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Channel

메리츠증권 투자전략팀

@Meritz_strategy

On this record: Topic · Observations · Also posting the same content · Growth · Engagement · Posts · Citations · Cite this entry

12,067subscribers

+43 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001375730394
TypeChannel
Username@Meritz_strategy
Created3 June 2019measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live6 September 2026
Measurements held26
Confirmed unchanged1 time, most recently 6 September 2026
On Telegramt.me/Meritz_strategy

Topic

Crypto & trading — 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 10 August 2026 and assigned it the closest of 31 fixed categories, at 90% 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.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

Content that also appears on other registered channels

Posts published here appear word for word on 1 other registered channel. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.

Matching posts — open both and compare (5 of the pairs behind the counts below)
Posted firstThenOverlapGap
@Meritz_strategy/6167 · this entry29 Jul 2026, 22:43 UTC@stephenlee_meritz/91829 Jul 2026, 22:44 UTC1.00under a minute
@Meritz_strategy/6175 · this entry31 Jul 2026, 08:01 UTC@stephenlee_meritz/91931 Jul 2026, 08:01 UTC1.00under a minute
@Meritz_strategy/6176 · this entry2 Aug 2026, 22:39 UTC@stephenlee_meritz/9202 Aug 2026, 22:40 UTC1.00under a minute
@Meritz_strategy/6177 · this entry2 Aug 2026, 22:46 UTC@stephenlee_meritz/9212 Aug 2026, 22:46 UTC1.00under a minute
@Meritz_strategy/6183 · this entry4 Aug 2026, 07:26 UTC@stephenlee_meritz/9224 Aug 2026, 07:26 UTC1.00under a minute
Every channel this entry shares post bodies with
ChannelMatching postsText overlapTypical gapPublished first
@stephenlee_meritz5 (5/5 hand-verifiable sample passed)1.00under a minutethis entry (50)

Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.

What this cannot establish

MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.

Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.

“Published first” means first in this corpus. We hold 16 comparable posts for this entry, running 27 July 2026 to 5 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.

The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.

  • Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
  • 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
  • shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
  • Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).

Across the whole group of 2, the earliest publisher we hold is @Meritz_strategy — which is this entry. That is a statement about our reading window, not a claim of authorship.

Recorded under the key clone_source, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Also posting the same content

This channel’s posts match, word for word or near enough, posts on 1 other registered channel, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.

Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.

Growth

12,02412,07112,047.56 August 2026 — 12,024 subscribers7 August 2026 — 12,024 subscribers8 August 2026 — 12,030 subscribers9 August 2026 — 12,043 subscribers10 August 2026 — 12,044 subscribers11 August 2026 — 12,040 subscribers12 August 2026 — 12,039 subscribers14 August 2026 — 12,042 subscribers15 August 2026 — 12,043 subscribers16 August 2026 — 12,046 subscribers18 August 2026 — 12,049 subscribers19 August 2026 — 12,052 subscribers20 August 2026 — 12,060 subscribers22 August 2026 — 12,061 subscribers23 August 2026 — 12,064 subscribers25 August 2026 — 12,066 subscribers26 August 2026 — 12,069 subscribers27 August 2026 — 12,071 subscribers28 August 2026 — 12,069 subscribers29 August 2026 — 12,070 subscribers30 August 2026 — 12,066 subscribers31 August 2026 — 12,064 subscribers1 September 2026 — 12,068 subscribers2 September 2026 — 12,069 subscribers3 September 2026 — 12,071 subscribers6 September 2026 — 12,067 subscribers12,0676 August 20266 September 2026
26 measurements spanning 31 days, net +43. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 12,017–12,078 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 26
Measured (UTC)SubscribersChange
6 Sept 2026, 05:5812,067-4
3 Sept 2026, 23:3712,071+2
2 Sept 2026, 11:5412,069+1
1 Sept 2026, 11:2512,068+4
31 Aug 2026, 08:1612,064-2
30 Aug 2026, 07:1712,066-4
29 Aug 2026, 07:1512,070+1
28 Aug 2026, 03:5812,069-2
27 Aug 2026, 05:0812,071+2
26 Aug 2026, 02:0512,069+3
25 Aug 2026, 00:1412,066+2
23 Aug 2026, 14:2612,064+3
22 Aug 2026, 00:4812,061+1
20 Aug 2026, 20:1312,060+8
19 Aug 2026, 21:1412,052+3
18 Aug 2026, 18:5412,049+3
16 Aug 2026, 20:0612,046+3
15 Aug 2026, 06:5412,043+1
14 Aug 2026, 00:1612,042+3
12 Aug 2026, 21:1312,039first reading

