>>골드만삭스, “미국 인플레이션 과대평가”…주요 원인은 “일시적 관세”와 “AI 통계 편향” •골드만삭스는 미국의 표면적인 근원 인플레이션이 실제보다 높게 나타나고 있다고 분석함. 관세가 근원 PCE 상품 인플레이션을 약 2.4%p 높이고 있으며, AI 메모리 가격의 통계 편향도 약 1%p 기여하고 있음. 두 요인은 향후 2년 동안 점차 사라질 것으로 전망함. •이러한 요인을 제외하면 미국의 인플레이션 내재 압력은 오히려 유럽 등 주요 선진국보다 낮다는 분석임. 유럽은 서비스 물가의 높은 경직성과 주거비 부담이 보다 지속적인 과제로 작용하고 있음 >高盛认为“美国通胀被高估”,主因“暂时性的关税”和“AI统计偏差” https://wallstreetcn.com/articles/3782341#from=ios

Channel
하나 중국/신흥국 전략 김경환
@HANAchina
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry
35,284subscribers
+963 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 31,623–100,000.
Register entry
| Telegram ID | -1001306052516 |
|---|---|
| Type | Channel |
| Username | @HANAchina |
| Description | 중국/신흥국 전략 애널리스트 김경환입니다. 중국 및 신흥국 경제•증시 관련 정보 공유 채널입니다! 저희는 공식 자료를 통해서만 투자의견을 드리고 있습니다. 뉴스 정보와 이슈 관련 코멘트는 공식 의견에 기반하거나, 개인의 생각입니다. |
| Created | 23 August 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 19 September 2026 |
| Measurements held | 34 |
| Confirmed unchanged | 1 time, most recently 19 September 2026 |
| On Telegram | t.me/HANAchina |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 20 August 2026 and assigned it the closest of 31 fixed categories, at 69% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 19 Sept 2026, 07:20 | 35,284 | +50 |
| 16 Sept 2026, 18:39 | 35,234 | +58 |
| 14 Sept 2026, 19:19 | 35,176 | +22 |
| 13 Sept 2026, 03:17 | 35,154 | +120 |
| 11 Sept 2026, 06:39 | 35,034 | -6 |
| 8 Sept 2026, 09:40 | 35,040 | +17 |
| 5 Sept 2026, 04:57 | 35,023 | -19 |
| 2 Sept 2026, 07:25 | 35,042 | +23 |
| 1 Sept 2026, 08:13 | 35,019 | -7 |
| 31 Aug 2026, 09:54 | 35,026 | +9 |
| 30 Aug 2026, 09:12 | 35,017 | +13 |
| 29 Aug 2026, 09:35 | 35,004 | -1 |
| 28 Aug 2026, 08:33 | 35,005 | -6 |
| 27 Aug 2026, 10:55 | 35,011 | -4 |
| 26 Aug 2026, 08:28 | 35,015 | -11 |
| 25 Aug 2026, 07:36 | 35,026 | -3 |
| 24 Aug 2026, 10:35 | 35,029 | +25 |
| 22 Aug 2026, 15:33 | 35,004 | +62 |
| 21 Aug 2026, 06:12 | 34,942 | +7 |
| 20 Aug 2026, 07:18 | 34,935 | first reading |
Engagement
1,311 posts held, back to 5 August 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 79 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 5.96%
- avg views ÷ 35,284 subscribers
- Avg views / post
- 2,100
- 727 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 729
- of 1,311 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 23 September 2026 |
|---|---|
| Posts held | 1,311 (5 August 2026 – 23 September 2026) |
| Views total | 1,528,732 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 23 Sept 2026, 03:50 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
What this channel posts
- Photos
- ≈23,000
- Videos
- ≈11
- Links
- ≈26,800
Lifetime counters from Telegram’s own channel header, read 23 September 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Recent posts
>>마이클 버리, Micron·Nebius 공매도 확대…“메모리 공급 급증으로 가격 하락 압력” •마이클 버리가 Micron, Palantir 및 반도체 ETF에 대한 공매도 포지션을 크게 확대했으며, 규모가 “상당히 크다”고 직접 밝힘. •핵심 논리는 삼성전자, SK하이닉스, Micron이 AI의 HBM 수요에 대응하기 위해 일반 DRAM 생산능력을 축소하면서 공급 부족이 발생했지만, 현재는 생산능력이 증가하고 있어 공급 과잉이라는 ‘다모클레스의 검’이 시장 위에 걸려 있다는 것임. •Acer CEO의 재고 관련 경고로 인해 Burry는 메모리 사이클이 이미 정점을 지났다는 확신이 더욱 커졌다고 밝힘 >大空头Burry加码做空美光、Nebius,逻辑是“内存供应激增,价格将面临下行压力” https://wallstreetcn.com/artic…
