✅ SK하이닉스, 엔비디아 HBM 반값 공급설에 "전혀 사실무근" https://www.inews24.com/view/1993001

Channel
용사 힘멜이라면 이렇게 투자할테니까
@Himmel_Investment
On this record: Growth · Engagement · Reactions · Posts · Citations · Cite this entry
135subscribers
+1 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1003760847905 |
|---|---|
| Type | Channel |
| Username | @Himmel_Investment |
| Created | Between 1 February 2026 and 30 June 2026— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 9 August 2026 |
| Last confirmed live | 14 August 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 14 August 2026 |
| On Telegram | t.me/Himmel_Investment |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 14:27 | 135 | +1 |
| 9 Aug 2026, 00:15 | 134 | no change |
| 7 Aug 2026, 19:22 | 134 | first reading |
Engagement
20 posts held, back to 6 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 27.7%
- avg views ÷ 135 subscribers
- Avg views / post
- 37.5
- 20 posts measured
- Reaction rate
- 1.79%
- reactions ÷ views · ER floor
- Posts in window
- 20
- of 20 held
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 1 of 20 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 7 August 2026 |
|---|---|
| Posts held | 20 (6 August 2026 – 7 August 2026) |
| Views total | 749 |
| Reactions total | 1 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 9 Aug 2026, 00:15 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.
Reaction mix
1 reaction across 1 post, in 1 kind.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 1 | 100.0% |
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 1 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 1reactions 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 6 August 2026 to 7 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
*SK하이닉스: 주주환원 방안 적극 검토..3분기 중 발표
여의도 찌라시) 1. 지금 HBM3E는 닉스가 헐값에 엔비디아에 주고 있음. 연간 고정가라 전자는 범용 가격인상 팍팍해서 실적 좋은데 닉스는 분기별 이익 증가폭이 상대적으로 낮은 이유임. 2. HBM4는 닉스 불량 때문에 엔비디아에서 베라루빈 출시 지연된게 맞음 3. 엔비디아향 HBM4 스크닉스 내년 가격 인상폭 타 업체대비 낮을 듯(타업체 80% 이상 인상, 닉스는 50% 인상) 4. 대신 SK그룹에서 진행하는 데이터센터사업은 엔비디아칩 우선공급권 얻음 5. 이 얘기를 SK하이닉스 영업직원이 술자리에서 푸념함 6. SK하이닉스 출신 애널리스트 채민숙이 이 얘기를 듣고 여의도에 던짐 7. 7월 닉스 떡락 & SK 및 이터닉스 상한가 8. SK하이닉스에서 전말확인 후 채민숙 출입 밴함. 9. 매니저들이 다른 애널들 시켜서 사실…
2026.08.07 10:52:48 기업명: 더블유씨피(시가총액: 2,515억) A393890 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 362억(예상치 : 449억/ -19%) 영업익 : -155억(예상치 : -174억/ +11%) 순이익 : 9억(예상치 : -174억+/ 105%) **최근 실적 추이** 2026.2Q 362억/ -155억/ 9억 2026.1Q 429억/ -205억/ -484억 2025.4Q 272억/ -402억/ -546억 2025.3Q 291억/ -310억/ -461억 2025.2Q 382억/ -260억/ -280억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807900163 회사정보: https://finance.naver.com/ite…
