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

Financial industry alumni group, Xia Yaozong's CICC group

"@Xia Yaozong, did your dormmate's stock hit the daily limit again today? Made 300,000 in just a few days?"

Xia Yaozong: "The unrealized profit in the proprietary account is 300,000, and the unrealized profit in the fundraising account is 100,000, totaling 400,000."

"I worked in investment banking for five years, and my annual salary plus bonuses didn't even amount to this much."

"No, how did he do that? The US stock market fell for several days in a row, and he made money for several days in a row. Even the veterans in our trading room can't do this kind of contrarian trading."

Xia Yaozong: "He said, 'Continue to hold the position.' Just four words, and then today it hit the daily limit again."

"His mental fortitude is incredible. By the way, is he really no longer accepting funds? I have a few high-net-worth clients who want to invest."

Xia Yaozong: "The school won't allow it anymore. Someone reported it, and Shen Zhou also said that he will no longer collect money and will be responsible to those who have already invested money."

"Perspective, that's what perspective is. Unlike some people who accept everyone who comes along, only to end up losing everything they had."

Zhang Yixing's Securities Research Institute Group

Chief Analyst: Have you reviewed Lu Chenzhou's trades today?

Researcher A: I reviewed the market. It opened at 21.65, reached a low of 21.50, and then went all the way up, hitting the daily limit of 23.08 in the afternoon. He didn't touch anything the whole time; he didn't sell a single share.

Researcher B: I noticed a detail: after CITIC Securities hit its daily limit today, the number of buy orders exceeded 50 lots, indicating a very strong willingness to buy. This shows that the market's expectations for the securities sector have completely reversed.

Chief Analyst: Lu Chenzhou's judgment is correct; this is the bottom. Moreover, he not only correctly identified the bottom but also held onto his position. This kind of composure is even more difficult than correctly identifying the bottom.

Researcher A: Chief Analyst, should we increase our position tomorrow?

Chief Analyst: I've already instructed the team to continue increasing their holdings. This Lu Chenzhou is our bellwether.

Yang Cheng's Ministry Internship Group

Leader: Xiao Yang, Lu Chenzhou from your school, his stock price hit the daily limit again today?

Yang Cheng: Yes, boss, we made over 80,000 today.

Leader: How much is it in total?

Yang Cheng: My own account has a floating profit of 300,000, and the fundraising account has a floating profit of 100,000, totaling 400,000.

The leader was silent for a moment, then sent a message: This young man is not simple. What do you think he will do next?

Yang Cheng: He didn't do anything today, he just sat there the whole time.

Leader: That's it. The real top investors don't chase the market when it's rising, but buy the dip when it's falling and hold their positions when it's rising. Your classmate has already reached the second level.

In a courtyard house in the west of the city, Zhao Xianglong slumped in a grand chair.

The assistant stood at the door, hesitant to come in.

After a long pause, Zhao Xianglong finally spoke: "Did he make money again today?"

The assistant forced himself to walk in: "Young Master, his own account has a floating profit of 81,000 today, with a total floating profit of 300,000. The fundraising account has a floating profit of 55,000 today, with a total floating profit of 100,000."

"Three hundred thousand? One hundred thousand? Four hundred thousand in total?"

Zhao Xianglong recalled that before the market opened this morning, when he saw the data showing that US stocks had fallen again, he slammed his fist on the table and said, "US stocks have fallen for three consecutive days. I don't believe that CITIC Securities won't fall today."

The results of it?

CITIC Securities opened higher and continued to rise, hitting the daily limit in the afternoon.

"Tomorrow," Zhao Xianglong's voice seemed to be squeezed out from between his teeth, "prepare the funds for me, ten times leverage, and buy up shares as soon as the market opens."

The assistant's face turned pale: "Young Master, are we really going to use ten times leverage? Chasing after him now is too risky."

"Stop talking nonsense!" Zhao Xianglong slammed his hand on the table. "Lu Chenzhou can leverage tenfold, why can't I? He's a penniless wretch, yet he dares to gamble, and I, Zhao Xianglong, don't?"

The assistant opened his mouth as if to say something, but seeing Zhao Xianglong's bloodshot eyes, he swallowed his words.

"Yes, young master."

Zhao Xianglong, panting heavily, stared at the limit-up price of 23.08 on the screen and said through gritted teeth, "Mysterious forces, you think you can manipulate the market? I'll see if you can still do that tomorrow."

"Tomorrow, I'm going to make money too. I'll show you who the real stock market genius is."

The assistant quietly withdrew and gently closed the door behind him.

