George Gammon 对 $MSFT 的判断变化

2026-08-26看跌
《The Entire House of Cards Is About To Fall (US Treasury Is Terrified)》
微软关于数据中心租赁的会计变更具有误导性,且国债收益率上升给公司带来了融资成本问题。

你们大多数人可能不知道,微软刚刚悄悄改变了其会计技术——或者说试图对此保密,将其掩盖起来。该报道指出,此次会计变更将这家软件巨头的资本支出预期从1900亿美元调整至约1750亿美元。

Most of you probably don't know that Microsoft just kind of secretly or tried to be a little secret about it, kind of sweeping under the rug, changed their accounting techniques.

It says the accounting change adjusted the software giant's CapEx expectations to about 175 billion down from 190.