» 9월 FOMC의 금리동결 가능성이 현재 59.9% 수준까지 상승 [CME FedWatch] » 예상치에 부합한 7월 CPI 확인 과정에서 9월 동결 전망이 상승. 오늘 밤에는 7월 PPI가 발표될 예정 » 9월 FOMC는 9월 15일~16일에 진행. 한국시간으로는 17일 새벽에 결과 확인 가능
Signed 박승진 하나증권

Channel
@globaletfi
On this record: Topic · Observations · Also posting the same content · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Cite this entry
19,216subscribers
+34 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001184549031 |
|---|---|
| Type | Channel |
| Username | @globaletfi |
| Description | [하나증권 리서치센터 해외주식분석실 실장] 글로벌 ETF 애널리스트 박승진입니다. 국내외 금융시장과 관련된 다양한 이슈들을 전해 드리고자 합니다. 공식 하우스 뷰는 발간 자료를 통해서만 제공됩니다. 참고하시기 바랍니다. |
| Created | 24 September 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 8 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/globaletfi |
Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 46% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Posts published here appear word for word on 3 other registered channels. They sit inside a group of 5 channels that share the same post bodies with each other. 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 |
|---|---|---|---|
| @hana_us_stock/102205 Aug 2026, 06:39 UTC | @globaletfi/20977 · this entry5 Aug 2026, 07:49 UTC | 1.00 | 71 minutes |
| @globaletfi/20976 · this entry5 Aug 2026, 07:49 UTC | @hana_us_stock/102215 Aug 2026, 08:01 UTC | 1.00 | 11 minutes |
| @hana_us_stock/102265 Aug 2026, 20:34 UTC | @globaletfi/20990 · this entry5 Aug 2026, 22:05 UTC | 1.00 | 1.5 hours |
| @hana_us_stock/102345 Aug 2026, 23:21 UTC | @globaletfi/20996 · this entry5 Aug 2026, 23:22 UTC | 1.00 | 2 minutes |
| @hanaglobalbottomup/88035 Aug 2026, 05:38 UTC | @globaletfi/20976 · this entry5 Aug 2026, 07:49 UTC | 1.00 | 2.2 hours |
| @hanaglobalbottomup/88045 Aug 2026, 06:39 UTC | @globaletfi/20977 · this entry5 Aug 2026, 07:49 UTC | 1.00 | 70 minutes |
| Channel | Matching posts | Text overlap | Typical gap | Published first |
|---|---|---|---|---|
| @hana_us_stock | 6 (6/6 hand-verifiable sample passed) | 1.00 | 49 minutes | @hana_us_stock (5–1) |
| @hanaglobalbottomup | 10 (8/8 hand-verifiable sample passed) | 1.00 | 59 minutes | @hanaglobalbottomup (10–0) |
| @HanaResearch | 5 (5/5 hand-verifiable sample passed) | 1.00 | 59 minutes | @HanaResearch (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 8 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 33 comparable posts for this entry, running 5 August 2026 to 7 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.
Across the whole group of 5, the earliest publisher we hold is @hanaglobalbottomup. That is a statement about our reading window, not a claim of authorship.
Recorded under the key clone_copy, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
This channel’s posts match, word for word or near enough, posts on 4 other registered channels, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.
Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 12:44 | 19,216 | +7 |
| 11 Aug 2026, 10:32 | 19,209 | +18 |
| 10 Aug 2026, 09:14 | 19,191 | +6 |
| 9 Aug 2026, 06:42 | 19,185 | +4 |
| 8 Aug 2026, 09:00 | 19,181 | +5 |
| 7 Aug 2026, 08:24 | 19,176 | -6 |
| 6 Aug 2026, 09:50 | 19,182 | no change |
| 6 Aug 2026, 02:34 | 19,182 | first reading |
98 posts held, back to 5 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 17 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.
| Window | Rolling 30 days · latest post in window 12 August 2026 |
|---|---|
| Posts held | 98 (5 August 2026 – 12 August 2026) |
| Views total | 176,596 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Aug 2026, 23:48 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.
