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Channel

[하나증권 ETF] 박승진

@globaletfi

On this record: Topic · Observations · Channels linked by matching posts · Growth · Engagement · What this channel posts · Posts · Posts edited after publishing · Citations · Telegram's recommendations · Cite this entry

20,575subscribers

+1,393 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 10,000–31,623.

Register entry

Telegram ID-1001184549031
TypeChannel
Username@globaletfi
Description[하나증권 리서치센터 해외주식분석실 실장] ETF 애널리스트 박승진입니다. 국내외 금융시장과 관련된 다양한 이슈들을 전해 드리고자 합니다. 공식 하우스 뷰는 발간 자료를 통해서만 제공됩니다. 참고하시기 바랍니다.
Created24 September 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live10 November 2026
Measurements held60
Confirmed unchanged1 time, most recently 10 November 2026
On Telegramt.me/globaletfi

Topic

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 the other topics.

Observations

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.

Content that also appears on other registered channels

Posts published here appear in near-verbatim form on 6 other registered channels. This entry also sits inside a group of 13 channels linked by matching posts, directly or through other channels in the group; two members of the group may share no posts 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.

Matching posts — open both and compare (6 of the pairs behind the counts below)
Posted firstThenOverlapGap
@HanaResearch/2024417 Aug 2026, 07:46 UTC@globaletfi/21124 · this entry17 Aug 2026, 12:43 UTC1.005.0 hours
@HanaResearch/208664 Nov 2026, 01:33 UTC@globaletfi/22476 · this entry4 Nov 2026, 02:21 UTC1.0049 minutes
@hanaglobalbottomup/88085 Aug 2026, 23:20 UTC@globaletfi/20996 · this entry5 Aug 2026, 23:22 UTC1.002 minutes
@globaletfi/22563 · this entry9 Nov 2026, 17:20 UTC@kimu_nim/4853210 Nov 2026, 09:08 UTC1.0016 hours
@globaletfi/22567 · this entry9 Nov 2026, 22:23 UTC@kimu_nim/4853310 Nov 2026, 09:08 UTC1.0011 hours
@HANAStrategy/77988 Nov 2026, 05:22 UTC@globaletfi/22532 · this entry8 Nov 2026, 08:56 UTC1.003.6 hours
Channels this entry shares post bodies with, where at least one matching post pair has no forward credit between the two channels, or to a common source, recorded in our data
ChannelMatching postsText overlapTypical gapPublished first
@hana_us_stock77 (8/8 hand-verifiable sample passed)1.0023 minutes@hana_us_stock (56–21)
@HanaResearch50 (8/8 hand-verifiable sample passed)1.0053 minutes@HanaResearch (35–15)
@hanaglobalbottomup74 (8/8 hand-verifiable sample passed)1.0024 minutes@hanaglobalbottomup (74–0)
@kimu_nim12 (8/8 hand-verifiable sample passed)1.0069 minutesthis entry (12–0)
@HANAStrategy20 (8/8 hand-verifiable sample passed)1.004.1 hours@HANAStrategy (20–0)
@tazastock15 (8/8 hand-verifiable sample passed)1.00under a minutethis entry (15–0)

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. 44 of the 52 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.

“Published first” means first in this corpus. We hold 417 comparable posts for this entry, running 5 August 2026 to 11 November 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.

  • Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
  • 'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
  • shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
  • Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).

Of the group of 13 channels, the one whose matching posts we hold earliest is @hanaallocation. That channel is not among the channels listed above, so this entry may share no posts with it and this does not say where this entry’s content came from. It is a statement about our reading window, not a claim of authorship.

Recorded under the keys clone_copy · clone_source, last confirmed 11 November 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.

Channels linked by matching posts

This channel is in a group of 13 registered channels linked by matching posts, directly or through other channels in the group. This channel may share no posts with some of the channels listed below, and listed channels may share none with each other. Links are found by comparing text fingerprints across every channel on the register.

Which channel, if either, published first is deliberately not shown in this list. “First” could only mean first in our own crawl, which depends on how deep we happened to reach into each channel’s history, not on when the content was actually first posted. Our one hand-check read 45 of the highest-confidence flagged pairs against the live Telegram pages. In 18 of them the live page showed a “Forwarded from” credit that our database had no record of, so reading that pair as an unattributed copy was wrong; the check did not measure who published first. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Near-verbatim 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.

