[AI/인터넷 x 유틸리티 x 건설 x 미래산업 콜라보 인뎁스, 하나증권 AI/디지털자산/인터넷/게임 이준호] '데크크2 (한국데센 정상영업합니다)' 리포트: https://tinyurl.com/5yxkrc8b ✅AI/인터넷: 기대치를 높이자 국내 AI DC는 대규모 개발 계획 발표 이후 자금조달, 인허가, 시공 및 컴퓨팅 공급 계약을 구체화하는 단계로 진입했다. 미국 중간선거의 결과가 민주당의 승리로 끝나면서 AI DC 규제로 연방, 주 차원에서 전력망 증설 비용의 사업자 부담 강화, 신규 건설, 증설 중단의 가능성이 높아졌다. 리스크 회피를 위해 미국 외 지역 AI DC 구축 증가가 예상되며 국내도 수혜를 볼 것으로 예상한다. 기존 2030년까지 추가로 필요한 국내 AI DC 추가 공급 유효 수요 추정치의 Base 시나리오 3.0~…
Channel
빠르고 정확한 주식정보방
@fastest_info1
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry
13,620subscribers
+663 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001352301083 |
|---|---|
| Type | Channel |
| Username | @fastest_info1 |
| Description | 넘쳐나는 뉴스속에서 알짜배기만 빠르게 전달 드립니다. 모든 컨텐츠에는 오류가 있을수 있고 매수/매도 추천 아니며 매매의 근거로 활용될 수 없습니다. 해당 게시물의 내용은 어떤 경우에도 법적 근거로 사용될 수 없습니다. 언급된 모든 기업은 보유 중일 수 있으며 언제든지 매도할 수 있습니다. |
| Created | 31 March 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 7 August 2026 |
| Last confirmed live | 7 November 2026 |
| Measurements held | 57 |
| Confirmed unchanged | 1 time, most recently 7 November 2026 |
| On Telegram | t.me/fastest_info1 |
Topic
Crypto & trading — 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 11 September 2026 and assigned it the closest of 31 fixed categories, at 85% 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 the other topics.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 7 Nov 2026, 04:09 | 13,620 | +12 |
| 6 Nov 2026, 06:46 | 13,608 | +143 |
| 4 Nov 2026, 10:36 | 13,465 | -1 |
| 3 Nov 2026, 13:26 | 13,466 | +1 |
| 2 Nov 2026, 13:39 | 13,465 | -6 |
| 1 Nov 2026, 12:54 | 13,471 | +1 |
| 31 Oct 2026, 15:40 | 13,470 | +5 |
| 30 Oct 2026, 16:24 | 13,465 | +5 |
| 29 Oct 2026, 16:41 | 13,460 | +43 |
| 28 Oct 2026, 18:50 | 13,417 | -6 |
| 27 Oct 2026, 20:39 | 13,423 | -2 |
| 26 Oct 2026, 17:01 | 13,425 | +1 |
| 25 Oct 2026, 15:56 | 13,424 | +15 |
| 24 Oct 2026, 19:29 | 13,409 | -8 |
| 23 Oct 2026, 19:59 | 13,417 | -7 |
| 22 Oct 2026, 16:58 | 13,424 | -10 |
| 21 Oct 2026, 13:59 | 13,434 | +2 |
| 20 Oct 2026, 09:27 | 13,432 | +27 |
| 19 Oct 2026, 05:58 | 13,405 | +11 |
| 18 Oct 2026, 04:30 | 13,394 | first reading |
Engagement
382 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 59 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 14.5%
- avg views ÷ 13,620 subscribers
- Avg views / post
- 1,980
- 80 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 80
- of 382 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 7 November 2026 |
|---|---|
| Posts held | 382 (6 August 2026 – 7 November 2026) |
| Views total | 158,384 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 7 Nov 2026, 18:41 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
- ≈5,250
- Videos
- ≈28
- Links
- ≈10,700
Lifetime counters from Telegram’s own channel header, read 7 November 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
Telegram’s own ‘edited’ marker: 1 of 80 posts held from the last 30 days (1.25%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
[미국 10월 비농업 고용지표 서프라이즈] – 미국 10월 비농업 고용자 수가 16.5만 명 증가하며 시장 예상치 7만 명을 크게 상회. – 이전치 2.9만 명 대비로도 고용 증가 폭이 크게 확대되면서 미국 노동시장이 예상보다 견조하다는 점을 확인. – 시장 예상보다 강한 고용은 미국 경기침체 우려를 완화하는 요인이라는 점에서 긍정적. – 다만 연준 입장에서는 노동시장이 여전히 견조하다는 의미이기 때문에 조기 금리 인하 필요성이 낮아질 수 있음.
