Daily scan of 13 Xueqiu influencers on 2026-08-10 (Monday, first session of the new week). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: last week (Aug 3-7) A-shares posted four straight up sessions — Shanghai +2.81% to 3,940.04, Shenzhen Component +5.39%, ChiNext +6.55% to 3,563.12, STAR Composite +10.96% for the week, Friday turnover RMB 2.68tn with 2,800+ gainers; leadership came from innovative drugs (H1 China license-out deals ~USD 99.7bn, ~2x full-year 2024) and AI hardware (Goldman lifted its 2028 AI-server PCB/CCL forecast to USD 84bn/48bn). Three fresh threads emerged today. First, leverage became the single most unanimous warning: after Juanmao Ge lost 96% and deleveraged, rumours spread that influencer Kouzhao Ge turned a RMB 180m July paper profit into a RMB 67m loss near margin call. Guan Wocai (‘congrats on deleveraging — getting rich once in life is enough’), Zhengqq (‘how else do you lose 96% without leverage’) and Duan Yongping (‘if you understand investing you don’t need leverage; if you don’t, you certainly shouldn’t’) converged independently. Second, HIS1963 framed the market’s two extremes in one breath: the ‘eight giants’ traded RMB 240.3bn in a single day (~10% of all A-share turnover) while his own heavily-weighted oil names managed just RMB 3.1bn — a 77x liquidity gap. Third, Chaoji Ludinggong’s full trading-account holdings surfaced (end-July): net assets RMB 19.41m, 96.3% invested, +14.48% in July, led by Yangtze Power 20.53%, Shenhuo 15.78%, Yunnan Aluminium 11.66% — the aluminium chain alone is ~31.6%, echoing Erniao Shuo’s Weekly 187, which for the first time elevated ‘resources’ (price hikes + low inventories + resource nationalism) to a standalone theme alongside the oversold rebound. Elsewhere: Duan Yongping disclosed his options framework for the first time (NetEase, Moutai, Shenhua and Uhal were bought outright with no puts sold; Apple is where he actively sells calls; NVDA returned ~30% annualised on capital deployed); Zhengqq added Qiaqia on ‘turnaround plus cheap, no moat’; Xiao Kashu warned that convertibles maturing in 6-12 months carry inflated option value and urged holders to ‘cherish the escape window’, noting Beijing Exchange IPO subscriptions have topped RMB 1.4tn while his own YTD return is only just over 7%; Taotie Hai logged convertible valuation easing to 116.4 with new-issue subscriptions near a record 11m accounts; Shan Xing stayed bullish on CSPs while calling China’s cloud players ‘uncompetitive on both ends’; Zhang Yizhen tracked the first 18 active ETFs filed in China; Liuyi Jushi published part two of his stock-bond rebalancing series; qzy69 still sees Shanghai ‘touching 4,000 in H2, increasingly like 2021’ while refusing to join late-stage clustering.
- 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)
