马斯克启动Terafab AI芯片工厂,初期投资168亿美元 SpaceX与Tesla宣布在得克萨斯州Grimes County建设Terafab人工智能半导体综合工厂,初期投资168亿美元,未来扩建后总投资或达1190亿美元。 SpaceX周四在官网声明中表示,将与Tesla共同推进该项目,旨在缩小全球芯片供应与两家公司未来数年预计所需超过1太瓦计算能力之间的差距。工厂将至少创造3000个就业岗位。 马斯克表示,Terafab将尖端制造带到美国,在得克萨斯州创造数千个高薪职位,并使其能够大规模生产可在地球和太空使用的AI芯片。得克萨斯州州长Greg Abbott对此表示欢迎。 这座垂直整合工厂占地1亿平方英尺,将在同一厂房完成先进逻辑芯片和存储芯片的制造、封装与测试,用于驱动Tesla的Optimus机器人与Cybercab,同时生产SpaceX太空数据中心所需的高功率芯片。 5月的一份文件显示,SpaceX最初提议…

Channel
股市趋势分析|A股·港股·大盘
@StockTalkCN
On this record: Growth · Engagement · Posts · Citations · Cite this entry
1,063subscribers
+5 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 | -1003947051148 |
|---|---|
| Type | Channel |
| Username | @StockTalkCN |
| Created | Between 1 April 2026 and 31 July 2026— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/StockTalkCN |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 22:28 | 1,063 | +3 |
| 9 Aug 2026, 19:04 | 1,060 | +2 |
| 6 Aug 2026, 20:02 | 1,058 | no change |
| 6 Aug 2026, 19:52 | 1,058 | first reading |
Engagement
20 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 1 pageof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 0.132%
- avg views ÷ 1,063 subscribers
- Avg views / post
- 1.4
- 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.
| Window | Rolling 30 days · latest post in window 6 August 2026 |
|---|---|
| Posts held | 20 (6 August 2026 – 6 August 2026) |
| Views total | 28 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Aug 2026, 20:02 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
斯伦贝谢与挪威国油签多年增产协议 斯伦贝谢(SLB.N)与挪威国家石油公司签署挪威大陆架多年增产措施协议。 斯伦贝谢(SLB.N)8月7日宣布,与挪威国家石油公司(Equinor)签署了一项覆盖挪威大陆架的多年增产措施协议。协议涉及增产相关服务,具体金额与作业细节暂未披露。挪威大陆架是欧洲重要的油气产区,该协议为斯伦贝谢在挪威市场的长期作业提供了业务可见度。 协议落地后,斯伦贝谢在挪威大陆架的服务范围与作业周期进一步明确,后续执行进展及对业绩的贡献值得关注。 #财经 #市场 #斯伦贝谢 #挪威国油 #挪威大陆架 #油气服务 #增产协议 @StockTalkCN