Growth

19,17620,57519,875.56 August 2026 — 19,182 subscribers6 August 2026 — 19,182 subscribers7 August 2026 — 19,176 subscribers8 August 2026 — 19,181 subscribers9 August 2026 — 19,185 subscribers10 August 2026 — 19,191 subscribers11 August 2026 — 19,209 subscribers12 August 2026 — 19,216 subscribers13 August 2026 — 19,245 subscribers14 August 2026 — 19,251 subscribers16 August 2026 — 19,262 subscribers17 August 2026 — 19,283 subscribers18 August 2026 — 19,288 subscribers19 August 2026 — 19,298 subscribers20 August 2026 — 19,308 subscribers22 August 2026 — 19,451 subscribers23 August 2026 — 19,559 subscribers25 August 2026 — 19,646 subscribers26 August 2026 — 19,662 subscribers27 August 2026 — 19,670 subscribers28 August 2026 — 19,667 subscribers30 August 2026 — 19,666 subscribers31 August 2026 — 19,680 subscribers2 September 2026 — 19,683 subscribers3 September 2026 — 19,687 subscribers4 September 2026 — 19,811 subscribers7 September 2026 — 19,919 subscribers10 September 2026 — 19,918 subscribers12 September 2026 — 20,088 subscribers14 September 2026 — 20,129 subscribers16 September 2026 — 20,167 subscribers18 September 2026 — 20,222 subscribers30 September 2026 — 20,351 subscribers5 October 2026 — 20,390 subscribers9 October 2026 — 20,396 subscribers13 October 2026 — 20,413 subscribers14 October 2026 — 20,446 subscribers15 October 2026 — 20,457 subscribers16 October 2026 — 20,467 subscribers17 October 2026 — 20,474 subscribers18 October 2026 — 20,481 subscribers19 October 2026 — 20,482 subscribers21 October 2026 — 20,481 subscribers22 October 2026 — 20,498 subscribers23 October 2026 — 20,505 subscribers25 October 2026 — 20,499 subscribers26 October 2026 — 20,502 subscribers27 October 2026 — 20,508 subscribers28 October 2026 — 20,500 subscribers29 October 2026 — 20,505 subscribers30 October 2026 — 20,518 subscribers31 October 2026 — 20,531 subscribers1 November 2026 — 20,537 subscribers2 November 2026 — 20,536 subscribers4 November 2026 — 20,550 subscribers5 November 2026 — 20,562 subscribers7 November 2026 — 20,553 subscribers8 November 2026 — 20,548 subscribers9 November 2026 — 20,557 subscribers10 November 2026 — 20,575 subscribers6 August 202610 November 2026
60 measurements spanning 97 days, net +1,393. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 18,966–20,785 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 60
Measured (UTC)SubscribersChange
10 Nov 2026, 20:0620,575+18
9 Nov 2026, 07:4920,557+9
8 Nov 2026, 00:1520,548-5
7 Nov 2026, 01:2920,553-9
5 Nov 2026, 23:4620,562+12
4 Nov 2026, 20:4520,550+14
2 Nov 2026, 17:5820,536-1
1 Nov 2026, 17:2920,537+6
31 Oct 2026, 13:5620,531+13
30 Oct 2026, 10:5620,518+13
29 Oct 2026, 08:3020,505+5
28 Oct 2026, 03:4720,500-8
27 Oct 2026, 05:5620,508+6
26 Oct 2026, 05:1020,502+3
25 Oct 2026, 02:3720,499-6
23 Oct 2026, 05:4520,505+7
22 Oct 2026, 07:4620,498+17
21 Oct 2026, 00:2620,481-1
19 Oct 2026, 21:5520,482+1
18 Oct 2026, 20:2620,481first reading

Engagement

510 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 73 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
10.7%
avg views ÷ 20,575 subscribers
Avg views / post
2,200
154 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
154
of 510 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.

What these figures were computed from
WindowRolling 30 days · latest post in window 11 November 2026
Posts held510 (5 August 2026 – 11 November 2026)
Views total338,304
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken11 Nov 2026, 03:27 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.

