Daily scan of 13 Xueqiu influencers on 2026-08-14 (Thursday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: through mid-August A-shares have hovered in a wide range around 4,000 with turnover of RMB 2.5-2.7tn; structural extremes persist as the AI-hardware ‘eight giants’ cluster keeps changing 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) and resources (copper, coal, aluminium on price hikes + low inventories + resource nationalism) lead. Key threads today. First, Duan Yongping clarified his options framework (Aug 6): NetEase, Moutai, Shenhua and Uhal were bought outright with no puts sold; Apple is where he actively sells calls; NVDA returned ~30% annualised on capital — puts are merely an order-entry convenience, not a rent-collecting engine, reversing the popular ‘sells puts for income’ narrative. Second, Zhengqq framed Wuliangye as ‘ICU → ward → discharge’ (2025 revenue -55% by design, 2026 H1 profit +95%, PB 2.51x at the 3.6% decile of a decade, net cash RMB 123.9bn = 42.5% of market cap) but said ‘I haven’t bought yet’ — framework bullish, hands still. Third, Shan Xing named ByteDance and Tencent the only two ‘super cash printers’ (Aug 12), arguing the market over-focuses on single-quarter capex/free-cash-flow while ignoring whether AI spend yields output and whether the legacy cash printer keeps running; he reiterated China’s cloud is ‘uncompetitive on both ends’. Elsewhere: Guan Wocai attributed the old-vs-new seesaw to the ‘minimum equity position’ rule for equity funds and said it persists until the rule changes; qzy69 trimmed Yangtze Power, Huaneng Hydro and Midea on new highs (‘no anchoring’); Xiao Kashu noted his YTD is only just over 7% and urged holders of convertibles maturing in 6-12 months to ‘cherish the escape window’ as Beijing Exchange IPO subscriptions topped RMB 1.4tn; Taotie Hai flagged LOF delistings (the silver-LOF arbitrage era is over) and Beijing Exchange lot winning rates of 0.018%; Liuyi Jushi pushed his valuation table to V2.2 with stock-bond rebalancing; Erniao Shuo’s Weekly 187 confirmed K-shaped divergence is converging with resources a standalone theme; Zhang Yizhen kept tracking China’s first active ETFs; Chaoji Ludinggong’s July game account returned +14.46% (net assets RMB 19.41m); HIS1963 has gone quiet on investing, posting only family-life notes while still nursing the oil-name drawdown from his June ‘eventful summer’.
- 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)
