Daily scan of 13 Xueqiu influencers on 2026-08-15 (Saturday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: through mid-August A-shares keep hovering in a wide range around 4,000 with turnover of RMB 2.5-2.7tn; the AI-hardware ‘eight giants’ cluster changes hands at huge volume while dividend/value (‘old-economy’) names are tugged back and forth by the mutual-fund seesaw. Innovative drugs (≈+28% off the Jun 9 low) and resources (copper, coal, aluminium on price hikes + low inventories + resource nationalism) are the two secondary lines. Key threads today. First, Guan Wocai reiterated (Aug 14) that capital has visibly flowed into old-economy names this year and the old-vs-new seesaw persists until the ‘minimum equity position’ rule for mutual funds changes — a rare institutional-level attribution of style rotation. Second, qzy69 trimmed Yangtze Power, Huaneng Hydro and Midea on new highs (‘no anchoring’ — laodeng names that lead are being sold), and on Aug 13 noted everyone now wants to trade tactically after the state-led band trading. Third, Shan Xing named ByteDance (top1) and Tencent (no.2) the only two ‘super cash printers’ (Aug 12), arguing the market over-focuses on single-quarter capex while ignoring whether AI yields output and whether the legacy cash printer keeps running; he reiterated China’s cloud is ‘uncompetitive on both ends’ and flagged copper supply tightness (Freeport cut guidance, Grasberg slow restart, 2026 global copper output likely negative). Elsewhere: Zhengqq framed Wuliangye as ‘ICU → ward → discharge’ (2026 H1 profit +95%, PB 2.51x at the 3.6% decile, net cash RMB 123.9bn = 42.5% of market cap) but said ‘I haven’t bought yet’; Erniao Shuo’s Weekly 187 confirmed K-shaped divergence is converging with resources a standalone theme (price hikes + low inventories + resource nationalism); Liuyi Jushi pushed his valuation table to V2.2 with stock-bond rebalancing; Taotie Hai noted convertible-bond equal-weight valuation at 114.5 (down from the Jul 31 peak of 117.3) and flagged LOF delistings (the silver-LOF arbitrage era is over); Xiao Kashu said his YTD is only just over 7% and ‘when valuation gets high, I have nothing to say’, urging holders of convertibles maturing in 6-12 months to ‘cherish the escape window’ as Beijing Exchange IPO subscriptions topped RMB 1.4tn; Zhang Yizhen kept tracking China’s first active ETFs (value-leading 50 vs value 100); Chaoji Ludinggong’s July game account returned +14.46% (net assets RMB 19.41m) with electrolytic-aluminium the excess-return driver; HIS1963 posted that ‘oil’ is a cup-and-handle that broke down, still nursing the oil-name drawdown while ‘Kongkong’ fills the hole and ‘Yunyun’ earns — posting mostly family-life notes; Duan Yongping’s most recent clarifiable posts (late Jun–early Jul) reaffirmed his options framework (NetEase/Moutai/Shenhua/Uhal bought outright, no puts sold; Apple where he actively sells calls) and that Pop Mart is a ‘hole-punch’ holding to be accumulated via options over ten years. Youmei remains not retrievable.
- 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)