>>(영상) Grok Bot, 테슬라에 공식 도입…Agent와 자동차가 결합한 모습 •Grok Bot이 정식으로 테슬라에 탑재됐으며, 몇 주 전부터 얼리 액세스가 제공 •차량 내 음성으로 Grok @Bot을 통해 주문, 이메일·캘린더·금융 관리 등을 할 수 있으며, 별도 앱 없이 Grok Voice에 통합 •대표적인 활용 사례는 차량에 탑승해 Grok에 커피를 주문하고, FSD가 매장까지 이동한 뒤 도착 즉시 커피를 수령하는 방식임. 현재는 SuperGrok Heavy 사용자만 이용할 수 있으며 향후 적용 범위가 확대될 예정임. Connectors는 모든 사용자가 이용할 수 있음 >https://wallstreetcn.com/charts/41959907#from=ios
>>중국 A주 3대 지수 오전장 일제히 하락, 부동산 다시 급등…Vanke 상한가, PCB·CRO 역주행 상승, 항셍테크지수 1% 하락·기술주 일제히 하락 •CRO 관련주가 다시 강세 : Yisheng Shenzhou 상한가, Nanhua Bio가 상한가에 근접함. Yinuosi, Aoxiang Pharmaceutical, Porton Pharma, Heyuan Bio 등도 동반 상승 •글라스 기판 관련주도 활발한 모습을 보이며 Woge Optoelectronics가 상한가에 근접했고, Dier Laser, Rainbow, Linuo Pharmaceutical Packaging, BOE A 등이 동반 상승 •PCB 관련주도 대체로 강세 >A股三大股指早盘齐跌,房地产再爆发、万科涨停,PCB、CRO逆势拉升,恒科指跌1%,科网股齐跌 https:/…
•탄산리튬 선물 13.04만위안/톤 (-1.8%)
•중국 디벨로퍼 완커 A주 상한가 >万科A拉升涨停。 (来自华尔街见闻)
**중장기 리스크 헤징 https://v.daum.net/v/20260923083649282
https://v.daum.net/v/20260923101505438
>>Agent가 서비스업 ‘재편’! Muse가 ‘공포’를 재점화, 금융주도 ‘불똥’ (중국언론) •화요일 미국 증시 금융업종이 하루 만에 약 2% 급락. JP Morgan, Wells Fargo, Charles Schwab 등 금융기관의 주가 하락폭은 모두 수개월 만에 최대 수준을 기록함. 보험사 Allstate와 여행 예약 플랫폼 Booking Holdings도 하락을 피하지 못함 •애널리스트들은 AI Agent가 자동으로 가격 비교와 청구서 관리 등을 수행할 수 있어, ‘소비자 관성’에 의존하는 비즈니스 모델을 직접적으로 무너뜨릴 수 있다고 지적 >Agent“重塑”服务业!Muse重燃“恐慌”,金融股“躺枪” https://wallstreetcn.com/articles/3782330#from=ios
>>MFC 주문 폭발…압전 세라믹 공급 부족 지속 확대, 글로벌 선두업체 9월 생산량 50% 축소 •2026년 8월 중국 선두업체의 신규 수주액이 월간 2억 위안을 넘어 전월비 약 4배 증가했으며, 1~8월 누적 수주액은 4억 위안을 넘어섬. 비슷한 시기 글로벌 MFC 선두업체 Horiba는 핵심 원재료 부족으로 9월 생산량을 약 50% 축소함. •반도체 MFC(Mass Flow Controller, 식각·박막 증착 장비에서 가스의 정밀한 유량을 제어하는 부품) 부족은 이미 ‘납기 장기화’에서 ‘시장점유율 이전’으로 확대됨. 시장은 MFC 완제품의 국산화 속도를 과대평가한 반면, 상류의 다층 압전 세라믹 적층체 공급 제약을 구조적으로 과소평가했다는 분석임. •해외 고급 압전 세라믹의 납기는 이미 6개월을 넘어섰고, 핵심 절단장비의 생산 …
>>미·이란, 6월 이후 첫 회담…트럼프 “신속하게 이란 파괴” 위협과 함께 “회담 생산적” 평가 (중국언론) •미국 측 요청으로 미·이란 대표가 유엔총회에서 3시간 동안 장시간 회담을 진행했으며, 후속 회담도 준비 중임. 협상의 핵심 요구사항도 공개됨. 이란은 호르무즈 해협 재개방을 위해 봉쇄 해제, 자산 동결 해제, 전쟁 종식 등 3가지 조건을 제시 •트럼프는 후속 협상을 이미 마련했다고 밝혔으며, 11월 중간선거 이후 양측이 합의에 도달할 가능성을 배제하지 않는다고 밝힘. 한편 트럼프는 이란을 “신속하게 파괴할 것”이라고 위협하면서도 이번 회담이 “생산적”으로 평가, 쿠슈너의 회담 참석도 주목 >美伊举行6月以来首次会谈,特朗普边威胁“迅速摧毁伊朗”,边表态“会谈富有成效”、“不排除中选后达成协议” https://wallstreetcn.com…
>>해외 선두업체들 가격 인상 시작…중국 신용자금, MLCC 관련주 매수 확대 •최근 글로벌 MLCC 선두업체들이 잇따라 제품 가격을 인상하고 있으며, 핵심 동력은 컴퓨팅 산업체인의 고용량 제품에 대한 강한 수요임. 데이터에 따르면 AI 서버와 고속 광모듈의 MLCC 사용량이 기하급수적으로 증가하면서 업계의 구조적 공급 부족이 지속적으로 확대 •중국 현지 업체들의 생산능력 확대와 제품 고도화에 따라 MLCC 산업체인은 실적이 본격적으로 반영되는 시기를 맞이할 것으로 전망됨. 하반기 들어 융자자금이 여러 MLCC 관련주에 대한 매수를 확대함. 9월 21일 기준 스디커(斯迪克), 펑화가오커(风华高科), 솽싱신차이(双星新材), 윈중커지(昀冢科技) 등 4개 종목의 융자 순매수액이 5,000만 위안을 상회 (중국언론)
Showing the 12 most recent of 1,311 posts we hold for @HANAchina. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Posts edited after publishing
@HANAchina edited 6 posts after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
- First edit seen
