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[미래에셋증권 시황] 김석환, 김주연

@globalmktinsight

On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry

18,231subscribers

+673 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-1001926884456
TypeChannel
Username@globalmktinsight
DescriptionFact & Insight
CreatedBetween 1 April 2023 and 31 October 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live7 November 2026
Measurements held60
Confirmed unchanged1 time, most recently 7 November 2026
On Telegramt.me/globalmktinsight

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 10 September 2026 and assigned it the closest of 31 fixed categories, at 78% 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

17,55118,23217,891.56 August 2026 — 17,558 subscribers7 August 2026 — 17,555 subscribers8 August 2026 — 17,552 subscribers9 August 2026 — 17,551 subscribers10 August 2026 — 17,557 subscribers11 August 2026 — 17,568 subscribers12 August 2026 — 17,572 subscribers13 August 2026 — 17,578 subscribers14 August 2026 — 17,575 subscribers16 August 2026 — 17,569 subscribers17 August 2026 — 17,572 subscribers18 August 2026 — 17,575 subscribers19 August 2026 — 17,585 subscribers20 August 2026 — 17,580 subscribers21 August 2026 — 17,577 subscribers23 August 2026 — 17,640 subscribers25 August 2026 — 17,672 subscribers26 August 2026 — 17,678 subscribers27 August 2026 — 17,681 subscribers27 August 2026 — 17,683 subscribers29 August 2026 — 17,687 subscribers30 August 2026 — 17,685 subscribers31 August 2026 — 17,682 subscribers1 September 2026 — 17,694 subscribers2 September 2026 — 17,710 subscribers3 September 2026 — 17,755 subscribers5 September 2026 — 17,773 subscribers8 September 2026 — 17,782 subscribers11 September 2026 — 17,809 subscribers13 September 2026 — 17,883 subscribers14 September 2026 — 17,897 subscribers16 September 2026 — 17,940 subscribers18 September 2026 — 17,976 subscribers2 October 2026 — 18,030 subscribers7 October 2026 — 18,037 subscribers11 October 2026 — 18,049 subscribers14 October 2026 — 18,065 subscribers15 October 2026 — 18,066 subscribers16 October 2026 — 18,080 subscribers17 October 2026 — 18,079 subscribers17 October 2026 — 18,082 subscribers18 October 2026 — 18,088 subscribers20 October 2026 — 18,090 subscribers21 October 2026 — 18,101 subscribers22 October 2026 — 18,108 subscribers24 October 2026 — 18,107 subscribers24 October 2026 — 18,105 subscribers25 October 2026 — 18,109 subscribers27 October 2026 — 18,104 subscribers28 October 2026 — 18,107 subscribers29 October 2026 — 18,109 subscribers30 October 2026 — 18,116 subscribers31 October 2026 — 18,123 subscribers1 November 2026 — 18,127 subscribers2 November 2026 — 18,126 subscribers3 November 2026 — 18,150 subscribers4 November 2026 — 18,212 subscribers5 November 2026 — 18,224 subscribers6 November 2026 — 18,232 subscribers7 November 2026 — 18,231 subscribers18,2316 August 20267 November 2026
60 measurements spanning 93 days, net +673. 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 17,449–18,334 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 60
Measured (UTC)SubscribersChange
7 Nov 2026, 03:4918,231-1
6 Nov 2026, 03:3918,232+8
5 Nov 2026, 05:4718,224+12
4 Nov 2026, 07:3118,212+62
3 Nov 2026, 06:5118,150+24
2 Nov 2026, 06:2018,126-1
1 Nov 2026, 04:5118,127+4
31 Oct 2026, 02:0718,123+7
30 Oct 2026, 03:1518,116+7
29 Oct 2026, 05:4118,109+2
28 Oct 2026, 01:4918,107+3
27 Oct 2026, 00:2718,104-5
25 Oct 2026, 21:2818,109+4
24 Oct 2026, 22:5618,105-2
24 Oct 2026, 02:1818,107-1
22 Oct 2026, 03:3618,108+7
21 Oct 2026, 00:1118,101+11
20 Oct 2026, 00:3018,090+2
18 Oct 2026, 21:3818,088+6
17 Oct 2026, 23:1518,082first reading

Engagement

222 posts held, back to 3 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 65 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
22.3%
avg views ÷ 18,231 subscribers
Avg views / post
4,070
51 posts measured
Reaction rate
0.162%
reactions ÷ views · ER floor
Posts in window
52
of 222 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. It is computed over the 47 of 51 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 6 November 2026
Posts held222 (3 August 2026 – 6 November 2026)
Views total207,580
Reactions total324
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken7 Nov 2026, 15:59 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
≈4,080
Videos
≈7
Links
≈2,420

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.

