可能有些人不喜欢 但是中肯 https://www.sinchew.com.my/?p=7807311
😱1

Channel
@lanxistock
On this record: Growth · Engagement · Reactions · Posts · Telegram's recommendations · Cite this entry
1,409subscribers
-4 since we began measuring on 4 September 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
| Telegram ID | -1002206882143 |
|---|---|
| Type | Channel |
| Username | @lanxistock |
| Created | Between 1 June 2024 and 30 September 2024 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 4 September 2026 |
| Last confirmed live | 16 September 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 16 September 2026 |
| On Telegram | t.me/lanxistock |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 16 Sept 2026, 11:00 | 1,409 | -3 |
| 12 Sept 2026, 09:15 | 1,412 | -1 |
| 8 Sept 2026, 01:57 | 1,413 | no change |
| 4 Sept 2026, 23:22 | 1,413 | first reading |
18 posts held, back to 22 July 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.
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 1 September 2026 |
|---|---|
| Posts held | 18 (22 July 2026 – 1 September 2026) |
| Views total | 498 |
| Reactions total | 1 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 4 Sept 2026, 23:22 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.
171 reactions across 18 posts, in 10 distinct kinds. The most used accounts for 32.7% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 56 | 32.7% | |
| 👍 | 44 | 25.7% | |
| 😁 | 26 | 15.2% | |
| 🔥 | 16 | 9.36% | |
| 🤣 | 15 | 8.77% | |
| 🤯 | 8 | 4.68% | |
| 😇 | 2 | 1.17% | |
| 😱 | 2 | 1.17% | |
| 👏 | 1 | 0.585% | |
| 🤓 | 1 | 0.585% |
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 18 of the 18 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 171 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 18 most recent posts we hold, published 22 July 2026 to 1 September 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.
可能有些人不喜欢 但是中肯 https://www.sinchew.com.my/?p=7807311
😱1
I'm lovin' it
🤣12🤓1🤯1
美银对冲基金客户持续加仓美股,单周买入力度创 2008 年以来新高。 不愧是你 首席投资策略师喊空了那么久 美银买入度创纪录
🤣3
"We recently signed an A100 contract that extends into 2029 at an attractive price. As a reminder, this SKU was introduced in 2020.” 之前Michael Burry 说一张显卡的寿命只有3年 他看空AI,因为GPU的寿命只有3年,然后折旧按照5年计算 今天Coreweave的财报直接打脸Michael Burry 今天Coreweave财报,2020年的A100,刚刚续签了新的订单,直接签到2029年
🔥7👍2😁1
8月份美股最大的ALPHA是来自于CPI 目前10月升息的概率高达65.2% 也预计着市场资金已经price in 全年升息的概率 本周三的CPI 将会是关键数据 如果CPI和核心CPI都低于预期 这就极有可能反转今年升息的概率 如果升息概率被反转那么股市就会继续上扬 大家还记得去年10月当美联储连续降息了2次 然后市场原先预计12月不会降息了 之后没来拿出副主席威廉姆斯出来说话 暗示着接下来还会降息 结果市场马上出现巨大的逆转 希望8月分也会如此 这一次的CPI非常重要因为7月是油价爆升的一个月 如果CPI 依然能够符合预期甚至低于预期 那么对市场来说就是一个好消息 目前CPI年率预测 3.4%;核心CPI年率预测 2.5%
👍9❤4
SIC 是否即将迎来周期底部反转? Navitas CEO 在电话会议上表示 AI数据中心现在就已经开始从传统Silicon转向高压SiC AI对SiC的需求,其实已经开始爆发 很多人以为SiC必须等到NVIDIA 800VDC在2027年开始,才会进入AI数据中心 传统AI服务器AC/DC PSU可能只有5至10kW 但新的系统正在向18kW、20kW甚至30kW级别发展 功率越高,传统Silicon在效率、散热和功率密度方面的问题越严重 于是SiC开始提前进入AI服务器电源 2026年第二季度SiC业务已经出现明显加速 公司高功率业务同比增长超过50% 而AI基础设施收入连续两个季度环比增长超过50% 公司预计2026年底AI Infrastructure将贡献超过三分之一的总营收 2026下半年开始,越来越多AI服务器的高功率AC/DC PSU会从Silicon转向SiC 也就是说 AI SiC需求曲线已经启动,而…
❤9👏1🤯1
META Muse Glimmer 和其他的大模型定位不同 这个开源模型只会是普通用户并且要任务不复杂的才会配置在电脑上 处理不了复杂推理,长文档和精细任务 最低配需要24GB VRAM 24GB VRAM 能跑 Muse Glimmer 的接近满配 context 约 131K token 大概是10 万英文单词,足够本地跑完整的 agentic 工作流 需要的最低配的GPU是RTX 4090或者Mac 32GB RAM 对云端上的大型AI模型构不成威胁
👍4❤2😱1
第5点的要点 INTC 正式向股东讨钱 INTC宣布拟进行150亿美元普通股发行。
👍7
市场上两大空头一个重伤一个开始转口风。 嘴里喊着股市会跌,自己的团体就默默做多股票。
🔥9😇2❤1
市场终将奖励那些错杀的公司
😁11🤯1
不是华尔街看不懂 虽然只是调整了新闻头条 实际capex 并没有下跌 玩的就是会计魔法 微软的电话会议中融资租赁改为营运租赁 是一种accounting method 让capex 看起来变得更少 融资租赁的付款要拆成两截:利息走经营活动,本金偿还走筹资活动 而营运租赁的租金是整笔走经营活动 自 FY2027 起把数据中心和办公楼的估计使用年限从 15年延长到 25年 未来的数据中心租约从融资租赁转为营运租赁 而融资租赁计入资本支出,营运租赁不计入 因此MSFT看起来 capex 在明年貌似从1900亿减少至1750亿 但实际情况是现金流依然会支付那150亿美元 只不过是会计方式变化那150亿不会计算在capex 中
❤17
今天Warsh 演讲释放出一个信号是 美联储不会轻易出手干预长债利率 虽然升息预期下降,但是因为不会出手干预 就导致了更多的机构去short 长债, TLT 也下跌,20年美国国债利率飙至5.232% 长债利率上涨 变相压缩科技公司估值 这也是为什么升息概率下降 而美股尾盘表演跳水
👍9
Showing the 12 most recent of 18 posts we hold for @lanxistock. 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.
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 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.
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 16 September 2026 — this entry's latest reading, not the date you are reading this.
“兰溪析股” (@lanxistock), 1,409 subscribers as measured 16 September 2026. Telegram Register, tgregister.com/channel/lanxistock.
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.