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Channel

Alex 投资备忘

@Alex_xu_investment

Not marked by Telegram, checked 22 August 2026

On this record: Topic · Growth · Engagement · Reactions · Posts · Telegram's recommendations · Cite this entry

6,371subscribers

+48 since we began measuring on 7 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1002205515142
TypeChannel
Username@Alex_xu_investment
CreatedBetween 1 June 2024 and 30 September 2024 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded7 August 2026
Last confirmed live15 September 2026
Measurements held13
Confirmed unchanged1 time, most recently 15 September 2026
On Telegramt.me/Alex_xu_investment

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 12 September 2026 and assigned it the closest of 31 fixed categories, at 73% 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 why it has no browse page of its own yet.

Growth

6,3066,3716,338.57 August 2026 — 6,323 subscribers7 August 2026 — 6,323 subscribers11 August 2026 — 6,306 subscribers14 August 2026 — 6,308 subscribers17 August 2026 — 6,307 subscribers20 August 2026 — 6,313 subscribers24 August 2026 — 6,317 subscribers26 August 2026 — 6,321 subscribers30 August 2026 — 6,324 subscribers2 September 2026 — 6,340 subscribers7 September 2026 — 6,338 subscribers12 September 2026 — 6,353 subscribers15 September 2026 — 6,371 subscribers7 August 202615 September 2026
13 measurements spanning 39 days, net +48. 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 6,296–6,381 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
15 Sept 2026, 12:566,371+18
12 Sept 2026, 00:596,353+15
7 Sept 2026, 12:406,338-2
2 Sept 2026, 10:566,340+16
30 Aug 2026, 01:416,324+3
26 Aug 2026, 21:346,321+4
24 Aug 2026, 04:566,317+4
20 Aug 2026, 19:236,313+6
17 Aug 2026, 19:136,307-1
14 Aug 2026, 06:186,308+2
11 Aug 2026, 04:096,306-17
7 Aug 2026, 23:266,323no change
7 Aug 2026, 13:316,323first reading

Engagement

20 posts held, back to 1 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 8 pages of Telegram’s post history, 20 posts per page.

Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 8 August 2026. An engagement rate over an empty window would be a number about nothing.

Reaction mix

60 reactions across 20 posts, in 4 distinct kinds. The most used accounts for 60.0% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
3660.0%
👍1626.7%
👏711.7%
💯11.67%

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 20 of the 20 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 60 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 20 most recent posts we hold, published 1 July 2026 to 8 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.

Recent posts

8 Aug 2026, 02:07 UTC468 views2 reactionsread 12 August 2026
Photo

今天下午的社群直播活动 进社群微信添加 alexxxp 备注:会员。 目前会员数300+,会员费 599 rmb/年。 无意进群的请勿添加,添加也会删除,关注公众号:Alex 的投研备忘和本频道就好。 会员群适合认可基本面分析和价值投资理念的朋友加入,群里会针对深入的投资问题、具体的项目\公司进行讨论,我也会讲自己目前的策略、标的,以及背后的思考逻辑。 暂定的【会员权益】 1.有问必回:大家在群里的问题,除非我不懂(根据我的经验大多数属于此列),否则都会回复; 2.每日更新:我会每天在群内分享我看到的好的投资内容和观点,产业调研信息,也包括一些网上没有的信息,比如小范围的线下专家会等,我本身在优质信源获取上的投入每年也在 10 万以上 3.定期的在线会议,从价投角度聊具体的标的,自由问答和讨论 4.时间是最宝贵的,每天需要花很多时间阅读和调研,目前暂不接受私聊或电话咨询,后续可能会以另一种形式开放 为什么要经营社群? 1

