Daily scan of 13 Xueqiu influencers on 2026-08-02. Today: 12/13 covered (Youmei not retrievable). Key theme: the tech-to-dividend rotation is intensifying — Taotie Hai notes semiconductors are now ~40% below their highs while ICBC and CCB hit record highs and old-economy names bounce; Shan Xing says the AI ‘fever’ is cooling and the liquidity crunch has eased, yet absolute-value funds still hurt and quant-driven ‘mechanical’ moves distort the tape; Duan Yongping stays contrarian — selling SpaceX/Tesla/PLTR puts while building his Pop Mart stake (2nd-largest holder, ~7.65%, ‘won’t sell for 10 years’); super-value players (qzy69, HIS1963, Guan Wocai) keep disciplined profit-taking and candid self-reflection in an extreme bifurcation market.
- 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)