Engagement

49 posts held, back to 27 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 47 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
11.1%
avg views ÷ 12,067 subscribers
Avg views / post
1,340
32 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
32
of 49 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.

What these figures were computed from
WindowRolling 30 days · latest post in window 2 September 2026
Posts held49 (27 July 20262 September 2026)
Views total42,766
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken2 Sept 2026, 23:12 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.

Recent posts

2 Sept 2026, 22:40 UTC204 viewsread 2 September 2026

📮[메리츠증권 ESG 이진아] 2026.9.3 (목) [The ESGverse] Buy the Change, Not the Score (요약본) https://tinyurl.com/mw95ujw2 Part 1. Governance Regime Shift: 자율에서 규율로 - 한국 자본시장의 거버넌스는 기업의 자율적 선언과 공시 중심에서, 실제 이행 여부를 시장이 점검하는 규율 체계로 이동중 - 국민연금 수탁자책임 이행점검 강화, 지속가능성 공시, 스튜어드십 코드 개정, 저PBR기업 공표가 연이어 도입 - 기업가치 제고에 대한 시장의 점검과 관여가 한층 강화될 전망 Part 2. 압력을 만드는 4개의 힘 - 국민연금 수탁자책임 이행점검 강화와 스튜어드십 코드는 책임투자와 주주관여의 실효성을 높임 - 지속가능성 공시와 저PBR 공표는

2 Sept 2026, 22:38 UTC211 viewsread 2 September 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.9.3(목) [채권전략 윤여삼] Strategy Idea: 9월 FOMC 인상? 아직 가봐야 한다 - 잭슨홀 컨퍼런스 워시 의장 발언 매파적 해석, 9월 금리인상 확률 큰 폭으로 증가 - 인플레이션 통제 관점에서 1~2차례 인상은 건전한 대응일 수 있다는 의견 vs 큰 폭으로 증가하고 있는 부채의 양을 감안할 때 금융취약성을 높일 수 있는 위험도 무시할 수 없어 - 9월 FOMC에서 금리인상을 단행이 채권시장 자경단 후퇴와 시장금리 하락으로 연결되면 잡음 덜어낼 수 있으나 기대대로 움직이지 않을 경우 위험자산 더 위험해질 수 있어 주의 필요 (자료) https://tinyurl.com/2mcdv6ra [경제분석 RA 박민서] 오늘의 차트: 프랑스로 알아보는 재정 불

1 Sept 2026, 08:48 UTC≈1,160 viewsread 2 September 2026

📮 [메리츠증권 투자전략팀] 메리츠센스 9월호: 종목의 확산 2026.9.1(화) 코스피 ADR(상승/하락 비율) 직전 고점 도달 - 8월 코스피 +3.4%, 지수 전반적으로 상승 제한된 가운데 상승종목수/하락종목수 비율은 확대 - 변동성 감소 속 수급 부담은 덜어냈다 판단. 유가, 금리 등 매크로 부담 이겨낼 주식 선별이 필요 - 시장 상하 방향성은 반도체가 결정할 것이나 초과성과는 알파 선별에서 나타날 것 (자료) https://tinyurl.com/2dyksbc8 * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 투자전략팀 통합 채널 링크 : https://t.me/Meritz_strategy

