貿易政策方面的不確定性可能已經見頂,接下來市場交易的重點可能重回衰退交易
👍13❤6🤔4

Channel
@ansonnam
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Telegram's recommendations · Cite this entry
1,497subscribers
+2 since we began measuring on 30 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
| Telegram ID | -1001792106011 |
|---|---|
| Type | Channel |
| Username | @ansonnam |
| Created | Between 1 December 2021 and 30 April 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 30 August 2026 |
| Last confirmed live | 3 September 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 3 September 2026 |
| On Telegram | t.me/ansonnam |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 3 Sept 2026, 10:16 | 1,497 | +2 |
| 31 Aug 2026, 01:34 | 1,495 | no change |
| 30 Aug 2026, 18:45 | 1,495 | first reading |
20 posts held, back to 3 April 2025 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 1 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 30 April 2025. An engagement rate over an empty window would be a number about nothing.
Measured directly from 2 videos with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
184 reactions across 20 posts, in 8 distinct kinds. The most used accounts for 38.0% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 70 | 38.0% | |
| ❤ | 55 | 29.9% | |
| 🔥 | 12 | 6.52% | |
| 🙏 | 12 | 6.52% | |
| 🤔 | 10 | 5.43% | |
| 🤣 | 10 | 5.43% | |
| 👏 | 9 | 4.89% | |
| 😁 | 6 | 3.26% |
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 20 of the 20 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 184 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 20 most recent posts we hold, published 3 April 2025 to 30 April 2025, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
貿易政策方面的不確定性可能已經見頂,接下來市場交易的重點可能重回衰退交易
👍13❤6🤔4
高盛預計美國2025年將出現滯脹 高盛最近預測2025年美國和其他G10國家(通常包括美國、加拿大、日本、英國、德國、法國、意大利、比利時、荷蘭、瑞典和瑞士等主要發達經濟體)比的話,將會面對更低的經濟增長以及更高的通脹壓力,這就差把「滯脹」兩個字說出口了。
👍5🤔2
聯發科瞄準 Google TPU v8e,並與 2-3 個 CSP 討論 ASIC 專案。 Google v7e 收入貢獻將延遲一個季度,但預計 2027 年將有更多 ASIC 項目 在Google v7e SerDes (I/O)的推動下,聯發科的 AI ASIC 預計將成為主要的成長動力,預計 2026 年的營收貢獻將達到 10-15 億美元。然而,據我們了解,由於製造流程從台積電的N4過渡到N3E,量產將延遲至2025年5月。因此,我們預期AI ASIC的營收貢獻將延遲一個季度至2Q26。 另外,我們認為聯發科也將目光瞄準了下一代 Google TPU v8e SerDes 專案。此外,據我們了解,目前有2-3家CSP正在與聯發科洽談SerDes I/O及AI ASIC項目,預計2027年下半年將有更多AI ASIC項目實現。
❤3👍1
https://www.youtube.com/live/gjyI98Clzbo?si=UAn8Xz9Yg8TtHiWs
👍2
