Telegram RegisterThe public register of Telegram

Channel

宏观经济学堂|宏观经济·货币政策·分析

@MacroEconCN

On this record: Growth · Engagement · Posts · Citations · Cite this entry

1,070subscribers

+0 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 1,000–3,162.

Register entry

Telegram ID-1004396478624
TypeChannel
Username@MacroEconCN
CreatedBetween 1 June 2026 and 4 August 2026— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/MacroEconCN

Growth

1,0701,0711,070.56 August 2026 — 1,070 subscribers6 August 2026 — 1,070 subscribers9 August 2026 — 1,071 subscribers12 August 2026 — 1,070 subscribers6 August 202612 August 2026
4 measurements spanning 6 days. 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 1,070–1,071 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 15:531,070-1
9 Aug 2026, 23:371,071+1
6 Aug 2026, 20:311,070no change
6 Aug 2026, 19:521,070first reading

Engagement

20 posts held, back to 4 August 2026the 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
0.229%
avg views ÷ 1,070 subscribers
Avg views / post
2.5
20 posts measured
Reaction rate
this channel exposes no reaction counts
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.

What these figures were computed from
WindowRolling 30 days · latest post in window 6 August 2026
Posts held20 (4 August 20266 August 2026)
Views total49
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken6 Aug 2026, 20:31 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.

Recent posts

6 Aug 2026, 19:18 UTC1 viewsread 6 August 2026

中国启动首例对外贸易国家安全调查 商务部日前对美国系列涉华消极措施实施多项反制举措,其中对相关进口打印复印办公设备发起对外贸易国家安全调查,系中国首例。专家指出,这是中国经贸治理体系的一次重要升级,标志着对外贸易领域国家安全法律法规落地实施进入新阶段。 中国国际经济交流中心美欧研究部副部长张茉楠表示,对外贸易国家安全调查是对接国际通行规则的常规性安排,也是《中华人民共和国对外贸易法》修订后中国经贸治理体系的一次重要升级。当前美国、欧盟等主要经济体均建立了成熟的贸易安全调查机制,中国建立该制度符合国际通行惯例。 张茉楠指出,从今年3月27日连续发布两起对美贸易壁垒调查公告,到6月22日印发《产业链供应链安全调查工作办法》,再到8月5日启动首例对外贸易国家安全调查,中国正在构建体系化、制度化的框架。中国政法大学WTO法律研究中心主任史晓丽认为,此次调查标志着我国对外贸易调查工具进一步丰富和完善,调查能力进一步提升。 数据显示

6 Aug 2026, 17:00 UTC1 viewsread 6 August 2026

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6 Aug 2026, 16:05 UTC1 viewsread 6 August 2026

美联储主席沃什据称准备9月加息 据英国《金融时报》报道,若未来几周通胀数据偏热且市场加息预期升温,美联储主席沃什已准备好在9月利率决议上加息。受此消息影响,美国短期国债收益率走高。 报道援引熟悉沃什想法的人士称,他承认自就任美联储主席以来在沟通上存在失误,包括未能充分强化有关物价稳定的核心信息,以及在长期改革计划是否影响近期货币政策的问题上造成了市场困惑。但上述人士坚持认为,这些失误不足以令其推翻整体改革方向。 上周美联储会议后,美国长期国债收益率急剧攀升,30年期美债收益率一度升至2007年以来最高水平。投资者普遍认为,沃什有限的信息披露削弱了其在抑制通胀方面的公信力,而特朗普发动伊朗战争所引发的通胀压力,进一步加剧了市场对利率前景的不确定性。 沃什自今年5月出任美联储主席以来,最显著的政策转变在于大幅削减对市场的前瞻指引。其前任鲍威尔、耶伦及伯南克均致力于向市场提供详尽的经济展望与政策信号,而沃什则反其道而行之。沃什

6 Aug 2026, 05:00 UTC2 viewsread 6 August 2026

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6 Aug 2026, 04:00 UTC1 viewsread 6 August 2026