Lifetime counters from Telegram’s own channel header, read 12 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
» 9월 FOMC의 금리동결 가능성이 현재 59.9% 수준까지 상승 [CME FedWatch] » 예상치에 부합한 7월 CPI 확인 과정에서 9월 동결 전망이 상승. 오늘 밤에는 7월 PPI가 발표될 예정 » 9월 FOMC는 9월 15일~16일에 진행. 한국시간으로는 17일 새벽에 결과 확인 가능
Signed 박승진 하나증권
[하나 Global ETF Daily (8/13)] ▶️ 하나 Global ETF 박승진(T.3771-7761) ▶️ RA 신민건(T.3771-3269) ▶️ 텔레그램: https://t.me/globaletfi 🔹주요 ETF Daily 수익률 (2026.8.12 종가 기준) » 주요 시장 ETF SPY 0.25% QQQ 0.73% DIA -0.02% IWM 0.57% » 주요 국채 ETF IEF 0.10% SHY 0.06% TLT -0.10% » 주요 섹터/테마 ETF 양자컴퓨팅(QTUM) 2.52% 반도체(SMH) 2.08% 마리화나(MJ) 1.70% 🔹ETF News [Yahoo Finance] 제약 대형(PPH) vs 바이오테크 성장주(PBE): 성향별 맞춤 헬스케어 ETF 비교 - https://buly.kr/HSZv…
Signed 박승진 하나증권
[하나 글로벌 기업분석 데일리 뉴스] 8/13 하나증권 김재임/송종원 Nvidia·Meta, 중국 주도 오픈웨이트 AI 경쟁 가세 -중국 연구소들이 오픈웨이트 모델 시장에서 크게 앞서 있음 -Meta와 Nvidia가 미국의 경쟁력 강화를 위해 대응하고 있음 -글로벌 AI 경쟁의 핵심 영역으로 오픈웨이트 모델이 부상했음 https://tinyurl.com/2cszl2tt 노르웨이 국부펀드, 사상 최대 1,840억 달러 수익 -펀드 가치가 약 2조3,400억 달러에 달함 -60개국 7,000개 이상의 기업에 투자하고 있음 -SpaceX 지분 보유 사실을 처음 공개했음 https://tinyurl.com/23ropr2v 기본형 iPhone 18 출시, 내년 1분기로 지연 전망 -iPhone 18 Pro 시리즈는 올해 가을 출시될 예정임 -기본…
Signed 박승진 하나증권
[헤지펀드, 7월 AI 관련주 숏 포지션 확대] *7월 포지션 변화 -헤지펀드들이 7월 AI 관련 종목에 대한 숏 포지션을 확대 -Hazeltree의 고객 기반은 700개 이상의 헤지펀드로 구성 -Super Micro Computer, CoreWeave, Nebius Group의 숏 포지션이 모두 증가 -세 종목 모두 6월에 이어 7월에도 Hazeltree 고객 기준 숏 포지션 상위 10개 종목에 포함 *Super Micro·CoreWeave·Nebius -Super Micro Computer의 숏 포지션 증가 -CoreWeave의 숏 포지션 증가 -Nebius Group의 숏 포지션 증가 -세 종목 모두 이미 6월에도 숏 포지션 상위 10개에 포함돼 있었으나 7월에는 숏 포지션이 추가 확대 *NVIDIA 포지션 -헤지펀드들은 NVIDI…
Signed 박승진 하나증권
» 소프트웨어 업종 내에서도 수익 기반이 부각되는 사이버보안
Signed 박승진 하나증권
[AI 에이전트 해킹 능력 확대… 글로벌 사이버보안 지출 2,400억달러 전망] *최근 AI 보안 사고 -OpenAI, Anthropic, Meta가 최근 사이버보안 테스트 과정에서 자사 AI 모델이 실제 외부 시스템에 무단 접근한 사례를 각각 공개 -OpenAI와 Anthropic 사례에서는 테스트 환경에서 작동하던 AI 모델이 외부 인터넷에 접속 -Meta도 외부 보안업체가 수행한 평가 과정에서 자사 AI 모델이 제3자 서비스의 취약점을 공격한 사례를 공개 -Meta 사례에서는 평가업체 Irregular의 설정 오류로 모델이 인터넷에 접근할 수 있었음 *OpenAI 사례 -7월 Hugging Face가 자사 인프라 일부에 AI 에이전트가 무단 접근한 사실을 발견 -OpenAI는 이후 자사 모델들이 해당 활동에 관여했다고 확인 -AI 에…
Signed 박승진 하나증권
» 방산주에 관심이 필요한 이유 '요격 미사일 부족' 미군, 中과 분쟁시 전략적 패배 가능 - 美보수 싱크탱크, 미중 분쟁시 '이란戰 요격체 부족' 악영향 지적 - 헤리티지 "美, 승리에 필요한 요격체 총량의 10% 미만 보유" - "中, 분쟁 초기 괌기지 무력화 가능…美는 며칠 만에 요격체 소진" 보고서는 또한 현재 미국의 요격체 생산 속도로는 권장 재고 목표를 달성하는 데 대략 29∼89년이 소요될 것이라고 짚었다. 또 "필 데이비슨 전 인도·태평양사령부 사령관에 따르면 미·중 간 분쟁은 2027년까지 발발할 수 있다"며 "게다가 미국의 신형 미사일 생산 능력을 확대하는 데는 수년이 소요될 것으로 보인다"고 강조했다. 보고서는 이와 함께 탄약 생산 속도 및 능력을 중심으로 탄약 산업 기반을 근본적으로 재편하기 위해 탄약 조달 전용 …
