Daily scan of 13 Xueqiu influencers on 2026-08-28 (Friday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-28) A-shares kept unwinding the crowded AI / high-valuation themes while gold and non-ferrous stayed strong; on Aug 27 the Nasdaq fell -2.48% and the S&P 500 -1.47% but both rebounded on Aug 28 (Nasdaq +0.43%), and the public-fund Q2 disclosure showed AI holdings hit an extreme 58.57% (vs 35% peaks in 2015 TMT / 2021 Moutai); the dividend-low-vol ETF (Huatai) saw redemptions from 30.17bn to 28.85bn units after July’s rally. The biggest new signal is Duan Yongping’s Aug 20 ‘five quotes’ thought map. Key threads. First, Duan Yongping (Aug 20): ‘I basically don’t read financial reports’ / ‘what do people who don’t understand a company look at? financial reports?’ — separating ‘understanding the business’ from ‘reading the numbers’; ‘very few companies sustain 10+ years of linear growth — even my Subor grew 100%+ a year but broke at year 7’; POP MART inventory vs Apple (low unit value, high freight — metrics must sit inside the business model); ‘if you’re not a long-term holder, just stay away’; and a clean拆解 of Sell Put — market maker earns the spread, broker earns commission, casino earns probability. On MINISO he said ‘有愚没见’ (Aug 20) and calls himself Wang Ning’s fan / POP MART’s second-largest block holder; his Q2 13F stays stable (191bn / 19 names, added PDD, new Alibaba, cut NVDA / GOOG / MSFT, exited TSMC). Second, HIS1963 (Aug 24): explained his COSCO (海控) 80% weight with ‘elementary-school math’ — sold PetroChina, cut Yunlu, used cash to clear margin, so the apple (COSCO) share rose 53%→80%; reaffirms ‘future dividend yield is the #1 criterion’ and admits the margined PetroChina break below 9 yuan was a painful blow — ‘I will be very cautious with margin, even abandon it unless a crash’; a third-party Aug 28 deep-dive frames him as ‘long-termism is dead, drawdown >30%’. Third, Xiao Kashu: his SSE investor-interview ’10 years 10x! I tiptoed to freedom’ systematizes ‘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. Fourth, Zhang Yizhen: re-reading Larry Hite’s Market Wizards CTA interviews (‘from a half-blind boy to a $1bn CTA’), ‘active ETF: first 18 filed, can see daily holdings’, ‘OpenAI personal finance — will China’s version be far?’, and ‘BIAS made me top in July’; keeps 5:5 momentum+value, weekly rebalance, 15% cash. Fifth, Shan Xing (Jul 24): named a company ‘earned 43.9bn, bought back + dividend 43.9bn, 100% shareholder return, next 3 years all profit to buyback (≈130bn+)’ (likely Shenhua); continues copper ‘TC -176.42, gap until 2032’, ‘Chinese AI real-economy has no bubble, only secondary-market valuation has a bubble’. Sixth, 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 deep-dive on his ‘undervalue + contrarian + average win’ system (deserted-island portfolio 8-yr +213.6% / 15.36% p.a., low beta from stock-picking not timing). Seventh, Taotie Hai: ‘竖子不足与谋’ tech-crash column (comm/semis -7%+, ChiNext -5.71% / STAR50 -7.70%, only humanoid robots / gold / coal / liquor / appliances up); convertible equal-weight 2716 -0.30%, valuation 110.5 (bonds more defensive than stocks); Beijiao new IPOs Oulun / Longxin. Eighth, Erniao Shuo: ‘the broad rally ended in February’ — the ‘Wangwang team’ sold ETFs in Feb, the market became a stock-game with a distorted index (4000 ≈ real 3600), quant-dominated; a micro-cap strategy piece (May 11-Jul 22 -28.27%, Jul 23-Aug 14 +18.08%, ‘mid-to-long-term high win rate’). Ninth, Zhengqq (Aug 10): ‘if fundamentals deteriorate sharply or the key assumption changes, stop-loss immediately; if price falls but fundamentals are fine, why stop-loss?’ — consistent extreme diversification, only buy low, always keep cash, never chase highs. Tenth, Liuyi Jushi (Aug 17): dividend / low-vol / cash-flow ETF list; bond sleeve independent at ~40% short-duration; ‘buy low valuation, take profit at high valuation’, if the market tops 60°C in 2026 keep folding the umbrella. Eleventh, Chaoji Ludinggong: game account July close 19.413mn, +14.46% month, +10.14% YTD; ’16-character mantra’ continues; no fresh Aug post retrieved. Twelfth, qzy69: Aug 19 ‘when the tide went out I was on shore’ full liquidation (Changdian / Longxin); his top-estimation metric (equity fund vs tier-1 bond fund) cited by Zhang Yizhen; no fresh Aug post retrieved. 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)
