Minimax(100 HK) Catch-Up (vs Z.ai) Narrative - LLM 토큰지출인덱스 우하향중이고 - Kimi K3, Qwen 등의 중국모델 성능이 미국모델 캐치업 중 - 중국기업 실적시즌 도래하여 홍콩&중국 관심도 집중되는 구간 실적차이 (Rev) - Minimax ‘25a 580m → ‘26e ~3B → ‘27e ~8B → ‘28e ~16B - Z ai ‘25a 840m → ‘26e ~5B → ‘27e ~15B → ‘28e ~33B - Minimax가 Z ai 대비 50-60% 수준 시총차이 - Minimax 89B (주가 ~300 hkd) - Z ai 490B (주가 ~1,100 hkd) Minimax가 실적차이만큼 키맞추기 한다면? Z ai가 반토막나서 시총 250B를 하회하더라도 120B까지는…

Channel
Korean Frigate - 해외주식 항해일지
@KoreanFrigate
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
473subscribers
+0 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 | -1002343207692 |
|---|---|
| Type | Channel |
| Username | @KoreanFrigate |
| Description | 한국인이 해외주식하러 출항 |
| Created | Between 1 September 2024 and 31 March 2025— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 8 August 2026 |
| Last confirmed live | 8 August 2026 |
| Measurements held | 2 |
| On Telegram | t.me/KoreanFrigate |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Aug 2026, 04:35 | 473 | no change |
| 7 Aug 2026, 14:37 | 473 | first reading |
Engagement
19 posts held, back to 23 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 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 24.5%
- avg views ÷ 473 subscribers
- Avg views / post
- 116
- 19 posts measured
- Reaction rate
- 0.976%
- reactions ÷ views · ER floor
- Posts in window
- 19
- of 19 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 4 of 19 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 6 August 2026 |
|---|---|
| Posts held | 19 (23 July 2026 – 6 August 2026) |
| Views total | 2,204 |
| Reactions total | 4 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 04:35 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.
What this channel posts
- Photos
- 770
- Videos
- 1
- Links
- 101
Lifetime counters from Telegram’s own channel header, read 8 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.
Reaction mix
4 reactions across 4 posts, in 3 distinct kinds. The most used accounts for 50.0% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 2 | 50.0% | |
| ❤🔥 | 1 | 25.0% | |
| 🙏 | 1 | 25.0% |
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 4 of the 19 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 4reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 19 most recent posts we hold, published 23 July 2026 to 6 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
8~10월까지 미 재무부의 이표채 발행 규모는 동일
🚀한국시간 8/5 새벽 SpaceX $SPCX 실적발표 관전포인트 - 전사실적 - 매출컨센 $6.8B ~ $6.9B, vs 1Q26 $4.7B - EPS -$0.2 ~ -$0.29 - 연간매출 가이던스 $39B 충족여부 - AI Gross Margin, Starlink Margin - FCF - AI - AI Revenue : 1Q26 $820m → 2Q26 컨센 $2.2B QoQ +175%, - Enterprise 고객 증가 여부, 3Q26 AI매출 추가증가 여부(QoQ +20% ~ +30%?) - AI CAPEX : 2Q26 컨센 $12.9B - AI TAM 업데이트 (전사실적 TAM $28.5T, 그중 AI관련 $26.5T) - Starlink - Starlin…
❤🔥1
월간 자산군별 성과 (2026.07.31 기준) - 🪙🛢️FICC : 예상보다 빠른 종전 이뤄지지 않고, 테크업종의 변동성 키우는 낙폭확대와 FOMC 불확실성, 실적시즌 관망심리 합쳐지며 달러&유가&코인 반등 - 🌎🌏World Equity : 홍콩만이 (UW폭 축소로 추정되는) 순환매 반등하였으며 증시 전반적 조정, 특히 나스닥&중소형주&아시아테크 낙폭확대 - 🏭🤖Sector & Theme : 테크 급락 vs 에너지 급등, 나머지 섹터는 비교적 방향성 부재한 흐름 - 📈Winner : Energy - 📉Loser : IT 🗝️Next Month Idea Brainstorming : 반도체 저점매수 이후 개별종목 발굴 - 반도체 급락폭이 막판 레버리지&펀드 청산 이슈까지 겹치며 역대급으로 심화된 만큼, 1개월을 놓고보면 현재 주…
Kioxia(285A) 시간외 반응 종가 46,500엔 약 +18% 상한가 시간외 41,660엔 종가대비 약 -10%
인공지능 투자자 레오폴드 아셴브레너가 큰 손실 이후 상장 주식 보유분을 모두 정리해야 했다고 소식통들이 전했다. - 소식통에 따르면 레오폴드 아셴브레너의 헤지펀드가 보유하고 있던 모든 상장 주식을 매각했다. - 상황인식(Situation-Awareness)은 SK하이닉스와 같은 AI 인프라 투자 감소로 인해 최근 몇 주 동안 큰 손실을 기록했다고 관계자들이 전했다. - 아셴브레너는 2024년 오픈AI를 떠난 후 펀드를 설립했으며, 놀라운 수익률 덕분에 AI 투자 분야에서 가장 주목받는 인물 중 한 명이 되었습니다. https://www.cnbc.com/2026/07/30/leopold-aschenbrenners-hedge-fund-is-facing-steep-ai-losses.html?&qsearchterm=Situational%20Awa…
LRCX | LAM RESEARCH Q4 EARNINGS: • REVENUE: $6.72B (EST $6.68B) • ADJUSTED EPS: $1.82 (EST $1.70) • SEES Q1 ADJUSTED EPS: $2.00 TO $2.30 (EST $1.84) ...
