Daily scan of 13 Xueqiu influencers on 2026-08-16 (Sunday). 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, now in a main uptrend) and resources (copper, coal, aluminium on price hikes + low inventories + resource nationalism) are the two secondary lines, while the low-risk arbitrage track keeps shrinking (LOF delistings, convertible-bond valuation still near historic highs, a ‘repayment day’ for high-premium LOFs on Aug 15). Key threads today. First, Duan Yongping’s Q2 13F (disclosed Aug 16) shows a sharp cut in Nvidia (−54.6%, still ~$1.26bn held), Google (−46.9%), Microsoft (−25.8%) and UnitedHealth (−33.6%), while adding PDD (+26.7%, now no.3 at 10.0%), a new Alibaba position, and a small Apple trim (−6.4%, still no.1 at 41.1%) — total ~$19.1bn across 18 names, top-5 at 89.3%. This fits his late-Jul/early-Aug framing (sell Apple calls for premium, ‘quant trading is a zero-sum game’, ‘the hunter is also the prey; be a farmer’). Second, Shan Xing pushed his copper thesis to the data layer (Aug 14): over the past decade Chinese-listed copper output grew 280% while non-Chinese output was flat, global demand grows 2-3% a year, a structural tight balance ‘unlikely to ease soon’; he reiterated ByteDance and Tencent as the only two ‘super cash printers’ (Aug 12) and copper supply tightness (Aug 5). Third, Guan Wocai dissected Tencent’s interim results (Aug 12): strong revenue but rising capex and falling net cash squeeze future buybacks/dividends — ‘now is the stage where growth names disdain the growth while old-economy names complain about too little shareholder return’. Elsewhere: qzy69 warned against selling-the-house-to-trade (‘still a bull market, but I wouldn’t dare’) and reiterated ‘everyone wants to trade tactically after the state-led band trading’; HIS1963’s ‘vertical-ladder’ arbitrage (sell CPO-up to buy PetroChina, vice versa) and his ‘ChiNext PE ≈ 2x Nasdaq’ observation; Zhengqq framed A-share great-company buy-and-hold as ‘much harder in practice’ and kept Wuliangye as ‘ICU→discharge’ but ‘I haven’t bought’; Erniao Shuo’s Weekly 187 confirmed K-divergence converging with resources a standalone theme; Liuyi Jushi pushed his valuation table to V2.2; Taotie Hai noted convertible-bond equal-weight valuation at 114.5 (down from the Jul 31 peak of 117.3) and flagged LOF delistings; Xiao Kashu and the looming ‘escape window’ on near-maturity converts; Zhang Yizhen explained using annual max drawdown to break FOMO and kept tracking active ETFs; Chaoji Ludinggong’s July game account returned +14.46%; 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)
