刚在研究 Meta,有一点还挺出乎意料(但仔细一想在情理之中),

Meta 的总资产里,固定资产除以总资产的比率,是 42%,

如果加上一些费用化掉的 operating lease 啊 right of use 资产啊(资产化 vs. 费用化,其实可以根据一些资产的特殊性质来来回调整的,费用化的资产完全也可能是 “固定资产”),这个比率要接近 50% 了。

什么概念,干能源的雪佛龙,这个比率也就 50% 出头一点。

所以 Meta 还是一个轻资产模式的生意吗?

查一下苹果的,12%。

小扎是买了多少芯片以及相关资产哈哈,资本开支大户。

$Meta Platforms.US

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