高盛:存储双雄业绩亮眼,预期过高反成压力 闪迪与西部数据最新季度业绩均超出预期,但高盛认为市场预期已过度领先于现实,亮眼财报难以转化为股价上行,预计两只股票短期承压,并可能向美光传导。 8月5日,高盛James Schneider团队发布两份报告,点评闪迪与西部数据最新财报。高盛指出,当前存储行业核心矛盾并非基本面恶化,而是市场预期已过度领先于现实。两家公司营收、毛利率和每股收益均不同程度超出预期,但当预期已隐含“完美执行+持续超预期”的假设,任何回归正常轨道的指引都会被市场解读为负面信号。 西部数据截至2026年6月的第二财季营收37.47亿美元,同比增长43.8%,与高盛预测及华尔街共识基本持平。毛利率54.4%,高于高盛预测的52.4%和市场共识的51.9%。非GAAP每股收益3.56美元,高于高盛预测的3.43美元及市场共识的3.35美元。第三财季指引方面,营收中值41亿美元,与预期大体相符;毛利率指引区间55%至

6 Aug 2026, 02:25 UTC1 viewsread 6 August 2026

美债定价逻辑生变,期限溢价接棒主导长端利率 今年美债利率加速上行再度成为全球资产定价焦点。上半年市场围绕经济韧性与降息延后展开政策利率再定价,短端利率快速上行,收益率曲线走出“熊平”形态。进入7月后,基本面走弱与美联储加息犹豫令短端动能放缓,长端利率却在期限溢价拉动下加速冲高,曲线陡峭化趋势强化,定价框架正从单一政策利率预期转向财政风险、供需错配与通胀不确定性共振的多维体系。 借助经典利率拆解框架,名义美债收益率可拆分为预期短期实际利率、远期通胀预期与期限溢价。上半年10年期美债利率上升23个基点,其中预期短期实际利率贡献约65%,通胀预期与期限溢价合计仅占35%,显示行情主要由基本面驱动的政策利率再定价主导。 分阶段看,伊朗冲突爆发至5月中旬,地缘升级带动油价冲高,通胀预期、期限溢价与预期短期实际利率三大因子共振拉升长端利率。5月中旬至6月底,随着局势缓解与油价回落,前期计入的通胀预期与期限溢价被快速抹去,但美联储“Hi

6 Aug 2026, 00:51 UTC2 viewsread 6 August 2026

AI驱动数据复合增长,西部数据长协排至2031年 西部数据2026财年业绩全面爆发,第四季度营收同比增长44%,公司透露与超大客户的长期协议已排期至2031年。管理层提出“计算周期可重复,但数据会复合增长”的核心判断,认为AI对存储的驱动正发生结构性质变。 西部数据2026财年全年收入增长36%至129亿美元,每股收益翻倍至10.22美元,自由现金流达35亿美元。第四财季收入37.5亿美元,同比增长44%,达到指引区间高端,每TB混合平均售价同比大涨“高十几位数”。云业务占总收入89%,达33亿美元,同比增长43%。针对2027财年第一季度,公司给出41亿美元收入指引,同比增长约45%。 公司CEO Irving Tan在财报电话会上提出,AI正从“回答问题”转向“执行工作的智能体”,智能体在工作流每一步都会生成数据,持续积累的数据量使存储需求不再是“一次性基础设施构建周期”,而是“数据的复合增长”。目前超大规模数据中心中

5 Aug 2026, 23:17 UTC3 viewsread 6 August 2026

闪迪称AI存储需求锁定未来四年供应 AI推理正在重塑NAND闪存行业的商业逻辑。闪迪在最新财季电话会上透露,客户对存储需求的增速已超过公司供应能力,部分大型客户在签署多年期协议后数月内便追加采购量,公司首次获得超过四年的需求可见性。 闪迪管理层表示,公司已与8家数据中心和边缘计算客户签署“新商业模式”(NBM)长期协议,其中2027财年超过一半供应已被提前锁定,2028财年约三分之二供应已有安排。过去NAND行业通常按季度进行供应和价格谈判,而NBM协议最长期限达五年,加权平均期限超过四年。 CEO David Goeckeler指出,AI推理正在推动存储需求进入新阶段,NAND已成为AI基础设施重要组成部分。他认为,未来行业供需平衡将更多通过供应商与客户的长期合作实现,而非依赖传统周期调整。公司已看到最大客户在最初承诺基础上继续追加订单,显示AI存储需求仍处扩张早期。 CFO Luis Visoso披露,自4月公布首批

