Becoming the King of Bottom Fishing After Going All-In on A-Shares

Chapter 115 I Want to Try

In the afternoon, Lu Chenzhou made a rare trip to the mall.

He wandered around Xidan for half an hour and finally bought a dark gray woolen coat, a black turtleneck sweater, and a pair of dark brown leather shoes at a store.

When the sales assistant was packing his order, she couldn't help but glance at him a few more times.

"Sir, are you buying this as a gift?"

"No, I'll wear it myself."

The sales assistant paused for a moment, then smiled: "You have such a great figure, this dress looks even better on you than on the model."

Lu Chenzhou nodded, paid, and left with the bag.

6:50 PM, West Gate of Renmin University.

When Lu Chenzhou arrived, Wen Zhiyu had not yet arrived.

He stood under the streetlight at the school gate, wearing a dark gray wool coat over a black turtleneck sweater, and his hair was combed neater than usual.

Some students passing by glanced at him a few times, and some whispered among themselves, but he pretended not to hear them.

At 7:00 a.m., Wen Zhiyu walked out of the school gate.

She wore a burgundy wool coat over a black dress, her hair was down and draped over her shoulders, and she wore black ankle boots.

She was stunned for a moment when she saw Lu Chenzhou.

She looked him up and down several times, then said, "Did you buy new clothes?"

"Um.

""

"Did you buy this on purpose?"

"Um.

""

"For today?"

Lu Chenzhou paused for a second: "For the holiday."

Wen Zhiyu stared at him for two seconds, then smiled.

She was laughing happily, her eyes curving into crescent moons.

"Let's go," she said.

The two walked side by side on the sidewalk.

The streetlights cast long shadows of them, which overlapped, separated, and then overlapped again.

"You look great today," Wen Zhiyu said.

"The same to you."

Wen Zhiyu turned her head to look at him, the corner of her mouth curled up slightly, but she didn't say anything.

The hot pot restaurant was crowded and steaming, with the glass covered in condensation.

The waiter led them to a booth by the window, and Wen Zhiyu took the menu and quickly ticked off a string of items.

Beef tripe, duck intestines, shrimp paste, fatty beef, beef aorta, bamboo shoots, lotus root slices, enoki mushrooms...

"A hot pot with two broths?" she asked, looking up.

"OK."

"How spicy?"

Medium spicy.

Wen Zhiyu was taken aback: "Don't you not eat spicy food?"

"It's a holiday today."

Wen Zhiyu smiled, wrote "medium spicy" on the menu, and handed it to the waiter.

When the broth is served, the red oil is bubbling, and Sichuan peppercorns and chili peppers are floating on the surface of the soup.

Wen Zhiyu picked up a piece of tripe and dipped it into the red oil, then took it out and placed it in Lu Chenzhou's bowl.

"Try it, the tripe looks good today."

Lu Chenzhou picked it up and ate it, chewing it as he said, "It's alright."

"Not bad again?" Wen Zhiyu glared at him. "Can't you use a different word?"

Lu Chenzhou thought for a moment: "Not bad."

Wen Zhiyu laughed: "That's more like it."

She cooked another slice of fatty beef in the broth, then placed it in Lu Chenzhou's bowl.

"Eat more meat, you're too thin."

Lu Chenzhou glanced at the fatty beef in his bowl, then at Wen Zhiyu, and then ate it.

Lu Chenzhou.

"Um.

""

"Your act of holding up a sign for building materials has made the news."

"Know."

"Aren't you worried? Locked out for six months."

"Don't worry." Lu Chenzhou picked up a piece of bamboo shoot, chewed it slowly, and said, "The reasonable valuation for building materials is HK$5 to HK$6. It's currently at HK$4.33, so there's still room for growth. Locking it in for six months is just right."

"What if it's still 4.33 after six months?"

Lu Chenzhou glanced at her: "Probably not."

How did you know?

"Because of cycles," Lu Chenzhou said. "The economy won't stay bad forever, the stock market won't keep falling forever, and building materials won't stay cheap forever. The cycle will come back; it's just a matter of time."

Wen Zhiyu stared at him for two seconds.

The steam from the hot pot rose between the two of them, blurring their faces, but Wen Zhiyu's eyes were bright.

Lu Chenzhou.

"Um.

""

Have you ever celebrated Halloween before?

"no."

"So, do you know what to do for Halloween?"

"have no idea."

Wen Zhiyu laughed: "On Halloween, we dress up as ghosts and go door to door asking for candy. If we don't get candy, we play tricks."

Lu Chenzhou looked at her: "Do you want some candy?"

Wen Zhiyu paused for a moment, then blushed: "That's not what I meant."