외국인 코스피 2.7조 매도중 1.9조가 SK하이닉스에서 나왔네요 삼성전자의 외국인 매도는 1,287억원으로 상대적으로 작았습니다. 오늘 현물 매도는 반도체 전체보다는 하이닉스에 집중된 매도에 가깝습니다.
📌 월가의 AI 탈출…팔고도 기술주 비중 23.5% 월가 헤지펀드들이 기술주를 2016년 이후 가장 빠른 속도로 팔아치웠다. 그런데도 골드만삭스가 거래를 중개하는 헤지펀드 포트폴리오에서 기술주 비중은 여전히 23.5%다. 최근 5년간 상위 10% 수준이다. 대규모 매도 이후에도 기술주에 상당한 투자금이 집중돼 있다는 의미다. ① 10년 만의 매도에도 높은 기술주 비중 - 헤지펀드 순레버리지 48.6%로 1년 만에 최저. - 기술주 보유 비중 23.5%, 최근 5년간 상위 10%. - 10월 중순 헤지펀드가 반도체를 팔 때 개인은 26억달러 순매수. ② AI 급락에 ETF 매도 압력까지 - 11월 5일 나스닥100 지수 6.36% 급락. - 시가총액 약 2조5000억달러 증발. - 노무라, 레버리지 ETF의 장 마감 무렵 매도 필요 …
https://blog.naver.com/ranto28/224466693885 AI 트레이드를 흔든 3가지 핵심 요인 헤지펀드의 포지션 청산 (디레버리징): 지난 2년간 빅테크(M7)와 AI 반도체 종목에 빚(레버리지)을 내어 집중 투자했던 헤지펀드들이 마진콜과 위험 관리 모델에 걸려 기계적인 강제 매도에 돌입했습니다. 중간선거 결과에 따른 정책 리스크: 유권자들의 데이터센터 반대 여론 속에 데이터센터가 밀집한 텍사스, 조지아 등에서 신규 건설 규제 및 유예를 공약한 민주당 주지사들이 당선되었습니다. 이에 따라 미국 전체 데이터센터 계획 용량의 약 45%가 인허가 지연 리스크에 직면했습니다. 앤트로픽 상장(IPO) 및 자금 조달 불확실성: 앤트로픽이 1년 내 지불해야 할 대규모 약정 금액(700억 달러)을 마련하기 위해 1,000억 달러…
Photo, posted without a caption
미국 데이터센터 규제 반사이익 관련주 #엘리스 - 국내 상장사 중 사업 구조가 가장 순수한 네오클라우드 업체. - 26년 10월 20일 상장, 공모가 90,500원, 공모금액 약 2,011억 원 - 올해 상반기 매출 76%가 AI 클라우드에서 발생 - 2026년 상반기 매출 344억원, 영업이익 103억원, 이익률 약 30% (상반기에만 전년 연매출의 약 87%, 전년 연간 영업이익 이상을 달성) - 수도권 10MW 풀가동(가동률 100% 근접) 기반, 서남권(호남) 40MW·동남권(영남) 80MW 포함 총 130MW 전력 선제 확보 - 미국·중국 외 제3지대(동남아·중동) 소버린 AI 수요를 타깃으로 AI PMDC 하드웨어와 자체 클라우드 SW를 묶은 턴키 패키지 수출 추진 #NHN - 서울 양평에서 정부 사업으로 구축한 B200 7,…
왜 교통정리가 필요한지가 납득이 되긴 하네요
이전 산업 코멘트로 네오클라우드 옥석 가리기 시점임을 설명드린 바 있습니다. 공급 컴퓨팅의 희소성, 신규 계약 가격 협상력이 높아지며 단기간에 수급 불균형은 해소되기 어렵습니다. 블루웨이브로 미국 내 AI DC 증설의 불확실성이 커져 네비우스, 코어위브의 주가가 흔들리는 것과 국내에서 안정적으로 AI DC를 세팅하고 시작하는 플레이어들을 분리해서 볼 필요가 있습니다. NAVER, 삼성에스디에스 지속 추천드리며 이후 인뎁스를 통해 자세히 설명드리겠습니다.