What this channel posts

Photos
≈13,600
Videos
≈28
Links
≈7,610

Lifetime counters from Telegram’s own channel header, read 11 November 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.

Recent posts

Telegram’s own ‘edited’ marker: 12 of 154 posts held from the last 30 days (7.79%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).

11 Nov 2026, 01:26 UTC715 viewsread 11 November 2026

🔹Anthropic, 강한 IPO 투자 수요에 기업가치 1.5조 달러 이상으로 상향 검토 » Anthropic은 기관투자자들의 높은 공모 수요를 바탕으로 IPO 공모가격과 목표 기업가치 상향을 검토. 당초 기업가치 1.4조 달러를 제시한 지 하루도 지나지 않아 강한 투자 수요가 확인되면서, 목표 기업가치를 1.5조 달러 이상으로 높이는 방안이 논의 » Goldman Sachs와 Morgan Stanley가 이끄는 주관사단은 기존 주당 70달러~78달러의 공모가격 범위를 상향 조정할 것으로 예상. 기존 공모가격 기준 완전희석 기업가치는 1.26조달러~1.41조 달러였으나, 로드쇼 첫날부터 투자자들의 높은 관심이 확인되면서 상향 조정 가능성 부각 » 공모가격이 높아질 경우 IPO 관련 전체 자금 조달 규모는 1,000억 달러를 넘어설 가능성…

Signed 박승진 하나증권

11 Nov 2026, 00:30 UTC≈1,480 viewsread 11 November 2026

🔹연준 주요 인사들의 통화정책 발언 정리 (11/10) » 10월 CPI가 시장 예상치를 상회한 가운데, 연준 인사들은 인플레이션의 지속성과 추가 긴축 필요성을 강조. 다만 금리 인상 속도와 금융시장 영향에 대해서는 입장 차이 1) 크리스토퍼 월러 연준 이사: 12월 25bp 인상 지지, 50bp 가능성 제시 » 10월 물가 상승률이 둔화되더라도 12월 FOMC에서 25bp 인상을 지지한다는 입장. 근원 CPI가 전월대비 0.3% 이상 상승할 경우 50bp 인상도 검토할 필요가 있다고 강조 » 강한 경제 성장과 안정적인 고용시장에 비해 물가 상승 압력이 여전히 높은 상황. 시장에 예고한 긴축을 이행하지 않으면 연준의 신뢰성이 훼손되고 금융여건이 오히려 완화될 수 있다고 경고 » 이후 발표된 10월 근원 CPI가 +0.3%를 기록하면…

Signed 박승진 하나증권

11 Nov 2026, 00:00 UTC554 viewsread 11 November 2026

[하나 글로벌 기업분석] 하나증권 김재임/송종원 앤트로픽 IPO 업데이트 - 상장 일정 11월 10일 투자설명회 개시. 현지시간 11월 18일 공모가 확정, 19일 나스닥 거래 시작 예정. 종목코드는 ‘ANT’. 최종 공모가는 아직 미확정 - 공모 조건 희망 공모가 주당 70~78달러, 공모 주식수 8억2,500만주. 신주 약 8억135만주와 기존 주주 구주 약 2,365만주로 구성. 기본 공모금액은 577.5억~643.5억달러 - 청약 수요 개인투자자 배정 비중 약 20%를 목표로 함. 투자설명회 첫날부터 희망 공모가 범위에서 배정 물량을 채웠으며, 같은 단계의 스페이스엑스보다 기관 수요가 더 강하다는 보도도 존재. 스페이스엑스의 최종 청약 수요는 총 3,500억달러 이상, 기관만 2,500억달러 이상이었음. 앤트로픽의 구체적인 청약금…

Signed 박승진 하나증권

10 Nov 2026, 23:14 UTC≈1,470 viewsread 11 November 2026

» 의회 다수당이 연초부터 바뀔 예정인 가운데, 노이즈는 이미 시작된 모습 美내무부 등, 의회 조사대비 '트럼프 프로젝트' 문서 파기 의혹 미국 연방 내무부 등에서 민주당이 장악한 차기 의회의 조사에 대비해 도널드 트럼프 대통령의 워싱턴DC 일대 건설 프로젝트 관련 문서를 파기하고 있다는 내부 고발자들의 제보가 잇따르고 있다고 미 CNN 방송이 10일(현지시간) 보도했다. 의회 내 소식통을 인용한 이 보도에 따르면 최근 몇 주간 연방 하원 천연자원위원회에 여러 신뢰할만한 내부고발자들이 접근, 내무부가 문서를 파기하고 있다는 우려를 전달했다. https://n.news.naver.com/article/001/0016434605?sid=104