Reaction mix

1,264 reactions across 212 posts, in 10 distinct kinds. The most used accounts for 66.1% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
❤83566.1%
👍18514.6%
😭897.04%
😱776.09%
👏352.77%
😁141.11%
😢100.791%
🤔100.791%
👌50.396%
🥰40.316%

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 213 of the 222 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 1,264 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 222 most recent posts we hold, published 3 August 2026 to 6 November 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

Telegram’s own ‘edited’ marker: 12 of 52 posts held from the last 30 days (23.1%) 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).

6 Nov 2026, 10:00 UTC≈1,300 views4 reactionsread 7 November 2026
Forwarded from @chinadagudong

한국&중국 마켓 클로징(11월 6일) K-증시, AI 정책불확실성에 출렁 # 국내 마감 ▶️ Summary · 코스피 5,059.69(-6.02%), 코스닥 644.27(-5.03%) · 코스피, 장 중 서킷브레이커 발동. 연기금 등 기관 1.7조원 순매수(KRX)에도 외인 2.7조원 순매도에 -6% 하락 · 11월 1주, 코스피 외인 누적 10조원 순매도 vs. 기관 4.4조원 순매수(KRX) · 달러-원 환율, 1,360원대로 급등..."AI 투자 우려에 안전자산 선호 심리 확대" · 앤트로픽, AI 투자 우려에 IPO 기업가치 1.5조달러에서 하향 조정 의견↑ · 코어위브, 데이터센터 규제 우려에 회사채와 주식 가격 2거래일 연속 급락 · 이 부총리, 변동성 증폭 방지 위해 증권사 신용융자 담보비율 140% 유지의무 3개월간 면제 …

😭4

6 Nov 2026, 08:40 UTC≈1,420 views5 reactionsread 7 November 2026
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월스트리트파인더 Ep.213 - 미국 중간선거, 정치적 안도와 투자 지형의 변화 ■ Key Takeaways - 민주당 압승, 의회 견제력 확대와 정책 교착 - 선거 안도 랠리 반전, 시장 변동성 재확대 - AI 성장 유효, 인프라·현금흐름 중심의 선별 - (Weekly Preview) 앤트로픽 IPO 로드쇼, 미국 10월 CPIㆍPPI 발표 ■ Executive Summary 미국 중간선거에서 민주당이 상·하원을 모두 장악하며 정책 환경 변화가 예상되나, 대통령의 거부권 유지로 독점적인 정책 실행은 제한적일 전망임. 대신 예산, 세제, 인사 등에 대한 의회의 견제력이 대폭 강화되면서 정치적 교착 상태가 심화될 가능성이 커짐. 금융시장은 선거 직후 안도 랠리를 보였으나, AI 투자 수익성에 대한 의구심과 과도하게 쏠린 포지션 청산이 맞물…

👍5

6 Nov 2026, 03:14 UTC≈2,050 views2 reactionsread 7 November 2026

https://www.yna.co.kr/view/AKR20261106085200008

😭2

6 Nov 2026, 03:12 UTC≈2,460 views7 reactionsread 7 November 2026
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창과 방패...공격과 수비 외국인의 날카로운 매도(창)가 지속되며, 국내 증시의 하방 위험을 키우고 있는 상황. 반면, 기관(금융투자 중심)과 기타법인은 순매수(방패)로 대응하며 증시 낙폭을 제한하는 모습. 이전까지 변동성 확대 국면에서 적극 '저가매수(buy the dip)'에 임했던 개인은 매우 소극적인 대응을 하고 있는 상황. 그만큼 개인의 투심 부진과 유동성 환경이 악화되었다는 반증으로 볼 수 있음. 140조원 육박했던 고객예탁금은 90조원을 하회하였고, 38조원에 달했던 신용융자잔고는 28조원대 초반으로 하락. 방금 발표된 '신용융자 담보비율 140% 유지 의무 3개월 면제'는 디레버리징에 따른 강제 청산의 우려를 일시적으로 완화시켜줄 것으로 기대. 이로 인해 지난 10월까지 급증하며 연간 누적 5조원 넘는 '반대매매'에 …

