高盛 :全球债券发行规模下滑 16% 高盛数据显示,上周全球债务发行规模同比下降 16%,但年初至今发行规模仍高出 9%。投资级企业债券发行规模激增 60%,高收益债券发行下滑 41%,杠杆贷款大幅下跌 88%。金融行业债券发行规模上涨 38%,结构性金融产品发行下降 64%。与此同时,跟踪标普以及明晟指数的 ETF 资产规模持续强劲增长,分别上涨 32% 和 36%。

Channel
股市宏观策略行业研报 A股票
@hgclhyyb
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
18,870subscribers
+137 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 | -1001551700031 |
|---|---|
| Type | Channel |
| Username | @hgclhyyb |
| Description | 专注中国A股市场 频道内容如下: ①宏观经济方面专家的文章,个股研报,知名分析师研报。策略研报,量化研报,基金评测。 ②形态选股(如盘整突破,深跌回弹等),机构上调买入评级,星级分析师买入评测。 ③上午复盘,涨停分析,连板掘金,次日涨停早知道,经济指标数据快讯。 PS:注意!!!国内专家和媒体的发言,需注意分析其讲话动机,不仅要听他说了什么,还要听他没说什么。不仅要正着听,还要反着听! 如果说国内媒体擅长报喜不报忧,那国外媒体对中国看法更多会报忧不报喜。综合来看,做投资,忌讳政治立场先行。 |
| Created | Between 1 August 2021 and 28 February 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 17 August 2026 |
| Measurements held | 10 |
| Confirmed unchanged | 1 time, most recently 17 August 2026 |
| On Telegram | t.me/hgclhyyb |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 17 Aug 2026, 13:58 | 18,870 | +14 |
| 16 Aug 2026, 06:16 | 18,856 | +20 |
| 14 Aug 2026, 19:16 | 18,836 | +9 |
| 13 Aug 2026, 06:57 | 18,827 | +11 |
| 12 Aug 2026, 09:32 | 18,816 | +17 |
| 11 Aug 2026, 09:34 | 18,799 | +14 |
| 10 Aug 2026, 09:05 | 18,785 | +20 |
| 9 Aug 2026, 12:31 | 18,765 | +25 |
| 8 Aug 2026, 14:24 | 18,740 | +7 |
| 7 Aug 2026, 19:30 | 18,733 | first reading |
Engagement
233 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 22 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 1.15%
- avg views ÷ 18,870 subscribers
- Avg views / post
- 216
- 233 posts measured
- Reaction rate
- 0.217%
- reactions ÷ views · ER floor
- Posts in window
- 233
- of 233 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. It is computed over the 21 of 233 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 17 August 2026 |
|---|---|
| Posts held | 233 (7 August 2026 – 17 August 2026) |
| Views total | 50,411 |
| Reactions total | 15 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 17 Aug 2026, 16:26 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
- ≈11,000
- Videos
- ≈1
- Links
- ≈67,600
Lifetime counters from Telegram’s own channel header, read 17 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.
Reaction mix
15 reactions across 14 posts, in 3 distinct kinds. The most used accounts for 86.7% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 13 | 86.7% | |
| 👎 | 1 | 6.67% | |
| 🤡 | 1 | 6.67% |
No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.
Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.
Coverage. Reactions were read on 21 of the 233 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 15reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 233 most recent posts we hold, published 7 August 2026 to 17 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.
