天還是灰濛濛,但有點紅了,跟盤面一樣。

Channel
定錨產業筆記
@investanchors
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Telegram's recommendations · Cite this entry
19,811subscribers
-367 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 | -1001287441547 |
|---|---|
| Type | Channel |
| Username | @investanchors |
| Description | 科技產業趨勢領航者 https://investanchors.com/?link_from=telegram |
| Created | Between 1 March 2018 and 31 July 2021 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 6 November 2026 |
| Measurements held | 60 |
| Confirmed unchanged | 1 time, most recently 6 November 2026 |
| On Telegram | t.me/investanchors |
Topic
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 10 September 2026 and assigned it the closest of 31 fixed categories, at 40% 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.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 6 Nov 2026, 12:05 | 19,811 | -8 |
| 5 Nov 2026, 09:26 | 19,819 | -1 |
| 4 Nov 2026, 06:40 | 19,820 | -5 |
| 3 Nov 2026, 05:41 | 19,825 | -6 |
| 2 Nov 2026, 08:37 | 19,831 | -3 |
| 1 Nov 2026, 05:00 | 19,834 | -2 |
| 31 Oct 2026, 02:19 | 19,836 | -10 |
| 30 Oct 2026, 04:37 | 19,846 | -6 |
| 29 Oct 2026, 07:30 | 19,852 | -8 |
| 28 Oct 2026, 02:21 | 19,860 | -2 |
| 26 Oct 2026, 23:29 | 19,862 | -5 |
| 26 Oct 2026, 00:36 | 19,867 | -4 |
| 25 Oct 2026, 00:08 | 19,871 | -6 |
| 23 Oct 2026, 22:41 | 19,877 | -6 |
| 22 Oct 2026, 21:36 | 19,883 | -9 |
| 21 Oct 2026, 16:36 | 19,892 | -8 |
| 20 Oct 2026, 15:05 | 19,900 | -3 |
| 19 Oct 2026, 18:19 | 19,903 | -9 |
| 18 Oct 2026, 19:58 | 19,912 | -3 |
| 17 Oct 2026, 18:56 | 19,915 | first reading |
Engagement
33 posts held, back to 27 April 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 65 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 22.8%
- avg views ÷ 19,811 subscribers
- Avg views / post
- 4,520
- 3 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 3
- of 33 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 4 November 2026 |
|---|---|
| Posts held | 33 (27 April 2026 – 4 November 2026) |
| Views total | 13,560 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 15:17 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
- 205
- Links
- 346
Lifetime counters from Telegram’s own channel header, read 6 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.
Recent posts
Telegram’s own ‘edited’ marker: 0 of 3 posts held from the last 30 days (0%) 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).
台股產業快報 2026/11/1 ① AI半導體與關鍵零組件供需持續吃緊 SK海力士表示,2027~2029年DRAM、HBM產能幾乎已被客戶需求鎖定,AI伺服器與代理式AI持續推升記憶體需求,短期供應限制仍難以解除。 被動元件也同樣面臨供給吃緊,SEMCO、國巨高階MLCC與鉭質電容產能利用率已逼近滿載,隨NVIDIA Vera Rubin等新平台放量,以及電源、光通訊需求同步提升,供應情況可能進一步惡化。 AI資料中心800G、1.6T光收發模組需求快速成長,也讓InP基板進入嚴重供不應求,AXT在手訂單已突破5億美元,預期供給吃緊情況將延續至2028年。 ② Tesla下修短期資本支出,重心轉向Terafab與自研AI晶片 Tesla將2026年資本支出由250億美元下修至200億美元,主要反映短期資本配置與現金流管理,但長期AI投資方向並未改變。 未來資本支出仍將集中在Terafab晶圓廠、自研AI5晶片、…
PCB/設備組的兩位研究員Leo、小Eric,這幾天在TPCA展場蒐集產業資訊,真是辛苦了,感謝他們的努力,接下來盡快將這些資訊整理成報告,跟我們的訂閱用戶們分享!
