冷静冷静冷静点
2023-05-17
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]
@散户研究所:
巴菲特为什么会增持惠普?
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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83e29e19356fd3343e543b71ab3b6d88\" tg-width=\"736\" tg-height=\"500\"></p>\n<p><a href=\"https://laohu8.com/S/HPQ\">$惠普(HPQ)$</a> <a href=\"https://laohu8.com/S/00992\">$联想集团(00992)$</a> <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> <a href=\"https://laohu8.com/U/36984908995200\">@小虎活动</a> <a href=\"https://laohu8.com/U/20722186463466\">@爱发红包的虎妞</a> <a href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a></p></body></html>","htmlText":"<html><head></head><body><p>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。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/83e29e19356fd3343e543b71ab3b6d88\" tg-width=\"736\" tg-height=\"500\"></p>\n<p><a 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