Signed 박승진 하나증권

10 Nov 2026, 23:11 UTC592 viewsread 11 November 2026

코어위브 실적과 콜에서 긍정적인 부분을 꼽자면 고객 선급금과 계약 기반 담보대출입니다. 올해 체결한 계약의 70%에서 선급금을 확보했고, 향후 3개월 동안 약 90억 달러의 선급금과 예치금이 유입될 것으로 예상했습니다. 이 중 30억 달러 이상은 추가 재계약으로 추가 설비투자가 필요하지 않습니다. 기존 GPU(A시리즈, H시리즈) 공급 가격도 전분기 대비 30~50% 상승했습니다. 수요 대응해 투자는 계속해야하는 구조지만 평균 차입비용은 전년 대비 250bp 하락했고, 고객 계약 연계 담보대출을 통해 70~100% 조달 가능하다고 하네요. 시장이 걱정하는 무담보채권의 금리 상승이 전체 자금조달 능력의 훼손을 의미하지 않는다는 점도 불안을 좀 완화하지 않을까 싶습니다

Signed 박승진 하나증권

10 Nov 2026, 22:56 UTC≈5,390 viewsread 11 November 2026

🔹OpenAI, 3분기 매출 100억 달러 기록. 기업용 사업 성장세 확대 » OpenAI의 3분기 매출이 전 분기 대비 50% 가량 증가한 100억 달러를 기록한 것으로 알려짐. 전 분기 대비 증가율이 2분기 17%에서 3분기 약 50%로 높아졌으며, 매출 규모는 전년 동기의 약 2.6배 수준 » GPT-5.6과 Astra, 이미지 생성 모델 등 최신 모델과 기업용 제품에 대한 수요 확대가 매출 성장을 견인. API를 통한 모델 판매가 증가했고, 광고 매출도 지난 8월 연간 환산 기준 10억 달러에 도달 » 3분기 영업손실과 현금 소진 규모는 확인되지 않음. OpenAI는 올해 초 2026년 한 해 동안 약 250억 달러의 현금을 소진할 것으로 전망 » 경쟁사 Anthropic의 3분기 매출은 전 분기 대비 47% 증가한 약 170억…

Signed 박승진 하나증권

10 Nov 2026, 22:51 UTC582 viewsread 11 November 2026
Photo

[하나 Global ETF Daily (11/11)] ▶️ 하나 Global ETF 박승진(T.3771-7761) ▶️ RA 신민건(T.3771-3269) ▶️ 텔레그램: https://t.me/globaletfi 🔹주요 ETF Daily 수익률 (2026.11.10 종가 기준) » 주요 시장 ETF SPY -0.37% QQQ -0.68% DIA -0.31% IWM -0.68% » 주요 국채 ETF SHY -0.33% IEF -0.86% TLT -1.32% » 주요 섹터/테마 ETF 금융(XLF) 0.52% 에너지(XLE) 0.44% 필수소비재(XLP) 0.15% 🔹ETF News [Bloomberg] AI 인프라 부채 리스크의 상품화: 개인 투자자를 겨냥한 CDS 연계 레버리지 ETF 상장 추진 - https://buly.k…

Signed 박승진 하나증권

10 Nov 2026, 22:51 UTC396 viewsread 11 November 2026

하나증권 중국기업분석 [중국 Spot News] ▶광통신: 11/10 Reuters에 따르면 마이크로소프트를 비롯한 미국 기술기업들이 트럼프 행정부에 중국산 광트랜시버 수입금지 계획의 철회를 요청. 미국 연방통신위원회(FCC)는 AI 데이터센터 서버 간 데이터 전송에 사용되는 중국산 광트랜시버의 신규 제품 수입 제한을 검토 중이며, 3.2Tbps급 고속 제품이 규제 대상에 포함될 가능성이 제기. 중국 기업들이 글로벌 광트랜시버 공급량의 약 3분의 2를 차지하는 가운데, 마이크로소프트는 미국 내 건설 중인 데이터센터 35곳과 추가 계획 중인 134곳의 구축 일정에 차질이 발생할 수 있다고 우려. ▶CATL(300750.CH/3750.HK): 11/10 CnEVPost에 따르면 CATL 쩡위췬 회장은 상하이에서 열린 배터리 산업 행사에서 배…

