Atom -宏观经济观察员 就业报告的重要性正在上升 沃什希望减少前瞻性指引,让市场回归数据驱动 在这种情况下,经济数据的权重会提升 过去一段时间,市场一直在交易通胀,但这份疲弱的就业数据提醒市场:劳动力市场的风险正在积累
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Channel
@NiceNews345
On this record: Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
1,947subscribers
-19 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 1,000–3,162.
| Telegram ID | -1001856471206 |
|---|---|
| Type | Channel |
| Username | @NiceNews345 |
| Created | Between 1 October 2022 and 30 September 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 26 August 2026 |
| Measurements held | 8 |
| Confirmed unchanged | 1 time, most recently 26 August 2026 |
| On Telegram | t.me/NiceNews345 |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 26 Aug 2026, 13:13 | 1,947 | -5 |
| 23 Aug 2026, 07:23 | 1,952 | -5 |
| 19 Aug 2026, 17:52 | 1,957 | -3 |
| 16 Aug 2026, 16:55 | 1,960 | -1 |
| 13 Aug 2026, 11:26 | 1,961 | -2 |
| 10 Aug 2026, 12:26 | 1,963 | -3 |
| 7 Aug 2026, 00:01 | 1,966 | no change |
| 6 Aug 2026, 23:48 | 1,966 | first reading |
34 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 2 pagesof Telegram’s post history, 20 posts per page.
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 34 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 | 34 (6 August 2026 – 7 August 2026) |
| Views total | 620 |
| Reactions total | 1 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 7 Aug 2026, 17:11 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.
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 34 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 34 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.
Atom -宏观经济观察员 就业报告的重要性正在上升 沃什希望减少前瞻性指引,让市场回归数据驱动 在这种情况下,经济数据的权重会提升 过去一段时间,市场一直在交易通胀,但这份疲弱的就业数据提醒市场:劳动力市场的风险正在积累
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大猫剑客
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大猫剑客 AAOI小作文打假【开源通信】 1、【小作文原文:“27年800g光模块产能扩充10倍,1.6t光模块指引为50万只/月”】这句话是假的,财报原文里没提到,然后财报解读会的会议纪要里有提到,但是不是这个数 正确表述是: (1)目前,我们的总制造能力已接近每月20万件,较第一季度末近每月10万件的800G、1.6T产能有所提升。 (2)展望未来,我们预计到今年年底,月产能将达到65万件以上的800G与1.6T产品。 (3)到明年2027年末,我们预计产能进一步扩张,月产出超过93万件800G、1.6T产品,其中一半以上产出将来自得克萨斯州工厂。 2、【“财报最关键的信息是,aaoi明确讲到由于公司的美国本土生产光模块,所以客户给予了aaoi更强力的支持”】这句话的财报原文并非如此,以下是我们选取的财报原文: “We believe that our domestic production capacity …
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大猫剑客
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大猫剑客 转,出处未知 光模块列入覆盖清单(触发) │ ├─→ 新型号 800G/1.6T/3.2T 对美进口/销售受限 ← 进口5通道(§2.1204) ├─→ 元器件禁令(第4项)→ 中国产元件退出美国模块供应链 ← 波及衬底/国产芯片/无源件 ├─→ HBOM/SBOM(第2项)→ 全供应链成分强制透明化 ← 组装地判定、30天更新义务 ├─→ 白牌堵漏(第3项)→ 兼容/白牌模块生态清场 ├─→ 美国责任方(第8项)→ 旭创必须美国实体担责,违规可被罚 ├─→ 快速撤销(第10项)→ SBOM 申报不实 → 10天答复期 → 撤销授权 └─→ 10年有效期(第8项)→ 授权每10年复查一次