미국의 전력망 제약과 데이터센터 지연으로 데이터센터 건설 투자가 아시아로 확산될 가능성을 증시가 반영중
데이터센터 관련주들이 전체적으로 강세
기존 월봉 돌파 자리
Showing the 12 most recent of 382 posts we hold for @fastest_info1. 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
@fastest_info1 edited 1 post 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
- 24 August 2026
- Most recent edit
- 24 August 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
@Yeouido_Lab · 43,4614 posts스몰인사이트리서치
@smallinsightresearch · 5,8212 posts타점 읽어주는 여자(타자)
@tazastock · 40,9432 posts급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,9861 post텐렙
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@kimcharger · 25,2351 post지식 책꽂이 (이대호 기자)
@knowledge_to_wealth · 14,3871 post미니언즈
@minionsstock · 1,4531 post너쟁이의 성실한 추추생활
@nje2e · 8,9561 postRafiki research
@rafikiresearch · 20,6731 post
Republishes
Channels on the register whose posts this channel has forwarded.
Republishes 49 registered channels. The 48 listed are the ones this channel has forwarded most; the rest are counted here but not each listed.
@darthacking · 65,58920 posts스몰인사이트리서치
@smallinsightresearch · 5,82111 postsKK Kontemporaries
@kkkontemp · 21,1364 posts유안타 손현정 [유틸리티(전력기기)/음식료]
@HJS_YSK · 4,6163 posts루팡
@bornlupin · 49,2063 posts[한국투자 최고운] 운송
@thetransport · 5,3903 posts[신한 리서치본부] 유틸리티/신재생
@ShinhanUtilityNewEnergy · 5,0652 posts카이에 de market
@cahier_de_market · 23,0722 postsDS Tech 이수림
@dssemicon · 5,7722 posts이그전 (이은택의 그림 전략)
@egzion · 22,8522 posts실시간 역외 첩보망 PRO
@hyperspect · 4,7122 posts[하나 이준호] AI/디지털자산/인터넷/게임
@internetgameLJH · 4,3922 posts한화 유통/의류/지주 이진협
@jinhyeoblee · 4,2562 posts한화투자증권 경제 임혜윤
@lim_econ · 14,0802 posts[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 24,6992 posts[미래에셋 유틸리티/전력기기] 김태형
@miraepower · 1,4122 postsCTRINE
@teamctrine · 8,2192 posts대신 신성장산업 & 유틸리티
@Daishinsmc · 3,5921 post[다올 매크로/투자전략] 조병현/박영찬/정현하/홍록은
@DaolMacro · 3,1621 post한투증권 미국/중국전략 정정영
@G2strategy · 16,6801 post하나 중국/신흥국 전략 김경환
@HANAchina · 35,2721 postDAOL 조선/기계/방산 | 최광식
@HI_GS · 17,0781 postGranit34의 투자스토리
@Joorini34 · 12,5701 post한투 제약/바이오 위해주
@KIS_Healthcare · 8,6891 post[한투 테크팀] 남채민/황준태/김정찬/김연준
@KISemicon · 15,5241 post김치터미널
@KimchiTerminal · 6,0821 post양파농장
@Onionfarmer · 16,1431 post[한국투자증권 염동찬] 퀀트
@TLTE8EU3QIsyMzM1 · 3,2381 post알테오젠 IR
@alteogenIR · 9,7711 post@아무자료 아무노래(2026년, 계급사회 가속화 3.0)
@anysong_Technon · 4,9671 post[신한 리서치본부] 제약/바이오
@bio_shinhan · 21,3111 post디지털자산/AI/경제(케이씨지)
@coinkcgchannel · 15,4401 post다올투자증권 리서치센터
@daolresearch · 4,7281 post[하나 Global ETF] 박승진
@globaletfi · 20,5531 post하나증권 IT 전기전자/부품 김민경
@hanaitmk · 2,0521 post한화PLUS 김수연
@haribo_market · 5,6031 postPluto Research
@hedgehara · 19,5861 post주식스타그램
@jusikstagram · 4,1061 post키움증권 해외선물 톡톡
@kwtok · 9,4401 post[미래에셋증권 채권/경제] 민지희, 정형기
@miraebond · 6,0981 postmk_giant
@mk_giant · 11 postNH 리서치 [제약/바이오]
@nhis_bio · 4,9361 post삼성리서치 매크로 정성태
@samsung_macro · 8,4091 post[ IT는 SK ]
@skitteam · 18,2511 post유진증권 디지털자산/핀테크 김세희
@ssayzzang · 1,0701 post선진짱 주식공부방
@sunstudy1111 · 55,1431 post부의 나침반
@w_compas · 4,9921 postKB/화학/배터리 전우제
@wchun0222 · 5,5281 post
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 1 registered channel — 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.