Signed 박승진 하나증권

10 Nov 2026, 22:33 UTC≈18,000 viewsread 11 November 2026

» 미국 민주당의 기업 견제 조치. Apple, Microsoft, Google, Amazon, BlackRock, Coinbase 등이 포함 美민주, 트럼프 유착 대기업 조사착수…"내년 1월4일까지 자료내라" - 아마존, 애플, 블랙록, 구글, MS, 코인베이스 등에 자료 제출 요구 - 트럼프 사업 기부·유착 의혹 집중 조사…기업들 로펌 선임하며 대응 분주 미국 중간선거에서 상·하원을 모두 장악한 민주당이 아마존과 애플, 구글 등 주요 대기업을 상대로 대대적인 조사에 착수했다. 차기 상원 국토안보위 산하 상설조사소위원장으로 예상되는 민주당 리처드 블루먼솔 상원의원이 중간선거 이틀 뒤 주요 기업들에 내년 1월 4일까지 관련 자료를 제출하라는 서한 수십 통을 발송했다고 보도했다. 1월 4일은 새 의회의 첫 정규 업무일이다. 민주당은 특히…

Signed 박승진 하나증권

10 Nov 2026, 22:24 UTC560 viewsread 11 November 2026

[하나채권] [2027년 채권시장 전망] 고금리의 해결책은 고금리 ▶ 2027년은 ‘통화 긴축 → 금융환경 긴축 → 자금 수요 감소 → 금리 하락 추세’ 과정이 전개. 올해는 인상 사이클로 듀레이션 ‘축소’ 편향. 연말까지 변동성 국면. 2027년은 긴축 효과 나타나는 시기로 듀레이션 ‘확대’ 기조 ▶ [미국: 아슬아슬한 긴축 줄타기]12월, 내년 3월 인상 후 4.50% 동결. 금융환경 긴축 진행 중이나 과잉긴축 가능성은 제한적. 3월 마지막 인상 전후 금리 큰 폭 하락. 2분기말 2, 10년 금리 4.3%, 4.4%까지 하락 및 커브 플래트닝 ▶ [한국: 메모리 = 경기 = 금리 사이클] 금융시장보다 실물지표를 강조할수록 인상 여력 확대. 11월, 내년 2월 인상 이후 3.50% 동결. 경기/금리 사이클 미국보다 먼저 꺾임. 국고채 …

Signed 박승진 하나증권

10 Nov 2026, 22:24 UTC427 viewsread 11 November 2026

[2027년 자산배분 전략] 2027년, 비용의 안개를 너머 성장의 숲을 바라보다 [혼합형 포트폴리오 구성이 답이다] 하나 자산배분/해외크레딧 이영주(T.3771-7788) ▶ 자료: https://bit.ly/4Ar3WP6 ▶ 텔레그램: https://t.me/hanaallocation 1. 중간선거 이후, AI 투자의 정치적 비용 부각 - 美 중간선거 결과에 따라 시장은 AI 인프라 투자에 정치적 제약이 커지리라 우려하나, 관련 정책은 기업 비용 분담과 주민 수용성 확보를 요구하는 방향으로 움직일 전망 2. 데이터센터 수요는 유지되지만, 비용 구조는 재편될 것 - 데이터센터 규제의 초점은 기업 비용 분담 확대에 있으며, 지역별 규제 강도는 차별화될 것 - 기업은 기존 거점 비용과 인허가 부담에 대응해 신규 지역과 해외로 입지를 넓…