為了確保每顆光引擎(OE)都是良品,提升模組封裝良率,業界持續在檢測方面下功夫,本次Semicon有許多廠商展出CPO檢測解決方案。 雖然現階段業界還在定義整套流程,還沒有形成具體的供應鏈,但能夠在規格制訂過程中取得優勢的廠商,當然更有機會在供應鏈中佔有一席之地。 獨家產業報告連結:https://investanchors.com/user/vip_contents/17893747273341
本次Semicon,定錨研究團隊首次將探針卡產業納入研究,研究經理Eric帶領大家認識四大探針卡廠商展出的產品,以及各自不同的經營策略。 推動產業成長的主軸,在於探針數量持續增加、導入MEMS探針,並且需要滿足AI晶片高功率、大電流的需求。 此外,多家探針卡廠商也積極切入CPO測試,有可能在未來成為新賽道。關於CPO測試,後續會再發佈專題報告,幫大家介紹。 而探針數量增加,也帶動植針時間、維修頻率、清潔耗材......等需求成長,零組件廠商同步受惠。 獨家產業報告連結:https://investanchors.com/user/vip_contents/17891265463339
台股產業快報 2026/9/13 ① 全球總經:通膨黏性強,升息預期攀升 美國最新就業數據維持穩健,但核心CPI升溫,加上國際油價再度走高,使市場對於的2026年9月升息預期明顯升溫。不過,美債殖利率已提前上升、金融環境同步收緊,現階段仍無法完全排除FED採取「鷹派暫停(Hawkish Pause)」折衷路徑的可能性,亦即維持利率不變,但透過調升點陣圖預估、發表鷹派談話......等手段,像市場傳達未來有可能升息的訊號,藉此維持金融環境緊縮,爭取更多的觀察時間,等待美伊衝突出現轉圜。 ② 邊緣運算:AI晶片導入客製化記憶體 為了提高記憶體頻寬,AI邊緣晶片開始透過3D堆疊技術,將客製化DRAM直接整合至處理器。隨著AI推論從雲端持續向終端裝置延伸,客製化堆疊DRAM可望逐漸成為AI邊緣推論的重要配置,也將同步帶動先進封裝需求。 ③ 材料趨勢:AI伺服器驅動高階銅箔缺口 下一代AI伺服器持續升級PCB材料規格,HVLP…
上禮拜定錨研究團隊全體出動,參訪Semicon 2026,蒐集到許多第一手產業資訊,近期將會發佈一系列的專題報告,將半導體產業最新趨勢整理給大家! 首先登場的是PCB/半導體設備研究員Leo,帶領大家從「CoWoS先進封裝擴產」、「SoIC晶片堆疊」、「CoPoS/FOPLP圓轉方」三大議題切入,從中挖掘有可能受惠的台系供應鏈。 雖然CoWoS先進封裝擴產早已不是新聞,但與過去不同的是,專業封測代工廠的擴產動作越來越大,CoWoS先進封裝設備訂單已不再是台積電一家獨秀,也讓許多與專業封測代工廠關係緊密的設備商找到切入點。 隨著NVIDIA Feynman將會採用SoIC先進封裝,將SRAM堆疊在GPU上,以及光通訊CPO技術即將落地,PIC、EIC堆疊也將採用Hybrid Bonding,台積電將在2027~2028年積極擴充產能。 而下一代方形載具先進封裝平台,不論是台積電主導的CoPoS,或是專業封測代工廠主導的FO…
最近SEMCO大幅調漲消費性規格MLCC的報價,Murata直接公佈消費性、部份車用規格MLCC停產,強迫客戶轉單,順勢將產線轉作AI伺服器高容值MLCC,而這些產品將會額外消耗4~7倍的產能。
為期三天的Semicon 2026終於結束了!終於有時間可以讓自己慢下來,發篇貼文跟大家分享這幾天的心情。 定錨研究團隊一如既往,蒐集了非常完整的台灣半導體產業最新趨勢,等待研究員整理好報告以後,會陸續更新在網站上。 與過去不同的是,在團隊研究能量提升下,我們今年也花了一些時間,瞭解更多海外的優質企業,希望能幫我們的企業用戶找到更多國際級的投資機會。 在展場看著研究員們忙碌著,也有感「定錨2.0」的夥伴們都比去年成長了不少,在各自的領域挖掘珍貴的產業資訊,並且將一塊一塊產業資訊的拼圖,拼湊成一整篇完整的故事。 負責半導體產業的研究經理Eric,以及負責設備產業的研究員Leo,是本次最辛苦的兩位。 還記得去年帶著他們拜會各家公司發言人建立聯繫,並藉由這個難得的機會,瞭解不同公司的產品特色與競爭力。今年他們都可以獨當一面,也在過去一年勤跑法說會時,瞭解更多的公司、累積更廣的人脈,把定錨深耕產業的研究精神傳承下去。 也非常…
欣興今日爆發檢調搜索案,根據定錨研調,本案件主要涉及產品並非是載板,不會牽連到載板同業,也不是幫中國業者洗產地,詳細情況稍後會在本期週報更新。 此外,雖然對公司業務影響不大,但投資人還是要留意市場情緒變化,有可能造成股價波動之相關風險。