2

5 Aug 2026, 06:48 UTC456 views1 reactionsread 12 August 2026

🔍 2026-08-05 每日简报 📊 一、重点数据 恐惧与贪婪指数:38(恐惧) 美国 BTC 现货 ETF:昨天流入2.11亿美元 美国 ETH 现货 ETF:昨天流入5374万美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)8月4日,白宫召集Meta、英伟达、微软、OpenAI、Anthropic及谷歌等公司代表举行会议,审议一份针对前沿AI模型网络攻击能力的自愿测试框架草案。据路透社援引两名知情人士报道,特朗普政府顾问在会上明确表示,开放权重模型不会被纳入这套新的政府测试框架范围;框架将"受覆盖的前沿模型"定义为闭源、具备最先进能力且存在国家安全风险的模型,但对"最先进"和"国家安全风险"均未给出明确界定。框架同时明确写明,其中任何条款均不应被解读为对已发布的开放模型构成限制。白宫目前没有公开该框架细节的计划,内容仅限受邀参会及愿意参与的公司知晓。外交关系委员会中国与新兴技术高级研究员Chris McGui

1

4 Aug 2026, 13:32 UTC425 views1 reactionsread 12 August 2026

🔍 2026-08-04 每日简报 📊 一、重点数据 恐惧与贪婪指数:37(恐惧) 美国 BTC 现货 ETF:昨天流入1.7亿美元 美国 ETH 现货 ETF:昨天流出1190万美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)8月3日,特朗普在白宫对记者表示,美伊正在进行谈判,并称谈判"就在此刻发生"。但在同一天,伊朗外交部发言人埃斯梅尔·巴加埃伊明确表示,伊朗目前没有与美国进行任何谈判,双方也没有安排会面,伊朗方面正在进行的仅是与阿曼就霍尔木兹海峡通航路线的谈判。特朗普随后在Truth Social发文回击,称伊朗领导层极其虚伪,抱怨对方"一边请求会谈,一边又公开宣称什么都没在谈"。伊朗议会议长加利巴夫也在社交媒体发文,指责这是"假新闻",意在操纵金融和石油市场,并借机让美国与以色列摆脱当前的战争困境。消息面反复摇摆,国际油价当日显著回落。 2)8月4日,白宫将与OpenAI、Anthropic、谷歌和Met

1

31 Jul 2026, 14:14 UTC789 views2 reactionsread 12 August 2026

直发的方式想到哪儿写到哪儿,还是用文章完整地梳理下观点吧。 古法手敲的感觉真不错。 https://x.com/xuxiaopengmint/status/2083193990321443047

👍2

31 Jul 2026, 12:49 UTC790 views4 reactionsread 12 August 2026
Photo

目前来看渠道面对稳定币项目的议价权是在上升,而不是下降 标志性事件:1.hypeliquid 拿走 90% 的平台存量 usdc 储备金利润;2.最近崛起的 L2 robinhood chain, 主推稳定币为 USDG (paxo 为发行商),而没有用 USDC,却几乎完全不影响用户的活跃(USDG 需要把 97% 的渠道收益返还给 Robinhood chain)。 有或者考虑有 crcl 持仓的,这个趋势是需要考虑进去的。 其实从 hypeliquid 和 robinhood 两个案例也能想见,后续 circle 在和币安等传统加密渠道谈判时所要面临的局面,大概率也是会更加恶劣,而不是更加宽松。 你 Hyperliquid 跟 Coinbase/Circle 谈判的时候有议价权,我币安就没有吗?我 Kraken 就没有吗? 你给 Hyperliquid 这么好的分润条件,给我却是很差的条件,当我币安和 Kraken 是好欺

3👍1

27 Jul 2026, 10:02 UTC758 views3 reactionsread 12 August 2026

🔍 2026-07-27 每日简报 📊 一、重点数据 恐惧与贪婪指数:39(恐惧) 美国 BTC 现货 ETF:上周流入3379万美元 美国 ETH 现货 ETF:上周流入1.04亿美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)据央视新闻报道,以色列总理办公室发表声明称,应美国总统特朗普的邀请,以总理内塔尼亚胡定于7月27日启程前往华盛顿进行访问,并将于7月28日在白宫与特朗普会晤。此次会晤是特朗普与内塔尼亚胡自2月28日美以伊冲突爆发以来首次举行面对面会谈。据悉,内塔尼亚胡及其访美团队计划在与特朗普会晤时,递交一份有关伊朗军事与核计划的最新情报,以方在情报中指责伊朗正在加速推进核武器研发计划。有以色列高级官员称,美国与伊朗之间达成协议的可能性微乎其微,冲突升级不可避免。 2)7月26日,据 Fortune 报道,特朗普政府已在约 30 笔股权或准股权交易中投入约 267 亿美元。最大一笔是对 Intel 的

