大摩：微软等四家科技巨头未来四年折旧费用或超6800亿美元_老虎社区_美港股上老虎

大摩：微软等四家科技巨头未来四年折旧费用或超6800亿美元

观点新媒体02-04 17:54

观点网讯：2月4日，摩根士丹利在最新报告中指出，超大型科技企业正为满足AI需求扩张数据中心，从轻资产模式转向重资产运营模式。该行全球研究部主管Katy Huberty表示，这一转变将带来重要会计影响。

大摩采用修正折旧模型估算，微软、甲骨文、Meta以及谷歌四家公司未来四年累计折旧费用或超6800亿美元。报告提到，传统预测方法因未充分考虑资本支出与资产投入使用的时滞，可能大幅低估未来资产贬值幅度。

免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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Huberty表示，这一转变将带来重要会计影响。大摩采用修正折旧模型估算，微软、甲骨文、Meta以及谷歌四家公司未来四年累计折旧费用或超6800亿美元。报告提到，传统预测方法因未充分考虑资本支出与资产投入使用的时滞，可能大幅低估未来资产贬值幅度。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}