Signed 박승진 하나증권

10 Nov 2026, 22:24 UTC416 viewsread 11 November 2026

[하나 글로벌 기업분석 데일리 뉴스] 11/11 하나증권 김재임/송종원 Nvidia 이사회, Jensen Huang 중국 연계 의혹 조사 -독립 이사들이 전직 연방검사 출신 변호사를 선임했음 -Wachtell Lipton이 Huang과 중국 정보기관 연계 의혹을 받는 여성의 관계를 조사함 -FBI 조사와 집단소송이 이어지며 승계 및 국가안보 위험도 부각됐음 https://da.gd/FF2hjI Google, 용도별 AI 반도체 2종 공개 -기밀 모델 학습을 지원하는 신규 TPU를 선보였음 -더 큰 메모리 용량을 제공하는 제품도 추가했음 -AI 하드웨어 적용 범위를 더 다양한 작업으로 확대했음 https://da.gd/SFCOxe Google Pixel Tag 판매 개시 -Android 기기로 분실물을 추적하는 장치임 -가격은 30달러로 …

Signed 박승진 하나증권

Showing the 12 most recent of 510 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.

Posts edited after publishing

@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.

First edit seen
10 August 2026
Most recent edit
10 August 2026

Forward network

Republished by

Channels on the register that have forwarded this channel's posts into their own feed.

Republished by 60 registered channels. The 48 listed are the ones that have forwarded the most posts; the rest are counted here but not each listed.

급등일보 미국주식🇺🇸 속보·매크로·리서치
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26 posts
타점 읽어주는 여자(타자)
@tazastock · 40,945
25 posts
하나증권 리서치
@HanaResearch · 25,142
22 posts
하나증권 미국주식 강재구
@hana_us_stock · 11,790
15 posts
뺀지뤼의 SKLab.(스크랩)
@bbanjil · 10,672
10 posts
[하나 매크로/자산배분] 이재만/박승진/이영주/전규연
@HANA_Macro · 4,425
7 posts
미국 주식 인사이더 🇺🇸 (US Stocks Insider)
@insidertracking · 74,015
5 posts
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks
@FastStockNews · 128,822
4 posts
김현석(자본주의 바이어스 있는 채널입니다)
@kimu_nim · 7,698
4 posts
카이에 de market
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3 posts
가치투자클럽
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3 posts
오를주식 - 뉴스/경제/주식
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2 posts
양파농장
@Onionfarmer · 16,148
2 posts
Yeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,456
2 posts
참새선생의 주식공부방
@coldbirdteacher · 3,739
2 posts
프리라이프
@free_life59 · 12,707
2 posts
가투방(DCTG) 저장소
@gatubang · 14,543
2 posts
Pluto Research
@hedgehara · 19,579
2 posts
호그니엘
@hogniel · 15,354
2 posts
너쟁이의 성실한 추추생활
@nje2e · 8,956
2 posts
BUYagra
@psychotherapy101 · 5,925
2 posts
에버그린 Evergreen 정보 공유방
@talkevergreen · 13,179
2 posts
곰디락스ㅣGomDilocks
@Gomdilocks · 38
1 post
하나 중국/신흥국 전략 김경환
@HANAchina · 35,273
1 post
엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 26,513
1 post
AI MASTERS
@ai_masters_community · 14,409
1 post
알파크루랩스 [주식스터디]
@alphacrewlabs · 66
1 post
루팡
@bornlupin · 49,242
1 post
코채의 정보
@codechae9797 · 40
1 post
상장기업 수사대 ☎️
@cyber_rangers · 16,905
1 post
간절한 투자스터디카페
@desperatestudycafe · 18,510
1 post
미친개병신새끼도랏맨
@doratman18 · 9,441
1 post
#Beautylog
@ejpark3312 · 7,738
1 post
엘리트강사의 주식 공부방
@elite_instructor · 10,912
1 post
빠르고 정확한 주식정보방
@fastest_info1 · 13,620
1 post
FOMO 4가투
@fourgachi · 9,361
1 post
재야의 고수들
@gaoshoukorea · 41,200
1 post
석학들의 마켓 (인)사이트 PRO
@getfeed · 8,774
1 post
GIVME INVEST🤑
@givme23 · 3,373
1 post
IT의 신 이형수
@hslpartners · 19,001
1 post
메모장
@idea_memo · 8,974
1 post
인상주의 투자 인생 업그레이드노트
@insangnism · 11,236
1 post
인싸이터(Insight Eater) - 통찰력을 먹고 사는 인싸들 <비상장/VC투자>
@insighteater · 2,921
1 post
점프
@jump0000 · 3,384
1 post
리암의 코인공방
@liambitcoin · 4,517
1 post
요약하는 고잉
@one_going · 48,209
1 post
제약/바이오/미용 원리버 Oneriver
@pharmbiohana · 29,759
1 post
피카츄 아저씨⚡️
@pikachu_aje · 24,923
1 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

Named by 5 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.