近期市場最受矚目的,是NVIDIA公佈的這份白皮書,詳細解析未來AI資料中心供電架構的演進。 隨著AI伺服器功耗越來越高,升、降壓與轉換時產生的損耗也會被放大,導致供電成為建置AI算力的瓶頸。 從過去的AC供電架構,到新一代的800VDC供電架構,以及未來直接從電網基礎建設著手,整合度越來越高,也使得電源廠的地位開始發生改變。 而800VDC時代,採用更多SiC元件,搭配更多備援電力、電容,也將開啟許多零組件廠商的新賽道。 定錨研究團隊發佈專題報告,用白話文幫大家剖析NVIDIA白皮書,透露了哪些關鍵趨勢。 獨家產業報告連結:https://investanchors.com/user/vip_contents/17870539871626
台股產業快報 2026/8/16 ① 通膨放緩,9月升息預期大幅降溫 美國7月CPI降至3.4%,核心CPI同步回落,加上非農就業表現低於預期,讓FED短期內更有空間繼續觀望。 定錨維持9月FOMC「按兵不動」的看法,但後續仍須關注美伊局勢與國際油價變化,尤其雲端服務商AI資本支出逐漸轉向融資支撐,利率走向將直接影響後續融資成本。 ② 無人機預算過關,非紅供應鏈逐步成形 立法院通過合計634億元民用無人機相關預算,加上美國即將針對無人機啟動《232條款》關稅,台灣若符合「關鍵零組件及技術來自指定國家或美國」條件,可適用較低稅率。 台灣近年推動的「非紅供應鏈」方向與美國政策逐漸接軌,有利本土無人機供應鏈建立長期訂單能見度;但軍用無人機2,100億元特別預算至今仍未過關,後續仍待立院協商。 ③ PCB廠商違規、供需吃緊,供應鏈版圖大洗牌 陸系廠商因違規漏掉部份檢測步驟,遭客戶大幅調降訂單分配,訂單轉向台系廠商。 隨…
Showing the 12 most recent of 33 posts we hold for @investanchors. 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.
Channels Telegram recommends alongside this one
Telegram’s own answer, not this register’s. When this register asks Telegram’s API what is similar to this channel, this is the list it returns, in the exact order Telegram returns it — never re-sorted by subscribers or by anything else this register measures. The relationship, and the order, are Telegram’s; we record them and date them, and make no claim of our own about which of these channels actually resemble this one.
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Read from Telegram’s recommendation API, most recently 29 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.
@Gooaye · 105,086
Telegram ranks this channel #28 of 80 here — alongside 79 others — read 30 August 2026
@johnstock888 · 51,355
Telegram ranks this channel #68 of 70 here — alongside 69 others — read 30 August 2026
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. 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 6 November 2026 — this entry's latest reading, not the date you are reading this.
“定錨產業筆記” (@investanchors), 19,811 subscribers as measured 6 November 2026. Telegram Register, tgregister.com/channel/investanchors.
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.