Daily scan of 13 Xueqiu influencers on 2026-08-25 (Tuesday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-25) A-shares kept unwinding the crowded AI / high-valuation themes — on Aug 24 the index pulled back (Shanghai -0.59%, ChiNext -3.21%, STAR 50 -3.10%, Wind All-A -1.42%, turnover 2.01tn) while dividend / old-economy defensives rose against the tide (CSI Dividend +1.33%, Dividend Value +2.08%); gold and non-ferrous (copper / tin) rallied on a weaker-dollar + scarce-inventory narrative (COMEX gold 4,661, SHFE copper 107,750). The biggest new signal: Duan Yongping’s post-POP MART interim outburst (Aug 24) — after the interim (rev 171.7bn +23.8%, net 5.04bn +10.1% below the ~1.6bn estimate, stock -8% and ~58% off its high) he fired back at taunts (‘eat your medicine’), reiterated ‘I don’t care about the crowd’s expectations, only the company’s future’ and ‘the financials look quite good’, proposed a 100m-RMB 10-year bet on Moutai vs any domestic fund (Aug 13), and advised a 40m-HKD investor ‘50% Moutai / 50% POP MART, hold’. His Q2 13F (cut NVDA / GOOG / MSFT, exited TSMC, added PDD, new Alibaba) stays self-consistent with ‘only buy what I understand’; he also cut Moderna (‘don’t understand it, can’t hold it’) even as the mRNA cancer-vaccine news sent it +177%. Other key threads. First, HIS1963’s ‘近二十年最艰难’ self-review (Aug 21): from +15% YTD to -23% (~38-pt drawdown); he cleared margin, cut Yunlu to ~20%, watched PetroChina break below 9 yuan, and a Aug 25 third-party deep-dive reframed him as an ‘odds-driven’ investor whose 2015 to 2026 evolution is ‘leaving bullets for worse cases’ (position 130%, dividend yield 5.5%). Second, Zhengqq’s ‘叙事之崩’ + AI ‘三重风险’ framework (Aug 20-23): he labels the unwinding of crowded high-valuation themes ‘叙事之崩’ and warns of a ‘valley of despair / involution / geopolitics’ triple risk on AI, telling readers to watch ‘4 other data points’ on Zhongji Innolight. Third, Erniao Shuo’s portfolio weekly (Aug 22): NAV 6.5, +0.9%, -7.92% YTD, no rebalance; flags Zijin Mining’s ‘explosive’ interim (net 39.17bn +68.17%, ~11.5x PE, 10-share 4.2 payout) and explicitly favors innovation drugs + non-ferrous; COMEX gold ~4,700. Elsewhere: Zhang Yizhen’s AI-Agent sprint (Lingji OS Aug 20, Alibaba Qwen-UI-Agent Aug 20, Qianwen Office into WeChat Aug 18) plus a Doubao ‘not sycophantic’ mirror test; Chaoji Ludinggong’s game account power position 4.0 to 2.35mn and aluminum ops; Liuyi Jushi’s dividend-ETF lists + Aug 24 dividend-sector outperformance; qzy69’s ‘when the tide went out I was on shore’ full liquidation (Aug 19, Changdian / Longxin, STAR -6%); Guan Wocai on Kuaishou ‘want to make money should be fast’, Gree 1% to 5% over 17 months +3.9%, YTD -5.5% HKD; Taotie Hai’s convertible equal-weight at one-star ‘very high’ (median 134.05), new listings (Zhonglun / Paike), Jiefeng 8/26; Xiao Kashu’s Beijiao IPO fat-finger (Shuangying, 2.77mn loss) and market-value-IPO reform debate; Shan Xing’s copper ‘not in surplus’ data (TC -176.42/t smelter losing money, LME 205kt historical low, COMEX 735.5k st geographic shift), gap until 2032; 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)
