，其中包括像Temu这样的其他公司。</p>\n<p> 2022年，特斯拉CEO埃隆·马斯克曾表示，他将推动特斯拉用部分现金回购股票，但这从未实现。</p>\n<p> 柏林应用科学大学SRH公司财务教授Jacek Welc将这些危险信号与最近的企业财务丑闻进行了比较，比如Wirecard和NMC Health的丑闻。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"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>特斯拉会计遭质疑，资产负债表惊现14亿美元缺口</title>\n<style 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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特斯拉会计遭质疑，资产负债表惊现14亿美元缺口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-20 07:52 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-03-20/doc-ineqfzcy0920799.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国《金融时报》的一份新报告显示，特斯拉的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。\n 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。\n 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-03-20/doc-ineqfzcy0920799.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4604":"机器人概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU1674673691.USD":"HSBC GIF GLOBAL 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INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-03-20/doc-ineqfzcy0920799.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2520115591","content_text":"英国《金融时报》的一份新报告显示，特斯拉的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。\n 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。\n 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。\n 文章指出，特斯拉报告称，2024年下半年，该公司在“不动产、厂房和设备”（PP&E）上花费了63亿美元，而同期的物业、工厂和设备仅增加了49亿美元。\n\n 会计专家一致认为，在大多数情况下，资本支出数量与总PP&E的增长密切相关，但有些因素可能会产生影响：资产的销售或减值、外汇等。\n 然而，特斯拉并没有报告任何明显的变化，来证明这种差异是合理的。\n 该报告还指出了其他危险信号，比如特斯拉声称坐拥370亿美元现金，但去年却发行了60亿美元的新债。\n 虽然拥有大量现金储备的公司举债并不罕见，但在当前环境下，这种做法并不理想。\n 最后，《金融时报》的报道还指出，尽管特斯拉去年声称拥有150亿美元的运营现金流，高于其资本支出，但它并未提供股票回购或股息。这对大公司来说是罕见的，这使得特斯拉成为一个非常小的俱乐部的一员，其中包括像Temu这样的其他公司。\n 2022年，特斯拉CEO埃隆·马斯克曾表示，他将推动特斯拉用部分现金回购股票，但这从未实现。\n 柏林应用科学大学SRH公司财务教授Jacek Welc将这些危险信号与最近的企业财务丑闻进行了比较，比如Wirecard和NMC Health的丑闻。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":608700347347712,"gmtCreate":1789635149725,"gmtModify":1789635684916,"author":{"id":"3465294551293307","authorId":"3465294551293307","name":"罗马里奥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465294551293307","idStr":"3465294551293307"},"themes":[],"title":"","htmlText":"赌对了一次就真以为自己是股神了","listText":"赌对了一次就真以为自己是股神了","text":"赌对了一次就真以为自己是股神了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608700347347712","repostId":"2648369446","repostType":2,"repost":{"id":"2648369446","kind":"news","pubTimestamp":1783035500,"share":"https://www.laohunote.com/m/news/2648369446?lang=zh_CN&edition=full","pubTime":"2026-07-03 07:38","market":"us","language":"zh","title":"知名投资人Michael Burry做空美光科技股票，加仓房利美和房地美等","url":"https://stock-news.laohu8.com/highlight/detail?id=2648369446","media":"环球市场播报","summary":"电影《大空头》原型、知名投资人Michael Burry在周四晚些时候发布的Substack文章中表示，他已做空$美光(MU)$股票，理由是其周期性，并对一些现有多头头寸进行了加仓。Burry称，美光“最能体现周期性”。“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存（DRAM）标的。景气时期，股价会被过度炒作；不景气时，又会被过度抛售”。Burry对贝宝、Sprouts、硕腾、房利美和房地美股票多头头寸进行了加仓。","content":"<html><head></head><body><p style=\"text-align: left;\">7月2日，电影《大空头》原型、知名投资人Michael Burry在晚时发布的Substack文章中表示，他已做空<a href=\"https://laohu8.com/S/MU\">美光</a>股票，理由是其周期性，并对一些现有多头头寸进行了加仓。