김찰저의 관심과 생각을 저장하는 채널입니다.
해당 채널의 게시물은 단순 의견 및 기록용도이고 매수, 매도 등 투자권유를 의미하지 않습니다.
해당 게시물의 내용은 부정확할 수 있으며
매매에 따른 손실은 거래 당사자의 책임입니다.
해당 게시물의 내용은 어떤 경우에도 법적
근거로 사용될 수 없습니다.
Created
Between 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
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 42% 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 why it has no browse page of its own yet.
Growth
34 measurements spanning 54 days, net +140. 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 24,770–24,952 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 34
Measured (UTC)
Subscribers
Change
29 Sept 2026, 05:15
24,931
+54
17 Sept 2026, 21:20
24,877
+3
15 Sept 2026, 15:21
24,874
+12
13 Sept 2026, 22:58
24,862
+4
12 Sept 2026, 07:39
24,858
-12
9 Sept 2026, 23:40
24,870
+34
6 Sept 2026, 16:59
24,836
+13
4 Sept 2026, 08:19
24,823
-9
3 Sept 2026, 00:05
24,832
-11
1 Sept 2026, 21:13
24,843
-12
31 Aug 2026, 20:12
24,855
-12
30 Aug 2026, 19:55
24,867
-5
29 Aug 2026, 22:07
24,872
-4
28 Aug 2026, 21:48
24,876
-10
27 Aug 2026, 21:54
24,886
-12
26 Aug 2026, 22:46
24,898
-2
26 Aug 2026, 00:46
24,900
+3
24 Aug 2026, 21:54
24,897
-2
23 Aug 2026, 05:36
24,899
+6
20 Aug 2026, 14:57
24,893
first reading
Engagement
91 posts held, back to 12 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 45 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
17.7%
avg views ÷ 24,931 subscribers
Avg views / post
4,420
48 posts measured
Reaction rate
0.4%
reactions ÷ views · ER floor
Posts in window
48
of 91 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
Window
Rolling 30 days · latest post in window 29 September 2026
Posts held
91 (12 August 2026 – 29 September 2026)
Views total
212,150
Reactions total
848
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
29 Sept 2026, 17:24 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
≈4,630
Videos
≈25
Links
≈5,350
Lifetime counters from Telegram’s own channel header, read 29 September 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
2,325 reactions across 89 posts, in 5 distinct kinds. The most used accounts for 53.8% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
1,252
53.8%
👍
501
21.5%
🔥
387
16.6%
💯
101
4.34%
👌
84
3.61%
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 91 of the 91 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 2,325 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 91 most recent posts we hold, published 12 August 2026 to 29 September 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.
"내년 HBM 평균판매가 121% 오른다… AI 수요에 공급 부족 지속"
인공지능(AI) 서버 수요가 이어지는 가운데 내년 고대역폭메모리(HBM)의 평균판매가격이 올해보다 2배 이상 오를 것이라는 전망이 나왔다. 6세대 HBM인 HBM4의 판매 비중이 커지는 데다 HBM과 범용 D램이 제한된 첨단 공정 생산능력을 나눠 써야 하는 상황이 이어지면서 공급 부족이 가격을 끌어올릴 것으로 예상됐다.
29일 시장조사업체 트렌드포스는 제품별 판매 비중을 반영한 2027년 HBM 평균판매가격(Blended ASP)이 올해보다 121% 상승할 것으로 전망했다. 트렌드포스는 최근 HBM4 비중 확대와 공급 제약을 반영해 내년 HBM 가격 전망치를 상향 조정했다. 트렌드포스가 지난 22일 공개한 HBM 시장 보고서에서도 공급 부족과 HBM4 비중 확대를 내…
"어디서든 빌린다"…AI 빅테크 채권 680조원, 국채와 자금 쟁탈전
빅테크의 차입 행렬은 국채시장과도 부딪치고 있다. 케빈 워시 연방준비제도(연준·Fed) 의장과 스콧 베선트 미국 재무장관은 빅테크들이 31조달러(약 4경2160조원) 규모의 미 국채시장과 자금을 두고 경쟁하고 있다고 지적했다.
이런 가운데 미 국채 10년물 금리는 지난주에 이어 이날 연 5.241%까지 치솟아 2007년 6월 이후 최고치를 새로 썼다. 유럽중앙은행(ECB) 직원들도 블로그에서 “빅테크 차입 급증으로 다른 기업과 산업의 자금 조달이 어려워질 수 있다”고 우려했다.
