꽤 매파적인 발언을 하네요;;
🙏6❤2

Channel
@ihresearch
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
8,366subscribers
-1 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 3,162–10,000.
| Telegram ID | -1001674521669 |
|---|---|
| Type | Channel |
| Username | @ihresearch |
| Created | Between 1 December 2021 and 30 April 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 7 September 2026 |
| Measurements held | 11 |
| Confirmed unchanged | 1 time, most recently 7 September 2026 |
| On Telegram | t.me/ihresearch |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 7 Sept 2026, 00:19 | 8,366 | -6 |
| 2 Sept 2026, 16:26 | 8,372 | -1 |
| 30 Aug 2026, 23:57 | 8,373 | -5 |
| 27 Aug 2026, 22:17 | 8,378 | -7 |
| 25 Aug 2026, 02:22 | 8,385 | +4 |
| 21 Aug 2026, 07:04 | 8,381 | +7 |
| 15 Aug 2026, 19:04 | 8,374 | -6 |
| 12 Aug 2026, 17:03 | 8,380 | -5 |
| 9 Aug 2026, 18:12 | 8,385 | +13 |
| 7 Aug 2026, 01:50 | 8,372 | +5 |
| 6 Aug 2026, 10:52 | 8,367 | first reading |
117 posts held, back to 4 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 23 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. It is computed over the 84 of 94 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 28 August 2026 |
|---|---|
| Posts held | 117 (4 August 2026 – 28 August 2026) |
| Views total | 255,960 |
| Reactions total | 768 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 28 Aug 2026, 17:38 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.
Measured directly from 1 video 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.
999 reactions across 103 posts, in 5 distinct kinds. The most used accounts for 50.5% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 504 | 50.5% | |
| 👍 | 221 | 22.1% | |
| 🙏 | 138 | 13.8% | |
| 🔥 | 125 | 12.5% | |
| 👏 | 11 | 1.10% |
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 105 of the 117 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 999 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 117 most recent posts we hold, published 4 August 2026 to 28 August 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.
꽤 매파적인 발언을 하네요;;
🙏6❤2
워시가 시장 방향을 바꿀말을 할것같진 않습니다. 청문회때부터 작은 연준의 역할을 일관적으로 강조해온 사람이라 잭슨홀에서 뭔가 기존의 입장을 바꿀 것으로 생각하긴 어렵습니다.
❤20👍2🙏2
북미투자에 대한 압박 강화
📝. 백악관, 반도체 신규 관세 부과 방안 검토 중 (Politico) ITE HOUSE WEIGHING NEW ROUND OF TARIFFS ON CHIPSPOLITICO 코멘트: 미국의 대중 반도체 관세 부과는 기술 패권 경쟁의 일환으로, 공급망 재편과 첨단 산업 보호를 위한 전략적 조치로 해석된다. #반도체 #관세 #미중갈등 #공급망 #기술패권 (Insight: @hyperspect | Source: @marketfeed | Disclaimer: 면책고지, 모든 메세지 확인 없고 착오가 중대하게 있을 수 있음. 모든 투자 책임은 투자자 본인에게 일체 귀속됨.)
❤5
310억달러면 작진 않네요
👍6
💻 키옥시아·샌디스크, 日 메모리 팹에 310억달러 투자 📌 키옥시아가 샌디스크와 함께 일본 내 메모리 반도체 생산능력 확대를 위해 💥 향후 6년간 5조엔 이상(약 310억달러)을 투자할 계획이라고 밝힘 📌 구체적인 투자규모 • 기타카미 신규 공장에 1.8조엔 투자 • 신규 공장 첫 제품 출하는 2030년 초 예상 • 키옥시아·샌디스크가 공동으로 증설 추진 • 오타 히로오 CEO는 전체 투자액의 약 1/3을 일본 정부 보조금으로 지원받기를 희망 → AI·데이터센터 중심의 NAND 수요 확대를 염두에 둔 💥중장기 생산능력 선제 확충으로 해석. 일본 정부의 보조금 규모가 실제 투자 집행 속도와 CAPEX 부담을 좌우할 전망. 💻반도체 소부장💻[그로쓰리서치] https://telegram.me/growth_semi
❤3👍2
SKBB가 인적분할하고 SKT는 분할 법인의 지분 일부를 외부에 매각합니다.
SKT는 외국인지분율이 높은데 어떤 형태로 진행이 되는건지 https://biz.chosun.com/it-science/ict/2026/08/27/VN3C42QIMNAYPER2VIIVWOZ3NY/
전 요새 풍력 업뎃 중입니다. 과연 변곡점일지,
🔥7
『풍력; 불어오는 변화의 바람』 기업분석부 신재생/운송 최민기 ☎️ 02-3772-3734 ► 신한생각: 불확실성 속 점진적 회복 국면에 진입한 풍력 업황 - 풍력업종 비중확대 제시 - 2025년 글로벌 신규 설치량은 164.6GW로 사상 최고치를 기록 - 중국이 70% 이상, 육상풍력이 94%를 차지해 글로벌 산업 전반의 턴어라운드는 시간 필요 - 다만 유럽 중심으로 계약가격 인상·물가연동·계약기간 연장이 시작되며 재가격화 국면에 진입 - 육상풍력이 먼저 회복 시작, 해상풍력은 실제 FID·기자재 발주 전환을 확인해야 하는 점진적·선별적 회복 구간으로 판단 ► 기자재 업황은 순차적 회복, 정책 기반 국내 시장 개화에 기대 - 기자재 발주는 FID·착공 전환 이후 터빈을 시작으로 밸류체인 전반에 확산. 터빈 OEM은 가격 정상화·저마진 수…
NVIDIA INCURRED A $400M CHARGE IN 1H FROM EXCESS H200 INVENTORY. GPM 전망도 하락하기 시작하고 H200 재고평가손 금액도 좀 찝찝하긴 하나 어제 본장에 -1.6%까지 무려 8거래일 연속으로 하락했어서 셀온은 미리 나온듯 합니다. 메모리가 반응이 제일 뜨겁네요.
🔥7❤1👍1
엔비디아 어닝콜 끝났습니다 - 매출 전망은 상회, GPM 전망은 하회 - FY28 매출 YoY 70% (est. 44%) - FY28 GPM 72~73% (est. 74.2%) - GPM 하락 요인은 메모리 비용 급증 - 메모리 공급병목 FY28 말까지 이어질 것 - 메모리 포함 구매약정 $124B→$279B
❤9
Showing the 12 most recent of 117 posts we hold for @ihresearch. 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.
Republishes
Channels on the register whose posts this channel has forwarded.
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.
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.
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 7 September 2026 — this entry's latest reading, not the date you are reading this.
“IH Research” (@ihresearch), 8,366 subscribers as measured 7 September 2026. Telegram Register, tgregister.com/channel/ihresearch.
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.