5 Aug 2026, 20:50 UTC3 viewsread 6 August 2026

享界G9入局豪华SUV市场 享界首款SUV车型G9于8月5日正式下线并开启预订,预售价43.98万元起。这款定位城市豪华SUV与硬派越野交叉市场的车型,预售2小时订单突破5100台。资本市场已提前反应,7月24日至31日北汽蓝谷累计上涨约27%。 享界此前在高端轿车市场已形成基础。今年上半年累计交付21018辆,同比增长119.58%,S9和S9T连续8个月位居30万元以上新能源轿车销量首位。2024年8月,享界以S9纯电版切入40万元左右高端轿车市场,2025年增加增程版本并将产品形态扩展至旅行车。 G9选择的是城市豪华SUV与硬派越野之间的交叉位置。据工信部申报信息,G9车长5.2至5.4米、车宽超2米、轴距3.16米。底盘方案首发华为全地形途灵平台,配备正负12度后轮转向、800V全主动可断开稳定杆和华为智擎自适应差速锁电驱,全地形系统可融合感知路况并自动调整底盘参数。纯电版配备120千瓦时电池,CLTC续航728公

5 Aug 2026, 19:16 UTC2 viewsread 6 August 2026

美财政部维持发债规模不变,40万亿债务关口临近 美国财政部公布季度再融资声明,维持未来票据及附息国债拍卖规模不变,符合市场预期。与此同时,本季度借贷规模预估被上调至7390亿美元,反映财政融资需求进一步扩大。声明中一处措辞调整引发市场关注,美国联邦政府债务总规模预计将在未来两周内突破40万亿美元。 财政部表示,目前预计未来几个季度票据和附息国债拍卖规模均无需调整,这一指引至少将延续至2027年,与财政部长贝森特上任以来的立场保持一致。不过,本次声明将此前有关未来长期附息国债发行规模的表述,由"增加"修改为更为宽泛的"调整"。BMO资本市场利率策略师Vail Hartman认为,这一变化可能只是淡化前瞻性指引,也可能是在为未来下调长期国债发行规模预留空间,但他强调这并非其基准预期。Santander美国资本市场首席经济学家Stephen Stanley则表示,这是一项"微妙但值得关注"的变化,"也许无关紧要,也可能具有重要意义

5 Aug 2026, 17:35 UTC3 viewsread 6 August 2026

高盛:期权成交创纪录,美股追涨情绪升温 7月大规模去杠杆与科技股抛售结束后,市场情绪在8月初迅速反转。高盛最新研报显示,投资者正快速重建风险敞口,看涨期权需求升至历史高位,市场进入由仓位回补驱动的“越涨越买”正反馈循环。 高盛流动性策略师Lee Coppersmith表示,7月完成了仓位重置,投资者正用整个8月追赶行情。数据显示,标普500指数看涨期权周二成交量突破400万张,创历史最高单日纪录;SPX认沽/认购期权偏斜度在过去两个交易日录得近十年来最大跌幅,反映投资者对上行风险敞口的需求急剧升温。 当日标普500指数上涨179个基点,而期权市场此前仅定价约±40个基点的波动,实际涨幅超过隐含波动区间四倍。高盛指出,上一次出现类似情况还要追溯到2016年12月。 Coppersmith认为,本轮仓位重建并非单纯由情绪推动,而是盈利、经济和流动性环境共同改善的结果。企业层面,本轮财报季再次验证盈利增长持续超预期,大型云计算

5 Aug 2026, 17:00 UTC3 viewsread 6 August 2026

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Showing the 12 most recent of 20 posts we hold for @MacroEconCN. 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 — 137,252 of 1,480,688entries 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.

Mentions

Named by 26 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it. The 24 listed below are the most frequent namers; the rest are counted above but not each listed.

Named by

Channels on the register whose posts name this channel's handle.