泽连斯基8月8日将访问塞尔维亚 塞尔维亚总统办公室宣布,乌克兰总统泽连斯基将于8月8日访问塞尔维亚。 据格隆汇8月7日报道,塞尔维亚总统办公室发布消息称,乌克兰总统泽连斯基将于8月8日访问塞尔维亚。 此次访问的具体行程安排及会谈议题,目前尚未有更多细节披露。 #财经 #市场 #泽连斯基 #塞尔维亚 #乌克兰 #地缘政治 @StockTalkCN
德意志银行挖角美银Ed Liu任全球TMT主管 消息人士称,德意志银行已聘请美国银行的Ed Liu担任全球TMT(科技、媒体与电信)主管。 该任命涉及德银投行业务关键板块的负责人更替。Ed Liu此前在美国银行任职,具体职务与履历细节暂未披露。 德意志银行近期持续调整投行团队架构,此次引入外部人士执掌TMT业务,被视为其加强科技领域客户覆盖的举措之一。相关人事变动已在内部传达。 此次人事调整反映德银对TMT赛道投行业务的重视,后续团队搭建及业务整合进展值得关注。 #财经 #市场 #德意志银行 #美国银行 #投行 #人事变动 #TMT @StockTalkCN
📢 优质频道推荐 1. 独立开发与一人公司|独立开发·一人公司·出海 2. Web3 & Protocol Tech — 英文频道·Web3 与智能合约技术 3. DevOps 实战|K8s·CI/CD·可观测·SRE 4. Web3链上职位|区块链招聘·远程·Crypto Jobs 5. 中文社会热点|社会·民生·舆情 6. India Markets — 英文频道·印度股市 Sensex 与 Nifty 7. 德国新闻(柏林 慕尼黑) 8. 创业内参|创业·融资·商业模式 9. 奇闻冷知识|冷知识·奇闻·趣事 10. 加密交易学堂|合约·现货·K线教学 想让你的频道出现在这里?私聊 @pindaotuijianbot 提交申请(免费)
小马智行自动驾驶轻卡量产下线 小马智行第一代自动驾驶轻卡完成量产下线,并已进入物流合作伙伴场景路测。公司计划未来2-3年将这款面向城市配送的轻卡投向快递快运、商超和餐饮冷链等场景,试图将Robotaxi积累的技术能力复制到货运市场。 今年以来,驭势科技、易控智驾先后登陆港股,深向科技、主线科技也已递交上市申请,自动驾驶卡车公司正密集走向资本市场。行业关注点转向车辆能否规模化部署,以及自动驾驶能否真正为客户降本。 小马智行此时进入轻卡市场,一个重要前提是成本下降。过去两年,其ADK套件成本下降60%至70%。轻卡复用Robotaxi的传感器、硬件方案和计算平台,后者规模量产带来的供应链降本可向轻卡传导。两者运行环境同样高度重合,主要行驶在城区和城市快速路,共享会车、变道、路口通行及与行人和骑行者博弈等能力。据小马智行介绍,轻卡与Robotaxi在硬件和城市ODD(运行设计域)等方面共享程度超过95%,整体协同率超过90%。 …
Alphabet拟发债250亿美元,长端美债收益率走高 Alphabet正寻求通过新一轮美元投资级债券发行筹资最多250亿美元,直接推动长端美债收益率走高,令市场承压。 据报道援引知情人士透露,Alphabet此次债券发行分拆为10个部分,期限覆盖2年至40年,最长期限档的初始价格指导利差约为高于美国国债155个基点,最终发行规模尚未确定。 受上述消息影响,美债收益率全线走高3至4个基点,长期债券领跌,10年期美债收益率升至约4.65%,2s10s、5s30s期限利差均扩大至盘中最阔水平。 此次发债时间节点敏感。约两周前,Alphabet将2026年资本开支预期上调至最高2050亿美元,超过2025年支出规模的两倍,令市场对AI投资回报的疑虑重燃。短端美债亦受另一重压力:据英国《金融时报》报道,美联储主席沃什若在未来几周看到偏热通胀数据,将准备在9月会议上加息,报道发布后短期美债收益率同步走高。 Alphabet此次发…
