Channel
@ieobserve
On this record: Topic · Growth · Engagement · Posts · Citations · Telegram's recommendations · Cite this entry
14,769subscribers
-140 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001394251478 |
|---|---|
| Type | Channel |
| Username | @ieobserve |
| 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 | 7 November 2026 |
| Measurements held | 58 |
| Confirmed unchanged | 1 time, most recently 7 November 2026 |
| On Telegram | t.me/ieobserve |
Technology — 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 80% 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 7 Nov 2026, 06:27 | 14,769 | -6 |
| 6 Nov 2026, 07:10 | 14,775 | -2 |
| 5 Nov 2026, 08:57 | 14,777 | -1 |
| 3 Nov 2026, 09:41 | 14,778 | -1 |
| 2 Nov 2026, 06:39 | 14,779 | -4 |
| 1 Nov 2026, 04:00 | 14,783 | -2 |
| 31 Oct 2026, 07:30 | 14,785 | +4 |
| 30 Oct 2026, 05:49 | 14,781 | -7 |
| 29 Oct 2026, 06:56 | 14,788 | -2 |
| 28 Oct 2026, 05:57 | 14,790 | -5 |
| 27 Oct 2026, 02:09 | 14,795 | -3 |
| 26 Oct 2026, 04:47 | 14,798 | -3 |
| 24 Oct 2026, 01:28 | 14,801 | -4 |
| 22 Oct 2026, 23:58 | 14,805 | -3 |
| 21 Oct 2026, 20:57 | 14,808 | -2 |
| 18 Oct 2026, 22:40 | 14,810 | -4 |
| 17 Oct 2026, 21:28 | 14,814 | -2 |
| 17 Oct 2026, 00:14 | 14,816 | -3 |
| 16 Oct 2026, 00:48 | 14,819 | +1 |
| 15 Oct 2026, 03:58 | 14,818 | first reading |
30 posts held, back to 23 April 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 62 pages of Telegram’s post history, 20 posts per page.
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 22 October 2026 |
|---|---|
| Posts held | 30 (23 April 2026 – 22 October 2026) |
| Views total | 8,190 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 7 Nov 2026, 05:45 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.
Telegram’s own ‘edited’ marker: 0 of 2 posts held from the last 30 days (0%) 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).
Tesla Q3營收持平，汽車交付衰退，能源營收也衰退，但毛利率改善，服務營收年增33%，FSD 付費用戶年增 67% 至 174 萬。更重要的是，Musk 預期 Robotaxi 將在 2027 Q2 開始貢獻可見營收，Q3、Q4 可能成為重要獲利來源，Optimus 則預計 2027 年底開始對外出貨。 #汽車交付 48.65 萬輛，未交訂單創四年新高。扣除監管積分後，汽車毛利率從 16.3% 回升至 18.1%。 北美新車 #FSD訂閱 註冊率超過 75%，全球付費用戶達 174 萬。分析師估計年化經常性收入已接近 10 億美元。 #Robotaxi 累積無人駕駛里程接近 200 萬英里，季增八倍。Cybercab 已在 Austin 營運，預計 11 月擴張至 Dallas，長期目標是將每英里營運成本降至 0.30 美元。 #Megapack 受惠 AI 資料中心電力需求，2027 年產能幾乎售罄，德州新廠也已開…
