巴菲特：我乐意，你管_老虎社区_美港股上老虎 - 老虎社区

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]

@散户研究所：巴菲特为什么会增持惠普？

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":652351105,"tweetId":"652351105","gmtCreate":1684309014807,"gmtModify":1684309016916,"author":{"id":3545124724764302,"authorId":3545124724764302,"authorIdStr":"3545124724764302","name":"冷静冷静冷静点","avatar":"https://static.tigerbbs.com/e38c89566bcc87709cd45cc993978b4c","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>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]</body></html>","htmlText":"<html><head></head><body>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]</body></html>","text":"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]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/652351105","repostId":652327721,"repostType":1,"repost":{"magic":2,"id":652327721,"tweetId":"652327721","gmtCreate":1684308118263,"gmtModify":1684308301326,"gmtUserModify":1684308298865,"author":{"id":4140232119619310,"authorId":4140232119619310,"authorIdStr":"4140232119619310","name":"散户研究所","avatar":"https://static.tigerbbs.com/9669400e0fe9f83a44751160b14be2ef","vip":2,"userType":2,"introduction":"财经达人、产业观察者","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":1,"currentWearingBadge":{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.05.16","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":228,"starInvestorFlag":false},"themes":[{"themeId":"7120727f9ea64b17bda77d805d5c17ee","categoryId":"d3c66e9d6c224ba082ca76ee654847ca","name":"创作者训练营","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7120727f9ea64b17bda77d805d5c17ee}&rnconfig={\"headerBarHidden\": true}","description":"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。","image":"https://static.tigerbbs.com/f5ecab677eff100b1aa12e2368d535a4"}],"images":[{"img":"https://static.tigerbbs.com/83e29e19356fd3343e543b71ab3b6d88","width":"736","height":"500"}],"coverImages":[{"img":"https://static.tigerbbs.com/daeb4bb90c8cdcb1e5fb30000602094f","width":"667","height":"500"}],"title":"巴菲特为什么会增持惠普？","html":"<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>","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 @小虎AV","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/652327721","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["HPQ"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":586,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1186,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["BRK.A","BRK.B"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":88,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/652351105"}