- 9 August 2026
- Most recent edit
- 30 August 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republished by 147 registered channels. The 48 listed are the ones that have forwarded the most posts; the rest are counted here but not each listed.
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@cryptopaz0 · 11,2432 posts
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 11 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
@easobi · 23,63245 posts[찌라시!] 가장 빠른 찌라시
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@sejongdata2013 · 23,3343 poststelescrapbotbot
@tele815 · 53 posts라오니.xyz
@raonixyz · 942 posts선수촌
@athletes_village · 21,6271 post[하나 Global ETF] 박승진
@globaletfi · 20,2221 post키워드방
@martipuss · 61 post
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Channels Telegram recommends alongside this one
Telegram’s own answer, not this register’s. When this register asks Telegram’s API what is similar to this channel, this is the list it returns, in the exact order Telegram returns it — never re-sorted by subscribers or by anything else this register measures. The relationship, and the order, are Telegram’s; we record them and date them, and make no claim of our own about which of these channels actually resemble this one.
@G2strategy · 16,153#1
@allbareun · 12,193#2
@bumgore · 35,332#3
@bufkr · 22,258#4
@kimcharger · 24,877#5
@stocktrip · 7,288#6
@mk81_koreainvestment · 16,327#7
@easobi · 23,632#8
@slsyphus · 4,405#9
@quantum_ALGO · 7,552#10
@TNBfolio · 24,668#11
@bumsong2 · 13,101#12
@upper_limit_price · 8,003#13
@anysong_Technon · 4,984#14
@merITz_tech · 24,008#15
@tazastock · 40,320#16
@globaletfi · 20,222#17
@triple_stock · 12,879#18
@YeouidoStory2 · 58,446#19
@Jstockclass · 25,947#20
@JgrowthInv · 3,011#21
@knowledge_to_wealth · 14,145#22
@jkc123 · 11,285#23
@jake8lee · 17,277#24
@aetherjapanresearch · 34,469#25
@daegurr · 23,387#26
@hogniel · 15,327#27
@darthacking · 65,096#28
@Yeouido_Lab · 43,309#29
@corevalue · 67,564#30
@yaza_stock · 13,107#31
@aptvalueprice · 10,733#32
@Onionfarmer · 15,986#33
@bbong_tta · 12,711#34
@bdragon0808 · 13,384#35
@yieldnspread · 22,030#36
@hedgehara · 19,075#37
@redbirdstock · 9,963#38
@TRENDSETTERVERSION2 · 3,934#39
@athletes_village · 21,627#40
@FastStockNews · 128,921#41
@bornlupin · 48,016#42
@pharmbiohana · 29,843#43
@hermitcrab41_1 · 20,334#44
@awake_realtimeCheck · 22,586#45
@psychotherapy101 · 5,959#46
@Ten_level · 17,133#47
@cpshelter · 5,401#48
@gaoshoukorea · 41,195#49
@bbanjil · 10,751#50
@sunstudy1234 · 54,428#51
@yakjangsu · 11,443#52
@fastest_info1 · 13,219#53
@investment_puzzle · 14,377#54
@insangnism · 11,308#55
@Dogrini · 4,760#56
@growthresearch · 40,127#57
@hanagae · 4,642#58
@The_MariTimes · 7,380#59
@kwtok · 9,390#60
@hankyung_fin · 12,714#61
@orangeboard · 4,678#62
@survival_DoPB · 22,275#63
@theelec · 10,807#64
@seokokang · 6,249#65
@getfeed · 8,738#66
@CTTResearch · 6,905#67
@stockgrandmaster · 10,953#68
@Fire_Direction_Center · 5,489#69
@ym_research · 40,010#70
@choaz1 · 7,098#71