馬斯克終於要從DOGE抽身了 TSLA Q1’25財報不出意料的慘談,除毛利率略高於預期外,其他關鍵指標均大幅低於市場預期。 重點整理如下: * 第一季度調整後每股收益和營收低於預期,汽車交付量下滑,包括CyberTruck在內的車型交付量下降24% * 將在第二季度重新審視2025年的增長前景,新車有望在上半年投產 * 政治情緒被視為風險,破壞行為和敵意是導致第一季度銷量下滑的部分原因 * 馬斯克表示,他告訴特朗普降低關稅對國家更有利,但最終關稅的決定權在總統手中 * 馬斯克表示,未來大多數人不會買車,5月份將很大程度上從DOGE抽身——將把更多精力投入公司治理 * Powerwall部署量首次超過1千兆瓦時 * Waymo的传感器套件是昂贵的。我不知道谁现在还能与我们团队竞争。未来几年,我们将拥有1000万辆无人驾驶汽车上路。他们的生产成本远远更高(Waymo) * 预计到2025年底将有"至少数千套"Optimus在特…
👏7❤3
這個週末真的絕了... 受到假期休市影響,二級市場交易量低迷,流動性嚴重不足。標普500指數期貨的訂單簿頂部深度(Top of Book Depth)只剩200萬美元,遠低於平時的1300萬美元,買家和賣家雙雙缺席的情況下,市場對不確定性的疲憊進一步發酵。 美股三大指數連續第四天下跌,Mag 7全線崩盤。美元也沒有好到哪去,已經來到2024年10月以來的最低水平,較今年2月高點下滑8.5%。如果這種趨勢持續下去,美元指數可能創下2009年以來最糟糕的月度表現。而相對應的黃金價格則屢創新高,這波漲勢讓人聯想到1970年代的通脹時期,黃金不僅成為避險首選,更是对抗美元疲軟的利器。黃金與白銀的價格比也飆升至105倍,接近歷史峰值。 目前市場邏輯可以分為短中長三層來看: 短期市場主要擔心特朗普會真的瘋到免除鮑威爾的職務,這將直接摧毀Fed的獨立性,而Fed相對獨立的貨幣政策一直是美國金融市場和信用體系的重要支撐。 中期則聚焦於反…
❤6👍2
Fed Put救市?不存在的… 最近投資者被關稅政策的反復搞得身心俱疲,雖然hard data還沒出現明顯下滑,但二級市場已經提前消化關稅對經濟增長以及通脹的影響,所以美聯儲降息救市的言論又一次被翻出來炒作。 市場希望看到的是,鮑威爾在面對關稅與潛在經濟衰退時能釋放鴿派信號,哪怕不降息,也應安撫市場情緒,但他卻明確否認短期降息和暫停縮表的可能,且對經濟下行的應對也未作表態,強調需等待關稅對通脹的實際影響再行決策。這算是再一次告訴大家: 「Fed Put ? 不存在的」。 鮑威爾這次講話幾乎一字不差地重復了4月4日的講稿內容,並重申「迄今為止宣佈的關稅上調幅度遠超預期(significantly larger)。其經濟影響可能同樣如此,包括通脹上升和經濟增長放緩。」,就差把「滯脹」兩個字說出口了,美股指數隨即出現自由落體… 現在似乎進入了一個僵局: 特:Fed快降息 鮑:要看到價格&就業穩定才會降息 特:你不降息我就想辦…
🙏10👍2🤔2
啊,川普,Tariff Man
🤣10😁2
關稅不確定下,財報季上市公司如何給Guidance呢? 最近華爾街有人猜測,因為特朗普90天關稅豁免期間不確定性太高,在Q1財報季中有可能看到部分公司暫停給出guidance。 但美國航空(AAL)卻另闢蹊徑選擇了給出兩種情況下的EPS guidance: 在正常情況下FY2025 EPS預計$11.5-13.5 在衰退情景下FY2025 EPS 預計$7-9 So now, choose your own adventure…
👍6❤2
https://youtu.be/KcmMOZKnKAk?si=WKYOP2IPZt9b1HgY
👍2
美國製造的蘋果是什麼樣子?Hi Donnie!
🔥7😁4
貿易戰繼續升級,美國對中國關稅升到145%... 這突如其來的消息讓美股的史詩級反彈僅僅維持了一天,週四收盤就回吐了一半的漲幅。投資者似乎意識到,雖然知道Trump Put就是美債收益率,但底線清晰並不代表情況好轉: * 10%的全面關稅 * 145%的中國關稅 * 90天後對等關稅重啟的風險 上述的風險就是不確定性的根本來源,只要不確定性存在,那麼企業資本支出以及消費需求就必然受到影響,加上特朗普政府的言語反復,不僅讓投資者本就不多的風險偏好土崩瓦解,還在不斷侵蝕美國資產的「避險地位」。這一點可以從多個方面看的出來:1)美國CDS利差正在快速擴大(幾乎可以媲美意大利和希臘);2)美元指數已跌至6個月來低點;3)美國10年期/30年期國債收益率上升;4)黃金價格突破3,176美元的歷史高點;4)VIX爆升21%。種種跡象都表明,市場感覺到未來增長可能停滯,所以需要更安全的資產(黃金)來停泊資金,看來想要恢復市場信心還有很遠…
👍8❤1
Showing the 12 most recent of 20 posts we hold for @ansonnam. 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.
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.
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 3 September 2026 — this entry's latest reading, not the date you are reading this.
“Anson美股投資👨🏻💻👨🏻💻” (@ansonnam), 1,497 subscribers as measured 3 September 2026. Telegram Register, tgregister.com/channel/ansonnam.
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.