Daily scan of 13 Xueqiu influencers on 2026-09-06 (Sunday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: A-share’s crowded tech trade turned into a multi-kill — semiconductor ETF hit limit-down, optical-comm / consumer-electronics led the selloff, and high-premium LOFs ‘repaid their debt’ in a single session (Global Chip LOF limit-down, Guotou Silver LOF -5.9%, Southern Crude LOF -9.26%); disclosed mutual-fund 2Q holdings show AI at 58.57% (vs ~35% peaks in 2015 TMT / 2021 Mao index); Moutai’s 2026 interim (¥92.2bn revenue) landed with baijiu still weak; innovation drugs a phased theme. Key threads today. First, qzy69 resumed posting on Sep 5 after a quiet run: he asked whether China has started large-scale inventory refilling (with $XOP$), added a bit to China-internet ETF, noted Qingdao Beer A-to-H with the AH spread widening to 33%, and said ‘don’t blindly trust any big-V, only look at actual track records’ — a fresh micro-signal worth watching. Second, Shan Xing published Sep 5 columns ‘A Short History of Financial Manias’ against the AI-hardware frenzy (‘the industry is real, the price may not be’) plus a Dongpeng Beverage interim review, reiterating his Shenhua-level ‘¥43.9bn earned = ¥43.9bn bought back / paid out, 100% shareholder return, ~¥130bn+ over three years’ undervaluation anchor and copper-supply rigidity. Third, Zhang Yizhen stayed busy Sep 5: an AI-built personalized ETF dashboard (‘better than Wind’ — N-day change / IOPV premium / 20-day BIAS), the Growth100 August rebalance, QDII-quota note, and a podcast where he describes himself as ‘half trend, half value’ having cut equity from ~70% to just over 50% — ‘earning beats earning more.’ Fourth, Guan Wocai was active Sep 1: the ‘dog-poop trench,’ interim-season disgust (‘vomit-inducing annual reports this year’), and ‘I’m only against investing in declining-volume garbage.’ Elsewhere: Duan Yongping (Aug 24–Sep 4) called ‘good financials’ the sum of the next ten years’ reports (Aug 24), said Occidental is ‘mostly sold calls’ (Aug 29), on Sep 4 told a true cautionary tale of a trader who grew $20k to $2bn on heavy margin yet was never happy and nearly wiped out in a crash (‘leverage never brings happiness’), and said he ‘cannot understand the necessity of humanoid robots’; HIS1963 (Aug 21–24) cleared margin and called 2026 his hardest year in two decades; Chaoji Ludinggong’s Aug 29 ‘most concentrated position in 20 years’ (rotating Shenhua-H into Shaanxi Coal / aluminum); Liuyi Jushi’s Aug 17 dividend/low-vol/cashflow ETF lists; Erniao Shuo’s Aug 22 Issue 189 micro-cap read; Taotie Hai’s Aug 19 US-tech selloff note; Xiao Kashu on ~11-month hiatus; Zhengqq’s Jul 23 leverage warning. 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)
