Daily scan of 13 Xueqiu (雪球) influencers. Today: 12/13 covered (优美/Youmei screen name too generic to retrieve). Market context: AI hardware / compute chain strength vs. robotics pullback; public-fund AI holdings at 58.57% crowding extreme; KOSPI semiconductor weight warning from Korean regulators.
- Chaoji Ludinggong (超级鹿鼎公) — No new post (latest ~Sep 1). High-dividend / defensive framework; 24x return over 12 years.
- Liuyi Jushi (六亿居士) — No new post (latest Sep 11). Selling-discipline / red-dividend & low-vol system; ~40% short-duration bonds.
- Guan Wocai (管我财) — Active Sep 15 — robot-dignity quip in a thread; undervalued contrarian + option-premium (sell put) framework.
- qzy69 — Active Sep 14 — ‘3700-4100 range, bought some dips’; re-posted 公公’s ‘don’t deploy all cash at once’.
- HIS1963 — No new post (latest Aug 24). Cleared margin after crude-oil loss; high-dividend / ‘interest-bearing cash’ logic.
- Zhengqq (郑qq) — No new post (latest Sep 5). Extreme diversification, only buy low; ‘domestic market too weak’ view.
- Erniao Shuo (二鸟说) — Stopped updating on Xueqiu (latest Aug 22). Fund/micro-cap strategy; WeChat still active.
- Zhang Yizhen (张翼轸) — Active Sep 15 — column ‘有行，有止’ (Lin Xingzhi obituary) + value100/growth100 rebalance reply; Sep 13 chart weekly.
- Taotie Hai (饕餮海) — No new post (last confirmed ~Sep 12). Convertible-bond nightly signal resumed after Aug absence.
- Shan Xing (山行) — Active Sep 14 — two columns: ‘AI hardware mania vs. financial manias’ + Dongpeng Beverage valuation logic.
- Xiao Kashu (小卡叔) — Stopped updating on Xueqiu (latest ~Jul 20). Convertible-bond ‘slow is fast’ discipline.
- Youmei (优美) — Not retrieved — screen name too generic, search results flooded by funds/PMs.
- Dadao Wuxing / Duan Yongping (大道无形我有型) — Active Sep 12 — clarified Pop Mart / Li Dan link (‘Wang Ning’s WeChat given by Li Dan’); ‘buy business, not ticker’.