Lu Chenzhou took a White Rabbit milk candy out of his pocket, placed it on the table, and pushed it in front of Wen Zhiyu.

Wen Zhiyu stared at the candy for several seconds, then picked it up, unwrapped it, and put it in her mouth.

"It's sweet," she said.

"Of course sugar is sweet."

"I wasn't talking about candy," Wen Zhiyu said, her eyes shining. "I was talking about today."

Lu Chenzhou didn't reply. He picked up his water glass, took a sip, and his lips twitched slightly.

After finishing their hot pot, the two walked out of the restaurant.

In November, the night breeze in Beijing was quite cool. Wen Zhiyu hunched her shoulders and pulled her coat collar tighter.

Lu Chenzhou took off his coat and draped it over her shoulders.

"I'm not cold," Wen Zhiyu said.

"Clothing".

Wen Zhiyu did not refuse again and wrapped her coat tighter around herself.

The coat was long, almost reaching her knees, and still warmed by his body heat.

Lu Chenzhou.

"Um."

What do you think the Hong Kong stock market will do next week?

Lu Chenzhou thought for a moment: "A pullback is likely. Last week's gains were too large, so there's a high probability of a pullback next week."

"Will you reduce your holdings?"

"We will adjust our portfolio."

Why?

"Because pullbacks are normal, the trend hasn't changed, so there's no need to reduce your holdings."

Wen Zhiyu nodded and didn't ask any more questions.

When they reached the school gate, Wen Zhiyu stopped, took off her coat, and returned it to Lu Chenzhou.

"Thanks."

Lu Chenzhou took the coat and put it on.

"Are we going to the science park again tomorrow?" Wen Zhiyu asked.

"go."

"What time is it?"

"7:30."

Wen Zhiyu nodded and turned to walk back to the dormitory.

After walking a few steps, she stopped and turned around.

Lu Chenzhou.

"Um."

"I'm very happy today."

Lu Chenzhou looked at her. "Me too."

Wen Zhiyu smiled, turned around, and walked into the dormitory building's entrance.

Lu Chenzhou stood there, watching her figure disappear into the corridor.

Then he took out his phone, glanced at the time, and saw it was 9:30 PM.

He glanced at the US stock futures again; the Dow Jones futures were up 0.3%, the S&P 500 up 0.2%, and the Nasdaq up 0.1%.

He put his phone in his pocket, turned around, and walked into the night.

On the playground, ginkgo leaves were still falling, shimmering with golden light under the streetlights.

The wind blew from the west, swirling the leaves around them before they fell back down.

Lu Chenzhou sat on the bench for a while, looking at the lights on the playground, the ginkgo leaves on the ground, and the windows of the dormitory building in the distance lighting up one by one.

Then he stood up, dusted off his pants, and walked back to his dormitory.

I'm not checking the market today.

Halloween is a festival.

November 3rd, Monday, 6:00 AM.

Lu Chenzhou opened his eyes and picked up his phone from beside his pillow.

US stocks fell for three consecutive days overnight. He glanced at his phone for a few seconds, put it down, and got up to wash.

At seven o'clock sharp, he returned from his workout and opened the door, only to be surprised to see Xia Yaozong already awake.

Wearing a dark gray cashmere coat and holding a hot Americano, her eyes were bright and she looked very energetic, not like someone who hadn't slept well.

"What's going on with you?" Lu Chenzhou asked.

Xia Yaozong straightened up, revealing a rare serious expression.

"Shen Zhou, I want to discuss something with you."

"explain."

"Can I place the order today?"

Lu Chenzhou looked at him.

Xia Yaozong continued, "I've been following you for over a month, sitting next to you every day watching how you monitor the market, how you make judgments, and how you place orders."

After watching for so long, I want to give it a try.

Just for one day, I wanted to know what it felt like to sit in that position.

Lu Chenzhou remained silent for two seconds.

"OK."

Xia Yaozong was taken aback: "Really?"

"Okay. But for today's order, whatever I say, you place the order. Not more, not less, no hesitation."

"OK."

Lu Chenzhou turned and walked towards the playground. After taking two steps, he stopped and said without turning his head, "8:30, 608, don't be late."

Xia Yaozong stood still, his hand gripping the coffee cup tightened for a moment, and then he jumped up.

7:15, West Gate of Renmin University.

Wen Zhiyu was already waiting, wearing a light gray down jacket, a brown scarf, and carrying two insulated bags.

Why are you so late today?

Lu Chenzhou took the insulated bag, opened it, and took a sip of porridge.

"Xia Yaozong chatted with me for a while, and he placed an order today."

Wen Zhiyu paused for a moment, then nodded without asking any further questions.

7:50 AM, Room 608, Renmin University Cultural and Technological Park.

