📮 [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 …
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.
| Posted first | Then | Overlap | Gap |
|---|---|---|---|
| @Meritz_strategy/6167 · this entry29 Jul 2026, 22:43 UTC | @stephenlee_meritz/91829 Jul 2026, 22:44 UTC | 1.00 | under a minute |
| @Meritz_strategy/6175 · this entry31 Jul 2026, 08:01 UTC | @stephenlee_meritz/91931 Jul 2026, 08:01 UTC | 1.00 | under a minute |
| @Meritz_strategy/6176 · this entry2 Aug 2026, 22:39 UTC | @stephenlee_meritz/9202 Aug 2026, 22:40 UTC | 1.00 | under a minute |
| @Meritz_strategy/6177 · this entry2 Aug 2026, 22:46 UTC | @stephenlee_meritz/9212 Aug 2026, 22:46 UTC | 1.00 | under a minute |
| @Meritz_strategy/6183 · this entry4 Aug 2026, 07:26 UTC | @stephenlee_meritz/9224 Aug 2026, 07:26 UTC | 1.00 | under a minute |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @stephenlee_meritz | 5 (5/5 hand-verifiable sample passed) | 1.00 | under a minute | 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. 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.