</p><p style=\"text-align: left;\">Burry称，美光“最能体现周期性”。</p><p style=\"text-align: left;\">“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存标的。景气时期，股价会被过度炒作；不景气时，又会被过度抛售”。</p><p style=\"text-align: left;\">Burry对<a href=\"https://laohu8.com/S/PYPL\">贝宝</a>、Sprouts、硕腾、 <a href=\"https://laohu8.com/S/FNMA\">房利美</a>和 <a href=\"https://laohu8.com/S/FMCC\">房地美</a>股票多头头寸进行了加仓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/a1d3c0a677c9daccefd586877206f2eb\" data-align=\"center\" tg-width=\"1850\" tg-height=\"1034\"/><span></span></p></body></html>","source":"sina","collect":0,"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>知名投资人Michael Burry做空美光科技股票，加仓房利美和房地美等</title>\n<style 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}\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知名投资人Michael Burry做空美光科技股票，加仓房利美和房地美等\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-03 07:38 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-03/doc-inifnhrk2499845.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月2日，电影《大空头》原型、知名投资人Michael Burry在晚时发布的Substack文章中表示，他已做空美光股票，理由是其周期性，并对一些现有多头头寸进行了加仓。Burry称，美光“最能体现周期性”。“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存标的。景气时期，股价会被过度炒作；不景气时，又会被过度抛售”。Burry对贝宝、Sprouts、硕腾、 房利美和 房地美股票多头头寸进行...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-03/doc-inifnhrk2499845.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","FNMA":"房利美","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4605":"半导体精选","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) 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INC","BK4554":"元宇宙及AR概念","BK4566":"资本集团"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-03/doc-inifnhrk2499845.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2648369446","content_text":"7月2日，电影《大空头》原型、知名投资人Michael Burry在晚时发布的Substack文章中表示，他已做空美光股票，理由是其周期性，并对一些现有多头头寸进行了加仓。Burry称，美光“最能体现周期性”。“美光股票是美国主要交易所中唯一纯粹的动态随机存取内存标的。景气时期，股价会被过度炒作；不景气时，又会被过度抛售”。Burry对贝宝、Sprouts、硕腾、 房利美和 房地美股票多头头寸进行了加仓。","news_type":1,"symbols_score_info":{"MUD":0.6,"FNMA":2,"MULL":0.6,"SFM":2,"MUU":0.6,"MU":2.1,"FMCC":2}},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415482308833336,"gmtCreate":1742462045573,"gmtModify":1742463056324,"author":{"id":"3465294551293307","authorId":"3465294551293307","name":"罗马里奥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465294551293307","idStr":"3465294551293307"},"themes":[],"title":"","htmlText":"做空无底线啊","listText":"做空无底线啊","text":"做空无底线啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415482308833336","repostId":"2520115591","repostType":2,"repost":{"id":"2520115591","kind":"news","pubTimestamp":1742428320,"share":"https://www.laohunote.com/m/news/2520115591?lang=zh_CN&edition=full","pubTime":"2025-03-20 07:52","market":"other","language":"zh","title":"特斯拉会计遭质疑，资产负债表惊现14亿美元缺口","url":"https://stock-news.laohu8.com/highlight/detail?id=2520115591","media":"环球市场播报","summary":"英国《金融时报》的一份新报告显示，特斯拉的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。","content":"<html><body><div>\n<p> 英国《金融时报》的一份新报告显示，<span><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a></span><span></span>的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。