2026-08-06 19:10:57 布油盘中涨超5%;道指止步五连涨,标普500、纳指两连跌,存储芯片股闪迪和西部数据财报后分别跌近7%和逾10%,SpaceX解禁日不跌反涨超6%。 伊朗与阿曼协议拟禁止美以等敌对方船只霍尔木兹通行,伊媒称伊方在海峡附近打击敌方目标;美官员称拒绝航线有任何阻碍。 报道:若未来几周通胀数据强劲,沃什将准备9月加息。 特朗普宣布对多晶硅及其衍生产品加征关税并规定最低进口价。特朗普签署行政令限制使用出生公民权、将严厉打击“生育旅游”。 韩国杠杆ETF监管风暴:金融委员长、总统府政策室长相继遭刑事举报。 宇树科技IPO定价150.8元,DeepSeek、腾讯等获战略配售。 报道:字节讨论训超5万亿参数模型,争取领先位置。 DeepSeek官宣API涨价且“幅度较大”。 Alphabet启动250亿美元发债,获超四倍认购,热度超越亚马逊和SpaceX。 报道:OpenAI智能音箱定价逾300美元,iP…

Channel
华尔街见闻
@cnwallstreet
On this record: Topic · Growth · Engagement · Posts · Telegram's recommendations · Cite this entry
1,325subscribers
+97 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
Register entry
| Telegram ID | -1001187170983 |
|---|---|
| Type | Channel |
| Username | @cnwallstreet |
| Created | Between 1 March 2018 and 31 July 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 24 September 2026 |
| Measurements held | 15 |
| Confirmed unchanged | 1 time, most recently 24 September 2026 |
| On Telegram | t.me/cnwallstreet |
Topic
National news — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 18 September 2026 and assigned it the closest of 31 fixed categories, at 49% 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 |
|---|---|---|
| 24 Sept 2026, 23:36 | 1,325 | +30 |
| 14 Sept 2026, 23:36 | 1,295 | +2 |
| 11 Sept 2026, 16:18 | 1,293 | +2 |
| 7 Sept 2026, 05:19 | 1,291 | +1 |
| 2 Sept 2026, 22:28 | 1,290 | +16 |
| 30 Aug 2026, 12:04 | 1,274 | +4 |
| 27 Aug 2026, 15:08 | 1,270 | +2 |
| 24 Aug 2026, 04:22 | 1,268 | +1 |
| 20 Aug 2026, 17:36 | 1,267 | +7 |
| 17 Aug 2026, 10:23 | 1,260 | +4 |
| 13 Aug 2026, 09:45 | 1,256 | +10 |
| 10 Aug 2026, 16:13 | 1,246 | +13 |
| 7 Aug 2026, 11:48 | 1,233 | +5 |
| 6 Aug 2026, 23:15 | 1,228 | no change |
| 6 Aug 2026, 23:05 | 1,228 | first reading |
Engagement
20 posts held, back to 6 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 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 6 August 2026. An engagement rate over an empty window would be a number about nothing.
Recent posts
2026-08-06 18:57:25 7月以来,A股市场迎来剧烈风格切换,此前持续领涨的AI、半导体等科技成长板块出现大幅调整,而前期表现低迷的传统价值板块普遍迎来反弹。在此背景下,多只重仓AI、半导体方向的基金出现较大幅度的回撤。值得关注的是,这批遭遇重挫的基金中,部分产品在二季度刚刚完成大规模换仓,从消费、资源等传统板块切换至科技赛道。其中,既有基金经理交接导致风格变化的情形,也有基金经理在分化行情下主动选择了“追逐趋势”。(中证报)
2026-08-06 18:56:06 截至8月6日,全市场已有超百家A股上市公司披露2026年半年报。数据显示,泽璟制药、仕佳光子、鼎通科技、科大智能等上市公司的前十大股东中,公募基金产品占据半数及以上席位。有基金人士分析,大幅买入直至成为上市公司前十大股东,往往是基金经理特别看好这一投资机会的表现。是什么因素使得各家公募机构旗下产品不约而同地进场?结合半年报业绩来看,这些公司普遍呈现出净利润高增长或进入盈利拐点的特点。这恰恰与近年来公募行业看重的成长投资风格审美不谋而合。(中证报)
