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Channel

[삼성리서치] 테크는 역시 삼성증권

@jw_tech

On this record: Topic · Growth · Engagement · Posts · Posts edited after publishing · Citations · Cite this entry

14,211subscribers

+494 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-1001339411425
TypeChannel
Username@jw_tech
Created31 July 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live11 November 2026
Measurements held60
Confirmed unchanged1 time, most recently 11 November 2026
On Telegramt.me/jw_tech

Topic

Technology — 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 85% 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

13,71714,21113,9646 August 2026 — 13,717 subscribers7 August 2026 — 13,750 subscribers8 August 2026 — 13,757 subscribers8 August 2026 — 13,762 subscribers10 August 2026 — 13,774 subscribers11 August 2026 — 13,770 subscribers13 August 2026 — 13,765 subscribers14 August 2026 — 13,762 subscribers16 August 2026 — 13,754 subscribers17 August 2026 — 13,755 subscribers18 August 2026 — 13,749 subscribers19 August 2026 — 13,747 subscribers22 August 2026 — 13,746 subscribers23 August 2026 — 13,819 subscribers25 August 2026 — 13,866 subscribers26 August 2026 — 13,900 subscribers26 August 2026 — 13,899 subscribers28 August 2026 — 13,896 subscribers29 August 2026 — 13,894 subscribers30 August 2026 — 13,895 subscribers31 August 2026 — 13,898 subscribers1 September 2026 — 13,910 subscribers2 September 2026 — 13,915 subscribers3 September 2026 — 13,920 subscribers5 September 2026 — 13,918 subscribers8 September 2026 — 13,903 subscribers11 September 2026 — 13,888 subscribers13 September 2026 — 13,945 subscribers14 September 2026 — 13,958 subscribers16 September 2026 — 13,997 subscribers18 September 2026 — 14,033 subscribers25 September 2026 — 14,068 subscribers3 October 2026 — 14,138 subscribers8 October 2026 — 14,146 subscribers12 October 2026 — 14,152 subscribers14 October 2026 — 14,167 subscribers15 October 2026 — 14,180 subscribers16 October 2026 — 14,188 subscribers17 October 2026 — 14,187 subscribers18 October 2026 — 14,190 subscribers19 October 2026 — 14,195 subscribers21 October 2026 — 14,191 subscribers22 October 2026 — 14,199 subscribers23 October 2026 — 14,196 subscribers24 October 2026 — 14,189 subscribers26 October 2026 — 14,195 subscribers27 October 2026 — 14,192 subscribers28 October 2026 — 14,191 subscribers29 October 2026 — 14,189 subscribers30 October 2026 — 14,193 subscribers31 October 2026 — 14,197 subscribers1 November 2026 — 14,195 subscribers1 November 2026 — 14,194 subscribers2 November 2026 — 14,195 subscribers3 November 2026 — 14,196 subscribers4 November 2026 — 14,203 subscribers6 November 2026 — 14,201 subscribers8 November 2026 — 14,195 subscribers9 November 2026 — 14,200 subscribers11 November 2026 — 14,211 subscribers6 August 202611 November 2026
60 measurements spanning 98 days, net +494. 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 13,643–14,285 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 60
Measured (UTC)SubscribersChange
11 Nov 2026, 22:1014,211+11
9 Nov 2026, 21:4614,200+5
8 Nov 2026, 13:0714,195-6
6 Nov 2026, 00:4614,201-2
4 Nov 2026, 22:2014,203+7
3 Nov 2026, 20:5414,196+1
2 Nov 2026, 20:2614,195+1
1 Nov 2026, 22:3414,194-1
1 Nov 2026, 00:5914,195-2
31 Oct 2026, 03:2014,197+4
30 Oct 2026, 06:4814,193+4
29 Oct 2026, 08:4914,189-2
28 Oct 2026, 07:3114,191-1
27 Oct 2026, 07:4914,192-3
26 Oct 2026, 04:4814,195+6
24 Oct 2026, 05:5714,189-7
23 Oct 2026, 06:5514,196-3
22 Oct 2026, 10:0714,199+8
21 Oct 2026, 05:4714,191-4
19 Oct 2026, 03:4014,195first reading

Engagement

42 posts held, back to 5 July 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 68 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
55.4%
avg views ÷ 14,211 subscribers
Avg views / post
7,870
8 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
8
of 42 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 3 November 2026
Posts held42 (5 July 2026 – 3 November 2026)
Views total62,970
Reactions total—
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken11 Nov 2026, 19:31 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

Telegram’s own ‘edited’ marker: 0 of 8 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).

