Daily scan of 13 Xueqiu (雪球) influencers — generated 2026-09-13 08:00 CST via automated WebSearch aggregation. Today: 12/13 covered (Youmei not retrievable due to generic screen name). Market context: AI/hardware chain stayed strong (Shengxin Tech 20cm limit-up; MLCC, electronic specialty gas, copper foil, semiconductor materials up; Rongchang Bio revenue +4x) while robotics chain dropped (Lü’s Harmonic -16%, Estun limit-down); ETFs resumed net inflows; US stocks dipped overnight, China ADR surged earlier (Nasdaq Golden Dragon +2%+). Public fund AI holdings at 58.57% extreme remains the core constraint. Notable fresh signal: Shan Xing posted two columns on 09/12 (‘A Short History of Financial Manias’ vs AI hardware fervor + ‘Eastroc Beverage: earnings fine, but valuation logic changed’); Duan Yongping responded on 09/12 about his Pop Mart position and its (non-)link to Li Dan.
- Chaoji Ludinggong (超级鹿鼎公) — No new post (latest ~09/01). High-dividend defensive ‘timid compounding’ strategy; core Yunlu/China Shenhua/China Coal; 3rd-party ‘most concentrated position in 20 years’ recap (08/29). xueqiu
- Liuyi Jushi (六亿居士) — No new post (latest 09/11). ‘Bought and it drops? Sold and it rises? Am I being watched?’ — selling-discipline piece (institutions selling underperform random by 80bp/yr, significance bias, Morningstar -2.65pct gap, ‘less trading = more returns’). xueqiu
- Guan Wocai (管我财) — No new post (latest 09/07). Deep-value contrarian + option overlay; Baidu sell put at HK$90 (09/01); ‘dog dung’ strategy on interim reports; always fully invested, stock rotation only. xueqiu
- qzy69 — No new post (latest 09/09). ‘The crowded trade is unraveling, everyone racing for the exit’ — on tech抱团 loosening; top-resonance indicator cited by EarlETF. xueqiu
- HIS1963 — No new post (latest 08/24). Post margin-clearing recovery; reflected that clinging to dividend-yield valuation was his biggest mistake this year; heavy CNOOC/COSCO. xueqiu
- Zhengqq — No new post (latest 09/05). Consumer/beer industry logic; extreme diversification, buy only low; ‘domestic market too miserable’. xueqiu
- Erniao Shuo (二鸟说) — Inactive (latest 08/22). Micro-cap strategy research; ~3 months no Xueqiu update. xueqiu
- Zhang Yizhen (张翼轸 / EarlETF) — No new post (latest 09/10, weekend). Value100/Growth100 50/50 rebalancing discussion; AI-built ETF dashboard; weekly chart series continues. xueqiu
- Taotie Hai (饕餮海) — Resumed ~09/09. Returned to nightly convertible-bond diary after absence since 08/19 (‘posted late today, distracted by gossip’); sentiment indicator back online. xueqiu
- Shan Xing (山行) — Active 09/12 (weekend). Two columns: ‘A Short History of Financial Manias’ vs AI hardware fervor (‘industry real, price未必 real’ implicit risk warning) + ‘Eastroc Beverage: earnings fine, but valuation logic changed’. xueqiu
- Xiao Kashu (小卡叔) — Inactive. Convertible-bond ‘slow is fast’; few Xueqiu posts lately (third-party reposts). xueqiu
- Youmei (优美) — Not retrievable (generic screen name drowned by fund/PE results). xueqiu
- Dadao Wuxing (Duan Yongping / 大道无形我有型) — Active 09/12. Responded on Pop Mart–Li Dan link (‘unrelated to Li Dan, but Wang Ning’s WeChat was given by him’); ‘leverage doesn’t make you happy’ (09/04); ‘good earnings = next ten years’ total’ (08/24); Occidental mostly sold calls (08/29). xueqiu
