Daily scan of 13 Xueqiu influencers on 2026-09-07 (Monday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: A-share’s crowded tech trade stayed fragile after last week’s multi-kill — semiconductor ETF hit limit-down, optical-comm / consumer-electronics led the selloff, and high-premium LOFs ‘repaid their debt’ in a single session (Global Chip LOF limit-down, Guotou Silver LOF -5.9%, Southern Crude LOF -9.26%); disclosed mutual-fund 2Q holdings show AI at 58.57% (vs ~35% peaks in 2015 TMT / 2021 Mao index); Moutai’s 2026 interim (¥92.2bn revenue) landed with baijiu still weak; innovation drugs a phased theme. Key threads today. First, Zhang Yizhen stayed busy through the weekend: on Sep 6 he published ‘Build an AI-powered personalized ETF dashboard — better than Wind’ (N-day change / IOPV premium / 20-day BIAS), and his Sep 6 chart weekly cited qzy69’s ‘equity-fund vs tier-1 bond-fund top-convergence’ indicator — tooling plus momentum as his throughline; he also reiterated cutting equity from ~70% to just over 50% (‘earning beats earning more’). Second, Shan Xing published Sep 6 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, Duan Yongping (Aug 24–Sep 4) called ‘good financials’ the sum of the next ten years’ reports (Aug 24), said Occidental is ‘mostly sold calls’ (Aug 29), 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 (‘leverage never brings happiness’), and said he ‘cannot understand the necessity of humanoid robots’; HIS1963 (Aug 21–24) cleared margin and called 2026 his hardest year in two decades; Chaoji Ludinggong’s Aug 29 ‘most concentrated position in 20 years’ (rotating Shenhua-H into Shaanxi Coal / aluminum); Liuyi Jushi’s Aug 17 dividend/low-vol/cashflow ETF lists; Guan Wocai’s Sep 1 ‘dog-poop trench’ + interim-season disgust; Erniao Shuo’s Aug 22 Issue 189 micro-cap read; Taotie Hai’s Aug 19 US-tech selloff note; Xiao Kashu on ~11-month hiatus; Zhengqq’s Jul 23 leverage warning; qzy69 active Sep 5 but no new post Sep 7. 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)
