Today’s big gamble delivered a deeply satisfying result. From the afternoon onwards, every single one of the “15 Sector Leaders” I listed was glowing red — not a single one in the green. And each one delivered a solid return. East Money in particular hit a stunning 15% gain.
This is genuinely hard to pull off. Unless the core logic is absolutely airtight, it’s nearly impossible for all fifteen reference targets to confirm at once.
Even an Olympic shooting champion couldn’t land fifteen consecutive bullseyes.
So I sincerely hope you’ll add these fifteen stocks to your watchlist.
To be clear — I’m not recommending you buy them. But if you’re serious about playing this game, shouldn’t you at least pay attention to the leading characters of this era?
These sector leaders have extraordinary pulling power. Like the biggest celebrities in entertainment, they attract all the resources and capital to themselves.
If you’re ignoring them while betting on has-beens and forgotten names — hoping for some comeback — that’s a pretty aggressive play.
Here are the “15 Sector Leaders” again for reference.
Now let’s talk about today’s victory. Seven words sum it up: Baijiu leads, and all rejoice.
As long as the King of Baijiu stays healthy, it gives the other 8,000-plus companies — large and small — the confidence to charge in, bringing hundreds of billions in fresh capital stockpiled since New Year’s.
“Why panic? Big brother’s holding the line!”
So this pullback actually became a buying opportunity for another wave of investors. Every dip got bought, every dip saw a reversal.
It’s not that the market didn’t want to correct — it’s that the volume of incoming capital was simply too massive to be contained.
I’ll be honest: days like this are genuinely comfortable. I personally added another seven-figure gain in a single session.
Now I want to say something extra about risk.
I’ve mentioned three risks before: the King of Baijiu’s health, the approach of Chinese New Year and the 3,800-point level, and the disruption coming from the U.S.
But today I want to discuss a fourth risk — the risk of being left entirely outside the wave of wealth creation.
In other words: the risk of simply holding RMB.
This is actually the greatest risk of all. Every investment carries the possibility of gain or loss. But holding pure cash is unique — it only goes one direction: down.
Let me ask you one question: Have you noticed that since two years ago, every expense you have has grown larger? That everything seems to cost a bit more?
This isn’t just a first-tier city phenomenon. I recently traveled through quite a few areas in Central China, and compared to three years ago, I can clearly feel that all costs are up at least 20%. Spread across each year, that’s a modest-sounding 7% — but flip the perspective, and you arrive at a sobering truth: the wealth you’ve worked so hard to save, the pennies you’ve pinched and sacrificed for, if it’s sitting in cash, it has already lost 20% of its value. And it will keep accelerating.
I’m not making any demands or giving any advice here. I just want to point out a truth you should know — before the frog gets boiled alive without realizing it.
So — not right now, not this instant, not immediately — but at some point soon, you really do need to find a more stable and solid home for your wealth.
Since we’re talking about RMB, let’s briefly touch on USD.
I won’t ask where your USD comes from or what you plan to do with it. But if I can summarize the Chinese market with “15 Sector Leaders,” then for the USD arena, I personally only favor Tencent (the Penguin) and Bilibili (the Little Station).
Let me be clear again: everything I write here is purely my own thinking. It is not investment advice. I can be wrong, I can lose, I can be proven wrong.
But if you’re going to consider it, make sure your position is one you can hold firmly for at least three years without wavering.
The reasoning is simple and direct.
On Tencent: given Alibaba’s current situation, their capital operations will almost certainly remain conservative for an extended period. That conservatism means they’ll stay focused on their core businesses rather than aggressively expanding into new territory. Over the next year or two, Tencent will stand unrivaled — enjoying the best positioning and priority in the investment landscape.
The competition between Tencent and Alibaba hasn’t been about their core businesses for a long time. It’s about who bets correctly on the next decade. With Alibaba temporarily stepping back from the table, Tencent’s advantage speaks for itself.
On Bilibili: the new generation is increasingly wealthy and increasingly discerning. As a long-term Bilibili user myself, I’ve watched it transform time and again — from a simple anime streaming site, to incorporating entertainment and idol fan culture, to today standing as a sprawling platform that covers virtually every topic imaginable.
The key is that it still hasn’t become too transactional. That leaves a lot of room for the story to develop.
Finally, here’s your homework assignment for today.
Go pull up the 20 best-performing public mutual funds from 2020 to the present. Then look at their holdings, one by one.
I already know the answer. And once you do the work, you’ll realize you already knew the answer too.
But the knowing only lands when it comes through your own hands. Some things, no matter how many times someone else has done them, you have to walk through yourself from the beginning.
That’s what we call accumulation.