Daily scan of 13 Xueqiu influencers on 2026-08-19 (Wednesday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: on Aug 18 the A-share tape rolled over in late trading — the Shanghai Composite -0.5%, Shenzhen -0.87%, ChiNext -0.45%, the STAR 50 -1.11%, with only 1,143 of roughly 5,000 names advancing; innovative drugs (Gan & Lee’s GLP-1 dual-week formulation scored a >EUR 600m out-licensing deal) and a baijiu rebound led, but the move had already narrowed to a handful of core names. Key threads today. First, Zhengqq added a bottom-signal framework (Aug 17): for consumer, healthcare and financial names, ‘the last signal is when bad news no longer sinks the price — that’s basically the bottom; if it doesn’t fall hard on bad news, or recovers in a few days, we’re not far from the low.’ This symmetrically extends his Aug 16 ‘high-dividend is the only strategy with positive alpha’ into a ‘wait for the old-economy bottom’ play: don’t touch this cycle’s hyped tech, use high-dividend as the base, and only add consumer/health/financials once bad news stops hurting. Second, Shan Xing pushed the resource thesis one layer deeper (Aug 17): with oil and gas prices strong but domestic output barely growing (aging fields, slow capex, strategic-reserve limits on development), ‘it’s time to look at resource reserves and grant valuation re-rating, even a premium’ — extending his copper supply-rigidity case (Freeport guidance cut, Grasberg restart underwhelming, 2026 global copper output likely negative) from ‘supply gap’ to ‘reserve scarcity.’ Third, Zhang Yizhen benchmarked the three fund houses’ ETF skills (E Fund / Huabao / Southern) — concluding each supports different data and you must pick per use-case; alongside his active-ETF tracking and ‘eat the CSI 1000 basis, ~40% over four years rides out a bear’ framework, he keeps turning indexation into a practical tool. Elsewhere: Duan Yongping’s Q2 13F is settled (approx $19.1bn / 19 names, Apple 41.05%, Berkshire B 24.18%, PDD 9.99%; exited TSMC and CrowdStrike, new Alibaba) and his ‘ten-year bet: Moutai beats any domestic fund’ meme keeps circulating (Aug 13 chats on 3D printers and Pop Mart mooncakes); Guan Wocai’s Gree position (5%, +3.9% over 17 months, all four sell triggers unbroken, price 40 below anchor 50) is a textbook ‘hold not like’ template; HIS1963 still bag-holding ‘oil’ in silent winter; qzy69’s ‘bull market but I wouldn’t dare’ (sell-house-to-trade) and ‘gjd’s band training makes everyone want to swing’; Taotie Hai’s LOF delisting by 2027-12-31 and convertible equal-weight 114.5; Xiao Kashu’s ‘head-trimming’ phase for new converts, bubble contraction at ~half tenor, preference for >1.5yr small-cap converts, only ~7% YTD; Liuyi Jushi’s Aug 17 dividend/low-vol/cashflow ETF list (recap of the Jun 29 extreme split, strong-cycle: look at PB, bond sleeve ~40% short-duration); Erniao Shuo’s micro-cap read (5/11-7/22 -28.27%, 7/23-8/14 +18.08%, 12 of 12 prior deep drawdowns recovered) and Issue 187 (resources as a standalone theme); Chaoji Ludinggong’s July game account +14.46% on electrolytic-aluminum excess; 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)