@kiwoom_semibat · 12,433#72
@eugene2team · 6,897#73
@stbridgee · 4,679#74
@cahier_de_market · 22,483#75
@sypark_strategy · 29,539#76
@mistergray_11 · 19,469#77
@econostudy · 8,538#78
@rafikiresearch · 20,596#79
@desperatestudycafe · 18,824#80
@kkkontemp · 19,826#81
@toptownquant · 16,170#82
@globalbobo · 5,764#83
@umbrellaresearch · 12,852#84
@EvAtZchuno · 6,039#85
@alexppark · 8,473#86
@bioksm · 14,926#87
@SmallCap · 23,201#88
@stockhasoo · 5,109#89
@kwusa · 36,528#90
@mstaryun · 18,661#91
@Nicker0122_1 · 4,135#92
Read from Telegram’s recommendation API, most recently 2 September 2026. Telegram holds a list like this for a small and growing share of the register — how this is measured, and why most channel pages show nothing here.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@merITz_tech · 24,008
Telegram ranks this channel #15 of 92 here — alongside 91 others — read 17 September 2026
@TNBfolio · 24,668
Telegram ranks this channel #25 of 93 here — alongside 92 others — read 15 September 2026
@SmallCap · 23,201
Telegram ranks this channel #43 of 96 here — alongside 95 others — read 19 September 2026
@sypark_strategy · 29,539
Telegram ranks this channel #50 of 91 here — alongside 90 others — read 8 September 2026
@realtime_stock_news · 37,253
Telegram ranks this channel #50 of 93 here — alongside 92 others — read 2 September 2026
@YeouidoStory2 · 58,446
Telegram ranks this channel #53 of 92 here — alongside 91 others — read 2 September 2026
@HS_academy · 36,249
Telegram ranks this channel #57 of 90 here — alongside 89 others — read 8 September 2026
@yieldnspread · 22,030
Telegram ranks this channel #60 of 89 here — alongside 88 others — read 21 September 2026
@huhpharm · 24,282
Telegram ranks this channel #66 of 93 here — alongside 92 others — read 16 September 2026
@Jstockclass · 25,947
Telegram ranks this channel #68 of 90 here — alongside 89 others — read 13 September 2026
@kwusa · 36,528
Telegram ranks this channel #68 of 92 here — alongside 91 others — read 2 September 2026
@bumgore · 35,332
Telegram ranks this channel #68 of 89 here — alongside 88 others — read 2 September 2026
@aetherjapanresearch · 34,469
Telegram ranks this channel #78 of 89 here — alongside 88 others — read 3 September 2026
@darthacking · 65,096
Telegram ranks this channel #81 of 91 here — alongside 90 others — read 2 September 2026
@Yeouido_Lab · 43,309
Telegram ranks this channel #86 of 90 here — alongside 89 others — read 2 September 2026
@corevalue · 67,564
Telegram ranks this channel #86 of 93 here — alongside 92 others — read 2 September 2026
@FastStockNews · 128,921
Telegram ranks this channel #89 of 92 here — alongside 91 others — read 2 September 2026
This channel appears in 17 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 19 September 2026 — this entry's latest reading, not the date you are reading this.
“하나 중국/신흥국 전략 김경환” (@HANAchina), 35,284 subscribers as measured 19 September 2026. Telegram Register, tgregister.com/channel/HANAchina.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.