Daily scan of 13 Xueqiu influencers on 2026-09-04 (Friday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: on Sep 3 Moutai’s 2026 interim report showed operating revenue of ¥92.2bn; A-share tech kept rotating — defense, rare-earth, semiconductor and CPO names led while the broader tape stayed choppy, and US tech (storage / optical-communications / AI-cloud) has been shaky lately. Key threads today. First, Zhang Yizhen went live (Sep 3–4) with an AI-built personalized ETF dashboard (‘better than Wind’) covering N-day momentum, IOPV premium and 20-day BIAS, and benchmarked the ‘ten lazy portfolios’ showing Harry Browne’s permanent portfolio at the bottom YTD and over 1Y — a reminder that all-weather sleeves dull in a one-way tape. Second, Shan Xing published (Sep 3) ‘A Short History of Financial Manias’ against the AI-hardware frenzy — ‘the industry is real, the price may not be’ — while reiterating his Shenhua-level ‘100% payout & buyback (~¥130bn+)’ undervaluation anchor and flagging copper supply rigidity. Third, Guan Wocai stayed active (Sep 1–3): ‘this interim season made me want to vomit’, his ‘dog-poop trench’ bottom-fishing aphorism, and Temu vs domestic PDD as two supply systems. Elsewhere: Duan Yongping’s Pop Mart ‘insurance company’ (selling puts, ~¥0.2–0.3bn premium/month) and ‘Moutai + Pop Mart each half the book, 5.69% disclosed’ stance persists (Aug 5 clarified the stake dip was put-expiry, not a sale); Chaoji Ludinggong’s Aug 29 ‘most concentrated position in 20 years’ (sold 15k Shenhua-H @20.65, rotated into Shaanxi Coal, electrolytic-aluminum now exceeds his old Shenhua book) shows proactive de-concentration into the late resource cycle; HIS1963’s ‘long-termism and value investing are dead’ reflection (drawdown >30%) and ‘future dividend yield is the #1 metric’; Liuyi Jushi’s Aug 20 ‘dividend yield >5%’ threshold list for 9 high-dividend indices; Erniao Shuo’s Issue 189 micro-cap read (5/11–7/22 -28.27%, 7/23–8/14 +18.08%, 12 of 12 prior deep drawdowns recovered); Taotie Hai’s Aug 19 US-storage/optical/AI-cloud selloff note and convertible equal-weight resilience; Xiao Kashu’s ‘cowardly investing’ (convertible pie, single name ≤10%, sell at averaged 151.9 on delisted converts) via the SSE interview; Zhengqq’s ‘extreme diversification + always hold cash + never chase highs’ leverage warning; qzy69’s ‘on the shores’ full-liquidation stance (no fresh post); 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)