1 Sept 2026, 08:26 UTC810 viewsread 2 September 2026
Photo

📮 [메리츠 투자전략 황수욱] 2026.9.1 9월 전략: 박스권 속 업사이드 리스크 점검 (자료) https://tinyurl.com/yajrxyxv 9월 주식시장은 박스권을 베이스라인 시나리오로 생각함 한국 시장은 Top2의 주주 환원이 하단을 지지하는 상태에서 금리가 상단을 제약, 여기에 단기에 가파르게 진행된 원화 강세가 9월말~10월 중순을 중심으로 하는 3Q26 실적 프리뷰 시기를 전후로 실적 추정치 하향 압력으로 작용. 원화 강세는 추세적으로 외국인 유입 요인으로 해석해야 하나 지금처럼 단기에 급변하는 경우는 초기에 실적 추정치 변동성을 소화하고 가야할 것 박스권 장세의 보수적 대응을 기본 전제로 하지만, 업사이드 리스크 고려. 9월 FOMC 금리 인상 우려는 잭슨홀 회의에서 선제적으로 반영하는 가운데, 당사는 금리 동결

1 Sept 2026, 06:39 UTC798 viewsread 2 September 2026

📮[메리츠증권 경제분석 이승훈] 데이터 경제脈_2026.9.1(화) <한국 8월 수출: Tech에 의존한 서프라이즈> - 한국 8월 수출 +69%, 선박제외 일평균 +79%, 12개월 연속 서프라이즈 - 반도체 +209%, 컴퓨터 +419%. 이들 두 품목 의존도 53.8%로 높아져 - 수입은 반도체 제조용 장비도입 가속화 반영. 설비투자 모멘텀 더욱 강화 - 2026~27년 수출전망 57%와 25% 유지. 이미 높은 숫자이지만 상방 위험 존재 (자료) https://tinyurl.com/3wce935h * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 투자전략팀 통합 채널 링크 : https://t.me/Meritz

31 Aug 2026, 23:14 UTC969 viewsread 2 September 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.9.1(화) [경제분석 이승훈] Strategy Idea: Warsh 의장 잭슨홀 연설의 2가지 시사점 - 단기: 금리동결 조건이라 믿었던 것들에 대한 스탠스 변화가 있었음. 기조적 인플레이션이 아래 방향으로 빠르게 수렴하지 않는다면 금리인상할 것임을 시사. 다만, Inflation breadth 지표를 제외한 대부분 기조적 인플레 하향 안정화 중이기에 이를 토대로 인상 확신하기는 어려움. - 중기: Warsh T/F 개혁방향 원칙을 언급. 양질의 데이터에 기반하여, 인플레이션에 영향을 주는 변수(수요, 공급, money 등)와 목표를 가늠하고, 연준이 대응할 영역인지 판단. B/S는 위기 때만 가동. 이를 토대로 커뮤니케이션을 조건부 반응함수 공개로 바꾸며, 점도표 영

31 Aug 2026, 02:04 UTC≈1,040 viewsread 2 September 2026

📮[메리츠증권 경제분석 이승훈] 데이터 경제脈_2026.8.31(월) <Macro Preview와 Core View (2026년 9월)> - 장기금리 상승에 민감한 미국: Buyback 증액과 TGA 활용은 미봉책 - 금리안정 조건: 1) 전쟁 긴장 완화, 2) Fed 인상 기대 약화, 3) 재정건전성 우려 완화, 4) 시중은행 국채편입 증가 유도하는 제도개혁 - 달러/원 급락했지만, 원화 추가 강세 여지가 더 큼. 연말 전망 1,350원으로 변경 (자료) https://tinyurl.com/2rpp6b8y * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 투자전략팀 통합 채널 링크 : https://t.me/Merit

30 Aug 2026, 23:26 UTC≈1,050 viewsread 2 September 2026

📮[메리츠증권 퀀트/ETF 이상현] Q-ETF Weekly, 2026.08.31(월) <8월 1M +2.9%, 투자자 심리 회복은 아직> - KOSPI 1W -1.8%, 금통위, 엔비디아 실적발표 등 이벤트 소화 - ETF 자금 흐름 측면 투자자 수요는 배당(커버드콜)에 집중 - 상방 제한 & 현금흐름 확보가 우선. 투자자 심리 회복 여전히 미실현 (자료) https://tinyurl.com/mu85ynj9 * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