宇树科技科创板定价150.8元,创始人王兴兴身家超200亿 宇树科技发布科创板上市发行公告,发行价定为150.80元/股,发行4044.64万股,发行后总股本4.045亿股,初始发行市值近610亿元。按创始人王兴兴发行前合计持股33.3583%计算,其身家达203.5亿元。 宇树科技正式发布首次公开发行股票并在科创板上市发行公告。本次发行价格为150.80元/股,发行股票数量为4044.64万股,发行后总股本为4.045亿股,初始发行市值接近610亿元。 招股书显示,发行前创始人王兴兴直接与间接合计持有公司33.3583%股份。按发行价及发行后总股本测算,王兴兴所持股份对应市值约203.5亿元。 此次发行定价落地,意味着宇树科技即将登陆科创板,其人形机器人概念属性或引发市场关注。 #财经 #市场 #宇树科技 #科创板 #王兴兴 #机器人 #IPO @StockTalkCN
罗马尼亚拟对工业用户分阶段限电 罗马尼亚总理表示,将赋予电力运营商权限,允许分阶段对工业用户实施限电,并提前通知。 格隆汇8月6日消息,罗马尼亚总理宣布,将赋予电力运营商相应权限,使其能够分阶段对工业用户实施限电措施,并要求提前发出通知。 此举意味着罗马尼亚在电力供应管理上采取更灵活的调控手段,工业用户的用电安排可能面临调整。目前官方尚未公布限电的具体时间表、涉及行业范围及持续时间等细节。 该政策动向或对当地工业生产和电力相关板块带来短期扰动,后续执行细节值得关注。 #财经 #市场 #罗马尼亚 #电力 #限电 #工业 #能源 #欧洲 @StockTalkCN
罗森布拉特下调西部数据目标价至800美元 罗森布拉特证券将西部数据目标股价从900美元下调至800美元。 罗森布拉特证券8月6日发布报告,将西部数据目标股价从900美元下调至800美元,下调幅度约11%。 此次调整反映该机构对西部数据未来股价表现的预期有所修正,但未披露具体调整理由。 目标价下调或对西部数据短期市场情绪形成一定压制,后续关注存储板块整体走势及公司基本面变化。 #财经 #市场 #西部数据 #罗森布拉特 #目标价 #美股 #存储芯片 @StockTalkCN
宇树科技IPO定价150.8元,8月10日启动申购 人形机器人企业宇树科技发行方案落地,发行价定为150.80元/股,预计募资约61亿元,8月10日开启网上、网下同步申购。 8月6日,宇树科技公告确定本次发行价格为150.80元/股,预计募资约61亿元。按发行价计算,公司上市后预计市值约610亿元,成为国内人形机器人领域首批登陆科创板的代表性企业之一。 本次发行获机构资金追捧。初步询价阶段,共有367家网下投资者、12161个配售对象参与报价,剔除高价申报后,网下申购倍数仍达2760.67倍,显示市场对具身智能产业化前景保持较高关注。 机构参与热度高企,网下申购倍数超2700倍,人形机器人板块关注度有望持续升温。 #财经 #市场 #宇树科技 #人形机器人 #科创板 #IPO #具身智能 #A股 @StockTalkCN
三星SK海力士巨额现金储备引股东施压 AI芯片热潮令三星电子与SK海力士积累巨额现金储备,但两家公司在财报季对股东回报计划的模糊表态正激怒投资者,加剧股价下行压力。 SK海力士上周财报电话会上仅表示"正在考虑额外措施"提升回报,未给出具体承诺;三星则称正在讨论今年及未来的股东回报政策,将"很快"公布细节。 两家公司股价已分别从历史高点回落约48%和37%。摩根大通分析师本周下调SK海力士目标价,指出"明确的资本分配立场对于恢复市场信心至关重要"。零售投资者平台ACT本周发起运动,要求三星召开临时股东大会并启动约320亿美元的股票回购计划。 据LSEG数据,三星与SK海力士合并净现金储备预计到今年年底达2630亿美元,是英伟达约1020亿美元的两倍多,同时超过美股"科技七巨头"其余六家公司的现金总和。两家公司当前目标是将自由现金流的50%用于股东回报,而美光科技今年6月已承诺将这一比例提升至100%。 Janus Hen…
Showing the 12 most recent of 20 posts we hold for @StockTalkCN. 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 — 161,996 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.
Mentions
Named by 24 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.
