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Channel

메리츠증권 투자전략팀

@Meritz_strategy

On this record: Topic · Observations · Also posting the same content · Growth · Engagement · Posts · Citations · Cite this entry

12,039subscribers

+15 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001375730394
TypeChannel
Username@Meritz_strategy
Created3 June 2019measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live12 August 2026
Measurements held7
Confirmed unchanged1 time, most recently 12 August 2026
On Telegramt.me/Meritz_strategy

Topic

Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 90% 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.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

Content that also appears on other registered channels

Posts published here appear word for word on 1 other registered channel. 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.

Matching posts — open both and compare (5 of the pairs behind the counts below)
Posted firstThenOverlapGap
@Meritz_strategy/6167 · this entry29 Jul 2026, 22:43 UTC@stephenlee_meritz/91829 Jul 2026, 22:44 UTC1.00under a minute
@Meritz_strategy/6175 · this entry31 Jul 2026, 08:01 UTC@stephenlee_meritz/91931 Jul 2026, 08:01 UTC1.00under a minute
@Meritz_strategy/6176 · this entry2 Aug 2026, 22:39 UTC@stephenlee_meritz/9202 Aug 2026, 22:40 UTC1.00under a minute
@Meritz_strategy/6177 · this entry2 Aug 2026, 22:46 UTC@stephenlee_meritz/9212 Aug 2026, 22:46 UTC1.00under a minute
@Meritz_strategy/6183 · this entry4 Aug 2026, 07:26 UTC@stephenlee_meritz/9224 Aug 2026, 07:26 UTC1.00under a minute
Every channel this entry shares post bodies with
ChannelMatching postsText overlapTypical gapPublished first
@stephenlee_meritz5 (5/5 hand-verifiable sample passed)1.00under a minutethis entry (50)

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. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.

“Published first” means first in this corpus. We hold 16 comparable posts for this entry, running 27 July 2026 to 5 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 2, the earliest publisher we hold is @Meritz_strategy — which is this entry. That is a statement about our reading window, not a claim of authorship.

Recorded under the key clone_source, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Also posting the same content

This channel’s posts match, word for word or near enough, posts on 1 other registered channel, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.

Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.

Growth

12,02412,04412,0346 August 2026 — 12,024 subscribers7 August 2026 — 12,024 subscribers8 August 2026 — 12,030 subscribers9 August 2026 — 12,043 subscribers10 August 2026 — 12,044 subscribers11 August 2026 — 12,040 subscribers12 August 2026 — 12,039 subscribers12,0396 August 202612 August 2026
7 measurements spanning 6 days, net +15. 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 12,021–12,047 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
12 Aug 2026, 21:1312,039-1
11 Aug 2026, 23:2712,040-4
10 Aug 2026, 06:1012,044+1
9 Aug 2026, 05:1212,043+13
8 Aug 2026, 03:1112,030+6
7 Aug 2026, 01:1012,024no change
6 Aug 2026, 10:0612,024first reading

Engagement

23 posts held, back to 27 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 15 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
10.2%
avg views ÷ 12,039 subscribers
Avg views / post
1,230
23 posts measured
Reaction rate
this channel exposes no reaction counts
Posts in window
23
of 23 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 12 August 2026
Posts held23 (27 July 202612 August 2026)
Views total28,263
Reactions total
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 12:45 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

12 Aug 2026, 08:35 UTC477 viewsread 12 August 2026
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📮 [메리츠 투자전략 황수욱] 2026.8.12 상승의 질이 좋다 (자료) https://tinyurl.com/4mnd5mjw 코스피가 8월 5일 이후 처음으로 매수 사이드카가 발동하며 간만에 주도주 중심으로 상승했습니다. 6~7월 사이드카는 변동성의 증거로, 매수, 매도 모두 투자자들의 피로감을 누적시켰습니다. 오늘 상승은 반도체 쏠림을 유발한 것으로 해석되는 단일종목 레버리지 ETF 거래대금, 거래량이 현저히 줄었음에도 반도체 주도주 중심의 상승 체력이 확인었다는 점이 고무적입니다. 단일종목 레버리지 ETF 영향력이 축소되는 가운데 VKOSPI가 56pt까지 하락하며 외국인 유입에 우호적으로 작용하고 있는 것으로 보입니다. 6~7월 피로한 매수 사이드카와 다른 성격으로, 변동성이 유발했던 하락 이후 안정, 시장이 점차 바닥을

