Daily scan of 13 Xueqiu influencers on 2026-08-27 (Thursday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-27) A-shares kept unwinding the crowded AI / high-valuation themes — on Aug 24 the Shanghai Composite fell -0.59% and Hang Seng Tech -3.61% (Alibaba’s HK$80bn discounted placement triggered a sector sell-off) while gold held near $4,717/oz and Brent near $90; on Aug 26 Zhang Yizhen flagged Wind All-A turnover shrinking to 1.89tn (‘after a low volume, a low price?’). The biggest new signal remains Duan Yongping’s post-POP MART interim outburst (Aug 24) and his Q2 13F. Key threads. First, Duan Yongping (Aug 23-24): after POP MART’s interim (rev 171.7bn +23.8%, net 5.04bn +10.1% below the ~1.6bn estimate, stock ~58% off its high) he said ‘the financials look quite good’ and ‘I don’t care about the crowd’s expectations, only the company’s future’, fired back ‘eat your medicine’ at taunts, defined ‘financials’ as ‘the sum of the next ten years of financials’, and advised a 40m-HKD investor ‘50% Moutai / 50% POP MART, hold’. His Q2 13F (cut NVDA / GOOG / MSFT, exited TSMC, added PDD, new Alibaba) stays self-consistent with ‘only buy what I understand’; on MINISO he said ‘有愚没见’ (Aug 20). Second, HIS1963 (Aug 24 disclosure + Aug deep-dive): explained his COSCO (海控) weight rising to 80% — sold PetroChina, cut Yunlu, used cash to clear margin; a third-party Aug 27 piece frames him as declaring ‘long-termism and value investing are dead’, drawdown >30% from this year’s high, with a 2015 (age 52, 170% position, 4% yield) vs 2026 (age 63, 130% position, 5.5% yield) evolution = ‘leave bullets for worse cases’. Third, Zhengqq (Aug 20): ‘今市之颓，非业之衰也，乃叙事之崩也’ (the market’s malaise is not a decline of business but a collapse of narrative); consistent ‘extreme diversification, only buy low, always keep cash, never chase highs’. Fourth, Erniao Shuo: column ‘the broad rally ended in February’ — the ‘Wangwang team’ (state ETF) sold in Feb, the market became a stock-game with a distorted index (4000 ≈ real 3600), quant-dominated; plus Aug 22 portfolio weekly (NAV 6.5, +0.9%, -7.92% YTD, Zijin Mining’s explosive interim, favors innovation drugs + non-ferrous). Fifth, Zhang Yizhen (Aug 26): ‘SWS一级行业相对强弱一览 (08-21)’ and ‘under shrinking volume, no direction’ (Wind All-A +0.36% but turnover down to 1.89tn); Aug 24 ‘ETF flows 2026-08-22’; re-reading Larry Hite’s Market Wizards CTA interview; keeps 5:5 momentum+value, weekly rebalance, 15% cash. Sixth, Shan Xing (Aug 16): copper ‘many mines went from open-pit to underground, harder to develop’; China-incorporated copper output +280% over a decade vs foreign zero growth; continues ‘TC -176.42/t, gap until 2032’ and ‘Chinese AI real-economy has no bubble, only secondary-market valuation has a bubble’. Seventh, Guan Wocai: Kuaishou ‘want to make money should be fast’, Gree 1%→5% over 17 months +3.9%, YTD -5.5% HKD; a third-party Aug 27 deep-dive on his ‘undervalue + contrarian + average win’ system (8-yr deserted-island portfolio +213.6% / 15.36% p.a.). Eighth, Xiao Kashu: recent SSE investor-interview ’10 years 10x! I tiptoed to freedom’ systematizes his ‘timid investing’ (convertible-bond pancakes, ≤10% per name, sell at ~151.9 avg delisted-bond price, rather miss than lose big); continues ‘only ~7% YTD’, ‘cherish the escape window’ for 0.5-1yr-to-maturity bonds, Beijiao IPO >1.4tn. Ninth, Taotie Hai: convertible equal-weight still one-star ‘very high’ (median 134.05), new listings (Zhonglun / Paike), Jiefeng 8/26; no fresh Aug 26-27 post retrieved. Tenth, Chaoji Ludinggong: game account July close 19.413mn, +14.46% month, +10.14% YTD; ’16-character mantra’ continues; no fresh Aug post retrieved. Eleventh, Liuyi Jushi: Aug 17 column ‘dividend / low-vol / cash-flow ETF list’; bond sleeve independent at ~40% short-duration; continues ‘style split → rotation’ call. Twelfth, qzy69: Aug 19 ‘when the tide went out I was on shore’ full liquidation (Changdian / Longxin); recent self-note stock sub-account hit intraday new high on higher dividend weight while main account dragged by Alibaba / CR Gas / Seazen. 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)