Names
Channels on the register whose handles appear in this channel's posts.
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.
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.
@cahier_de_market · 23,072
Telegram ranks this channel #8 of 85 here — alongside 84 others — read 20 September 2026
@GoUpstock · 21,092
Telegram ranks this channel #11 of 83 here — alongside 82 others — read 25 September 2026
@kimcharger · 25,235
Telegram ranks this channel #11 of 88 here — alongside 87 others — read 15 September 2026
@stock_messenger · 25,249
Telegram ranks this channel #11 of 90 here — alongside 89 others — read 14 September 2026
@tazastock · 40,943
Telegram ranks this channel #12 of 89 here — alongside 88 others — read 2 September 2026
@FastStockNews · 128,867
Telegram ranks this channel #12 of 92 here — alongside 91 others — read 2 September 2026
@easobi · 23,405
Telegram ranks this channel #13 of 87 here — alongside 86 others — read 18 September 2026
@realtime_stock_news · 36,981
Telegram ranks this channel #15 of 93 here — alongside 92 others — read 2 September 2026
@pharmbiohana · 29,780
Telegram ranks this channel #17 of 89 here — alongside 88 others — read 7 September 2026
@YeouidoStory2 · 58,004
Telegram ranks this channel #18 of 92 here — alongside 91 others — read 2 September 2026
@darthacking · 65,589
Telegram ranks this channel #18 of 91 here — alongside 90 others — read 2 September 2026
@growthresearch · 40,099
Telegram ranks this channel #19 of 90 here — alongside 89 others — read 2 September 2026
@habit4117 · 28,290
Telegram ranks this channel #20 of 87 here — alongside 86 others — read 10 September 2026
@corevalue · 67,121
Telegram ranks this channel #20 of 93 here — alongside 92 others — read 2 September 2026
@ym_research · 39,856
Telegram ranks this channel #25 of 89 here — alongside 88 others — read 2 September 2026
@Yeouido_Lab · 43,461
Telegram ranks this channel #25 of 90 here — alongside 89 others — read 2 September 2026
@maddingStock · 20,796
Telegram ranks this channel #26 of 87 here — alongside 86 others — read 27 September 2026
@survival_DoPB · 22,082
Telegram ranks this channel #26 of 90 here — alongside 89 others — read 21 September 2026
@awake_realtimeCheck · 22,883
Telegram ranks this channel #26 of 92 here — alongside 91 others — read 20 September 2026
@huhpharm · 24,261
Telegram ranks this channel #29 of 93 here — alongside 92 others — read 16 September 2026
@bornlupin · 49,206
Telegram ranks this channel #31 of 91 here — alongside 90 others — read 2 September 2026
@bumgore · 35,375
Telegram ranks this channel #39 of 89 here — alongside 88 others — read 2 September 2026
@bufkr · 21,618
Telegram ranks this channel #40 of 89 here — alongside 88 others — read 21 September 2026
@desperatestudycafe · 18,528
Telegram ranks this channel #41 of 83 here — alongside 82 others — read 5 October 2026
This channel appears in 44 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. 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 7 November 2026 — this entry's latest reading, not the date you are reading this.
“빠르고 정확한 주식정보방” (@fastest_info1), 13,620 subscribers as measured 7 November 2026. Telegram Register, tgregister.com/channel/fastest_info1.
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.