2👏1

24 Jul 2026, 06:07 UTC587 views3 reactionsread 12 August 2026

🔍 2026-07-24 每日简报 📊 一、重点数据 恐惧与贪婪指数:37(恐惧) 美国 BTC 现货 ETF:昨日流出2.25亿美元 美国 ETH 现货 ETF:昨日流入2631万美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)7月23日,美国总统特朗普在其社交平台 Truth Social 上公开表示,美沙民用核能协议将完全取决于沙特阿拉伯加入《亚伯拉罕协议》并与以色列实现关系正常化。此前一日,官方及美联社的报道主要聚焦于技术条款,甚至透出可能向沙特开放本土铀浓缩路径、且不强制签署国际原子能机构《附加议定书》等缺乏严格防扩散监督的信号。但随后特朗普又澄清该协议“绝对不允许沙特自主浓缩”。短短 24 小时内,美沙核能合作的性质已从核防扩散与产业合作,被迅速重塑为中东地缘政治的建交筹码。 2)随着特朗普政府正式启动针对约60个经济体的10%-12.5%新一轮关税安排,同时中东局势持续升级,美股三大指数全线回落,科

👍21

23 Jul 2026, 06:04 UTC441 views2 reactionsread 12 August 2026

🔍 2026-07-23 每日简报 📊 一、重点数据 恐惧与贪婪指数:39(恐惧) 美国 BTC 现货 ETF:昨日流入6910万美元 美国 ETH 现货 ETF:昨日流入7270万美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)据《华尔街日报》7 月 22 日报道,美国能源部长克里斯·赖特与沙特能源大臣阿卜杜勒-阿齐兹·本·萨勒曼代表两国正式签署了一项为期 30 年的《123 民用核能合作协议》及双边保障监督协议。该协议打破了美国数十年来对无核国家民用核合作中“严禁自主本土浓缩与再处理”的黄金标准,允许美沙双方通过联合可行性研究,为未来在沙特本土建立由美国企业运营和控制的本土铀浓缩设施铺平道路。虽然特朗普政府强调该协议包含国家安全豁免条款及美国技术独控保障,但其打破核不扩散红线的举动已引发美国国会及国际社会对中东地区可能引发新一轮核军备竞赛的剧烈担忧。另外,在7 月 23 日,美国中央司令部表示,美军已连续第 1

👍2

22 Jul 2026, 06:16 UTC417 views2 reactionsread 12 August 2026

🔍 2026-07-22每日简报 📊 一、重点数据 恐惧与贪婪指数:40(中性) 美国 BTC 现货 ETF:昨日流入2.03亿美元 美国 ETH 现货 ETF:昨日流入3747万美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)7 月 21 日,美伊军事冲突持续升级,特朗普公开威胁将对距德黑兰以南约 220 公里、紧邻纳坦兹核设施的深度地下堡垒镐头山发动重磅打击。同日,美国国防部长皮特·海格塞斯在参议院听证会上证实冲突已耗资 375 亿美元,国会共和党人则正紧急推进一项包含 876 亿补充军费在内的 950 亿美元综合拨款法案。伊朗伊斯兰革命卫队发表声明,宣称发起了 3 月以来的第三次对云基建打击,发射巡航导弹击中了位于巴林的亚马逊 AWS 数据中心。受海峡封锁冲击,科威特已因电力短缺宣布实施分区限电,东盟也对此发表了严重关切的联合声明。 2)7 月 22 日,日韩股市芯片板块今日大幅拉升。SK 海力士一度上涨超