@DevToolboxHub · 1,2143 posts商业科技评论|商业·科技公司·观察
@BizTechCN · 812 posts房地产观察|楼市·房价·地产政策
@HouseWatchCN · 1,0592 postsAI 论文精读|每日精选论文
@AIPaperCN · 211 postBBC中文|国际新闻·深度·时政
@BBCChineseDaily · 1,2021 postCripto en Español|Bitcoin·Criptomonedas·Análisis
@CriptoDiarioES · 1,3371 post加密货币日报|币圈·行情·快讯
@CryptoDailyCN · 1,0561 post加密交易学堂|合约·现货·K线教学
@CryptoTradeEdu · 1,1781 post网络安全·黑客攻防|渗透·CTF·安全资讯
@CyberSecWatch · 1,1911 postDeFi & Yield|DeFi·Staking·Yield Farming
@DeFiYieldChannel · 1,2061 post效率工具与数字生活|效率工具·数字生活·App推荐
@DigitalLifeToolsCN · 1,1941 post从太空看地球|卫星遥感·地球观测·科普
@EarthFromSpaceCN · 1,2901 post电商运营秘籍|电商运营·跨境·选品
@EcomOpsCN · 1,1761 postHacker News 中文|科技头条
@HNChineseDaily · 1,1201 post宏观经济学堂|宏观经济·货币政策·分析
@MacroEconCN · 1,0701 post伊朗·中东观察
@MideastWatchCN · 1,2271 post万物观察|自然·地理·科普
@NatureWonderCN · 1,0021 post纽约时报中文|国际时政·深度·评论
@NYTChineseDaily · 2131 post远程项目库|兼职·外包·接单
@RemoteGigsHubCN · 1,2151 post安全内参|漏洞·渗透·攻防
@SecTalkCN · 221 post软件工具库|软件推荐·效率工具·实用App
@SoftwareToolboxCN · 1,2011 post创业内参|创业·融资·商业模式
@StartupInsiderCN · 1,2061 post越南每日 河内 胡志明市
@VietnamChineseCN · 1,1791 postWeb3链上职位|区块链招聘·远程·Crypto Jobs
@Web3JobsCN · 1,4461 post
Names
Channels on the register whose handles appear in this channel's posts.
@AIDailyCN · 1,1951 post空投情报站|空投·测试网·撸毛教程
@AirdropIntelCN · 1,1991 post中文社会热点|社会·民生·舆情
@CNSocialFocus · 1,1821 postCripto en Español|Bitcoin·Criptomonedas·Análisis
@CriptoDiarioES · 1,3371 postCrypto Daily|Bitcoin·Ethereum·News
@CryptoDailyWireCN · 1,2081 post加密一线快讯|币圈·异动·突发
@CryptoNewsFlashCN · 1,0551 post加密交易学堂|合约·现货·K线教学
@CryptoTradeEdu · 1,1781 postDevOps 实战|K8s·CI/CD·可观测·SRE
@DevOpsTalkCN · 201 post开发者工具箱|编程·开发工具·资源
@DevToolboxHub · 1,2141 post效率工具与数字生活|效率工具·数字生活·App推荐
@DigitalLifeToolsCN · 1,1941 post电商运营秘籍|电商运营·跨境·选品
@EcomOpsCN · 1,1761 post游戏日报|新作·热点·硬核
@GameDailyCN · 9841 post德国新闻(柏林 慕尼黑)
@GermanyChineseHub · 1,2081 postIndia Markets|Sensex · Nifty · Earnings · IPO
@IndiaMarketsCN · 191 post独立开发与一人公司|独立开发·一人公司·出海
@IndieHackerCN · 1,2011 post创业内参|创业·融资·商业模式
@StartupInsiderCN · 1,2061 post奇闻冷知识|冷知识·奇闻·趣事
@TriviaFactsCN · 1,1721 postWeb3链上职位|区块链招聘·远程·Crypto Jobs
@Web3JobsCN · 1,4461 postWeb3 & Protocol Tech|Web3·Smart Contracts·Protocol
@Web3ProtocolDaily · 2101 post命理玄学馆|易经·八字·黄历·星座运势
@YijingDailyCN · 1,0641 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.
“股市趋势分析|A股·港股·大盘” (@StockTalkCN), 1,063 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/StockTalkCN.
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.