11 Aug 2026, 07:52 UTC924 viewsread 12 August 2026

📮 [메리츠 투자전략 황수욱] 2026.8.11 NVIDIA와 AI Compute Credit Market (자료) https://tinyurl.com/2j9hr8sc 엔비디아가 6개 금융사와 5천억 달러 이상 제3자 자본 유치 플랫폼 구축을 위한 MOU를 맺었습니다. AI CapEx 파이낸싱에 금융 검증, 언더라이팅에 관한 깊은 전문성을 보유한 인프라 투자자들이 본격적으로 합류하는 그림입니다. AI 인프라 산업이 '빅테크가 자기 돈으로 서버를 사는 산업'에서 '프로젝트 파이낸싱이 가능한 글로벌 인프라 자산시장'으로 이동하는 징후로 해석됩니다. 핵심 전제는 AI 컴퓨트/GPU가 잔존가치가 유지되고 계산된다는 것입니다. 향후 GPU 임대료 변동성을 헤지하고 장기 가격을 발견할 수 있는 AI 컴퓨트 선물시장의 중요성이 높아질 전망입니다(

10 Aug 2026, 22:50 UTC≈1,010 viewsread 12 August 2026

📮 [MERITZ Strategy Daily 전략공감2.0] 2026.8.11(화) [경제분석 이승훈] Strategy Idea: 미-일 외환시장 공조 개입의 여러 논점들 - 15년 만의 미-일 환시 공조개입, 28년 만의 엔화 매수 공조 개입이 명문화됨 - 미 국채금리 상승 압력을 제어하며 개입: Sell EUR-Buy JPY, 일본의 보유외환 소진도 방어 - 4가지 추가 논점: 1) 엔 캐리의 대규모 청산 없었고, 미국 계산에서는 있어서도 안됨, 2) 공조 개입으로 엔화 추세적 강세 전환 어려움, 3) 엔 약세/JGB 상승세 완화는 국내 재정건전성 문제가 선결되어야 할 것, 4) 원화 입장에서는 향후 엔화 강세 추가 진전 여부가 중요 (자료) https://tinyurl.com/3pfnymh7 [투자전략 RA 염승준] 오늘의 차

9 Aug 2026, 23:20 UTC≈1,090 viewsread 12 August 2026
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📮 [메리츠 투자전략 황수욱] 2026.8.10 미국 S/W 실적 특이점과 수혜 산업 (자료) https://tinyurl.com/32fnract 지난주 집중 발표된 미국 S/W 실적의 특징은 GPM 하락과 OPM 상승입니다. AI가 S/W 기업들의 손익계산서에 본격적으로 침투하고 있는 것으로 보입니다. GPM 하락은 AI 사용량의 실재성을 증명한다고 봅니다. 기존 SaaS는 한계 비용이 거의 없었다면, agentic S/W는 한 번 행동할 때마다 GPU 임대료/네트워크, 토큰 비용 등이 발생합니다. 서비스나우, 피그마 같은 기업들이 명시하듯 AI 사용량이 제품에 들어갈수록 S/W의 매출원가가 사용량에 민감해집니다. OPM의 상승은 S/W 기업들의 AI 활용에 따른 판관비(인건비, 마케팅비 등) 효율화를 의미합니다. 관련 수요가 증가

9 Aug 2026, 22:47 UTC≈1,100 viewsread 12 August 2026

📮[메리츠증권 경제분석 이승훈] 데이터 경제脈_2026.8.10(월) <미국 7월 고용: B2C 고용여건 악화 징후 뚜렷> - 민간고용 내에서 레저/여가(-4만), 도소매(-1.5만) 등 B2C 고용여건 악화 뚜렷 - 저임노동력 이탈에도 임금상승률 3.2% YoY로 부진: 서비스 부문 협상력 약화 - 실업률 하락도 이민자 중심 경제활동인구 급감에서 비롯된 결과: 좋게 보기 어려움 - 하반기 소비/고용 악순환 가능성 본격화 우려: 연준 연내 인상 어려울 것 (자료) https://tinyurl.com/yc6u8k5p * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 투자전략팀 통합 채널 링크 : https://t.me/

9 Aug 2026, 22:45 UTC≈1,030 viewsread 12 August 2026

📮 [메리츠증권 채권분석 윤여삼] The Bond Weekly: 8월 내내 이어질 의심의 의심 2026.8.10(월) - 올해도 3분기 미국경제 계절적 균열, 고용보다 물가와 소비 주목 - 강력한 명목 GDP vs 예상범위 물가 사이 8월 금통위 고민 깊어져 (자료) https://tinyurl.com/3hburmwz *동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. *메리츠 채권전략 개별 텔래그램 링크: https://t.me/bondasset

5 Aug 2026, 23:01 UTC≈1,580 viewsread 12 August 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.8.6(목) [신흥국 투자전략 최설화] 中 광트랜시버 수입 금지와 미중 정상회담 - 중국산 광트랜시버의 수입 금지 가능성 제기, 빠르면 올해 안에 통과 및 시행 - 9월에 있을 미중 정상회담에서 관련 규제 논의 가능하겠으나, 실질적인 성과 도출 가능성 제한적 - 기술 분야에서의 미중 디커플링 심화 → 규제 현실화된다면 미국 및 한국 광통신 기업에 호재 https://tinyurl.com/2f3htfny [선진국 투자전략 RA 박보경] 오늘의 차트: 낮아지는 토큰가격, SW 상승세 연장될까? [모빌리티 RA 배현서] 칼럼의 재해석: 노동 제거의 시대, 그대들은 어떻게 살 것인가 https://tinyurl.com/576dknpz * 동 자료는 Complianc

