Daily scan of 13 Xueqiu influencers on 2026-08-29 (Saturday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: this week (Aug 18-29) A-shares kept unwinding the crowded AI / high-valuation themes while gold and non-ferrous stayed strong; the public-fund Q2 disclosure showed AI holdings hit an extreme 58.57% (vs 35% peaks in 2015 TMT / 2021 Moutai). The strongest new signal is Shan Xing’s Aug 26 post naming a Shenhua-grade company — ‘earned 43.9bn, bought back + dividend 43.9bn, 100% shareholder return, next 3 years all profit to buyback (~130bn+), net debt down 20bn’ — contrasting sharply with the resource drawdowns of HIS1963 and Chaoji Ludinggong. Key threads. First, Shan Xing (Aug 26): points to a company where public-fund holdings fell 1.0bn→257m shares, northbound 1.42bn→920m shares (~1.3bn shares ≈ 100bn yuan of selling) yet the price rose steadily, promising ‘100% shareholder return, next 3 years all profit to buyback (~130bn+)’ (almost certainly China Shenhua); adds ‘oil & gas valued at half of foreign peers’, and reiterates copper ‘TC -176.42, gap to 2032’ and ‘Chinese AI real-economy has no bubble, only secondary-market valuation has a bubble’. Second, Duan Yongping (Aug 20 / Aug 24): his ‘five quotes’ thought map — ‘I basically don’t read financial reports’ / ‘what do people who don’t understand a company look at? financial reports?’ / ‘very few firms sustain 10+ yrs of linear growth (even my Subor broke at year 7)’ / POP MART inventory vs Apple (low unit value, high freight) / ‘if you’re not a long-term holder, just stay away’ / Sell Put = market maker spread + broker commission + casino probability; on POP MART’s interim (revenue 17.17bn +23.8%, net profit 5.04bn +10.1% below expectations, price -58% from high, -8% single day) he snapped ‘time to take your medicine?’ and said ‘the report is fine’; calls himself Wang Ning’s fan / POP MART’s second-largest holder; Q2 13F stable (191bn / 19 names, added PDD, new Alibaba, cut NVDA / GOOG / MSFT, exited TSMC); now 2026’s most-followed Xueqiu user (1.559m). Third, HIS1963 (Aug 24 / Aug 22): explained his COSCO (海控) 80% weight with ‘elementary-school math’ — sold PetroChina, cut Yunlu, used cash to clear margin, apple (COSCO) share 53%→80%; a third-party Aug 29 deep-dive frames him as ‘long-termism is dead, drawdown >30%’ after he admitted in 《立足于悲观》that quantified second-by-second trading and valuation-blind crowding ‘have utterly destroyed value investing’; he反思 his margined PetroChina break below 9 yuan via ‘九宗罪’. Fourth, Chaoji Ludinggong: a third-party Aug 29 teardown shows 2026 H1 -3.77%, June alone -15% (his worst month by absolute amount); 10 years ~10x / ~24.9% p.a.; since June he has rotated Shenhua→Shaanxi Coal and added power / electrolytic aluminum to de-concentrate as resource stocks top out; ’16-character mantra’ holds. Fifth, Guan Wocai: third-party ‘inverse teardown’ — deserted-island portfolio 8-yr +213.6% / 15.36% p.a., low Beta 0.45 from stock-picking not timing; 2026 H1 ‘deep loss’ (Uni-President); new Akeso 2%, sold compute-builder for 2% AI-imaging leader, Kuaishou Kling positive gross margin, Gree 1%→5% over 17 months +3.9%. Sixth, Xiao Kashu: his SSE investor-interview ’10 years 10x! I tiptoed to freedom’ systematizes ‘timid investing’ (convertible-bond pancakes, ≤10% per name, sell at ~151.9 avg delisted-bond price, rather miss than lose big); ‘only ~7% YTD’, ‘cherish the escape window’ for 0.5-1yr bonds, Beijiao IPO >1.4tn; joins Taotie Hai’s Aug 30 Xueqiu live. Seventh, Taotie Hai: ‘竖子不足与谋’ tech-crash column (comm/semis -7%+, ChiNext -5.71% / STAR50 -7.70%); convertible equal-weight 2716 -0.30%, valuation 110.5 (bonds more defensive than stocks); previews Aug 30 live ‘an A-share index that beat the Nasdaq’ (convertible equal-weight +109.48% vs Nasdaq +99.47% over 5 yrs, Xiao Kashu ~+246% over the same window). Eighth, Zhang Yizhen: ~10 hours ago re-reading Larry Hite’s Market Wizards CTA interviews (‘from a half-blind boy to a $1bn CTA’), ‘strategy diversification’ (half momentum half value), ‘don’t talk direction on shrinking volume’, active ETF (first 18 filed, daily holdings visible), OpenAI personal finance, BIAS July top-call, 15% cash. Ninth, Erniao Shuo: micro-cap strategy piece (May 11-Jul 22 -28.27%, Jul 23-Aug 14 +18.08%, all 12 prior deep drawdowns recovered to new highs — ‘mid-to-long-term high win rate’); live portfolio = 50% value sword + 50% growth sword. Tenth, Zhengqq (Aug 10): ‘if fundamentals deteriorate sharply or the key assumption changes, stop-loss immediately; if price falls but fundamentals are fine, why stop-loss?’ — extreme diversification, only buy low, always keep cash, never chase highs. Eleventh, Liuyi Jushi (Aug 20): ‘dividend yield >5%? 9 major dividend-index thresholds’; V2.2 valuation table, old-economy indices recovering, bond sleeve ~40% short-duration, ‘buy low valuation, take profit at high’. Twelfth, qzy69: no fresh own post retrieved this run (only cited by Zhang Yizhen for his equity-fund-vs-tier-1-bond-fund top gauge); maintains Aug 19 ‘on the shore’ liquidation. 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)
