반도체 장비 → 실적·가이던스가 좋아도 미국 주가가 하락하고 있어 국내 장비주 역시 “Beat 자체”보다 향후 수주 상향폭과 밸류에이션이 중요. AI 네트워크·PCB → AI 서버 투자 증가가 지속되는 한 고다층 PCB·고속 네트워크·광통신 수요 논리는 유지. 다만 AI 전체 Beta보다 실제 수주 확인 종목 중심의 차별화 가능성. AI 전력 인프라 → 7,000억달러 이상의 hyperscaler CapEx가 지속되면 전력·변압·배전·발전·냉각 병목 논리는 여전히 가장 장기적인 AI 후속 수혜축. 에너지·정유 → WTI +1.4%, Brent +1.7%. 중동 리스크 확대는 업종에는 긍정적이지만 국내 증시 전체에는 원가·인플레이션·원화 측면에서 부정적. 소비재 → 미국 소매판매 -0.6%, 소비심리 51.0은 미국 소비 노출도가 높은 …
Channel
빠르고 정확한 주식정보방
@fastest_info1
On this record: Growth · Engagement · Posts · Citations · Cite this entry
13,001subscribers
+44 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001352301083 |
|---|---|
| Type | Channel |
| Username | @fastest_info1 |
| Created | 31 March 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 7 August 2026 |
| Last confirmed live | 15 August 2026 |
| Measurements held | 10 |
| Confirmed unchanged | 1 time, most recently 15 August 2026 |
| On Telegram | t.me/fastest_info1 |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 15 Aug 2026, 17:42 | 13,001 | +3 |
| 14 Aug 2026, 08:47 | 12,998 | +15 |
| 13 Aug 2026, 01:16 | 12,983 | +6 |
| 12 Aug 2026, 00:52 | 12,977 | +5 |
| 11 Aug 2026, 04:21 | 12,972 | -3 |
| 10 Aug 2026, 03:32 | 12,975 | +9 |
| 9 Aug 2026, 00:54 | 12,966 | +13 |
| 8 Aug 2026, 02:01 | 12,953 | -4 |
| 7 Aug 2026, 04:15 | 12,957 | no change |
| 7 Aug 2026, 04:04 | 12,957 | first reading |
Engagement
116 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 19 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 9.98%
- avg views ÷ 13,001 subscribers
- Avg views / post
- 1,300
- 116 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 116
- of 116 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 15 August 2026 |
|---|---|
| Posts held | 116 (6 August 2026 – 15 August 2026) |
| Views total | 150,463 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 15 Aug 2026, 12:04 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
🇺🇸 미장 모닝 브리핑 v1.5 2026.08.15 토요일 07:15 KST 기준 금요일 미국 정규장 + 장 마감 이후 주말 신규정보 반영 📌 한 줄 결론 미국 증시는 약한 소비와 소비심리 악화가 Fed의 9월 금리인상 가능성을 더 낮췄지만, 이를 경기둔화 신호로 받아들이면서 S&P500·Nasdaq·Dow는 소폭 하락했습니다. 반면 Russell2000은 +0.51%로 상승해 전면적 Risk-off는 아니었습니다. AI에서는 수요 붕괴보다 높은 기대치와 밸류에이션이 다시 주가를 압박했고, 장 마감 뒤에는 Berkshire의 Alphabet 대규모 추가매수와 Jane Street의 AI 레버리지 관련 150억달러 손실이라는 서로 반대되는 신호가 동시에 나왔습니다. 📊 미국 정규장 S&P500 7,785.76(-0.17%) / Nasdaq …
https://blogs.nvidia.co.kr/blog/lg-to-unveil-its-next-gen-humanoid-robot-built-on-nvidia-isaac-gr00t/ NVIDIA와 LG는 8월 13일(현지시간) 미국 캘리포니아주 산타클라라 NVIDIA 본사에서 NVIDIA 젠슨 황 CEO와 구광모 LG 대표가 참석한 가운데 양해각서(MOU)를 체결했습니다. 이를 통해 양사는 로보틱스, AI 팩토리, 모빌리티 분야에서 전략적 협력 구상을 넘어 본격적인 실행 단계에 돌입할 예정입니다.
