Daily scan of 13 Xueqiu influencers on 2026-09-05 (Saturday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: A-share tech stayed violently choppy into Sep 4 (semiconductor ETF limit-down, optical-comm / consumer-electronics led the selloff, robots / metals / AI-hardware rotating), Moutai’s 2026 interim (¥92.2bn revenue) landed with baijiu still weak, and US tech (storage / optical-comm / AI-cloud) kept whipsawing. Key threads today. First, Duan Yongping was highly active Aug 24–Sep 4: he defined ‘good financials’ as the sum of the next ten years’ reports (Aug 24), said Occidental is ‘mostly sold calls’ (Aug 29), and on Sep 4 told a true cautionary tale of a trader who grew $20k to $2bn on heavy margin yet was never happy and nearly wiped out in a crash — reinforcing ‘leverage never brings happiness.’ Second, Shan Xing published Sep 4 columns ‘A Short History of Financial Manias’ against the AI-hardware frenzy (‘the industry is real, the price may not be’) plus a Dongpeng Beverage interim review, reiterating his Shenhua-level ‘¥43.9bn earned = ¥43.9bn bought back / paid out, 100% shareholder return, ~¥130bn+ over three years’ undervaluation anchor and copper-supply rigidity. Third, Zhang Yizhen stayed busy Sep 1–4: an AI-built personalized ETF dashboard (‘better than Wind’), the Growth100 August rebalance, ETF subscription / redemption stats, and a new QDII-quota note — reaffirming ‘leave 15% cash, fear missing the upside less than a big drawdown.’ Fourth, Guan Wocai was active Sep 1–3: the ‘dog-poop trench,’ interim-season disgust, a ‘blind men and the elephant’ metaphor on cognitive limits, mean-reversion across gross margin / ROE, and a Yili 1H teardown. Elsewhere: HIS1963 (Aug 21–24) cleared margin, called 2026 his hardest year in two decades, and explained his COSCO ‘80% weight’ was a passive post-deleveraging artifact; Chaoji Ludinggong’s Aug 29 ‘most concentrated position in 20 years’ (rotating Shenhua-H into Shaanxi Coal / aluminum); Liuyi Jushi’s Aug 20 ‘dividend yield >5%’ thresholds; Erniao Shuo’s Aug 22 Issue 189 micro-cap read; Taotie Hai’s Aug 19 US-tech selloff note; Xiao Kashu’s ‘cowardly investing’ interview; Zhengqq’s Jul 23 leverage warning; qzy69 no fresh post. 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)
