돈은 뜨겁게 사랑하되 차갑게 다루어야 한다는 것이다. 돈을 그냥 따라가서는 안 되며, 오나시스가 이야기한 것처럼 돈에 정면으로 부딪쳐야 한다. 이러한 원칙은 상승하고 있는 주가를 뒤쫓아가기보다는 떨어지고 있는 주가에 정면으로 맞서야 하는 주식시장에서 더욱 유효하다. <돈, 뜨겁게 사랑하고 차갑게 다루어라> 앙드레 코스톨라니

Channel
하루한장의 지식노트
@haruhanj
On this record: Growth · Engagement · Posts · Citations · Cite this entry
640subscribers
+1 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1001511131282 |
|---|---|
| Type | Channel |
| Username | @haruhanj |
| Created | Between 1 August 2021 and 28 February 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 8 August 2026 |
| Last confirmed live | 8 August 2026 |
| Measurements held | 3 |
| Confirmed unchanged | 1 time, most recently 8 August 2026 |
| On Telegram | t.me/haruhanj |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 8 Aug 2026, 12:36 | 640 | +1 |
| 8 Aug 2026, 02:48 | 639 | no change |
| 7 Aug 2026, 18:04 | 639 | first reading |
Engagement
20 posts held, back to 7 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
- 13.9%
- avg views ÷ 640 subscribers
- Avg views / post
- 88.8
- 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 8 August 2026 |
|---|---|
| Posts held | 20 (7 August 2026 – 8 August 2026) |
| Views total | 1,776 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 8 Aug 2026, 02:48 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.
Recent posts
Citi, 메모리 가격 정점으로 인해 마이크론 목표주가 하향 Citi는 DRAM과 NAND 가격이 향후 4분기 동안 분기 대비 상승세가 둔화될 것이며, 가격이 내년 5월(F2Q) 분기에 정점을 찍을 것이라고 주장하며 마이크론을 하향 조정했다. 구체적으로 Citi는 8월/11월/2월/5월 분기에 대한 분기 대비 DRAM 가격 가정을 23%/10%/2%/0%에서 23%/9%/2%/0%로 수정했으며, 이제 2H27을 전년 동기 대비 3% 하락으로 모델링한다. NAND 가격 가정은 29%/9%/1%/0%에서 29%/7%/0%/-1%로 변경되었으며, 2H27은 이제 전년 동기 대비 5% 하락으로 조정되었다. Citi는 CXMT와 YMTC의 생산 능력 확대를 DRAM과 NAND 가격 하락의 원인으로 지목한다. https://x.com/jukan0…
메모리 반도체 업황 조정 마무리 국면, AI 수요·LTA·자본환원이 주가 재상승의 핵심 동력 (MS) 1. 메모리 주가 조정은 일단락 → 재진입 구간 • 7월 메모리 주식의 급격한 조정은 메모리 사이클 후반부 진입 과정에서 나타나는 정상적인 조정으로 판단 • 메모리 주가의 가장 큰 조정은 이미 상당 부분 진행 → 최근 저점 이후 재상승 가능성 • 단기적으로는 실적 추정치 추가 상향보다 밸류에이션 재평가와 자본환원 확대가 주가 상승의 핵심 촉매 • 메모리 업종 투자의 핵심 프레임은 ① AI Capex ② LTA 재평가 ③ 메모리 사이클 2. AI Capex는 오히려 상향 → 메모리 수요의 구조적 강세 지속 • 미국 주요 하이퍼스케일러 모두 AI 컴퓨팅 수요가 공급을 상회한다고 언급 • AI 수익화 개선 및 ROIC 기대 상승으로 …
https://m.blog.naver.com/gmyhhj/224371788257
https://blog.naver.com/haruhanj/224371532009
고용 쇼크 금리 하락
File, posted without a caption
노포에서 아들에게 https://m.blog.naver.com/doctordk/224371434156
https://youtu.be/puXVUty-n5E?si=hdl-RTemdK-Anvr8
2026.08.07 17:30:39 기업명: 알테오젠(시가총액: 16조 3,438억) A196170 보고서명: 주식등의대량보유상황보고서(약식) 대표보고 : 블랙록 펀드 어드바이저스/미국 보유목적 : 단순투자 보고전 : -% 보고후 : 5.03% 보고사유 : - 단순투자목적으로 장내에서 발행회사의 주식 매수 * BlackRock(Netherlands) B.V. 2026-07-30/신규보고(+)/보통주/ 13,438주/5% 미만/주) * BlackRock(Singapore) Limited 2026-07-30/신규보고(+)/보통주/ 3,880주/5% 미만/주) * BlackRockAdvisors (UK)Limited 2026-07-30/신규보고(+)/보통주/ 431,361주/5% 미만/주) 2026-07-31/장내매수(+)/보통주/ 399…
SK하이닉스, 엔비디아 HBM 반값 공급설에 "전혀 사실무근" 온라인 커뮤니티발 루머에 공식 부인…업계 "HBM은 개별 협상 구조, 단순 가격 비교 어려워" 솔리다임 상장 가능성까지 거론되며 투자자 불안…SK “확정된 사항 없다” SK하이닉스가 엔비디아에 고대역폭메모리(HBM)를 시세보다 50% 낮은 가격에 공급한다는 소문에 대해 "전혀 사실무근"이라고 일축했다. 7일 업계에 따르면 최근 텔레그램 등 온라인 투자 커뮤니티에서는 SK하이닉스가 엔비디아에 HBM을 시세보다 약 50% 낮은 가격에 공급하는 대신 SK그룹 계열사가 미국 데이터센터용 그래픽처리장치(GPU)를 우선 배정받는다는 주장이 확산됐다. SK하이닉스 "전혀 사실무근"…업계 "가격 단순 비교 어려워" SK하이닉스는 해당 주장을 전면 부인했다. 회사 관계자는 "(시장에 떠도…
SK하이닉스(000660) 신규시설투자등 📌 내용 투자내용 : 용인 반도체 클러스터 2기 Fab 건설 투자목적 : 메모리 수요 대응 위한 중장기 생산 기반 확보 📌 규모 투자금액 : 35.22 조원 자본대비 : 29.19 % 시총대비 : 3.39 % 📌 일정 (약 5년 4개월) 시작일 : 2026-08-07 종료일 : 2031-10-31 ※ 시총 : 1,039 조원 ※ 현재가 : 1,422,000 원 ※ 2026-08-07 16:20:34 공시 원문 보기
Showing the 12 most recent of 20 posts we hold for @haruhanj. 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 — 1,098,139 of 1,340,412entries 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.
@moneybottle · 15,3012 posts독서하는 투자자
@areadinginvestor · 6741 post선수촌
@athletes_village · 21,7221 post루팡
@bornlupin · 46,9141 postDAJU - 기업 공시
@daju_dart · 4,0371 postAWAKE - 실시간 주식 공시 정리채널
@darthacking · 64,4051 post한투증권 미국/중국전략 정정영
@EMchina · 15,3971 post프리라이프
@free_life59 · 12,5271 postIT의 신 이형수
@hslpartners · 17,6311 post인상주의 투자 인생 업그레이드노트
@insangnism · 11,2401 post엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 25,8231 post[ IT는 SK ]
@skitteam · 17,7561 post선진짱 주식공부방
@sunstudy1234 · 53,6801 post타점 읽어주는 여자(타자)
@tazastock · 39,7181 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 8 August 2026 — this entry's latest reading, not the date you are reading this.
“하루한장의 지식노트” (@haruhanj), 640 subscribers as measured 8 August 2026. Telegram Register, tgregister.com/channel/haruhanj.
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.