Daily scan of 13 Xueqiu influencers on 2026-08-08. Today: 12/13 covered (Youmei not retrievable). Key theme: A-shares logged a 4-session rally (Shanghai +1.02% to 3,940; ChiNext 50 +2.51%) on Aug 7 while the dividend index slipped -0.13% — capital keeps seesawing between ‘tech offense’ and ‘dividend defense’. HIS1963 flags extreme concentration: the ‘eight giants’ (Innolight, Eoptolink, CXMT, etc.) traded RMB 240.3bn in a single day, ~10% of all A-share turnover. Duan Yongping’s Pop Mart stake dipped 7.65%->5.55% on Jul 30 — but this was passive option settlement (puts expiry + calls assigned), not an active sale; he calls it ‘running an insurance company’ collecting premiums. Shan Xing is bullish on CSP yet notes China’s clouds are ‘uncompetitive on both ends’ (higher equipment cost, lower prices) vs AWS/Azure. qzy69 and Guan Wocai keep disciplined profit-taking (‘sell at new highs, no anchoring’); Erniao Shuo and Zhang Yizhen pivot to balanced/quant-diversified allocations; Taotie Hai tracks convertible bonds 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)
