Daily scan of 13 Xueqiu (雪球) influencers — generated 2026-09-12 08:00 CST via automated WebSearch aggregation. Today: 12/13 covered (Youmei not retrievable due to generic screen name). Market context: on 09/11 AI/hardware chain rebounded (Shengxin Tech 20cm limit-up; MLCC, electronic specialty gas, copper foil, semiconductor materials up), while robotics chain dropped (Lü’s Harmonic -16%, Estun limit-down); ETFs resumed net inflows; US chip stocks rebounded overnight, China ADR surge (Nasdaq Golden Dragon +2%+). Public fund AI holdings at 58.57% extreme remains the core constraint. Notable fresh signal: Liuyi Jushi resumed posting on 09/11 with a piece on selling discipline; Taotie Hai continued his recovered nightly convertible-bond diary.
- 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. xueqiu
- Liuyi Jushi (六亿居士) — Active 09/11. ‘Bought and it drops? Sold and it rises? Am I being watched?’ — short-term trading psychology & selling discipline (‘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; 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. 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 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) — No new post (latest 09/10). Two columns: ‘A Short History of Financial Manias’ vs AI hardware fervor (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) — No new post (latest 09/04). ‘Leverage doesn’t make you happy’ real-case (09/04); ‘good earnings = next ten years’ total’ (08/24); Occidental mostly sold calls (08/29); can’t understand humanoid robots. xueqiu