30 Aug 2026, 22:45 UTC≈1,020 viewsread 2 September 2026

📮 [메리츠증권 채권전략 윤여삼] The Bond Monthly 9월: 의심의 정점을 지나가기 2026.8.31(월) 국외) 미국채10년 4.8%와 30년 5.3% 정도를 현실적 고점으로 인식, 9월 FOMC 동결 시 소프트랜딩을 위한 경기둔화 확보가 중요할 것 - 8월 확인된 7월 미국 주요지표 대부분 예상을 하회했음에도 아직 경기는 양호하고 물가압력 고려 9월에 연준이 금리를 인상해야 한다는 의견 확산 - 잭슨홀 컨퍼런스 이후 워시 의장 매파성향 강화 인식, 그럼에도 9월 실제 금리인상 단행한다면 채권보다 위험자산 위험성 더 높아질 것으로 추정 - 당장 인상방어가 우선이나 3분기 중 현재 고금리 스트레스가 실물경제 둔화로 연결될 경우 4분기 미국채10년 4.3% 하단 테스트 가능성 유지 국내) 8월 연속인상 소화 & 터미널레이트

27 Aug 2026, 04:08 UTC≈1,690 viewsread 2 September 2026

📮 [메리츠증권 채권전략 윤여삼] Policy Watcher: 한국 금통위 (8월): 2.9%에 무너질 뻔했다가 3.25%에 살아났다 2026.8.27(목) - 금리결정은 3.00%로 back to back 인상은 단행. 그럼에도 점도표는 6개월 중간값 3.25% 12표와 3.50% 6표, 우려한 3.75% 0표대비 3.00% 5표로 도비쉬 - 올해보다 내년 성장률 2.1% → 2.9%로 상향조정으로 금통위 의사결정이 매파적일 것을 걱정했으나 1명의 동결 소수의견과 함께 점도표는 내년 2월까지 현 수준에서 1차례 인상 정도가 적절하다는 수준으로 제시 - 우리는 터미널레이트 3.50% 전제하에 운용할 것을 제시했으나 점도표 상 여유 확보 기존 국고3년 3.8%와 국고10년 4.2% 적정가치 하에 하방이 열렸다고 판단 (자료) https

26 Aug 2026, 22:58 UTC≈1,450 viewsread 2 September 2026
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📮 [메리츠 투자전략 황수욱] 2026.8.27 엔비디아 2Q26 실적발표 (자료) https://tinyurl.com/46rp85zz 'AI 수익화-수익화가 기반이 된 레버리지(부채) 투자 확장-현금이 없는 Non-하이퍼스케일러까지 TAM 성장'이라는 저희가 그리던 그림이 확인된 실적발표였다고 봅니다. 엔비디아의 2027년 매출 성장률 컨센서스(45%)와 이번에 제시된 가이던스(70%) 차이가 왜이렇게 큰지 고민해야 합니다. 답은 ACI&E(AI 클라우드, 산업, 엔터프라이즈)라는 Non-하이퍼스케일러향 성장입니다. 엔비디아 매출액의 절반정도를 차지하는 이 세그먼트가 이번분기에 전년대비 138% 성장하면서 하이퍼스케일러(102%)를 압도했습니다. 젠슨황도 강조했듯, 지금까지 투자자들은 AI 인프라 성장을 볼때 하이퍼스케일러 투자만

Showing the 12 most recent of 49 posts we hold for @Meritz_strategy. 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.

Forward network

Republished by

Channels on the register that have forwarded this channel's posts into their own feed.

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 7 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.

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.

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 6 September 2026 — this entry's latest reading, not the date you are reading this.

“메리츠증권 투자전략팀” (@Meritz_strategy), 12,067 subscribers as measured 6 September 2026. Telegram Register, tgregister.com/channel/Meritz_strategy.

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.