Daily scan of 13 Xueqiu influencers on 2026-09-08 (Tuesday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: A-share’s crowded tech trade showed a sharp intraday split on Sep 8 — AI-hardware / computing-power names rebounded hard (Wus Print 20cm limit-up, MLCC, electronic-specialty gas, semiconductor materials, copper foil all surged; RemeGen’s revenue reportedly up 4x+) while the humanoid-robot chain was hit (Green Harmony -15.9%, Estun limit-down), a sign the crowded trade is starting to ‘unbundle’ rather than break all at once. Overnight US session saw Chinese assets fight back (Nasdaq Golden Dragon +2%+, chips rebounded). The mutual-fund AI holding of 58.57% (disclosed in the 2Q report, far above the ~35% 2015 TMT / 2021 Mao-index peaks) remains the core context; Moutai’s 2026 interim (¥92.2bn revenue) landed with baijiu still weak. Key threads today. First, Zhang Yizhen stayed busy through the weekend: his Sep 6 ‘EarlETF Chart Weekly’ institutionalized qzy69’s ‘equity-fund vs tier-1 bond-fund top-convergence’ indicator into a reusable panel (switching to the Wind tier-1 bond-fund index from 2007-12-31), alongside a size-style rotation prism, Growth100/Value100 rotation, and a CSI-Dividend yield tracker — tooling plus momentum as his throughline; on Sep 5 he also posted the SW industry relative-strength weekly and ‘When in doubt, split 50/50’ on equal-weight. Second, Shan Xing published Sep 6 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; a same-day ‘is Shan Xing quitting?’ discussion thread was third-party speculation with no confirmation. Third, 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 6 rebalancing Q&A; Guan Wocai’s Sep 1 ‘dog-poop trench’ + interim-season disgust (and Sep 3 Yili H1 teardown / Akeso comment); 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 Aug 23 Yanjing Beer interim; qzy69 silent but his indicator was absorbed into Zhang’s framework. 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)