SpaceX Q3的驚人成績說明為什麼他有2兆估值，營收年增161%至145億，SI 業務年增830%至75.6億。AI 算力業務已超越 Starlink，成為 SpaceX 最大的營收來源。 未來展望更加激進。 SpaceX 預估 2026 年底ARR達 1,000 億美元，2027 Q1 單季營收更上看 330～370 億美元。 馬斯克計畫將 AI 算力從目前 1.7 GW 擴張到 2026 年底約 3 GW，2027 年底達到 13 GW，明年主要改用 NVIDIA Vera Rubin。 目前新部署算力租金已略高於每瓦 50 美元，管理層表示投資回收期不到一年。 另外，馬斯克透露 Terafab 目標在 2027 年完成首顆測試晶片，2028 年開始量產；SpaceX 與 Tesla 也已成立特別委員會討論潛在合併。 更詳細的財報電話會議內容可以看這篇 https://www.patreon.com/ieo/p…
老馬證實真的有跟台積電在聊德州Terafab
美光 Micron 再度交出超預期的財報，本季營收年增379%至542億，毛利率攀升到87%，EPS $33.42也高於市場預估的$31.6。 #下一季展望更強。美光預估Q4營收615億美元，高於市場原先約570億美元的預期。即使AI建設需求持續強勁，美光下一季毛利率仍會從87%小幅降至86.25%，主要原因不是記憶體價格轉弱，而是員工獎酬成本開始反映在存貨成本中。 $MU 現在預期，2027與2028年的DRAM、NAND供需都會比2026年更緊，而且目前甚至看不到供需何時重新回到平衡。 #策略性客戶協議（Strategic Customer Agreements，SCA），三個月內已從16份增加到26份，涵蓋至2030年超過35%的預估營收，客戶財務承諾提高到320億美元，RPO更增加至約1500億美元。 美光Q3 #資本支出 淨額107.7億美元，Q4預估進一步增加至約115億美元；接下來兩個財報季度CapEx合計…
各家 AI Agent 正密集推出，Agent 可以全天候搜尋、呼叫 API、執行程式，網路流量不再受到人類數量與時間限制。 現在機器流量甚至已經超越人類，第一線的 CDN 巨頭也開始感受到這波流量海嘯。 這篇就來看看，當網際網路的主要使用者逐漸從人變成 Agent，網路基礎建設會怎麼改變，錢又會流向哪裡。 https://www.patreon.com/ieo/posts/170882837?utm_campaign=postshare_creator
以一般大眾的角度來看，消費者端是不會願意為提升生產力而付費訂閱的，也不會覺得自己會需要花錢請一個個人助理，更不用說去買一個地端設備例如Mac Mini專門24小時跑agent 所以將Agent打包集成好在雲端免費提供然後由商家抽成或是廣告來變現，是更合理能大規模鋪開的選擇 能這樣做的公司其實也不多，畢竟能這樣燒錢推廣讓使用者先用起來的公司屈指可數，Meta就是那個燒不死的印鈔機，還可以靠賺詐騙廣告錢持續餵養自己的伺服器投資。 如果未來有更多公司也開始學習消費者端 AI Agent 這一套，什麼樣的需求會暴增，對網路產業鏈會有什麼影響，誰受惠誰受害，這篇文章就是試圖回答這件事。 https://www.patreon.com/ieo/posts/meta-muse-dang-170531434?utm_medium=social&utm_source=telegram&utm_campaign=postshare_crea…
Broadcom 最新一季 AI 半導體營收達 167 億美元，年增 221%、季增 54%，下一季預估進一步升到 217 億美元，年增 236%。 $AVGO 預期 2026 年 AI 半導體營收約 580 億美元，2027 年翻倍到 1,150 億美元，2028 年再翻倍到 2,300 億美元。Broadcom 表示，目前實際需求甚至高於這個數字。 成長動能主要來自六家 frontier AI 客戶加速部署客製化 XPU，其中四家已經非常明確。Google 已大量出貨 Ironwood TPU v7，並開始量產 TPU v8i，Broadcom 預計未來幾年每年對 Google 的 TPU 供應都會達數百億美元規模。 Anthropic 今年部署約 1GW Ironwood，2027 年預計再部署 5GW TPU v8i，2028 年還有額外 10GW 需求，管理層預期 Anthropic 可能從 2027 年起成為…
Marvell 對未來兩年的成長預期再度明顯上修，而且 AI 成長動能已經從光通訊 DSP，擴大到交換器、scale-up optics、CXL 與客製化晶片。 $MRVL #未來成長主要來自三條線 #AI網路與光互連。 800G 需求仍強，1.6T 正快速放量，51.2T Ethernet switch 今年營收預估超過倍增；更大的增量開始來自 scale-up。隨著 AI cluster 愈來愈大，銅線在距離、頻寬與功耗上逐漸碰到限制，NPO、CPO 等 scale-up optics 開始提前導入。管理層甚至表示，2027 財測多上修的 15 億美元中，connectivity，尤其 scale-up optics，是最重要的增量來源之一。 #客製化 Marvell 預估 2027 custom revenue 將超過倍增，2028 再明顯加速，成長不只來自 XPU，也來自 NIC、storage controlle…