❤3👏3😁1

6 Nov 2026, 02:39 UTCviews —

[미래에셋증권 시황] 김석환, 김주연 pinned «[미래에셋증권 선진국 전략 김성근/시황 김석환] Market Issue - 시장코멘트: 데이터센터와 AI 포지션 청산 Key Takeaways · AI 투자 기대 재평가, 헤지펀드 디레버리징과 시스템 매도로 확산. 레버리지 ETF·CTA 매도와 외국인 수급 악화가 변동성 확대 요인으로 작용 · 민주당의 상하원 장악 외에 텍사스 등 데이터센터 활동 상위 주의 주지사 당선이 매도를 자극. 민주당 주지사들은 모라토리움, 세제 혜택 철회 등의 정책을 옹호 ·…»

6 Nov 2026, 02:39 UTC≈4,490 views5 reactionsread 7 November 2026

[미래에셋증권 선진국 전략 김성근/시황 김석환] Market Issue - 시장코멘트: 데이터센터와 AI 포지션 청산 Key Takeaways · AI 투자 기대 재평가, 헤지펀드 디레버리징과 시스템 매도로 확산. 레버리지 ETF·CTA 매도와 외국인 수급 악화가 변동성 확대 요인으로 작용 · 민주당의 상하원 장악 외에 텍사스 등 데이터센터 활동 상위 주의 주지사 당선이 매도를 자극. 민주당 주지사들은 모라토리움, 세제 혜택 철회 등의 정책을 옹호 · 연말까지 시장 변동성 확대 가능성에 유의. 실질적 정책 변화, 외국인 수급 및 시스템 매도 등을 확인하며 관전 스탠스 유지 필요 https://securities.miraeasset.com/bbs/maildownload/20261106112152990_156 * 어려운 시장 상황 및 투자 …

😭3❤2

6 Nov 2026, 01:20 UTC≈2,400 views6 reactionsread 7 November 2026

마켓 뷰 (11월 6일) ▶ Summary: 코스피 서킷 브레이커, 코스닥 매도 사이드카 -코스피 4,931.84(-451.96p, -8.39%), 코스닥 630.88(-47.53p, -7.01%) -코스피 초반 8%대↓, 5천선 하회하며 연저점 경신..서킷 브레이커 발동 · 롯데렌탈: 경영권 인수한 텍사스퍼시픽 그룹, 잔여 지분 전량 공개매수 후 상장폐지 추진. 롯데렌탈(+10.40%) · 씨어스: 서버 수급 차질로 주력 제품 ‘씽크’ 공급 일정 지연..3분기 영업적자. 씨어스(-29.03%) · 한진칼우: 호반건설과 조원태 한진그룹 회장 지분 경쟁 이어지는 가운데 5거래일째 급등. 한진칼우(+24.03%) · 부총리 “증시 펀더멘털 대비 지나친 반응 않도록 선제 조치 적기 시행할 것” · 위험 회피 심리에 달러 강세..달러-원 환율 …

😭5❤1

5 Nov 2026, 22:38 UTC≈2,390 views2 reactionsread 7 November 2026

글로벌 마켓 브리핑(11월 6일) ▶미국증시 전 업종 하락..나스닥 5.5%↓, 다우 3.4%↓ *Key Indices 1. 미국증시 주요지수 - 다우존스 산업평균: 51,523.06/ -3.44% - S&P500: 7,353.73/ -4.36% - 나스닥 종합: 24,314.99/ -5.52% - 나스닥 100: 26,629.80/ -6.36% - 러셀 2000: 2,729.88/ -4.45% - 필라델피아 반도체: 9,011.14/ -12.25% - VIX: 28.18/ +69.66% 2. S&P500 업종지수 필수소비재 -0.67%/ 유틸리티 -0.71%/ 부동산 -1.82%/ 커뮤니케이션 -1.86%/ 헬스케어 -2.50%/ 소재 -2.70%/ 금융 -2.74%/ 에너지 -2.81%/ 경기소비재 -3.74%/ 산업재 -4.12%/…

