大摩Shawn Kim“空转多”:存储行情修正“接近尾声”,SK海力士EPS上调13% 曾被韩国市场看作“空头代言人”的摩根士丹利分析师Shawn Kim,最新发布了一份存储行业研究报告称,本轮存储市场最剧烈的行情调整已接近尾声,目前估值已提供“具吸引力的战术性进场”时机。Kim认为,存储股市场焦点正由价格周期转向资本回报,股票回购、自由现金流及长期供货协议(LTA)有望成为下一波股价催化剂。摩根士丹利维持三星电子及SK海力士目标价不变,同时将SK海力士2026年每股盈余(EPS)预估上调13%,并将三星电子2026年EPS预估下调10%。两家公司目标价相较当前股价均隐含逾60%的上行空间。Shawn Kim把这波调整形容成“AI超级周期里的一次小波澜”。他维持对三星电子及SK海力士长线看涨立场,预计两家公司2027年盈利增幅可达25%至50%,A...

Channel
豆瓣知乎简书微信公众号💐
@dbzhjs
On this record: Growth · Engagement · Posts · Citations · Cite this entry
2,275subscribers
-8 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 | -1001441390440 |
|---|---|
| Type | Channel |
| Username | @dbzhjs |
| Created | Between 1 April 2019 and 31 October 2021— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 28 August 2026 |
| Measurements held | 9 |
| Confirmed unchanged | 1 time, most recently 28 August 2026 |
| On Telegram | t.me/dbzhjs |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 28 Aug 2026, 05:13 | 2,275 | +5 |
| 24 Aug 2026, 19:17 | 2,270 | -2 |
| 21 Aug 2026, 08:25 | 2,272 | -6 |
| 18 Aug 2026, 13:38 | 2,278 | -5 |
| 15 Aug 2026, 16:46 | 2,283 | -3 |
| 9 Aug 2026, 07:52 | 2,286 | +1 |
| 6 Aug 2026, 15:04 | 2,285 | +2 |
| 6 Aug 2026, 07:01 | 2,283 | no change |
| 6 Aug 2026, 06:56 | 2,283 | first reading |
Engagement
40 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 · 30 days
- 0.051%
- avg views ÷ 2,275 subscribers
- Avg views / post
- 1.1
- 40 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 40
- of 40 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 7 August 2026 |
|---|---|
| Posts held | 40 (6 August 2026 – 7 August 2026) |
| Views total | 46 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 7 Aug 2026, 16:43 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
今晚美国非农大考,“弱7月”魔咒会重演吗?此前三年均不及预期 美国7月非农就业报告将于北京时间今晚公布,市场共识预期新增就业约8万人,但多重前瞻指标发出混杂信号,部分机构给出的预测远低于共识,"弱7月"魔咒能否打破,成为当前市场最大悬念。市场预期区间异常宽泛,从最高15.7万人到最低的4万人不等。高盛预测新增7.5万人,略低于共识;先锋(Vanguard)则给出仅1.8万人的极低预测,认为今年春季就业数据受天气、世界杯用工及地方政府提前招聘等因素虚抬,7月面临较大回调压力。与此同时,ADP私营部门就业数据仅增4.4万,大幅不及预期,进一步加剧了下行风险的担忧。对美联储而言,当前政策重心已明确转向通胀,而非就业。多位官员近期均将劳动力市场描述为"稳定",一份强劲的就业数据将强化"更长时间...
宇树科技王兴兴最新发声;OpenAI宣布开放免费用户与ChatGPT文字畅聊;DeepSeek预告涨价|AIGC周观察第144期 整理|《中国企业家》记者 吴莹宇树科技发行价150.80元/股,王兴兴最新发声;DeepSeek预告涨价;OpenAI宣布开放免费用户与ChatGPT文字畅聊;张一鸣反对靠蒸馏模型发展AI;SpaceX上市后首份财报出炉;阿里Max级模型将首次开源;MiniMax H3正式开源;Anthropic也要造芯片了……让我们一起来回顾一下吧。点击收听本期AIGC周观察8月6日,宇树科技公告本次发行价格为150.80元/股。宇树科技披露战略配售名单,杭州深度求索人工智能基础技术研究有限公司(DeepSeek)、腾讯旗下上海启善投资有限公司作为“与发行人经营业务具有战略合作关系或长期合作愿景的大型企业或其下属企业”入围。王兴兴8月7日在网上路演时表示,本次登陆资...
高盛韩国交易员谈“存储多空之辩”:市场对基本面预期“过于悲观” 高盛认为,韩国股市近期的剧烈波动已将存储芯片行业的基本面预期压至过度悲观的水平,当前估值并未反映这一周期真实的强度与持续性。据追风交易台消息,高盛亚洲(首尔分部)交易员Justin Park在8月7日发布的报告中指出,市场当前定价所隐含的基本面悲观程度"超出实际情况",存储周期的强度与持续时间均可能超越以往。高盛的积极立场建立在供需结构性失衡的判断之上——受AI算力需求加速扩张驱动,DRAM供应短缺或将延续至2030年,由此支撑强劲的定价能力与盈利能力。与此同时,技术面已明显改善:杠杆ETF规模收缩、保证金敞口下降、监管趋严以及对冲基金仓位有所回落,令市场筹码结构趋于干净。高盛维持对韩国市场的超配立场,并保留KOSPI?...