2026.08.14 14:50:46 기업명: LG이노텍(시가총액: 15조 4,310억) A011070 보고서명: 반기보고서 (2026.06) 잠정실적 : Y 매출액 : 55,272억(예상치 : 50,183억, +10.1%) 영업익 : 2,458억(예상치 : 1,839억, +33.6%) 순이익 : 1,697억(예상치 : 1,340억, +26.6%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 55,272억/ 2,458억/ 1,697억 2026.1Q 55,348억/ 2,953억/ 2,291억 2025.4Q 76,098억/ 3,248억/ 1,359억 2025.3Q 53,694억/ 2,037억/ 1,284억 2025.2Q 39,346억/ 114억/ -87억 공시링크: https://dart.fss.or.kr/dsaf0…
오우 드디어 숫자 찍히기 시작
2026.08.14 14:07:57 기업명: 에프에스티(시가총액: 5,845억) A036810 보고서명: 반기보고서 (2026.06) 잠정실적 : N 매출액 : 893억(예상치 : -) 영업익 : 96억(예상치 : -) 순이익 : 70억(예상치 : -) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 893억/ 96억/ 70억 2026.1Q 696억/ 14억/ -28억 2025.4Q 703억/ -32억/ -37억 2025.3Q 655억/ -19억/ -68억 2025.2Q 760억/ 17억/ -36억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260814001563
2026.08.14 13:57:58 기업명: 오킨스전자(시가총액: 3,309억) A080580 보고서명: 반기보고서 (2026.06) 잠정실적 : N 매출액 : 351억(예상치 : 333억, +5.4%) 영업익 : 84억(예상치 : 58억, +44.7%) 순이익 : 88억(예상치 : -) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 351억/ 84억/ 88억 2026.1Q 256억/ 36억/ 38억 2025.4Q 251억/ 26억/ 38억 2025.3Q 233억/ 37억/ 4억 2025.2Q 271억/ 32억/ 30억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260814001460
2026.08.14 13:39:00 기업명: 아이센스(시가총액: 5,225억) A099190 보고서명: 반기보고서 (2026.06) 잠정실적 : Y 매출액 : 887억(예상치 : 808억, +9.7%) 영업익 : 66억(예상치 : 8억, +726.0%) 순이익 : 40억(예상치 : -) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 887억/ 66억/ 40억 2026.1Q 751억/ 9억/ 16억 2025.4Q 837억/ 21억/ -89억 2025.3Q 787억/ 9억/ -8억 2025.2Q 768억/ 17억/ 8억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260814001297
2026.08.14 13:34:59 기업명: DN오토모티브(시가총액: 2조 9,314억) A007340 보고서명: 반기보고서 (2026.06) 잠정실적 : N 매출액 : 12,493억(예상치 : 11,331억, +10.3%) 영업익 : 2,054억(예상치 : 1,611억, +27.5%) 순이익 : 1,579억(예상치 : 1,041억, +51.7%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 12,493억/ 2,054억/ 1,579억 2026.1Q 10,177억/ 1,446억/ 992억 2025.4Q 9,686억/ 1,500억/ 1,062억 2025.3Q 9,187억/ 1,187억/ 785억 2025.2Q 9,096억/ 1,216억/ 535억 공시링크: https://dart.fss.or.kr/dsaf001/m…
2026.08.14 11:29:03 기업명: 싸이맥스(시가총액: 3,813억) A160980 보고서명: 반기보고서 (2026.06) 잠정실적 : N 매출액 : 625억(예상치 : -) 영업익 : 113억(예상치 : -) 순이익 : 90억(예상치 : -) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.2Q 625억/ 113억/ 90억 2026.1Q 405억/ 47억/ 40억 2025.4Q 291억/ 23억/ -4억 2025.3Q 412억/ 62억/ 42억 2025.2Q 483억/ 74억/ 56억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260814000884
앤트로픽 기업가치 변화 올해 1월 - 3500억 달러 5월 - 9650억 달러 8월 - 2조 달러 일부 투자자 상단 - 3조 달러
앤트로픽 지분 보유중인 sk텔레콤 금일 강한 모습
Showing the 12 most recent of 116 posts we hold for @fastest_info1. 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 — 666,074 of 1,481,217entries 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.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
@darthacking · 64,80814 posts스몰인사이트리서치
@smallinsightresearch · 5,6975 posts유안타 손현정 [유틸리티(전력기기)/음식료]
@HJS_YSK · 3,9783 posts대신 신성장산업 & 유틸리티
@Daishinsmc · 3,1671 post[다올 매크로/투자전략] 조병현/박영찬/정현하/홍록은
@DaolMacro · 2,9121 post이그전 (이은택의 그림 전략)
@egzion · 22,0601 postPluto Research
@hedgehara · 19,1681 post한화투자증권 경제 임혜윤
@lim_econ · 13,5101 post[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 23,2531 post매경 자이앤트| MK
@mk_giant · 3,6051 post양파농장
@Onionfarmer · 15,9941 post해외정보 분석
@pcstfu · 3,5071 post[신한 리서치본부] 유틸리티/신에너지
@ShinhanUtilityNewEnergy · 4,4991 post선진짱 주식공부방
@sunstudy1234 · 53,6801 postKB/화학/배터리 전우제
@wchun0222 · 4,9521 post빚쟁이는 여의도로
@yeouidobi · 1,9601 post
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.
Mentions
Names
Channels on the register whose handles appear in this channel's posts.
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 15 August 2026 — this entry's latest reading, not the date you are reading this.
“빠르고 정확한 주식정보방” (@fastest_info1), 13,001 subscribers as measured 15 August 2026. Telegram Register, tgregister.com/channel/fastest_info1.
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.