Daily scan of 13 Xueqiu influencers on 2026-08-21 (Friday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-21) old-economy ‘LaoDeng’ blue chips took a sharp leg down — 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 20) 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, HIS1963’s ‘only eat dividends to survive the winter’ (Aug 20-21): 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》, and admitted he is now in the red YTD — the LaoDeng value camp is facing its harshest drawdown this cycle. Second, Shan Xing’s refined AI-bubble take (Aug 20): China’s AI industrially has no bubble — capex is modest vs the US and cash flows are healthy; any bubble exists only in secondary-market valuations of some names whose margins are still OK. He also flagged gold: China imported 163t in May (a record since Mar 2024), +76% YoY for the first five months, and argued some gold miners are ‘extremely undervalued even at gold $4,000.’ Third, Zhang Yizhen ‘waiting for direction’ (Aug 20-21): WanDe full-A shrank to 2.16tn, pierced the 250-day MA then recovered; alongside his ETF flow stats, SW industry relative strength and EarlETF momentum model, he is deepening active-ETF research (Capital Group’s multi-manager structure, 《长线致胜》) and notes the revised US CAPE is ‘crying wolf.’ Elsewhere: Chaoji Ludinggong’s July game account +14.46% on electrolytic-aluminum; Liuyi Jushi’s style-rotation / dividend-low-vol-cashflow ETF lists; Guan Wocai’s 荒岛组合 (8yr +213.6%, 15.36% annualized) and Gree four sell-triggers; qzy69’s ‘new-high-then-trim / gjd band training’; Zhengqq’s ‘bad-news-no-drop = bottom’ (Aug 17) plus stop-loss discipline (基本面恶化第一时间止损); 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; Duan Yongping’s Q2 13F settled (Apple 41.05%, Berkshire B 24.18%, PDD 9.99%; exited TSMC and CrowdStrike, new Alibaba) plus his Jul 24-Aug 4 Q&A on leverage/shorts/quant-zero-sum/hunter-vs-farmer/Moutai; 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)