Recent posts
摩根大通 :股票买盘群体范围“广泛” 由安德鲁・泰勒牵头的摩根大通市场情报团队表示,未来数周,大批股票买方或将寻求重新提高总敞口、重新加杠杆。该团队在研报中写道,潜在买方包括计划回购股份的企业、个人投资者以及量化交易机构。团队维持 “战术性看多” 观点。他们称:“市场继续在担忧声浪中上行。” 本周市场关注点为周三美联储会议纪要,市场将从中挖掘主席凯文・沃什的政策思路线索;下周重点则是英伟达财报以及杰克逊霍尔全球央行年会。他们写道,后两项事件或将 “改变市场叙事”。上周市场担忧因素包括通胀、零售销售等增长数据,以及美债拍卖与美联储官员讲话。上月末,摩根大通表示其内部指标 “发出买入信号”,该信号历史上通常预示标普 500 指数即将上涨。自那以后,该基准指数已累计上涨约 5%。
高盛 :标普 500 指数成分股营收增速创五年新高 高盛表示,剔除能源板块后,标普 500 成分股二季度营收同比增长 6.4%,为五年来最快增速。大型科技企业成为增长主力;剔除科技板块后,标普 500 成分股营收中位数仅增长 3%。企业盈利同比大涨近 50%,部分源于科技企业上调私人投资估值。与此同时,企业收到超 1000 亿美元关税退款,这笔意外收益被用于营销、缓解成本压力以及下调产品售价。
高盛 :对冲基金大举买入更像调仓而非加风险 高盛主经纪业务部门数据显示,截至8月13日当周,对冲基金净买入股票的规模创六个月最大。高盛该团队称,这是连续第三周净买入,规模较过去一年资金流均值高出1.6个标准差。总体来看,一周的大举买入并未使投资组合的整体风险敞口高于周初水平。发生变化的主要是持仓构成,而不是风险规模。
机构:2026年上半年全球智能手机面板总出货量约11.2亿片 同比提升2.9% 群智咨询(Sigmaintell)数据,2026年上半年全球智能手机面板总出货量约11.2亿片,同比提升2.9%。上半年智能手机终端需求整体走弱,但面板市场出货并未同步回落,核心支撑来自三大增量:低端机型渠道提前备货、苹果全系机型市场热销、手机存量维修市场需求大幅扩容。多重增量动力形成缓冲,2026年上半年面板出货保持平稳运行。
日本第二季度GDP环比增长0.3%,低于市场预期 #经济指标资讯
摩根大通 在立讯精密H股的持股比例于08月12日从7.99%增至8.36% 香港交易所信息显示,摩根大通在立讯精密H股的持股比例于2026年8月12日从7.99%增至8.36%,交易的平均股价为63.67港元。
摩根大通 在中际旭创H股的持股比例于08月12日从15.91%升至16.14% 香港交易所信息显示,摩根大通在中际旭创H股的持股比例于08月12日从15.91%升至16.14%,购买的平均股价为1084.9163港元。
摩根大通 上调新加坡和马来西亚的GDP增长预期 摩根大通公司 在人工智能热潮推动新加坡和马来西亚第二季度业绩强于预期之后,该公司提高了对这两个国家的经济增长预期。摩根大通经济学家将新加坡2026年GDP增长预期从之前的4.6%上调至5.4%,主要原因是科技生产势头强劲。 查农·布恩努奇, 金迪凯 和 悉达多·贾马德 比如写在便条里2027年的增长预测也从2.5%上调至4%。马来西亚将2026年GDP增长预期从5.3%上调至5.5%,高于央行此前预测的4%-5%区间。与前几个季度不同,制造业增长是由技术和非技术生产共同推动的。摩根大通重申第四季度加息的呼吁。
大摩:在澜起科技H股的持股比例降至6.94% 格隆汇8月17日|香港交易所信息显示,摩根士丹利在澜起科技H股的持股比例于08月12日从7.24%降至6.94%。
花旗 集团对哔哩哔哩-W的多头持仓比例降至5.84% 据香港交易所披露,花旗集团对哔哩哔哩股份有限公司 - W的多头持仓比例于2026年8月11日从6.18%降至5.84%,交易的平均股价为0.0港元。
高盛 下调泰国2026年经济增长预期 泰国经济在第二季度大幅走弱,促使高盛分析师将2026年GDP增长预期从1.9%下调至1.8%。克里斯·波和丹尼·苏瓦纳普鲁蒂在一份报告中指出,受私人和公共部门消费双双下滑的影响,泰国国内需求显著减弱。私人消费的降幅尤为显著,这是自2021年第三季度以来的首次萎缩,且服务业和商品消费均出现普遍下滑。高盛表示,占总投资约三分之二的私人投资依然保持韧性,但被公共投资的大幅下降所抵消。
Showing the 12 most recent of 233 posts we hold for @hgclhyyb. 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 — 1,277,784 of 1,480,975entries 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 17 August 2026 — this entry's latest reading, not the date you are reading this.
“股市宏观策略行业研报 A股票” (@hgclhyyb), 18,870 subscribers as measured 17 August 2026. Telegram Register, tgregister.com/channel/hgclhyyb.
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.