After the market closed at 3 p.m., Lu Chenzhou and a group of classmates went back to rest for a while before heading to classroom 304 of the Mingde Main Building at Renmin University.

Some university classes can be skipped selectively, but others cannot, such as this class, "Industrial Economics".

All eyes in the classroom were fixed on the figure by the window.

Lu Chenzhou.

That "Leverage Bro" who used 10x leverage to go all in, accurately predicted three major favorable policies, made nearly 100,000 yuan in a single day, and helped his classmates get rich.

The school bell rang at four o'clock in the afternoon, and a relatively young female teacher walked in.

Chen Ruowei put down her industrial economics textbook, glanced around, and lingered on Lu Chenzhou for a few more seconds before saying, "Good afternoon, students."

Her tall figure, perfectly proportioned curves, and mature charm caused many boys in the classroom to subconsciously adjust their posture, their legs naturally separating from their previous one.

"Good afternoon, Teacher Chen."

After the orderly greetings subsided, Chen Ruowei finished taking attendance, opened her lesson plan, and turned on the PowerPoint presentation. The title immediately caught her eye:

New energy vehicles under the financial crisis

A commotion broke out in the classroom, and many students looked puzzled.

With the shadow of the financial crisis looming over the world, everyone is focused on stock market crashes, economic recessions, and bankruptcies of traditional car companies. Who would turn their attention to new energy vehicles, which are still in their infancy and have been losing money for years?

Chen Ruowei seemed to have anticipated this: "People may find it strange that when teaching industrial economics, we would dedicate a whole class to new energy vehicles at this critical juncture of the financial crisis."

She switched to the PowerPoint presentation, and several charts appeared on the screen: one was the global sales growth curve of new energy vehicles in the first half of 2008, and the other was a comparison chart of the R&D investment of car companies such as BYD and Tesla.

"Data shows that even against the backdrop of a macroeconomic downturn, global sales of new energy vehicles have maintained a year-on-year growth of over 80%."

Behind this lies consumers' extreme pursuit of low operating costs, the pain point of inefficiency in traditional gasoline vehicles, and the industrial transformation brought about by breakthroughs in battery technology.

After speaking for about an hour, the audience began to doze off.

Chen Ruowei turned her gaze to Lu Chenzhou with a hint of expectation: "Lu Chenzhou, you accurately judged the bottom last week when the market was in a state of panic, demonstrating extraordinary insight."

What are your thoughts on new energy vehicles during the financial crisis?

Everyone's expression changed, and they all looked at Lu Chenzhou, eager to know his thoughts.

"I believe that the financial crisis is not a winter for new energy vehicles, but rather a catalyst for their rapid rise."

Upon hearing this, everyone stared at him in disbelief. Had he gone mad?

"First, the financial crisis caused drastic fluctuations in oil prices, making consumers extremely sensitive to the cost of using gasoline-powered vehicles."

The fuel cost of traditional gasoline vehicles is three to five times that of electric vehicles. Against the backdrop of declining income expectations, the extreme cost-effectiveness will attract a large number of price-sensitive users to switch to new energy vehicles.

Secondly, the difficulties faced by traditional automakers during the crisis, with GM and Ford on the verge of bankruptcy, forced them to cut their R&D investment in gasoline-powered vehicles, thus creating market space and a window of opportunity for car manufacturers like BYD.

Third, given the high risks associated with traditional investment channels such as the stock market and real estate market, new energy vehicles, as a rapidly growing emerging sector, are likely to attract the attention of capital seeking long-term returns.

Although it's not the hottest market yet, savvy investors have already started positioning themselves.

More importantly, once the advancements in battery technology and the improvement of charging infrastructure become a trend, it is difficult to reverse it.

This crisis will lead more people to seriously consider and choose new energy vehicles for the first time.

This shift in perception will lay a solid foundation for the explosive growth of new energy vehicles in the future.

A hint of amazement flashed in Chen Ruowei's eyes. His analysis had both macro-level industry logic and micro-level insights into user behavior.

His insights didn't sound like those of a junior in college; they sounded more like those of a seasoned industry analyst.

"A very insightful analysis, especially the view that cognitive change is irreversible, which is highly forward-thinking."

Chen Ruowei's gaze swept across the entire room: "After listening to Lu Chenzhou's point of view, do any other students have different opinions, or anything they would like to add or question?"

Feel free to speak your mind; the classroom is a place for critical thinking.

As soon as he finished speaking, the students all turned to the back row and looked at Zhao Xianglong.

Everyone knows that Zhao Xianglong and Lu Chenzhou are at odds, and everyone wants to see his response.