❤2

5 Nov 2026, 22:38 UTC≈1,780 viewsread 7 November 2026

(11/6) Global Market Snapshot ◆ 미국 증시 - DOW: 51,523.06p (-1,833.06p, -3.44%) - S&P500: 7,353.81p (-334.81p, -4.35%) - NASDAQ: 24,315.00p (-1,421.51p, -5.52%) - 러셀2000: 2,729.84p (-127.11p, -4.45%)   ◆ 한국 관련 - MSCI 한국지수 ETF: $132.97 (-19.15, -12.59%) - MSCI 이머징지수 ETF: $58.05 (-3.57, -5.79%) - KRX KOSPI 200: 771.40p (-65.85p, -7.87%) - NDF 환율(1개월물): 1,357.13원 / 전일 대비 0원 하락 출발 예상 - 필라델피아 반도체: 9,011.14 (-1,257.51, -12.25…

5 Nov 2026, 16:19 UTC≈5,900 views29 reactionsread 7 November 2026
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VIX 지수 하루 상승폭 68% 기록 역대 3번째 기록이 될지는 장 마감까지 지켜봐야. VIX 역대 일간 상승폭 순위 1. 2018년 2월 5일/+115.60% 역사상 최대 일일 상승률 기록. 지정학적 위기나 경제 붕괴가 아니라, 금융 상품의 구조적 결함이 유발한 연쇄 폭발이라는 점에서 '볼마게돈(변동성+아마게돈)'으로 불림. 2. 2024년 12월 18일/+74% - 연준이 FOMC 회의에서 25bp 금리 인하를 단행했으나, 향후 전망에 대해 시장 예4보다 훨씬 매파적 입장을 내놓음. 특히 시장은 2025년 연간 금리 인하 횟수를 4회로 예상했으나, 연준은 이를 단 2회로 축소. - 여기에 미 대선 이후 차기 트럼프 행정부의 관세 부과 정책이나 무역 전쟁 가능성 등 거시경제적 정책 불확실성 상존. 3. 2026년 11월 6일/+68…

😭19😱4😁3👍2❤1

5 Nov 2026, 15:30 UTC≈3,230 views18 reactionsread 7 November 2026
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미 증시는 '레드(Red) 웨이브' VIX가 20% 이상 급등하며 최근 6개월래 고점을 기록. 변동성을 기초자산으로 하는 ETF들 30-40% 급등. 전일 선방했던 '하이퍼스케일러'들도 금일 투매에 낙폭을 확대. 국채금리 소폭 하락 속 금 가격 1%이상 상승. WTI 선물은 2%이상 상승.

😭10😱4😁3❤1

5 Nov 2026, 15:10 UTC≈2,590 views19 reactionsread 7 November 2026
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SOXL(Direxion Semiconductor Bull 3X ETF) 국내 투자자들(서학개미)의 투자 비중이 높은 일명 '쏙쓸(SOXL)'의 낙폭이 거듭 확대되는 모습. 주초에 공유해드린 <10월 외화증권 결제금액>을 보시면, 10월 한 달동안 SOXL만 약 30억 달러를 매수하면서, 2위를 기록한 스페이스X 대비 약 6배나 큰 규모를 기록한 바가 있음. 또한 전체 보유잔고 기준으로 Top 4를 기록할 정도로 국내 투자자들의 익스포저가 매우 큰 단일종목이자 ETF. 반도체 '내우외환'의 순간.

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Showing the 12 most recent of 222 posts we hold for @globalmktinsight. 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

@globalmktinsight 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
3 November 2026
Most recent edit
3 November 2026

Forward network

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 2 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.

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.

신영증권 박소연
@sypark_strategy · 29,288
Telegram ranks this channel #27 of 91 here — alongside 90 others — read 8 September 2026
YIELD & SPREAD
@yieldnspread · 22,071
Telegram ranks this channel #29 of 89 here — alongside 88 others — read 21 September 2026
[하나 Global ETF] 박승진
@globaletfi · 20,553
Telegram ranks this channel #31 of 86 here — alongside 85 others — read 28 September 2026

This channel appears in 3 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 7 November 2026 — this entry's latest reading, not the date you are reading this.

“[미래에셋증권 시황] 김석환, 김주연” (@globalmktinsight), 18,231 subscribers as measured 7 November 2026. Telegram Register, tgregister.com/channel/globalmktinsight.

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.