Daily scan of 13 Xueqiu influencers on 2026-08-09 (Sunday, market closed). Today: 12/13 covered (Youmei not retrievable — generic screen name). Key theme: this week (Aug 3-7) A-shares completed a textbook oversold rebound with four consecutive up sessions — Shanghai +2.81% to 3,940, ChiNext +6.55% to 3,563, STAR Composite +10.96% for the week, on RMB 2.66tn turnover; main lines were innovative drugs + AI hardware. Value investors collectively faced ‘tech rallied back’ and shifted posture from defense to ‘won’t participate but won’t deny’. qzy69: ‘second half can still touch 4,000, increasingly like 2021’, yet ‘narrowing is typical of late-stage clustering — won’t participate, won’t pull chestnuts from the fire’. Erniao Shuo’s Weekly 187 shows the K-shaped divergence has clearly converged (margin debt in electronics/telecom falling) and holds 50% Value + 50% Growth. Zhengqq escalated to an institutional critique: ‘piling all capital into one sector manufactures a bubble… expect another calamity’; Duan Yongping clarified his Pop Mart stake dip 7.65%->5.55% on Jul 30 was passive option settlement (puts expiry + calls assigned), not an active sale — ‘a month 4%+ premium, aren’t you satisfied?’; he also called quant trading ‘a zero-sum game’. HIS1963 flags extreme concentration: the ‘eight giants’ traded RMB 240.3bn in a day, ~10% of all A-share turnover. Shan Xing is bullish on CSP but notes China’s clouds are ‘uncompetitive on both ends’; Guan Wocai and qzy69 keep disciplined profit-taking; Taotie Hai tracks convertibles where valuation eased to 116.4 but new-issue subscriptions hit a record ~11m accounts.
- Chaoji Ludinggong
- Liuyi Jushi
- Guan Wocai
- qzy69
- HIS1963
- Zhengqq
- Erniao Shuo
- Zhang Yizhen
- Taotie Hai
- Shan Xing
- Xiao Kashu
- Youmei — not retrievable today (generic screen name)
- Dadao Wuxing(Duan Yongping)
