Daily scan of 13 Xueqiu influencers on 2026-09-02 (Wednesday). Today: 12/13 covered (Youmei not retrievable — generic screen name; qzy69 no fresh own post, maintains Aug 19 ‘on the shores’ liquidation). Backdrop: on 9/1 the Shanghai Comp closed at ≈3979.89 (-0.16%), Aug PMI 49.8% ticked up, and AI applications became the morning’s new main line while coal (Shaanxi Coal) hit a record high; US stocks fell 8/31 (S&P -0.33% / Nasdaq -0.12% / Dow -0.70%), Brent 90.49 / COMEX gold 4497, 10Y UST 4.75% (highest since Jan 2025). The strongest new signals this run. First, Duan Yongping (Aug 28 – Sep 1): walked into POP MART’s London store and bought (right business, right people, right price), reaffirmed 10-year confidence in baijiu leaders, called Moutai’s sales system ‘a bit messy’, said ‘don’t understand, don’t touch’ on Vanke, and on 9/1 contrasted Moutai vs electronics on unsold inventory (‘Moutai just gains more years, electronics suffer’); cited ‘80% of retail lose money in any market’ and gave 65 Zhejiang-Univ takes; Q2 13F stable (191bn / 19 names, Moutai + POP MART each half, 5.69% POP MART stake, second-largest holder). Second, Zhang Yizhen (Sep 1): ‘whipped up a personalized ETF dashboard with AI, better than Wind’ (N-day change / IOPV premium / 20-day BIAS) plus ‘Global Top 10 Lazy Portfolios — Harry Browne comes last’; and the Aug 30 EarlETF weekly (equity/first-tier bond fund top resonance, size-style rotation prism, CSI-dividend yield tracker). Third, Shan Xing (Sep 1): reread ‘A Short History of Financial Manias’ against AI-hardware fervor — ‘the industry is real, the price may not be’; plus a Dongpeng Beverage H1 tracker; keeps naming a Shenhua-grade ‘43.9bn earned, 43.9bn bought back + dividended, 100% shareholder return, ~130bn+ over 3 years’. Fourth, Erniao Shuo (Sep 1): ’10-yuan funds — only 13 in the whole market’ (active funds with cumulative NAV ≥10). Fifth, Taotie Hai (Aug 30 live): ‘In the A-share market there is an index that beat the Nasdaq’ — convertible equal-weight +109.48% over 5y vs Nasdaq +99.47%; Xiao Kashu ~246% over the same window. Sixth, Xiao Kashu: SSE investor-protection interview ’10 years 10x! I walked to freedom timidly’ systematizing ‘timid investing’ (convertible pie / ≤10% per name / sell at 151.9 avg / rather miss than lose big). Seventh, Guan Wocai (Sep 1): on the bar for 证券分析 (‘not for beginners, 90% of 10-yr veterans can’t finish it’) and Temu vs domestic PDD supply chains; Aug 31 self-rated ‘blinded by consumption and pharma this year’. Eighth, Chaoji Ludinggong (Aug 31): game-portfolio PS chart (Aug close 1961.9W, +1.06% MoM / +11.31% YTD); third-party 投资之道 confirms 12 straight positive years and the 16-character creed ‘value stock-pick, trend timing, valuation positioning, volatility cost-down’. Ninth, HIS1963 (Aug 24 / third-party 三轮牛熊不败): admitted ‘long-termism and value investing are dead’, >30% drawdown from the year’s high, PetroChina discipline breach, COSCO 80% (sold PetroChina, cut Yunlu, cleared margin), future dividend yield the #1 metric. Tenth, Liuyi Jushi (Aug 20): ‘dividend yield >5%? thresholds for 9 major dividend indices’ with the V2.2 valuation table. Eleventh, Zhengqq (framework, latest retrievable Jul 23): extreme diversification, only buy low, always keep cash, never chase highs; leverage warning continues. Twelfth, qzy69: no fresh own post retrieved (only cited by others); maintains Aug 19 ‘on the shores’. 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)
