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@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 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>","text":"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 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