3 Nov 2026, 00:07 UTC≈4,410 viewsread 11 November 2026

애플 FY4Q26 실적 소회: AI 전환의 분기점 [삼성증권 IT, 반도체/이종욱] - 레거시 성공적, 신규 동력은 절실 매출 1,145억달러(+12%y-y), GPM 47.9%(+0.7%p y-y)로 in-line한 실적을 보여주었습니다. 그러나 실적을 좀더 디테일하게 열어 보면, 매출은 방어가 되었으나 이익률 방어선의 끝자락임을 많은 곳에서 느끼게 해 줍니다. 무너지는 산업 수요 속에서 애플의 특별함을 보여주려면 1) 26년 아이폰듀오, 27년 20주년 아이폰에서 제품의 차별화, 2) 시리AI의 정착 이 두개가 반드시 필요한 순간이 되었습니다. 시간외주가는 2.3% 하락했습니다. - 하드웨어 GPM 하락 임박 하드웨어 GPM은 전년동기대비 +1.0%p 상승했으나 관세환급이 1.5%p 들어왔을 것으로 추정하며 0.5% 하락한 셈입니다. …

29 Oct 2026, 23:14 UTC≈5,970 viewsread 11 November 2026

삼성전자 3Q26 리뷰: 밀물에 집중하자, 파도는 지나간다 [삼성증권 반도체, IT/이종욱] - AI의 성장 방향과 메모리의 수급 전망에 변함이 없다면 외부 거시 환경 우려와 주주환원에 대한 실망은 단기의 문제일 뿐이라 판단  - HBM의 경쟁력 확보 재확인. 메모리의 수익성과 생산량 추가 상향. 27년 OP 544조원으로 추정하며 BUY 의견과 목표주가 유지 리포트 링크: https://bit.ly/3WU9PFI 감사합니다. (2026/10/30 공표자료)

28 Oct 2026, 23:20 UTC≈4,160 viewsread 11 November 2026

삼성전기 3Q26 리뷰: 왜 이익 상향 사이클이 끝나지 않을까 [삼성증권 IT, 반도체/이종욱] - 3Q26 영업이익 6,910억원으로 컨센서스 상회. 당사는 27년 영업이익 4.6조원 전망 - 동사는 이익 모멘텀이 밸류에이션보다 중요하며 믹스 개선이 이익 사이클의 지속성을 연장. 목표가 200만원으로 상향 리포트 링크: https://bit.ly/4ySdyBd 감사합니다. (2026/10/29 공표자료)

28 Oct 2026, 23:05 UTC≈4,900 viewsread 11 November 2026

SK하이닉스 3Q26 리뷰: 반복되는 의심, 반복되는 수익 기회 [삼성증권 반도체, IT/이종욱] - 3Q26 영업이익 83조원과 함께 향후 3년간 디램 완판, 100조원의 주주환원 계획 발표 - 메모리 수요는 장기화되고 있으며 이익률 추가 상승 기회를 포착. BUY 투자의견과 목표주가 유지 리포트 링크: https://bit.ly/48nLs5O 감사합니다. (2026/10/29 공표자료)

27 Oct 2026, 23:35 UTC≈5,280 viewsread 11 November 2026
Photo

3Q26 SK하이닉스 영업이익 83조원 26년 주주환원 예상금액 100조원 현금배당 14조원입니다.

20 Oct 2026, 07:33 UTC≈4,560 viewsread 11 November 2026
Forwarded from @Samsung_Global_AI_SWPhoto

개인 에이전트가 온다. 마침내 시작된 대(大) 딸깍 시대 안녕하세요 글로벌주식팀 x Tech팀 합동으로 개인 에이전트 자료를 발간했습니다. ■ 개인 에이전트, 새로운 플랫폼의 탄생 - 개인 에이전트의 특징: 뮤즈의 흥행 이유는? - 격화되는 컨슈머 에이전트 전쟁 - 피할 수 없는 플랫폼 종속 ■ 개인 에이전트가 각 산업에 미치는 영향 - 국내 플랫폼 시장 - AI 하드웨어: 메모리 - AI 하드웨어: CPU - AI 하드웨어: HDD - AI 하드웨어: 통신장비 - SW : 보안 보고서 링크: https://bit.ly/4eFFgcU 감사합니다.