✅ "애플-CXMT 메모리 반도체 공급협상 결렬…가격 조건 안 맞아" https://n.news.naver.com/article/015/0005318266
[미국 폴리실리콘 Section 232 최종 확정] 미래에셋증권 이진호 미국, 폴리실리콘 전 밸류체인에 최저수입가격 도입. 12월 4일 발효 - 8월 6일 현지시각 트럼프 대통령이 폴리실리콘 및 파생제품 관련 Section 232 포고문에 서명함. 2025년 7월 1일 조사 개시 이후 약 13개월 만임 - 핵심 수단은 관세가 아니라 최저수입가격(MIP)임. 폴리실리콘 21달러/kg, 잉곳 및 웨이퍼 100달러/kg, 셀 0.22달러/W, 모듈 0.38달러/W - 여기에 폴리실리콘을 제외한 나머지 파생제품 대상 15% 종가세가 추가됨. 폴리실리콘은 포고문상 15% 부과 대상에서 빠지고 MIP만 적용되는 구조 - 발효는 2026년 12월 4일 통관분부터. 약 4개월 유예 있음(기존 업체들이 주장한 90일은 받아들여지지 않음) - 2…
바이오의 수급이 돌아온다면 충분히 주목해봐야할 것 연내 FDA 3상 직행 관련 절차가 충분히 차곡차곡 진행 중
안녕하세요, 에스바이오메딕스입니다. 파킨슨병 세포치료제 TED-A9의 미국 임상 3상과 관련하여 진행한 FDA Type C 절차가 완료되어 안내드립니다. ▶ 진행 경과 당사는 지난 5월 미국 FDA에 Type C 미팅을 신청하여, 7월 말 화상회의가 예정되어 있었습니다. 회의에 앞서 당사가 사전에 제출한 Type C 미팅 패키지(Meeting Package) 및 질의 전반에 대해 FDA로부터 예비 서면답변(Preliminary Written Response)을 수령하였습니다. 이와 함께 FDA는 해당 답변이 충분히 명확하여 추가 논의가 필요하지 않다고 판단될 경우, 이를 알려줄 것을 안내하였습니다. 그 경우 해당 답변이 Type C에 대한 FDA의 최종 공식 답변으로 확정된다는 점을 명시했습니다. 당사는 답변 내용이 충분히 명확하고 …
얘가 왠일로…?
UBS 알테오젠 sell -> neutral 투자의견 상향
결국 화이자도 소분자로 가나요…? 디앤디의 아킬레스건..
🧬화이자, 경구 소분자 GLP-1 PF-08642534(YP05002) 신규 Phase 1 임상 등록 7월 28일에 등록된 부분 링크 전달드립니다. https://clinicaltrials.gov/study/NCT07731139 💊임상시험 개요 ・NCT07731139로 등록된 신규 Phase 1 임상시험 ・120명 참가자 모집 예정 ・완료 예정 시점: 2027년 4월 💊자산 정보 ・PF-08642534(화이자 코드명) = YP05002(야오유파마/Yaoyou Pharma 원 코드명) ・푸싱제약(Fosun Pharma) 자회사 야오유파마로부터 인라이선스한 경구 소분자(small-molecule) GLP-1 작용제 🧬 바이오섹터 분석 🧬 [그로쓰리서치] https://telegram.me/growthbio
Showing the 12 most recent of 20 posts we hold for @Himmel_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.
Forward network
Republishes
Channels on the register whose posts this channel has forwarded.
@athletes_village · 21,7251 postAWAKE - 실시간 주식 공시 정리채널
@darthacking · 64,8081 post급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,3321 post🧬바이오섹터 분석🧬 [그로쓰리서치]
@growthbio · 13,3281 post김찰저의 관심과 생각 저장소
@kimcharger · 24,8691 postKK Kontemporaries
@kkkontemp · 18,4921 post대왕밀크티의 능동적 세상읽기
@milkteaking42 · 1,0431 post[미래에셋 에너지/정유화학] 이진호
@miraeoillee · 6,6001 post제약/바이오/미용 원리버 Oneriver
@pharmbiohana · 29,9051 post에스바이오메딕스 • S.BIOMEDICS • official
@sbiomedics · 1,3171 post팔칠사공스토너 실전투자 인사이트
@stoner8740 · 11,0261 postCTRINE
@teamctrine · 6,7511 post
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.
Mentions
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.
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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“용사 힘멜이라면 이렇게 투자할테니까” (@Himmel_Investment), 135 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/Himmel_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.