Xueqiu Big-V Daily Watch · 2026-07-31

Daily scan of 13 Xueqiu influencers on 2026-07-31. Today: 12/13 covered (Youmei not retrievable). Key theme: extreme divergence between crowded tech at highs and abandoned value/dividend names; several value investors flag discipline-based profit-taking while Duan Yongping sells puts on AI and storage.

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