15 Oct 2026, 06:26 UTC≈4,590 viewsread 11 November 2026
Forwarded from @GlobalTechMoon

[삼성 문준호의 반.전] TSMC 실적/가이던스 요약 ■ 3Q26 실적 (컨센서스: FactSet) - 매출액 14,942억 대만달러 : +51% y-y, +18% q-q : USD 기준, +41% y-y, +16% q-q : 기 발표된 수치로 컨센서스와 비교 무의미 - 공정별 매출액 : 선단 공정 +23% q-q : 성숙 공정 +8% q-q : 비중 2nm 8%, 3nm 33%, 5nm 28%, 7nm 10% vs 전분기 2nm 3%, 3nm 30%, 5nm 33%, 7nm 11% - 전방 산업별 q-q 매출 증감 : HPC(고성능 컴퓨팅) +22% : 스마트폰 +10% : IoT +5% : 차량 +23% - 매출총이익률 66.4% vs 전분기 67.7% : 컨센서스 66.4% 부합 - 영업이익률 58.7% vs 전분기 60.3%…

13 Oct 2026, 22:36 UTC≈29,100 viewsread 11 November 2026

모멘텀의 부재와 펀더멘털의 악화는 다르다 [삼성증권 Tech팀] Nothing new(모멘텀 부재), Nothing better(피크아웃 논란)가 메모리의 주가 조정의 원인이라고 생각합니다. 동시에 우리는 모멘텀 부재와 펀더멘털 훼손은 구분되어야 한다고 생각합니다. CXMT는 상존하는 리스크일 뿐 최근 들어 위협을 더 주가에 반영해야 할 필요가 있다고 보지는 않습니다. 이번 사이클의 큰 특징은 디램 가격 상승속도 둔화에도 하락이 나타나지 않는 기간이 계속 길어지는 것입니다. 이미 떨어진 주가 속에서 이익이 버티고 나면 그제서야 Agent VM용 서버디램 수요, 모바일디램 가격 정체 속 ASP 상승, HBM의 초과 수요와 높은 가격, 반도체 내 상대적 밸류에이션 매력 등이 모멘텀이었음을 느낄 것이라 생각합니다. 우리는 메모리가 AI의 유일…

7 Oct 2026, 22:54 UTC≈6,370 viewsread 11 November 2026
Photo

삼성전자 3Q26 영업이익 107조원입니다.

7 Oct 2026, 22:41 UTC≈4,710 viewsread 11 November 2026

LG전자 3Q 리뷰 - 흔들거리는 실적보다 신사업 성장에 초점 [삼성증권 IT, 반도체/이종욱] 3Q26 영업이익은 7,818억원으로 다소 실망스럽습니다. 데이터센터 냉각솔루션 수주 확대 속에 가전과 TV 수익성이 안정화되었으나 모회사와 LG이노텍 모두 환율 하락의 영향이 있었고, 전장의 매출 인식 시점 지연도 반영되었습니다. 그러나 현재 LG전자 주가의 핵심 동인은 하반기 실적보다는 AI 데이터센터 냉각솔루션, 전장부품의 꾸준한 성장과 로봇 상업화 가능성이라고 생각합니다. 특히 단기적으로는 냉각솔루션 사업의 수주 규모가 가장 큰 관심사입니다. 26년 이익은 6% 하향, 27년 이익은 8% 상향하며 목표주가는 25만원으로 소폭 상향합니다. 리포트 링크: https://bit.ly/4dWM3i4 감사합니다. (2026/10/8 공표자…

7 Oct 2026, 03:41 UTC≈4,600 viewsread 11 November 2026
Photo

LG전자 3Q26 영업이익 7,818억원입니다.

1 Oct 2026, 23:16 UTC≈25,000 viewsread 11 November 2026

삼성전자 3Q프리뷰: 매력적 저평가 구간 [삼성증권 반도체, IT/이종욱] 메모리를 모멘텀 플레이로만 접근하려는 투자자들의 관습적 전략때문에 삼성전자의 주가가 할인되어 있다고 생각합니다. 반면 연속적인 증익과 주주환원은 주가의 하방을 계속 끌어 올릴 것으로 기대합니다. 엔비디아나 TSMC는 이미 자극적인 모멘텀 없이도 연속적인 증익이 주가 상승으로 이어질 수 있음을 보여주었습니다. 3Q와 27년 영업이익을 각각 105조원, 511조원으로 추정합니다. 환율 가정을 변경하며 3%, 6% 하향한 결과입니다. 반면 디램 가격 상승률은 소폭 상향했습니다. 업황은 더욱 견고해지고 있으며 Agent AI라는 새로운 모멘텀도 다가왔습니다. 메모리 대형주와 Tech 중소형주의 바벨 전략 속에서 동사의 주가 상승 트렌드는 보다 오래 지속될 것으로 기대합니…

Showing the 12 most recent of 42 posts we hold for @jw_tech. 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

@jw_tech 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
24 August 2026
Most recent edit
24 August 2026

Forward network

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 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.

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

“[삼성리서치] 테크는 역시 삼성증권” (@jw_tech), 14,211 subscribers as measured 11 November 2026. Telegram Register, tgregister.com/channel/jw_tech.

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.