투자자들의 셈법도 달라졌다. 마리옹 르 모르에덱 피델리티인터내셔널 채권 CIO는 “빅테크 30년물을 살지 국채를 살지 고민하는 게 예전엔 없던 일”이라며 “빅테크 채권은 국채와 경쟁한다”고 짚었…
[메리츠증권 전기전자/IT부품 양승수]
안녕하세요. 메리츠증권 양승수 연구원입니다.
금일 삼성전기의 2,850억원 규모 MLCC/인덕터 공급계약 공시와 관련해 간단히 코멘트 드리겠습니다.
이번 계약은 북미 주요 반도체 고객사의 AI 서버향 공급 건으로, 단일 제품이 아닌 복수 기종이 포함된 형태로 확인됩니다. 이번 공시에는 이례적으로 인덕터가 함께 포함됐으나, 인덕터 비중은 전체 계약금액의 10% 미만으로 제한적인 수준으로 추정됩니다.
계약 규모는 지난 7월 22일 공시된 2,950억원 규모 공급계약과 유사한 수준이나, 물량 기준으로는 상대적으로 적은 것으로 파악됩니다. 이는 이번 계약의 단가가 이전 공급계약 대비 우호적인 수준에서 형성된 영향으로, 타이트한 수급 환경을 바탕으로 공급사의 가격 협상력이 지속 강화되고 있는 것으로 판단됩…
시장생각 (26.09.29)
어제 올랐던 종목들이 일부 되밀리면서 장이 약해 보이는데, 금리가 올라가는 환경에서는 시장 전반이 강하기 어려운 게 당연하다고 생각함. 지수 전체보다는 금리 부담을 이길 수 있는 핵심 섹터의 중대형 핵심주 위주로 차별화되는 장이 될 것 같음
중소형주보다 중대형주를 선호하는데 금리가 오르는 환경에서도 주식을 하겠다면 실적의 안정성과 확실성이 더 중요해지고, 같은 EPS라도 기대와 내러티브가 많이 섞인 숫자에는 시장이 높은 평가를 주기 어려워질 것으로 보고있음. 앞으로 벌 것이라는 이야기보다 실제로 얼마나 확실하게 벌 수 있는지가 중요해지는 구간이라고 생각함
결국 한국이 경쟁 우위를 가진 AI 인프라 중대형주 안에서 잘 골라야 할 것 같음. 단순히 대형주라서 좋은 게 아니라, EPS의 확실성이 높고 이익 성장이 …
📮[메리츠증권 전기전자/IT부품 양승수]
삼성전기(009150):
ABF 기판, 이제는 Capa의 싸움
▶ 창사 이래 최대 규모의 Capex 사이클 진입
- 9월 28일 삼성전기는 세종사업장 4.3조원, 베트남 2.5조원 등 총 6.8조원 규모의 ABF 기판 신규 시설투자를 공시
- 다만 종속법인의 경우 공시 대상에 생산설비 투자만 포함되며, 건물 및 인프라 투자까지 감안할 경우 베트남 법인의 실제 투자 규모 역시 4조원을 상회하는 수준 추정
- 여기에 부산사업장의 소규모 추가 투자까지 감안하면 ‘26~’28년 ABF 관련 누적 투자금액은 10조원에 육박할 전망
- 또한 이번 ABF 투자와 별개로 MLCC 관련 Capex도 지속될 예정. 당사 파악 기준 연간 1조원 이상의 투자가 집행될 것으로 예상되며, 이를 통해 MLCC 생산능력…
[하나증권 IT 김민경]
삼성전기 (009150.KS/매수): 다시 이익 상향조정 구간 진입
자료: https://cutt.ly/GybLfFch
■ 대규모 FCBGA 투자 공시 발표
삼성전기는 금일 세종과 베트남에 각각 4.3조원, 2.5조원 규모의 패키지기판 증설 공시 발표. 세종지역 투자는 인프라 및 설비투자가 포함된 금액이며 베트남은 인프라를 제외한 설비투자만 포함된 금액으로 베트남 지역 인프라 투자를 포함 시 총 8.5조원 규모의 투자
여타 탑티어 기판 업체와 마찬가지로 전체 투자 금액의 70% 이상은 선수금 방식으로 수령할 예정이며 현재 추가 협의중인 거래선도 있는 것으로 파악. 고객사별 투자 조건은 상이하나 고객사 별 요구 물량, 최소 가동률을 보장하는 조건이 공통적으로 포함되어 있으며 계약기간은 3~5년 수준. FCBGA …
신규 생산라인은 2028년 9월부터 가동해 양산을 시작할 계획이다. AI 서버와 고성능컴퓨팅(HPC), 전장 등 고부가 반도체 기판 수요가 늘어나는 데 대응하기 위한 투자다. 세종 투자는 글로벌 빅테크 고객사와의 중장기 협력을 기반으로 추진된다. 고객사가 신규 설비투자(CAPEX) 자금 일부를 지원하고 중장기 물량도 보장하는 구조다. 삼성전기는 대규모 설비투자에 따른 부담을 낮추는 동시에 신규 생산라인의 가동 물량을 미리 확보해 사업 안정성을 높일 수 있을 것으로 보고 있다.
