Daily scan of 13 Xueqiu influencers on 2026-09-10 (Thursday). Today: 12/13 covered (Youmei not retrievable — generic screen name). Backdrop: on Sep 9 the A-share split deepened — the humanoid-robot chain was hit hard (Green Harmony -15.9%, Estun limit-down) while the AI-hardware / computing-power trade kept rallying (Wus Print 20cm limit-up; MLCC, electronic-specialty gas, copper foil and semiconductor materials all surged) and ETFs saw net inflows again after months of outflows. Overnight, US chips rebounded and Chinese assets surged (Nasdaq Golden Dragon +2%+, 3x long FTSE China ETF +9%). 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, qzy69 (Sep 9) posted ‘抱团瓦解了，看谁跑得快’ — the crowded trade is unwinding, it’s a race to exit — calling the slow rotation-out of the tech crowded trade as institutions leave, a retail-view footnote to the 58.57% extreme. Second, Zhang Yizhen (Sep 9) built an AI-personalized ETF dashboard (momentum N-day change + IOPV premium + 20-day BIAS), tooling-plus-momentum as his throughline; his EarlETF Chart Weekly keeps institutionalizing qzy69’s ‘equity-fund vs tier-1 bond-fund top-convergence’ indicator (Wind tier-1 bond-fund index from 2007-12-31). Third, Shan Xing (Sep 9) published two 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 (‘earnings not bad, but the valuation logic changed’), reiterating his Shenhua-level undervaluation anchor and copper-supply rigidity. Fourth, 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), and on Sep 4 told a true cautionary tale of a margin trader who grew $20k to $2bn 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 high-dividend defense framework; Liuyi Jushi’s Sep 7 selling-discipline long-read; Guan Wocai’s Sep 7 Baidu sell-put 90 HKD / Sep 4 ‘nothing worth buying in the crash’; Erniao Shuo’s Aug 22 Issue 189 micro-cap read; Taotie Hai absent since Aug 19; Xiao Kashu on ~11-month hiatus; Zhengqq’s Sep 5 consumer/beer note. 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)
