Daily scan of 13 Xueqiu influencers on 2026-08-24 (Monday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-24) old-economy ‘LaoDeng’ blue chips kept sliding — Shenhua from a 51 high five days ago to 43 (about -16%), Changdian -3%, ICBC/CCB -3%, offshore oil lower. The biggest new signal: HIS1963’s annual review 《近二十年最艰难》 (Aug 21) — his account flipped from +15% YTD to -23% (about a 38-point drawdown), PetroChina broke below 9 yuan, quant is now the market mainstream, and he admits ‘this year’s return is under 20%’; he reiterated ‘only eat dividends to survive the winter’ and future dividend yield as his #1 metric. Other key threads. First, Zhengqq’s ‘collapse of the narrative’ + ‘dangerous wall’ framework (Aug 20): he labels the unwinding of crowded high-valuation themes ‘叙事之崩’ and warns of ‘危墙’ (heavy-asset names at dozens of times PB) — extending his ‘bad-news-no-drop = bottom’ + stop-loss discipline into a top-identification frame. Second, Erniao Shuo’s portfolio weekly (Aug 22): net value 6.5, +0.9% for the week, -7.92% YTD; flags Zijin Mining’s ‘explosive’ interim (PE only 11.5x) and explicitly favors innovation drugs + non-ferrous — pushing resources into his allocation. Third, Zhang Yizhen’s AI-Agent office-app sprint (Aug 23): two columns on WorkBuddy (《攻略白领市场…》) and 千问办公 MyContext, plus ‘招银理财 half-year barely profitable’ (Aug 23) and a re-read of Larry Hite’s 《金融怪杰》 CTA interview; his Aug 18 ETF flow stats still point to a shrinking, directionless A-share (WanDe full-A ~2.16tn, 250-day MA pierced then bounced). Elsewhere: Chaoji Ludinggong’s July game account +14.46% on electrolytic-aluminum; Liuyi Jushi’s dividend-low-vol-cashflow ETF lists; qzy69’s ‘new-high-then-trim / gjd band training’; Guan Wocai re-posted his old ‘剩者为王/不杠杆不沽空’ thread (Aug 18) and still shows YTD -5.5% (HKD) after rotating out of $算力(01263)$ into 2% $AI影像龍頭(01024)$; Taotie Hai’s new-convert estimates (奥普/三鑫) & LOF delisting by 2027-12-31; Xiao Kashu’s 飞鹿/江山 convertible holdings, ‘head-trimming’ new converts, only ~7% YTD; Shan Xing’s LME copper $478/t spot premium (largest since 2021 squeeze), Chinese copper +280% vs zero foreign growth, reserve-value re-rating; Duan Yongping’s Q2 13F settled (Apple 41.05%, Berkshire B 24.18%, PDD 9.99%; exited TSMC and CrowdStrike, new Alibaba) plus his Aug 20 Q&A (POP MART ‘financials look quite good’, Miniso ‘saw the foolish not the wise’) and a 2.1-point passive reduction (options rent, not a sale); 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)
