巴菲特为什么会增持惠普？

散户研究所

先看看巴菲特为什么买苹果，他认为苹果手机是非常有客户粘性的消费品，进入了他的能力圈，而不是什么高科技属性。那么PC呢，其市场格局主要也就是联想、惠普、戴尔这三家，还有一些苹果。你用了一次惠普后，大概率还是用惠普，不用惠普也还是其他两家选。这种竞争格局下，笔记本电脑有了很强粘性的消费品属性。全世界就这三家在玩，期中惠普和联想是龙头，dell稍逊。资产负债表更好的联想，若按照惠普的市销率，市值还能增长200%，若按市盈率，能增100%。取中间值涨150%。如果巴菲特买入惠普能涨一倍，同估值下大概率联想能涨4倍。另外，不要忘记中国电子产品生产的低成本优势。

$惠普(HPQ)$ $联想集团(00992)$ $纳斯达克(.IXIC)$ @小虎活动 @爱发红包的虎妞 @小虎AV

修改于：2023-05-17

创作者训练营

创作者训练营：如何成为专业创作者。学习为期四周的创作者攻略，点击话题按照格式发帖，就有机会获得小虎盲盒。

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

海洋球馆
2023-05-17
海洋球馆
主要联想惠普在市场占有率较高，虽说上不比，下不微，吸引了一大批用户，前来认购，两种PC电脑用起来其实大致不差，打游戏有高端或者自身选配，用作办公普遍较多，不过随着市场和用户群体需求的提升，两者也在电脑性能和技术都有了一次质的飞跃，看好国产联想$联想集团(00992)$ $上证指数(000001.SH)$
- 镰刀手瑞远:
  666
冷静冷静冷静点
2023-05-17
冷静冷静冷静点
巴菲特：我乐意，你管着嘛你，就是嚣张跋扈，头铁，就是有源源不断的子弹补仓，买到成为大股东[开心]
八风无痕
2023-05-17
八风无痕
联想今天在中国能有这样的成绩，真的不是他们努力程度多高，真的就是同行骚操作太多了，让它在近几年看起来有点无敌。[笑哭]
课间炒家
2023-05-17
课间炒家
流水线的低价劳动力国内可不老少
狸花带点橘
2023-05-17
狸花带点橘
哈哈哈巴老爷子投资比较稳，也不知怎么研究的，这么多年了，反了多少倍
作手蓝海
2023-05-17
作手蓝海
6

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2

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