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大猫剑客 跌了,小作文又来了,涨得好好的,这些人又搞事情
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大猫剑客 光模块下跌: 1、aaoi十倍扩产光模块; 2、铜进光退,以后不用光模块,全部用pcb 3、周末有新的制裁出来
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大猫剑客
Signed AximoBot | RSS & Social Media Forwarder
大猫剑客 FT:字节跳动瞄准巨型 AI 模型,性能接近 Anthropic 的 Mythos TikTok 母公司正在训练一个规模为月之暗面 Kimi K3 三倍的模型
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大猫剑客 转 各位领导:刚刚从产业了解到,昨晚黄仁勋经深圳短暂停留,与胜宏科技董事长陈涛在深圳湾酒店密会。电梯内陈涛激动拥抱亲吻黄仁勋,在场英伟达VP原话——"Jensen说We are family now"。 实质性内容:黄仁勋口头确认Rubin Ultra 104层背板由胜宏独供,三年锁量锁价,年保底订单25亿美元起。英伟达承担胜宏新增产线50%资本开支(约60-80亿人民币),越南工厂两周内派认证团队、目标9月底提前量产。 黄仁勋还主动邀约陈涛登上GTC 2027 Keynote,与台积电同台——中国大陆供应链第一人。陈涛今天上午高管周会原话:"上次电梯视频是栽赃,这次是真事,但对象是Jensen。" 胜宏当前约3000亿市值,对应2026E PE约28倍。独供Rubin Ultra背板+英伟达承担CAPEX+东南亚产能提前放量,2027E营收有望冲击500亿。强烈关注。
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駿HaYaO 南亞科(2408)Q2法說 財報:Q2營收825.49億元(季增68.2%、年增684.2%),毛利率衝上79.5%新高(季增11.6個百分點),營益率73.7%。稅後淨利501.92億元(季增92.6%),EPS 14.66元;上半年累計EPS 23.07元。主因DRAM平均售價季增逾60%,銷售量與Q1持平。 AI伺服器進展:已切入伺服器供應鏈,上半年AI基礎設施及伺服器產品營收占比超過20%。持續供應DDR5、LPDDR5/5X等多元產品,並拓展客製化AI/WoW與高附加價值產品。 產能與技術展望:新廠第一階段月產能規劃3萬片,預計2028年開出;全產能4.5萬片,預估資本支出達新台幣4,800億元。第三至五代10奈米級製程(1C/1D/1E)及EUV研發按計畫進行。 https://news.cnyes.com/news/id/6530697
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駿HaYaO 華邦電Module B投資 華邦電加速擴充高雄廠產能:既有Module A月產能由目前1.5萬片提升至年底2.4萬片;已啟動Module B計畫,預計2027年動工、2029年開始裝機,最終規劃月產能5萬~6萬片。投資金額龐大,將依客戶需求與長期合約分階段建置,目前已有客戶積極洽談2029、2030年產能。 Module B不會一次裝滿,參考同業4.5萬片約需3,500億元基準估算,實際金額視製程、設備及時程而定;EUV設備成本差異約5%,因交期長達3~3.5年,將於後續階段導入。初期先以一般設備建置,並視12/14奈米等先進製程進度擴充。 產能重心轉向高雄:台中廠DRAM月產能由約1.2萬片降至7,000片。高雄廠目前16奈米僅約2,000片,目標提升至約1.6萬片(占約三分之二),20奈米逐步下降,製程轉換配合客戶需求。16奈米利用率約80%,目標年底近90%;2027年Bit shipment可望倍增…
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Showing the 12 most recent of 34 posts we hold for @NiceNews345. 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 — 299,831 of 1,604,161entries 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.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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.
Named by 2 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.
Named by
Channels on the register whose posts name this channel's handle.
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.
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
This channel appears in 1 seed channel's Telegram-generated recommendation list in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 26 August 2026 — this entry's latest reading, not the date you are reading this.
“Nice News Channel” (@NiceNews345), 1,947 subscribers as measured 26 August 2026. Telegram Register, tgregister.com/channel/NiceNews345.
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.