2

21 Jul 2026, 05:57 UTC432 views2 reactionsread 12 August 2026

🔍 2026-07-21每日简报 📊 一、重点数据 恐惧与贪婪指数:38(恐惧) 美国 BTC 现货 ETF:昨日流入2.27亿美元 美国 ETH 现货 ETF:昨日流入3800万美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)7 月 21 日,据彭博社报道,韩国 KOSPI 指数今年波动率已超过 60%,接近日本日经 225 指数的两倍,甚至高于比特币。韩国交易所今年截至 7 月中旬已 7 次触发熔断机制。韩国杠杆 ETF 规模快速扩大,由年初的 50 亿美元增至超过 400 亿美元。韩国监管机构已于 7 月 16 日暂停新增单一股票杠杆产品上市。韩国共同民主党敦促金融委员会对单股杠杆型交 ETF 进行重点监控,并在必要时制定补充措施。 2)7 月 21 日,伊朗确认收到调解方提出的「停火 10 天」方案,卡塔尔与巴基斯坦正推动双方恢复执行此前的谅解备忘录。但美军同日已连续第 10 天对伊朗目标发动空袭,特朗普

1👍1

20 Jul 2026, 13:17 UTC462 views3 reactionsread 12 August 2026

🔍 2026-07-20每日简报 📊 一、重点数据 恐惧与贪婪指数:35(恐惧) 美国 BTC 现货 ETF:上周流入7567万美元 美国 ETH 现货 ETF:上周流入1.05亿美元 📰 二、日内重要消息 1️⃣ 宏观与监管 1)7 月 20 日,据 Kobeissi Letter 数据,美国30年期国债最新拍卖收益率升至 5.06%,创 2007 年以来最高水平,推动长期美债收益率重新站上 5%。作为对比,2022 年初同期限美债收益率约为 2%。分析认为,长期收益率走高意味着无风险收益率上升,将提高风险资产的贴现率,对比特币等高风险资产形成结构性压力。当前 5% 以上的无风险收益率提高了投机资金的配置门槛,而财政赤字扩大带来的债务融资成本上升,短期内向市场释放出避险信号。此外,大型科技公司持续发行债券融资 AI 建设,与美国政府共同争夺市场资金,进一步推高长期利率。 2)7 月 20 日,韩国 KOSPI 指数

2👏1

19 Jul 2026, 04:28 UTC632 views6 reactionsread 12 August 2026
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今天下午在社群要举行的光互联板块分享,同样的提示词我让 kimi3 和 gpt 的 image2 做了海报,可以猜猜哪张是 kimi3 的作品,哪张是 gpt 的。 kimi 3 的交付还是不错的,就是交货速度有点慢,可能还是算力不足的问题。 我买的kimi 是 199 的月订阅。

👍32💯1

Showing the 12 most recent of 20 posts we hold for @Alex_xu_investment. 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.

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.

大宇投资频道
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Telegram ranks this channel #3 of 85 here — alongside 84 others — read 8 September 2026
方程式新闻 BWEnews
@BWEnews · 72,766
Telegram ranks this channel #25 of 90 here — alongside 89 others — read 19 August 2026
DeJob—Web3招聘求职频道📮
@DeJob_official · 46,726
Telegram ranks this channel #31 of 94 here — alongside 93 others — read 27 August 2026
PANews Web3丨加密货币丨区块链新闻频道
@ChannelPANews · 24,042
Telegram ranks this channel #39 of 96 here — alongside 95 others — read 17 September 2026
OUTA Announcement
@outa_announcement · 27,557
Telegram ranks this channel #46 of 81 here — alongside 80 others — read 10 September 2026
BlockBeats
@theblockbeats · 37,492
Telegram ranks this channel #65 of 92 here — alongside 91 others — read 1 September 2026
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@abetterpathxyz · 33,176
Telegram ranks this channel #72 of 90 here — alongside 89 others — read 4 September 2026
币安公告
@binance_cn · 34,158
Telegram ranks this channel #73 of 84 here — alongside 83 others — read 3 September 2026

This channel appears in 8 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 15 September 2026 — this entry's latest reading, not the date you are reading this.

“Alex 投资备忘” (@Alex_xu_investment), 6,371 subscribers as measured 15 September 2026. Telegram Register, tgregister.com/channel/Alex_xu_investment.

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.