Daily scan of 13 Xueqiu influencers on 2026-09-01 (Tuesday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 27 – Sep 1) A-shares opened low and closed high on 8/31 (Shanghai Comp +0.86% to 3986.30, ChiNext +0.42%), and on 9/1 morning AI applications became the new main line while coal surged (Shaanxi Coal hit a record high) and the ‘existing-home sales’ real-estate reform (Aug 28) took effect; the US stocks fell on 8/31 (S&P -0.33% / Nasdaq -0.12% / Dow -0.70%, Tesla +5.51%, China ADR -2.19%), Brent 90.49 / WTI 85.76 / COMEX gold 4497, the 10Y UST at 4.75% (highest since Jan 2025) with a ~58%+ Sept hike probability. The strongest new signals this run. First, Zhang Yizhen (Aug 27, timestamp corrected): previously mislogged as Aug 30, his ‘used AI to whip up a personalized ETF dashboard, better than Wind’ column (Nasdaq-ETF Huatai page @Zhang Yizhen, Aug 27 07:32) delivers N-day change / IOPV premium / 20-day BIAS as a personalized board — tooling the style rebalancing. Second, Xiao Kashu (Aug 31): on the ‘existing-home sales’ reform — Poly Developments gap-up then down, judged neutral-to-bearish for SOE developers; plus a ‘yield mess’ post revealing his real book (pure-equity account ~3.5%, peak 6%, drawdown <3%, 70% invested, cash vs holdings ~1:1, near-maturity bonds not falling, actually under 60%) — consistent with his ‘rather miss than lose big’ timid-investing core. Third, Liuyi Jushi (Aug 20): ‘dividend yield >5%? 9 major dividend-index thresholds’ with the V2.2 valuation table, putting ‘buy low valuation, take profit at high’ on an operable scale. Fourth, Taotie Hai (Sep 1 morning briefing): 8/31 CSI Convertible Bond -0.19% to 494.91, turnover 52.02bn, close median 134.63 yuan, 100-yuan parity premium 41.94%; Aopu convertible +8.58%, Sifang convertible (113710) opens subscription 9/3, Chun 23 delisted 8/31 — convertibles still elevated but turnover shrinking, Aopu locally active and Sifang a new-issue cue. Fifth, Duan Yongping: POP MART (09992) continues — HK$156.1 -1.64%, 52-week high 339.8 (down ~54% from peak); H1 revenue 171.7bn +23.8%, net 50.4bn +10.1% below expectation; ‘Moutai + POP MART each half’; Q2 13F stable (191bn / 19 names, added PDD, new Alibaba, cut NVDA / GOOG / MSFT, exited TSMC). Sixth, Shan Xing: keeps naming 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’ — explicitly China Shenhua; adds ‘oil & gas valued at half of foreign peers’, copper ‘TC -176.42’ and ‘Chinese AI real-economy has no bubble’. Seventh, Chaoji Ludinggong (Aug 29): self-post ‘most concentrated position in 20 years’ — sold Shenhua-H at 20.65, switched into Shaanxi Coal at 13.07, electrolytic-aluminum stake now exceeding former Shenhua; 2026 H1 -3.77%, June alone -15% (worst month by absolute amount); proactive de-concentration as the resource cycle turns late. Eighth, HIS1963 (Aug 24 / Aug 29): admitted in 《立足于悲观》that ‘long-termism and value investing are dead’, after margined PetroChina broke below 9 yuan with drawdown >30%, reflecting via ‘九宗罪’; COSCO 80% (sold PetroChina, cut Yunlu, cleared margin), future dividend yield the #1 metric, ‘live off the dividend through winter’. Ninth, Guan Wocai: deserted-island portfolio 8-yr +213.6% / 15.36% p.a., Beta 0.45; 2026 H1 ‘deep loss 5.5% (HKD)’; Gree 1%→5% over 17 months +3.9%; sold compute-builder for 2% AI-imaging leader, Kuaishou Kling positive gross margin. 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): ‘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 others); maintains Aug 19 ‘on the shores’ 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)