开发者工具箱|编程·开发工具·资源
@DevToolboxHub · 1,211
3 posts
商业科技评论|商业·科技公司·观察
@BizTechCN · 83
2 posts
加密货币日报|币圈·行情·快讯
@CryptoDailyCN · 1,056
2 posts
房地产观察|楼市·房价·地产政策
@HouseWatchCN · 1,059
2 posts
纽约时报中文|国际时政·深度·评论
@NYTChineseDaily · 213
2 posts
AI自动化前线|AI工具·自动化·效率
@AIAutoFrontline · 1,221
1 post
AI前沿情报|AI新闻·大模型·ChatGPT
@AIDailyCN · 1,194
1 post
BBC中文|国际新闻·深度·时政
@BBCChineseDaily · 1,202
1 post
Bitcoin & Macro
@BitcoinMacroCN · 1,189
1 post
职业规划大师|求职·面试·职场晋升
@CareerPathCN · 1,168
1 post
Crypto Farsi|ارز دیجیتال·بیت‌کوین·تحلیل
@CryptoFarsiDaily · 1,307
1 post
加密一线快讯|币圈·异动·突发
@CryptoNewsFlashCN · 1,046
1 post
加密交易学堂|合约·现货·K线教学
@CryptoTradeEdu · 1,180
1 post
网络安全·黑客攻防|渗透·CTF·安全资讯
@CyberSecWatch · 1,191
1 post
DeFi & Yield|DeFi·Staking·Yield Farming
@DeFiYieldChannel · 1,206
1 post
Hacker News 中文|科技头条
@HNChineseDaily · 1,120
1 post
印尼早报 雅加达 巴厘岛
@IndonesiaChineseCN · 1,445
1 post
iOS 侧载精选|巨魔·免签·解锁应用
@iOSSideloadCN · 22
1 post
东京视线|日本新闻
@JapanChineseHub · 1,338
1 post
伊朗·中东观察
@MideastWatchCN · 1,227
1 post
新西兰生活报
@NZChineseHub · 208
1 post
Web3链上职位|区块链招聘·远程·Crypto Jobs
@Web3JobsCN · 1,446
1 post
Web3 & Protocol Tech|Web3·Smart Contracts·Protocol
@Web3ProtocolDaily · 210
1 post
命理玄学馆|易经·八字·黄历·星座运势
@YijingDailyCN · 1,053
1 post

Names

Channels on the register whose handles appear in this channel's posts.

BBC中文|国际新闻·深度·时政
@BBCChineseDaily · 1,202
1 post
吃瓜社🌸|猎奇·热搜·八卦·爆料
@ChiguaSheCN · 1,221
1 post
中文热点榜|热搜·今日热点·全网
@CNHotPulse · 1,204
1 post
Crypto Daily|Bitcoin·Ethereum·News
@CryptoDailyWireCN · 1,203
1 post
Crypto Markets & Analysis|Markets·Trading·Analysis
@CryptoMktLens · 1,206
1 post
DeFi & Yield|DeFi·Staking·Yield Farming
@DeFiYieldChannel · 1,206
1 post
效率工具与数字生活|效率工具·数字生活·App推荐
@DigitalLifeToolsCN · 1,194
1 post
我在迪拜 · 阿联酋资讯
@DubaiChineseHub · 1,189
1 post
从太空看地球|卫星遥感·地球观测·科普
@EarthFromSpaceCN · 1,290
1 post
电商运营秘籍|电商运营·跨境·选品
@EcomOpsCN · 1,176
1 post
国际经济贸易|国际贸易·跨境·经济
@EconTradeCN · 1,064
1 post
环球军事|军情·武器装备·战争观察
@GlobalMilWatch · 1,197
1 post
海外远程岗位库|远程工作·海外招聘·数字游民
@RemoteJobsHubCN · 1,242
1 post
路透中文|国际·财经·环球快讯
@ReutersZhongwen · 1,189
1 post
东南亚反诈预警|防骗·杀猪盘·缅北预警
@SEAScamAlert · 1,141
1 post
副业变现情报|副业·创业·赚钱思路
@SideHustleCN · 1,177
1 post
软件工具库|软件推荐·效率工具·实用App
@SoftwareToolboxCN · 1,201
1 post
股市趋势分析|A股·港股·大盘
@StockTalkCN · 1,063
1 post
俄乌战争·快讯情报📰|战报·军情·速递
@UAWarFlash · 1,074
1 post
俄乌战争·前线战场视频🎥|战场实拍·前线·军情
@UAWarVideo · 1,181
1 post
俄乌战争·战报地图分析🗺️|前线·军情·战场地图
@WarMapCN · 1,203
1 post
Web3技术前沿|区块链·智能合约·协议
@Web3TechTrend · 1,185
1 post
国际新闻|突发·快讯·环球
@WorldNewsFlashCN · 1,180
1 post
命理玄学馆|易经·八字·黄历·星座运势
@YijingDailyCN · 1,053
1 post

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 12 August 2026 — this entry's latest reading, not the date you are reading this.

“宏观经济学堂|宏观经济·货币政策·分析” (@MacroEconCN), 1,070 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/MacroEconCN.

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.