2026-08-06 18:48:45 日前多方调研获悉,多家一线机构已形成明确共识:A股本轮调整本质是交易拥挤度的释放与估值阶段性收缩,AI产业长期成长逻辑并未发生实质性逆转,政策底信号显现之下,市场底仍需筹码、情绪与增量资金多重条件共振确认,而这一过程往往需事后回望方能定论。机构人士认为,随着中报业绩进入集中披露窗口,行情正逐步由预期驱动转向业绩兑现驱动,科技与涨价方向景气占优,但板块内部分化将加剧——具备真实业绩与技术壁垒的龙头有望在估值修复中率先受益,而单纯依赖概念与涨价弹性的标的将面临定价重估。(中证报)
2026-08-06 18:47:19 日前召开的中共中央政治局会议对货币政策作出新的部署,人民银行2026年下半年工作会议进一步细化落实要求,释放清晰政策信号。专家表示,在推动经济持续向新向优向好发展过程中,货币政策需要统筹平衡多重目标。当前,降准、降息仍在政策工具箱内,操作上将更加注重相机抉择,并把握好实施时点与力度;结构性工具将持续加码,聚焦科技创新、新质生产力、中小微企业等重点领域补短板。与此同时,财政金融协同促内需政策将持续优化,为经济持续回升向好营造适宜货币金融环境。
2026-08-06 18:47:57 记者8月6日以购房者身份走访或致电北京、广州、杭州等地多家银行,发现多数银行房贷利率仍不低于3%。部分外资银行能够提供利率低于2.8%的住房贷款,不过这类低息贷款设置了客户资质与合作渠道等门槛。有银行表示,虽然无法下调贷款利率,但可通过合作楼盘给予购房者一定的房价优惠。(中证报)
2026-08-06 18:45:19 近期,中国银行保险资产管理业协会对198家机构(32家银行理财公司、39家保险资管公司,以及127家保险集团、保险公司)进行调查,形成2026年三季度银行保险资产管理行业投资信心指数。调查结果显示,三季度银行保险资产管理行业权益投资信心指数较二季度有所回升,权益层面风险偏好与配置意愿同步回升,结构性机会共识增强。
2026-08-06 18:40:32 巴西石油公司PetroBras二季度调整后EBITDA为938.4亿巴西雷亚尔,分析师预期913.7亿雷亚尔。 二季度剔除一次性事件的调整后EBITDA为1006.4亿雷亚尔,剔除一次性事件的净利润557.6亿雷亚尔。 二季度净利润524.5亿雷亚尔,分析师预期451.4亿雷亚尔。 二季度销售1695.3亿雷亚尔,分析师预期1616.2亿雷亚尔。 二季度净债务603.9亿雷亚尔。
2026-08-06 18:43:43 近期,锂电池电解液添加剂碳酸亚乙烯酯(VC)价格持续上涨。据百川盈孚数据,截至8月6日,国内电解液添加剂VC均价为23万元/吨,6月以来涨幅超过60%,同比上涨400%。多位业内人士表示,VC供不应求的情况短期不会改变。目前国内VC行业名义总产能超过19万吨/年,但业内可稳定供货的有效产能仅约11万吨/年。去年行业企业开工率整体偏低,叠加头部企业集中开展设备检修,行业库存快速下行。对于价格走势,业内人士认为,年内VC价格会持续高位。(上证报)
2026-08-06 18:40:32 巴西石油公司PetroBras二季度调整后EBITDA为938.4亿巴西雷亚尔,分析师预期913.7亿雷亚尔。
2026-08-06 18:37:33 近期,以DR(存款类金融机构债券回购利率)为基准利率的贷款“多点开花”,打破了贷款定价单一锚定LPR(贷款市场报价利率)的旧模式。据统计,约15个省份已有这类贷款落地,国有大行、股份行、地方法人银行均已布局,央企、国企、民企、外资企业等多类经营主体已“尝鲜”。DR作为贷款利率新“锚点”投入应用,不仅奏响了利率市场化改革新章,也为企业融资提供了全新的定价选项。业内人士认为,DR基准利率贷款将为企业融资带来多重利好。(上证报)
2026-08-06 18:35:26 对于A股市场走势与后续布局方向,机构普遍看好科技成长超跌修复行情,认为市场结构性机会将持续凸显。招商证券认为,当前适合以“超跌反弹布局为主,再平衡配置为辅”的思路参与行情。总体来看,A股仍处于上行周期,经历7月大幅回调后,市场单边上涨或单边下跌的极端行情难以再现,板块、风格再平衡需求提升,成长赛道的修复行情值得重点布局。银河证券表示,科创制造主线的结构性行情将阶段性延续。从8月初市场模型预测来看,市场行情将重回波动率、动量风格主导,指数表现靠前的标的基本集中在半导体、商业航天等科技成长领域。(上证报)
Showing the 12 most recent of 20 posts we hold for @cnwallstreet. 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.
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.
@HuaErJie1 · 66,992
Telegram ranks this channel #2 of 80 here — alongside 79 others — read 20 August 2026
This channel appears in 1 seed channel's Telegram-generated recommendation list 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 24 September 2026 — this entry's latest reading, not the date you are reading this.
“华尔街见闻” (@cnwallstreet), 1,325 subscribers as measured 24 September 2026. Telegram Register, tgregister.com/channel/cnwallstreet.
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.