Use when evaluating A-share limit-up (涨停板) setups through Chen Hao's sentiment and momentum lens: market emotion cycles, board strength, follow-through, and short-term aggressive momentum trading.
Use when evaluating stocks through Dan Bin's long-term compounder lens: buy great companies, hold through volatility, and let time do the work. Focus on consumer, pharma, and tech compounders.
Use when evaluating stocks through Deng Xiaofeng's cycle-and-industry lens: deep industry research, cycle position awareness, supply-demand dynamics, and buying leaders at cycle bottoms.
Use when evaluating stocks through Duan Yongping's benfen (本分) value investing lens: good business, right price, long hold, understand what you own, and stay within your circle of competence.
Use when evaluating stocks through Feng Liu's weak-hand (弱者体系) reverse investing lens: assume you have less information, seek asymmetric risk/reward, buy at points of maximum pessimism, and manage position by probability.
Use when evaluating markets through Li Bei's macro hedge lens: regime identification, trend + contrarian timing, position management by conviction, and risk control for drawdown.
Use when evaluating stocks through Qiu Guolu's value-quality lens: stay within circle of competence, focus on industry leaders with structural advantages, and demand simple clear thesis before investing.
Use when evaluating macro trends through Shi Hanbing's interest-analysis (利益分析法) lens: trace who benefits from what policy, follow the money, and predict macro direction from incentive structures.