以Nvidia這種體量，每季營收增速竟然還在加速是十分可怕。這季的電話財報會議很精彩，回應了大部分市場對Nvidia的質疑，包含循環融資、客戶ASIC競爭以及hyperscaler 資本支出到達極限的問題。 這季 $NVDA 營收962億美元，年增106%，Data Center年增117%，而且已經連續四季年增率加速。更誇張的是，NVIDIA罕見提前預告2027年營收仍可成長約70%，而且黃仁勳直接說，這不是需求上限，而是供應上限，客戶需求其實接近翻倍。 他對AI市場的判斷：AI已經開始做真正有生產力的工作，Token已經可以賺錢，「算力會直接轉化成營收」。下一波則是Agentic AI，一個Agent執行任務需要的算力可能是人類直接使用AI的15～100倍，推論需求還會再被放大。 市場擔心Hyperscaler資本支出見頂，但NVIDIA現在近一半Data Center營收已來自Neocloud、企業、主權AI與AI新…
AI 光通訊現在最大的問題，是產能跟不上需求。 兩大光通巨頭最新財報都在加速。Lumentum 最新一季營收 10.1 億美元、年增 109%，下一季指引中間值直接拉到 12.5 億美元、年增超過 130%，毛利率也升到 50.4%。 Coherent 最新一季營收 20.5 億美元、年增 34%，其中資料中心業務更年增 66%；公司預期 FY2027 結束前，單季營收將突破 30 億美元。 更重要的是，這波成長還在往上游傳。800G 繼續增加，1.6T 已經快速放量，EML、CW Laser、Pump Laser、高功率雷射到 InP 基板都開始吃緊。Coherent 表示主要瓶頸就是 InP；Lumentum 的高功率雷射需求增加速度快過擴產。 其他光通公司的財報也印證同一件事。AOI 表示 800G、1.6T 需求至少到 2027 年中都高於產能；AXT 的 InP 營收創歷史新高，backlog 已超過 1 億美…
SpaceX IPO後第一次季報，營收年增92%至78億，營業虧損大幅收窄，主要受惠於Starlink 作為現金奶牛輸血以及AI算力對外租賃變現。 老馬說太空算力要和Nvidia合作，Musk 在電話會議中表示，SpaceX正在開發名為 Starmind的AI衛星，其核心將是一套經過最佳化的NVIDIA Vera Rubin NVL72 AI運算系統。這不是只存在於概念階段的遠期計畫，SpaceX預計在2027年開始發射。 SpaceX並不打算直接照搬傳統資料中心機櫃，而是會「徹底簡化」一般NVL72機架設計。他認為這套重新設計的系統將具備兩項優勢： 第一，成本會更低。 第二，運算效率或整體系統效能會更高。 SpaceX甚至打算將相同設計同時部署在地面與軌道。Elon的原話是，既然已經為太空環境重新設計出一套更簡化的NVL72系統，就沒有理由不把它也放在地面資料中心使用。 更詳細的SpaceX財報與電話會議問答和展望…
Palantir Q2 營收年增加速至93%到19.35億優於預期的18億，營業利潤率也拉高到62%，EPS $0.41 優於預期的 $0.35。 Rule of 40 達到驚人的155%。 美國商業營收年增149％，AIP進入大型合約階段。美國政府業務年增90％，Maven平台持續擴張。 $PLTR 將全年營收預期從先前的 76.5-76.6 億上調至 81.5-81.6 億美元。 CEO Alex Karp 說強勁成長至少會持續18個月。Palantir Q2整體合約總價值為33.7億美元，年增49％。總剩餘合約價值達131億美元，年增83％、季增11％。剩餘履約義務為49億美元，年增103％ 這份財報反映AIP已經開始從企業AI實驗工具，轉變成企業營運系統。企業不再只購買模型或Token，而是開始為資料整合、工作流程、自動化決策、模型治理與資訊安全付費。Palantir正好站在這個AI價值鏈重新分配的中心。 更詳細…
Showing the 12 most recent of 30 posts we hold for @ieobserve. 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.
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.
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 6 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 7 November 2026 — this entry's latest reading, not the date you are reading this.
“IEObserve 國際經濟觀察” (@ieobserve), 14,769 subscribers as measured 7 November 2026. Telegram Register, tgregister.com/channel/ieobserve.
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.