</p>\n<p> 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。</p>\n<p> 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。</p>\n<p> 文章指出，特斯拉报告称，2024年下半年，该公司在“不动产、厂房和设备”（PP&E）上花费了63亿美元，而同期的物业、工厂和设备仅增加了49亿美元。</p>\n<div><img src=\"https://n.sinaimg.cn/finance/transform/122/w550h372/20250320/6430-340a36dab5ea1e4ee424f38e50df604d.png\"/><span></span></div>\n<p> 会计专家一致认为，在大多数情况下，资本支出数量与总PP&E的增长密切相关，但有些因素可能会产生影响：资产的销售或减值、外汇等。</p>\n<p> 然而，特斯拉并没有报告任何明显的变化，来证明这种差异是合理的。</p>\n<p> 该报告还指出了其他危险信号，比如特斯拉声称坐拥370亿美元现金，但去年却发行了60亿美元的新债。</p>\n<p> 虽然拥有大量现金储备的公司举债并不罕见，但在当前环境下，这种做法并不<span>理想</span><span></span>。</p>\n<p> 最后，《金融时报》的报道还指出，尽管特斯拉去年声称拥有150亿美元的运营现金流，高于其资本支出，但它并未提供股票回购或股息。这对大公司来说是罕见的，这使得特斯拉成为一个非常小的俱乐部的一员，其中包括像Temu这样的其他公司。</p>\n<p> 2022年，特斯拉CEO埃隆·马斯克曾表示，他将推动特斯拉用部分现金回购股票，但这从未实现。</p>\n<p> 柏林应用科学大学SRH公司财务教授Jacek Welc将这些危险信号与最近的企业财务丑闻进行了比较，比如Wirecard和NMC Health的丑闻。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：于健 SF069</p>\n</div></body></html>","source":"sina","collect":0,"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>特斯拉会计遭质疑，资产负债表惊现14亿美元缺口</title>\n<style 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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特斯拉会计遭质疑，资产负债表惊现14亿美元缺口\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-03-20 07:52 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2025-03-20/doc-ineqfzcy0920799.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国《金融时报》的一份新报告显示，特斯拉的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。\n 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。\n 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。\n...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-03-20/doc-ineqfzcy0920799.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4604":"机器人概念","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4550":"红杉资本持仓","LU1674673691.USD":"HSBC GIF GLOBAL 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INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-03-20/doc-ineqfzcy0920799.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2520115591","content_text":"英国《金融时报》的一份新报告显示，特斯拉的会计行为引起了人们的警觉，该公司的资产负债表上被发现了14亿美元的缺口。\n 多年来，许多做空特斯拉的人和贬低特斯拉的人一直在质疑该公司的会计，但直到现在，这些质疑一直没有引起太大的关注。\n 然而，英国《金融时报》的新报告指出了14亿美元的资产缺口：将特斯拉在2024年最后6个月的资本支出与其所投资资产的估值进行比较，就会发现有14亿美元似乎去向不明。\n 文章指出，特斯拉报告称，2024年下半年，该公司在“不动产、厂房和设备”（PP&E）上花费了63亿美元，而同期的物业、工厂和设备仅增加了49亿美元。\n\n 会计专家一致认为，在大多数情况下，资本支出数量与总PP&E的增长密切相关，但有些因素可能会产生影响：资产的销售或减值、外汇等。\n 然而，特斯拉并没有报告任何明显的变化，来证明这种差异是合理的。\n 该报告还指出了其他危险信号，比如特斯拉声称坐拥370亿美元现金，但去年却发行了60亿美元的新债。\n 虽然拥有大量现金储备的公司举债并不罕见，但在当前环境下，这种做法并不理想。\n 最后，《金融时报》的报道还指出，尽管特斯拉去年声称拥有150亿美元的运营现金流，高于其资本支出，但它并未提供股票回购或股息。这对大公司来说是罕见的，这使得特斯拉成为一个非常小的俱乐部的一员，其中包括像Temu这样的其他公司。\n 2022年，特斯拉CEO埃隆·马斯克曾表示，他将推动特斯拉用部分现金回购股票，但这从未实现。\n 柏林应用科学大学SRH公司财务教授Jacek Welc将这些危险信号与最近的企业财务丑闻进行了比较，比如Wirecard和NMC Health的丑闻。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：于健 SF069","news_type":1,"symbols_score_info":{"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