重构跨境物流标准!菜鸟把时效降至3天,破局高价快递“围城” “全球72小时达”,是菜鸟自成立之初便立下的愿景。在行业发展早期,跨境电商行业的核心诉求只是安全送达货物,配送速度并未成为竞争重点,但菜鸟早已预判,时效终将成为行业长期竞争壁垒。2020年,菜鸟推出 “全球10日达”,以一杯咖啡约5美元的平价,实现国货标准化跨境配送;三年后,“全球5日达”落地,跨境物流行业完成从 “能送到” 到 “时效可承诺” 的升级;到2026年8月,菜鸟正式落地 “全球72小时达”,跨境配送时效逐步向国内物流标准靠拢,漫长的配送周期不再是制约跨境商家发展的难题。随着这款普惠产品正式落地,过去只有高端国际快递能够实现的极速配送时效,如今下沉为中小卖家也可负担的普惠服务。重构行业标准,“全球72小...
星巴克被打到瑞幸价 8月7日,随着立秋时节到来,“秋天的第一杯奶茶”建立起的营销心智让部分奶茶店再度迎来“爆单”。不过,伴随着外卖大战进入新阶段,第一财经记者发现,奶茶“零元购”少了,相反,外卖平台将商战打到了星巴克,背后是即时零售竞争转向高客单市场。今日下午,“星巴克 秋天第一场商战”登上热搜,多位网友反馈以十元以下的价格买到了星巴克,一些用户晒出的订单在4元、6元左右。星巴克在这场商战中被打到了瑞幸价。记者查看发现,淘宝闪购在星巴克单杯特价5折、7.5折的基础上,叠加平台优惠券,用户普遍能够以低于5折的价格购入活动款式星巴克,美团则直接推出了12.9元的“秋天的第一杯星巴克兑换券”,与部分款式的瑞幸兑换券同价。 阅读原文 文章原文
江阴银行一日宣布两位副行长辞职 图片来源:界面图库界面新闻记者 |林倩冰近日,江阴农村商业银行(江阴银行,002807.SZ)一日内宣布两位副行长辞职,引发市场关注。界面新闻注意到,自2025 年下半年以来,尤其2026年,江苏农信系统人事变动频繁,多家农商银行出现高管调动。受访专家认为,总体看,地方农商行管理层的选拔正在从“熟悉本地、经验型”向“专业化、复合型、改革型”进一步转变。江阴银行一日内宣布两位副行长辞职8月3日,江阴银公告称,董事会收到副行长陈开成、倪志娟的书面辞职报告。陈开成、倪志娟因工作调动,辞去江阴银行副行长职务。公开资料显示,陈开成出生于1984年3月,2024年8月起任江阴银行党委委员、副行长。此前,陈开成曾任宜兴农商银行办公室主任、董事会秘书等职务,2021年12月...
风险拉满!北大人民医院为100岁老人做手术 百岁老人多次疝术后复发,又新发对侧疝气,超高龄叠加心肺薄弱,诊疗挑战重重。北京大学人民医院陈杰教授团队定制微创方案,1小时完成手术,打破了高龄禁区。撰文 | 郭雪梅又一例高难度手术在北京大学人民医院顺利完成。“医学界”从北京大学人民医院获悉,近日,该院疝和腹壁外科陈杰教授团队联合麻醉科、重症医学科开展MDT多学科精准协作,成功为一名百岁高龄患者实施全麻腹腔镜双侧疝个体化微创修补手术。疝气是老年人群高发疾病,六七十岁患者在疝外科临床中极为常见。但这样一个百岁超高龄、多次术后复发、双侧新发合并复发疝、心肺功能薄弱的复杂病例,叠加麻醉等风险,手术难度极高,多数医疗机构视为手术禁区或建议保守观察。最终,手术仅用1小时完...
戚薇AI分身来了,首部漫剧接的是末世大女主 文|姜北41岁的戚薇,造了一个“数字自己”。8月6日,戚薇在社交平台上官宣推出个人官方数字分身,取名“韩清夏”:“出生于2026年8月6日,夏天的最后一日”。这个AI形象将主演末世AI漫剧《末日盛夏》,改编自番茄末世囤货小说。有人说她是“内娱第一个主动开放AI形象授权的艺人”。这么说也不完全对,戚薇是首个搭建完整合规授权体系、公开规范化商用开放的活跃期艺人。当大多数艺人还在忙着发律师函抵制AI换脸的时候,她选择了另一条路,把门打开,但把规则写在门上。她拒绝买断自己的AI肖像权,所有商业使用必须经过官方审批,肖像权始终握在自己手里。授权给谁、用多久、拍什么类型、能不能转授权全写进合同里,条条框框列得明明白白。别人想用她的脸,先?...
中国乳业在全球价值链中的新坐标 “真正的行业引领,不是一家企业做到极致,而是协同整个生态共同进化。”——蒙牛集团总裁高飞近日,各界目光齐聚内蒙古草原。8月1日,2026世界奶业大会在呼和浩特盛大开幕,国际食品科技联盟在开幕式上授予呼和浩特“世界乳都”称号。作为核心议程之一的“全球绿色领航者倡议发布暨项目交流会”也于当日成功举办。8月3日,“2026年乳业科技及营养健康产业创新大会”在巴彦淖尔市磴口县召开。会上,由九大院士领衔,政府、企业、高校、科研院所200余位代表齐聚;国际乳品联合会(IDF)总干事劳伦斯·赖肯高度评价中国乳业在数字化转型、营养研究、质量管理、低碳生产和绿色制造等领域不断取得的进展。2026年世界奶业大会2026年乳业科技及营养健康产业创新大会通过这两场大?...
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Showing the 12 most recent of 40 posts we hold for @dbzhjs. 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 — 1,578,262 of 1,624,904entries 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 1 registered channel — 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.
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 28 August 2026 — this entry's latest reading, not the date you are reading this.
“豆瓣知乎简书微信公众号💐” (@dbzhjs), 2,275 subscribers as measured 28 August 2026. Telegram Register, tgregister.com/channel/dbzhjs.
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.