Daily scan of 13 Xueqiu influencers on 2026-08-23 (Sunday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-23) old-economy ‘LaoDeng’ blue chips kept sliding — Shenhua from a 51 high five days ago to 43 (about -16%), Changdian -3%, ICBC/CCB -3%, offshore oil lower; HIS1963 now says ‘only eat dividends to survive the winter’ and admits he started losing money YTD while the CSI300 is +5%. A-share (per Zhang Yizhen Aug 18-21) is stuck in a narrow range, WanDe full-A turnover shrank to ~2.16tn, briefly pierced the 250-day MA then bounced — the market is waiting for direction. Key threads today. First, Shan Xing’s new ‘reserve-value re-rating even premium’ pivot (Aug 22): with oil/gas prices strong but domestic output lagging (‘don’t they want to earn money?’), he argues ‘it’s time to look at resource reserves and grant valuation re-rating even a premium’; he also flagged LME copper’s Aug 17 spot premium of $478/t — the largest since the 2021 squeeze — and re-shared his deep-dive that Chinese copper output +280% vs zero foreign growth over the past decade, pushing the resource thesis from ‘supply rigidity’ down to ‘reserve re-rating.’ Second, HIS1963’s ‘only eat dividends to survive the winter’ (Aug 20-22): with oil/ICBC/CCB/Changdian/Shenhua all falling, he reiterated future dividend yield is his #1 stock-picking metric, published 《炒股套成股东了》and 《只能吃股息过冬了》on Aug 22, and admitted he is now in the red YTD with YTD profit drawn down ‘more than ten points’ — the LaoDeng value camp is facing its harshest drawdown this cycle; on Aug 23 a third-party long-read codified his 20-year dividend-yield philosophy. Third, Guan Wocai’s candid YTD -5.5% (HKD) and recent rotation: he sold some $算力(01263)$ and bought 2% $AI影像龍頭(01024)$, openly admitting ‘YTD already a huge loss of 5.5%’ (in HKD), while his 荒岛组合 still shows 8yr +213.6% / 15.36% annualized and Gree four sell-triggers hold. Elsewhere: Chaoji Ludinggong’s July game account +14.46% on electrolytic-aluminum; Liuyi Jushi’s style-rotation / dividend-low-vol-cashflow ETF lists; qzy69’s ‘new-high-then-trim / gjd band training’; Zhengqq’s ‘bad-news-no-drop = bottom’ (Aug 10) plus stop-loss discipline; Erniao Shuo’s ‘broad rally ended in Feb’ (汪汪队 sold ETFs) and micro-cap V; Taotie Hai’s convertible equal-weight & LOF delisting by 2027-12-31; Xiao Kashu’s ‘head-trimming’ new converts, >1.5yr small-cap converts, only ~7% YTD; Zhang Yizhen’s ETF flow stats (Aug 18), ‘招银理财 half-year barely profitable’ (Aug 22) and AI-Agent office-app observations (WorkBuddy / 千问办公, Aug 22-23); Duan Yongping’s Q2 13F settled (Apple 41.05%, Berkshire B 24.18%, PDD 9.99%; exited TSMC and CrowdStrike, new Alibaba) plus his Aug 14 Q&A (Apple ‘not cheap’, POP MART ‘still in the excited phase’) and Aug 20 posts (‘buying a piece of a good company is investing’, ‘POP MART is fine’, ‘Meituan’s moat not wide enough’); 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)