4 Aug 2026, 08:21 UTC≈1,530 viewsread 12 August 2026

📮 [메리츠증권 투자전략팀] 메리츠센스 8월호: 반전의 기로 2026.8.4(화) 변동성 정점 통과. 모멘텀, 성장 팩터 회복 - 7월말 이후 글로벌 증시는 FCF 팩터(애플, 코카콜라)에서 성장, 모멘텀(빅테크) 팩터로 회귀 - AI가 레버리지(부채) 투자 본격화되며 금리 민감도 상승. 금리 안정 여부가 제1 변수 - 한국시장은 8월 중 반도체 반등 여부 중요. 불발시 AI 데이터센터 등 유효 테마 주식에 집중 (자료) https://tinyurl.com/3fxax43j * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다. * 메리츠 투자전략팀 통합 채널 링크 : https://t.me/Meritz_strategy

4 Aug 2026, 07:26 UTC≈1,430 viewsread 12 August 2026

📮[메리츠증권 경제분석 이승훈] 데이터 경제脈_2026.8.4(화) <한국 7월 CPI: 계절적 인플레 ≠ 연속인상 조건> - 한국 7월 소비자물가는 전월대비 -0.19% 하락, 전년대비 2.78% 상승 - 7월 물가 2%대 진입보다는 근원물가 및 서비스 물가 상승에 금융시장 이목 집중 - 서비스 물가상승 주범은 여름 성수기 휴가철 관련한 것들이기에 계절적/일시적 - 9월까지는 기저효과, 명절로 3%대 물가. 이후 2%대 중반으로 안정화될 것 - 수요 요인이지만 계절적 물가상승은 한은의 연속 인상 조건과는 거리가 있음 (자료) https://tinyurl.com/mwr2zzv8 * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

3 Aug 2026, 22:58 UTC≈1,640 viewsread 12 August 2026

📮[MERITZ Strategy Daily 전략공감2.0] 2026.8.4(화) [투자전략 황수욱] AI 산업 4번째 변곡점: 폐쇄형 → 공개형 모델 구도의 이해 - Kimi K3를 AI 산업 4번째 변곡점(GPT 3.5 → DeepSeek R1 → OpenClaw → Kimi K3)으로 인식 - 폐쇄형 모델 → 공개형 모델 = 소프트웨어 라이선스 '서비스' → 클라우드 운영/인프라 '서비스' - 공개형 모델 확산, AI 프론티어(OpenAI, Anthropic, Google) 마진 압박 및 지속성 우려 불가피 - 공개형 모델 확산될수록 해자는 소프트웨어 '라이선스'에서 '인프라'로 이동할 것 - 기존의 산업 인식과 다르게 'AI 프론티어 위축 가능성'과 vs 'AI 인프라 확장'이라는 상반되어 보이는 두 현상이 동시에 진행. 오해

3 Aug 2026, 22:47 UTC≈1,060 viewsread 12 August 2026

📮[메리츠증권 ESG 이진아] 2026.8.4 (화) [ESG Focus] 말보다 실행: 시장은 행동에 프리미엄을 준다 (보고서) https://tinyurl.com/2jvarbkv - 스튜어드십 코드 개정(7월 27일)과 저PBR 기업 공표제도(7월 28일)가 잇달아 확정. 기업가치 제고는 자율적 선언 중심에서 이행 점검을 중시하는 시장 규율(Market Discipline)로 전환 중 - 기업가치 제고계획 공시는 741개사(코스피 시가총액의 89.4%)까지 확대됐으나, 2회 이상 공시는 코스피 32.3%, 코스닥 7.1%에 그쳐 지속적인 이행은 아직 초기 단계 - 투자 전략으로 기존 3P Framework(Promise-Persistence-Performance)를 'Pressure-Persistence-Performance'로

2 Aug 2026, 23:13 UTC≈1,180 viewsread 12 August 2026

📮[메리츠증권 퀀트/ETF 이상현] Q-ETF Weekly, 2026.08.03(월) <숏커버 vs 데드캣 바운스?> - KOSPI 1W -1.4%이나 변동성 높았던 지난주 시장 - 내러티브 상으로는 반도체 숏, 소프트웨어 롱의 최근 흐름이 일단락 - 레버리지 ETF 보완책 실행 이후 단일종목레버리지 ETF 거래대금 감소 (자료) https://tinyurl.com/umx8zvw2 * 동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권 투자 결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.

Showing the 12 most recent of 23 posts we hold for @Meritz_strategy. 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 — 94,143 of 1,151,006entries 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 5 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.

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.

“메리츠증권 투자전략팀” (@Meritz_strategy), 12,039 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/Meritz_strategy.

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.