The Buffett effect reproduces the continuous strength of IBM concept

Interest times (reporter Ye Jing trainee reporter Lin Zhi) "Warren" Buffett's investment direction can always cause the market sensation and follow. Buffett has said to the media that its Berkshire Hathaway company has spent about 10.7 billion dollars to buy about 64 million shares of IBM shares.　　Stimulated by this news, far across the ocean a-share market instantly blew a gorgeous IBM concept wind, with IBM on the "relatives" of the relationship between a stock of two consecutive days. Howard Buffett, who throws 10.7 billion of billions of dollars at the IBM stock market, said 14th that Berkshire Hathaway, the firm he runs, has spent about 10.7 billion dollars to buy about 64 million IBM shares, and most of the shares were bought in the first three quarters. After buying the shares, Berkshire has owned 5.5% of IBM's shares.　　IBM has become the second-largest company in Berkshire Hathaway's portfolio after Coca-Cola. For 40 years, Mr. Buffett has been far from technology, even his old friend Bill Gates Microsoft (Weibo) shares are unwilling to meddle, even in March this year made clear that still dislike Apple and other electronic products manufacturers, and said it could not assess their future. Now, Buffett seems to have gone out of his way, does it mean that the style of the investor has changed? Analysts say Mr. Buffett is not looking at IBM because of technology, nor is IBM a typical technology company (given its large consulting business), perhaps more because of its company's bond with its customers.　　In addition, unlike many impatient and aggressive start-ups, IBM has long-term development plans, and management is relatively stable and undervalued in the industry.　　A-share IBM concept has strengthened in any case, far across the ocean, China A-share market has been scraping a gorgeous IBM concept wind, and IBM stained with "relatives" of several stocks have strengthened. Among them, with the most closely related to IBM billion Yangxin pass two consecutive days Fengfengguangguang first played two trading board. Billion-yang group on June 30, 2010, the bulk of the transaction will be Yangxin 5.9172 million shares sold to IBM China, the transaction price of 8.45 yuan/share.　　As of September 30 this year, IBM China still holds these shares and is the fourth largest shareholder of billion yangxin. In addition, the August and IBM set up a Lotus Excellence Technology Support Center of the CLP wide, but also by the pursuit of funds, following the days before the rise of 3.98%, yesterday also played a trading board. In April this year announced the hand of IBM to build "wisdom cloud Great Wall" strategic plan of the Great Wall computer also said that the days before the micro-rise 1.99%, yesterday also volume Rose 4.8%.　　In 2003, the company formally became the general agent of IBM Software products Sunyard letter, yesterday's intraday also soared nearly 7%, closing the rise in 3.98%. For the IBM concept stocks strength, there are market participants said that the market has recently enjoyed speculation with a certain concept of stocks, this is notIs another kind of speculation on the subject. And in the company fundamentals, billion Yangxin Tong, the CLP, the Great Wall computer, letter Sunyard The performance of these companies are also relatively differentiated, the first three quarters of this year attributable to the shareholders of listed companies in the net profit year-on-year growth of 9.85%, 116.24%, 41.18% and 47.58% respectively. Hengtai Securities said that the billion yangxin share price does not have a greater advantage, but technically there is still a certain chance of the opportunity to recommend caution. >> more