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.

Channels Telegram recommends alongside this one

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YIELD & SPREAD
@yieldnspread · 22,089
#1
에테르의 일본&미국 리서치
@aetherjapanresearch · 34,512 (as read 28 September 2026)
#2
💯똥밭에 굴러도 주식판
@daegurr · 23,776
#3
한국투자증권/기관영업부/이민근
@mk81_koreainvestment · 16,681
#4
김찰저의 관심과 생각 저장소
@kimcharger · 25,264
#5
서화백의 그림놀이 🚀
@easobi · 23,386
#6
올바른
@allbareun · 12,174
#7
시장 이야기 by 제이슨
@bumgore · 35,370
#8
Macrotrader - 금융치료
@slsyphus · 4,443
#9
미국 제약-바이오 주식/약장수
@yakjangsu · 11,375
#10
회색인간의 매크로 + 투자
@mistergray_11 · 19,792
#11
키움증권 해외선물 톡톡
@kwtok · 9,440
#12
퀀텀 알고리즘
@quantum_ALGO · 7,605
#13
투자의 빅 픽처를 위한 퍼즐 한 조각
@investment_puzzle · 14,298
#14
양파농장
@Onionfarmer · 16,148
#15
AWAKE - 52주 신고가 모니터링
@awake_realtimeCheck · 22,874
#16
@아무자료 아무노래(2026년, 계급사회 가속화 3.0)
@anysong_Technon · 4,971
#17
Stock Trip
@stocktrip · 7,238
#18
보글보글
@globalbobo · 5,689
#19
돌다리🚦
@stbridgee · 4,645
#20
BUYagra
@psychotherapy101 · 5,925
#21
레드버드 기업분석
@redbirdstock · 10,747
#22
그로쓰리서치(Growth Research) [독립리서치]
@growthresearch · 40,090
#23
인상주의 투자 인생 업그레이드노트
@insangnism · 11,236
#24
하나 중국/신흥국 전략 김경환
@HANAchina · 35,273
#25
범송공자 X 29PER
@bumsong2 · 13,449
#26
Risk & Return
@Risk_and_Return · 8,605
#27
CTT Research
@CTTResearch · 6,853
#28
Rafiki research
@rafikiresearch · 20,654
#29
KK Kontemporaries
@kkkontemp · 21,169
#30
[미래에셋증권 시황] 김석환, 김주연
@globalmktinsight · 18,239
#31
Macro Trader
@MacroAllocation · 7,527
#32
도PB의 생존투자
@survival_DoPB · 22,062
#33
루팡
@bornlupin · 49,242
#34
여의도 감성투자
@ygamsung · 6,745
#35
엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 26,513
#36
테크밸리 Insight
@triple_stock · 13,408
#37
Buff
@bufkr · 21,585
#38
[채권/금리 김상훈] 후니본(Bond)
@hanabondview · 11,374
#39
CTRINE
@teamctrine · 8,436
#40
잠실개미&10X’s N.E.R.D.S
@jake8lee · 17,222
#41
타점 읽어주는 여자(타자)
@tazastock · 40,945
#42
재테크야간자율학습🌗
@capitalmosquito · 4,252
#43
제이지의 투자이야기
@JgrowthInv · 2,999
#44
글로벌 인사이트: Standard Capital
@STANDARDCAPITAL · 2,934
#45
한투증권 미국/중국전략 정정영
@G2strategy · 16,724
#46
호그니엘
@hogniel · 15,354
#47
기술적 분석으로 보는 주식시장 (by 소라게아빠)
@hermitcrab41_1 · 21,453
#48
히스토리투자자문 채상욱
@aptvalueprice · 10,361
#49
돼지바
@bbong_tta · 12,887
#50
TRENDSETTER GLOBAL
@TRENDSETTERVERSION2 · 3,883
#51
한국경제
@hankyung_fin · 12,689
#52
Polaristimes
@The_MariTimes · 7,586
#53
야자반 - Y.Z. stock
@yaza_stock · 13,053
#54
뺀지뤼의 SKLab.(스크랩)
@bbanjil · 10,672
#55
한양증권 제약/바이오 오병용
@bdragon0808 · 13,488
#56
석학들의 마켓 (인)사이트 PRO
@getfeed · 8,774
#57
投資, 아레테
@mstaryun · 18,785
#58
반붐온? 방붐온?
@cpshelter · 5,377
#59
빠르고 정확한 주식정보방
@fastest_info1 · 13,620
#60
Financial Magazine
@hanagae · 4,599
#61
Yeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,456
#62
실전매매전략 : 마켓타이밍
@stockgrandmaster · 11,057
#63
카이에 de market
@cahier_de_market · 23,076
#64
드리머의 잃지 않는 투자
@orangeboard · 4,574
#65
유진투자증권 산업분석실 테크/인프라팀
@eugene2team · 7,034
#66
텐렙
@Ten_level · 16,994
#67
투자자문 와이즈리서치 경제공부방
@econostudy · 8,428
#68
[DAOL퀀트 김경훈] 탑다운 전략
@toptownquant · 16,136
#69
[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 24,795
#70
게이머 강석오 [Gamer Seoko Kang]
@seokokang · 5,880
#71
글로벌바이오아저씨
@choaz1 · 6,957
#72
선수촌
@athletes_village · 22,138
#73
머니보틀
@moneybottle · 15,737
#74
AWAKE - 실시간 주식 공시 정리채널
@darthacking · 65,571
#75
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks
@FastStockNews · 128,822
#76
재야의 고수들
@gaoshoukorea · 41,200
#77
디일렉(THEELEC)
@theelec · 10,812
#78
미래에셋 제약/바이오 김승민
@bioksm · 14,992
#79
선진짱 주식공부방
@sunstudy1111 · 55,188
#80
제약/바이오/미용 원리버 Oneriver
@pharmbiohana · 29,759
#81
간절한 투자스터디카페
@desperatestudycafe · 18,510
#82
[삼성 전종규] 차이나는 투자전략
@jkc123 · 11,340
#83
KOREA DAILY INSIGHT - KIS GREG KIM
@KISGregKim · 6,479
#84
trigger
@TOTCatalyst · 2,165
#85
Harvey's Macro Story
@harveyspecterMike · 12,608
#86