Xia Yaozong arrived early and sat in Lu Chenzhou's usual spot. Three screens in front of him were lit up simultaneously: Hong Kong stock market data, US stock futures, and Bloomberg News.

His fingers rested on the keyboard, and unusually, he didn't have a joking expression.

Lu Chenzhou walked in, glanced at him, said nothing, and pulled up a chair to sit next to him.

Zhang Yixing and Yang Cheng followed them in and were taken aback when they saw Xia Yaozong sitting in Lu Chenzhou's seat.

"What's going on?"

"He placed the order today," Lu Chenzhou said.

Zhang Yixing and Yang Cheng glanced at Xia Yaozong, then at Lu Chenzhou, and smiled.

"Okay, Yaozong, don't let us lose all our money."

Xia Yaozong, unusually, didn't retort and stared at the screen.

At 8:15, room 608 was packed with people.

"Hang Seng Index futures opened 2.8% lower." Xia Yaozong stared at the pre-market data. "Building Materials is at 4.00 pre-market, down 7.6%. Shenhua is at 13.80 pre-market, down 1.4%. Conch is at 23.50 pre-market, down 1.5%."

Lu Chenzhou leaned back in the chair next to him, holding a glass of warm water, and did not reply.

Hong Kong stocks opened at 9:30 a.m.

The Hang Seng Index opened about 4.5% lower, at around 13650 points.

China National Building Materials opened at 4.60.

Xia Yaozong was taken aback: "Wasn't it 4.00 pre-market? Why is it opening at 4.60?"

As soon as he finished speaking, a flood of sell orders appeared.

4.60、4.50、4.40、4.30、4.20、4.10、4.00、3.90、3.80——

"It's 3.80 now." Xia Yaozong's voice was a little tense. "Building materials have fallen by 17%."

He subconsciously turned to look at Lu Chenzhou.

Lu Chenzhou sat beside him, his gaze fixed on the screen, his expression unchanged.

"Sinking Boat, do you need any building materials...?"

"You forgot that the shares are locked up for 6 months. We can only sell them after April 28th next year," Lu Chenzhou interrupted him.

China Shenhua opened at 14.82, briefly dipped to 14.70, and then began to rebound.

14.80、14.90、15.00、15.20、15.50..

"It's 15.50 now," Xia Yaozong said. "Shenhua has risen by 4.6%."

Conch Cement opened at 25.50, dipped to 24.50, and then rebounded.

25.00、25.50、26.00、26.50、27.00..

"It's 27.00 now." Wen Zhiyu's voice was a little tense. "Conch has risen by 8.6%."

Lu Chenzhou stared at the trading screen of China Shenhua. 15.50. It closed at 14.00 last Friday, a gain of over 10%. His cost basis was 10.20.

"Shenhua, sell for 10 billion," he said.

Xia Yaozong's fingers hovered above the keyboard, then paused for a moment.

"10 billion? How many shares?"

「6800万股左右，按15.50算，6800万股就是10.54亿。卖到10个亿就行。」

Xia Yaozong took a deep breath and began placing the order.

The first transaction involved 2000 million shares, which were traded at 15.48.

His fingers didn't tremble, but he placed the order a little slower than usual.

The second transaction, involving 2000 million shares, was completed at 15.30.

The third transaction, involving 2000 million shares, was completed at 15.10.

The fourth transaction involved 800 million shares, which were traded at 14.90.

Four sales totaling 6800 million shares brought in approximately HK$10.2 billion.

Xia Yaozong stared at the word "Transaction" on the screen and let out a breath.

"Shenhua is all sold," he said. "We have an extra billion in our accounts."

Lu Chenzhou nodded and shifted his gaze to Conch Cement's trading platform.

"Buy 500 million shares of Conch Cement."

Xia Yaozong's fingers landed on the keyboard again.

100 million shares were traded at 26.80.

100 million shares were traded at 26.90.

100 million shares were traded at 27.00.

100 million shares were traded at 26.80.

100 million shares were traded at 26.70.

Five purchases totaling 500 million shares cost approximately HK$1.34 million.

"We've bought all the conch shells," Xia Yaozong said.

Lu Chenzhou leaned back in his chair, picked up his water glass, and took a sip.

"How are you feeling?" he asked.

Xia Yaozong stared at the transaction records on the screen and remained silent for a few seconds.

"It's more tiring than I imagined."

"normal."

"You sit here every day without blinking, aren't you tired?"

Lu Chenzhou glanced at him.

"I was tired, but once I was done being tired and had made money, I didn't feel tired anymore."

Xia Yaozong stared at him for two seconds and thought it made a lot of sense.

Then he turned his head and continued staring at the screen.