[하나증권 반도체 김록호/박규연] Industry Research 링크: https://vo.la/C0pvDJ4 반도체/소부장(Overweight): 견조한 업황과 예상을 상회하는 메모리 가격 ■ 데이터 포인트 및 주간 리뷰: 소부장 강한 반등 9월 20일까지 영업일 평균 메모리 반도체 수출금액은 전년동월대비 262% 증가한 15.4억달러를 기록했음. 9월 10일까지 잠정치인 13.0억달러와 비교하면 DRAM·NAND·SSD 중심으로 일평균 수출금액이 상승했으나, MCP는 소폭 하락했음. 구체적으로 DRAM은 전년동월대비 530% 증가한 7.6억달러, NAND는 240% 증가한 1.1억달러를 기록했음. MCP와 SSD는 각각 135%, 203% 증가한 5.6억달러와 1.5억달러를 달성했음. 다만 전월 영업일 평균 대비로는 메모리 전체…
Content that also appears on other registered channels
Posts published here appear word for word on 2 other registered channels. They sit inside a group of 5 channels that share the same post bodies with each other. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @HanaResearch/20131 · this entry5 Aug 2026, 06:39 UTC | @hanaglobalbottomup/88045 Aug 2026, 06:39 UTC | 1.00 | under a minute |
| @hanaglobalbottomup/88096 Aug 2026, 00:37 UTC | @HanaResearch/20146 · this entry6 Aug 2026, 00:37 UTC | 1.00 | under a minute |
| @HanaResearch/20152 · this entry6 Aug 2026, 07:18 UTC | @hanaglobalbottomup/88136 Aug 2026, 07:18 UTC | 1.00 | under a minute |
| @HanaResearch/20158 · this entry6 Aug 2026, 23:24 UTC | @hanaglobalbottomup/88176 Aug 2026, 23:25 UTC | 1.00 | under a minute |
| @HanaResearch/20131 · this entry5 Aug 2026, 06:39 UTC | @globaletfi/209775 Aug 2026, 07:49 UTC | 1.00 | 70 minutes |
| @HanaResearch/20152 · this entry6 Aug 2026, 07:18 UTC | @globaletfi/209996 Aug 2026, 15:01 UTC | 1.00 | 7.7 hours |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @hanaglobalbottomup | 7 (7/7 hand-verifiable sample passed) | 1.00 | under a minute | @hanaglobalbottomup (5–2) |
| @globaletfi | 5 (5/5 hand-verifiable sample passed) | 1.00 | 59 minutes | this entry (5–0) |
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 1 of the 1 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 31 comparable posts for this entry, running 5 August 2026 to 7 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
- Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
- 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
- shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
- Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 5, the earliest publisher we hold is @hanaglobalbottomup. That is a statement about our reading window, not a claim of authorship.