Signed 박승진 하나증권
제품 증설과정에서 약해진 FCF제외하고 전반적으로 양호한 실적이네요 컨콜이 중요할 것 같네요 ---- [Coherent FY4Q26 실적] *4Q FY26 실적 -매출 20.46억달러, 전년 대비 +42% pro forma, 전분기 대비 +13.3% -FactSet 컨센서스 19.8억달러 대비 약 3.3% 상회 -Non-GAAP 매출총이익률 40.2%, 전년 38.1% 대비 +215bp -StreetAccount 컨센서스 40.0% 대비 +20bp -Non-GAAP 영업이익 4.46억달러, 전분기 3.66억달러 대비 +21.9% -Non-GAAP 영업이익률 21.8%, 전년 18.0% 대비 +380bp, 전분기 20.3% 대비 +150bp -StreetAccount 컨센서스 21.5% 대비 +30bp -Non-GAAP EPS 1.74달…
Signed 박승진 하나증권
🔹AI 투자 확대와 연준의 인플레이션 딜레마 » Silicon Valley에서는 AI와 로봇 확산이 생산성을 크게 높이고 비용을 낮춰 장기적으로 강력한 디스인플레이션 효과를 가져올 것으로 기대. Sam Altman은 AI 지능 비용의 급격한 하락을, Elon Musk는 AI·로봇을 통한 생산 확대와 가격 하락을 전망 » 그러나 현재까지는 AI의 생산성 개선 효과보다 데이터센터와 AI 인프라 구축 과정에서 발생하는 비용 상승이 먼저 현실화되는 모습. 기업들의 AI 도입 속도는 예상보다 느린 반면, 대규모 CapEx가 전력·반도체·서버 등 공급이 제한된 분야에 집중되면서 단기적인 인플레이션 압력 발생 » Goldman Sachs는 올해 미국 AI 관련 CapEx가 약 5,810억달러, 글로벌 기준 최대 1조달러에 이를 것으로 추정. 미국 A…
Signed 박승진 하나증권
🔹주요 반도체 ETF 주가 강세 » Hyperscalers들의 현금흐름 해석이 자금조달과 유동성 환경 및 투자 계획에 대한 연결고리로 이어지면서 시장금리와 상관관계가 더 높아지고 있는 반도체 주가
Signed 박승진 하나증권
» 미국 증시의 방산 ETF 중 가장 높은 주가 상승률을 보이고 있는 한국 방산기업 포트폴리오의 KDEF
Signed 박승진 하나증권
» 기업들의 관세 전가 의지. 서비스업 47%, 제조업 44%가 향후 가격 전가 의사를 가지고 있는 상황 [NY Fed]
Signed 박승진 하나증권
Showing the 12 most recent of 98 posts we hold for @globaletfi. 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.
@globaletfi edited 1 post after it first published — the same permalink now carries different wording than the one this register originally read, caught because our own crawl held a copy of the earlier text.
An edit is not deception. Typo fixes, price updates and corrections look exactly like this too — this register can tell you the wording changed and when, not why. How this is measured.
Citation-graph rank — 28,466 of 1,151,006entries 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.
Republishes
Channels on the register whose posts this channel has forwarded.
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 3 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.
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.
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.
“[하나 Global ETF] 박승진” (@globaletfi), 19,216 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/globaletfi.
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.