Read from Telegram’s recommendation API, most recently 28 September 2026. Telegram holds a list like this for a small and growing share of the register — how this is measured, and why most channel pages show nothing here.

Appears in Telegram’s recommendations for other channels

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.

YIELD & SPREAD
@yieldnspread · 22,089
Telegram ranks this channel #6 of 89 here — alongside 88 others — read 21 September 2026
하나 중국/신흥국 전략 김경환
@HANAchina · 35,273
Telegram ranks this channel #17 of 92 here — alongside 91 others — read 2 September 2026
키움증권 미국주식 톡톡
@kwusa · 36,213
Telegram ranks this channel #27 of 92 here — alongside 91 others — read 2 September 2026
Rafiki research
@rafikiresearch · 20,654
Telegram ranks this channel #42 of 88 here — alongside 87 others — read 26 September 2026
급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 41,019
Telegram ranks this channel #53 of 89 here — alongside 88 others — read 2 September 2026
신영증권 박소연
@sypark_strategy · 29,259
Telegram ranks this channel #55 of 91 here — alongside 90 others — read 8 September 2026
실시간 주식 뉴스
@realtime_stock_news · 36,964
Telegram ranks this channel #69 of 93 here — alongside 92 others — read 2 September 2026
HS아카데미 대표 이효석
@HS_academy · 36,220
Telegram ranks this channel #78 of 90 here — alongside 89 others — read 8 September 2026
[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 24,795
Telegram ranks this channel #84 of 92 here — alongside 91 others — read 17 September 2026

This channel appears in 10 seed channels' Telegram-generated recommendation lists in total, of which the 9 where it ranks highest are shown above. Each is Telegram’s list for THAT channel, not this one — see how this is measured.

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 10 November 2026 — this entry's latest reading, not the date you are reading this.

“[하나증권 ETF] 박승진” (@globaletfi), 20,575 subscribers as measured 10 November 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.