어제 종가까지 M7 YTD performance (대략) $AAPL +24% $NVDA +2% $GOOGL +8% $MSFT -19% $AMZN -2% $META -11% $TSLA -34% $MSFT는 뒤에서 두번째로 성과 안좋은 래거드였음
$MSFT 컨콜 In addition, we expect to remain free cash flow positive in FY 27. … Next, capital expenditures. We expect CapEx spend will be over $50 billion, including the lease reclassification impact from the useful life update. In closing, in FY 26, we delivered accelerating revenue and operating income growth while expanding operating margins. Our execution across sales and product engineering strengthened through…
$META Hyperscaler들의 DC 투자시 비용 구성비가 IT 60 + 에너지 20 + 건물 10 + 냉각및기타 10 신재생에너지 사용 시 비용 약 10-30% 추가로 투입되는 것으로 알려져 있음 RE100의 엄격한 준수를 포기했을 때 전체 투자비를 약 msd% 절감 가능할 듯 이번 실적컨콜에서 풀어낼 정도의 내용일지? https://techcrunch.com/2026/07/23/meta-drops-out-of-a-major-clean-energy-pact-as-its-natural-gas-buildout-accelerates/
👍1
RHEINMETALL PRELIM Q2 2026 EARNINGS -PRELIM 2Q BACKLOG EU 80B -PRELIM 2Q OPER PROFIT EU 562M (EST EU 409.7M) -PRELIM 2Q SALES EU 3.29B (EST EU 3.11B) -SIGNIFICANTLY NEGATIVE OFCF IS EXPECTED IN Q2 ...
* Gavin Baker - 하이퍼스케일러의 신용스프레드 우려에 대해 : - 시장이 하이퍼스케일러의 신용 스프레드 확대에 과도하게 반응하고 있음 - 요약하면, GPU 컴퓨팅 임대 현물가격이 장기계약 가격보다 두 배 이상 높다는 사실은 하이퍼스케일러들이 현재 본래 벌 수 있는 수준보다 적게 벌고 있음을 의미하며, 이번 매도세에서 가장 핵심적으로 간과되고 있는 부분 - 또한 영업현금흐름의 가속이 AI 설비투자의 중요한 자금원이 될 수 있다는 점도 시장이 과소평가하고 있음 - 하이퍼스케일러의 영업현금흐름 증가율은 2026년 1분기 31%에서 2분기 50%로 가속될 것으로 모델링되며 이러한 가속세는 올해 남은 기간에도 이어질 가능성이 높음 - 2028년 하이퍼스케일러와 네오클라우드 업체들의 총 신규투자예상금액과 컨센서스상 영업현금흐름을 비…
Showing the 12 most recent of 19 posts we hold for @KoreanFrigate. 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.
Citation-graph rank
Citation-graph rank — 580,083 of 1,169,250entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Forward network
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.
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 8 August 2026 — this entry's latest reading, not the date you are reading this.
“Korean Frigate - 해외주식 항해일지” (@KoreanFrigate), 473 subscribers as measured 8 August 2026. Telegram Register, tgregister.com/channel/KoreanFrigate.
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.