Daily scan of 13 Xueqiu influencers on 2026-08-31 (Monday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 24-30) A-shares kept unwinding the crowded AI / high-valuation themes while gold and non-ferrous stayed strong. The strongest new signal this run is Chaoji Ludinggong’s Aug 29 self-post ‘the most concentrated position in my 20 years’ — he sold 15k shares of Shenhua-H at 20.65 and switched into Shaanxi Coal at 13.07, with his electrolytic-aluminum stake now exceeding his former Shenhua size, confirming his proactive de-concentration (Shenhua → Shaanxi Coal + power + aluminum) as the resource cycle turns late (third-party teardown: 2026 H1 -3.77%, June alone -15%, his worst month by absolute amount). Key threads. First, Chaoji Ludinggong (Aug 29): ‘most concentrated position in 20 years’ post; sold Shenhua-H, bought Shaanxi Coal, electrolytic aluminum now > Shenhua; ten-year ~10x / ~24.9% p.a., but H1 -3.77% and June -15% mark the late-cycle self-defense; ’16-character mantra’ holds. Second, Zhang Yizhen (Aug 30): ‘used AI to whip up a personalized ETF dashboard, better than Wind’ plus the Aug 30 EarlETF chart weekly — equity-fund vs tier-1 bond-fund top-resonance gauge (citing qzy69’s method), size-style rotation prism, CSI-dividend yield tracker; ‘strategy diversification’ (half momentum half value), don’t talk direction on shrinking volume, active ETF, BIAS top-call, 15% cash. Third, Shan Xing (Aug 28 RSS active / Jul 24): names a Shenhua-grade company — ‘earned 43.9bn, bought back + dividend 43.9bn, 100% shareholder return, next 3 years all profit to buyback (~130bn+), net debt down 20bn’ — contrasting with the resource drawdowns of HIS1963 and Chaoji Ludinggong; adds ‘oil & gas valued at half of foreign peers’, copper ‘TC -176.42’ and ‘Chinese AI real-economy has no bubble, only secondary-market valuation has a bubble’. Fourth, Duan Yongping (Aug 2-4): ‘quant trading is a zero-sum game, earns the leeks’ money’; ‘the hunter is also the prey, the farmer is different’; Apple covered-call ‘just collecting the premium’; Moutai ‘small steps’; POP MART ‘a hole-punch target’ (second-largest holder, 10-yr hold); Q2 13F stable (191bn / 19 names, added PDD, new Alibaba, cut NVDA / GOOG / MSFT, exited TSMC). Fifth, HIS1963 (Aug 24 / Aug 29): explained COSCO (海控) 80% weight with ‘elementary-school math’ — sold PetroChina, cut Yunlu, used cash to clear margin, apple (COSCO) share 53%→80%; a third-party Aug 29 deep-dive frames him as ‘long-termism is dead, drawdown >30%’ after he admitted in 《立足于悲观》that quantified second-by-second trading and valuation-blind crowding ‘have utterly destroyed value investing’; he反思 his margined PetroChina break below 9 yuan via ‘九宗罪’. Sixth, Guan Wocai (Aug 30 replies): on 《证券分析》/《聪明的投资者》 thresholds and Temu/PDD supply chain; third-party ‘inverse teardown’ — deserted-island portfolio 8-yr +213.6% / 15.36% p.a., low Beta 0.45 from stock-picking not timing; 2026 H1 ‘deep loss’ (Uni-President); new Akeso 2%, sold compute-builder for 2% AI-imaging leader, Kuaishou Kling positive gross margin, Gree 1%→5% over 17 months +3.9%. Seventh, 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); ‘only ~7% YTD’, ‘cherish the escape window’ for 0.5-1yr bonds, Beijiao IPO >1.4tn; joins Taotie Hai’s Aug 30 Xueqiu live. Eighth, Taotie Hai: ‘竖子不足与谋’ tech-crash column (comm/semis -7%+, ChiNext -5.71% / STAR50 -7.70%); convertible equal-weight 2716 -0.30%, valuation 110.5 (bonds more defensive than stocks); Aug 30 live ‘an A-share index that beat the Nasdaq’ (convertible equal-weight +109.48% vs Nasdaq +99.47% over 5 yrs, Xiao Kashu ~+246% over the same window). Ninth, Liuyi Jushi (Aug 30): ‘don’t be fooled by the index name, the 61 valuation table enters V2.2’; ‘dividend yield >5%? 9 major dividend-index thresholds’; old-economy indices recovering, bond sleeve ~40% short-duration, ‘buy low valuation, take profit at high’. Tenth, Erniao Shuo: micro-cap strategy piece (May 11-Jul 22 -28.27%, Jul 23-Aug 14 +18.08%, all 12 prior deep drawdowns recovered to new highs — ‘mid-to-long-term high win rate’); live portfolio = 50% value sword + 50% growth sword. Eleventh, Zhengqq (framework, latest retrievable Jul 23): ‘seen countless tragedies… extreme diversification, only buy low, always keep cash, never chase highs’; stop-loss only when fundamentals deteriorate sharply; leverage warning continues. Twelfth, qzy69: no fresh own post retrieved this run (only cited by Zhang Yizhen for his equity-fund-vs-tier-1-bond-fund top gauge); maintains Aug 19 ‘on the shore’ liquidation. 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)