https://biz.chosun.com/it-science/ict/2026/09/28/CXXMK2DXWJHMFANDQA3RAHXW64/
❤4
Showing the 12 most recent of 91 posts we hold for @kimcharger. 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.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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.
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
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.
Read from Telegram’s recommendation API, most recently 15 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.
스탁이지 - AI 투자 어시스턴트 @maddingStock · 20,387 Telegram ranks this channel #1 of 87 here — alongside 86 others — read 27 September 2026
AWAKE - 52주 신고가 모니터링 @awake_realtimeCheck · 22,632 Telegram ranks this channel #1 of 92 here — alongside 91 others — read 20 September 2026
허혜민의 제약/바이오 소식통 @huhpharm · 24,282 Telegram ranks this channel #1 of 93 here — alongside 92 others — read 16 September 2026
이지스스트레티지 리서치 @jeilstock · 26,408 Telegram ranks this channel #1 of 93 here — alongside 92 others — read 12 September 2026
제약/바이오/미용 원리버 Oneriver @pharmbiohana · 29,812 Telegram ranks this channel #1 of 89 here — alongside 88 others — read 7 September 2026
선진짱 주식공부방 @sunstudy1234 · 54,428 Telegram ranks this channel #1 of 89 here — alongside 88 others — read 2 September 2026
Rafiki research @rafikiresearch · 20,596 Telegram ranks this channel #2 of 88 here — alongside 87 others — read 26 September 2026
Buff @bufkr · 22,185 Telegram ranks this channel #2 of 89 here — alongside 88 others — read 21 September 2026
도PB의 생존투자 @survival_DoPB · 22,243 Telegram ranks this channel #2 of 90 here — alongside 89 others — read 21 September 2026
조기주식회 공부방 @EarlyStock1 · 24,402 Telegram ranks this channel #2 of 91 here — alongside 90 others — read 16 September 2026
루팡 @bornlupin · 48,199 Telegram ranks this channel #3 of 91 here — alongside 90 others — read 2 September 2026
재야의 고수들 @gaoshoukorea · 41,159 Telegram ranks this channel #4 of 90 here — alongside 89 others — read 2 September 2026
가치투자클럽 @corevalue · 67,505 Telegram ranks this channel #4 of 93 here — alongside 92 others — read 2 September 2026
[하나 Global ETF] 박승진 @globaletfi · 20,222 Telegram ranks this channel #5 of 86 here — alongside 85 others — read 28 September 2026
서화백의 그림놀이 🚀 @easobi · 23,597 Telegram ranks this channel #5 of 87 here — alongside 86 others — read 18 September 2026
TNBfolio @TNBfolio · 24,657 Telegram ranks this channel #5 of 93 here — alongside 92 others — read 15 September 2026
하나 중국/신흥국 전략 김경환 @HANAchina · 35,301 Telegram ranks this channel #5 of 92 here — alongside 91 others — read 2 September 2026
타점 읽어주는 여자(타자) @tazastock · 40,320 Telegram ranks this channel #6 of 89 here — alongside 88 others — read 2 September 2026
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks @FastStockNews · 128,921 Telegram ranks this channel #7 of 92 here — alongside 91 others — read 2 September 2026
Yeouido Lab_여의도 톺아보기 @Yeouido_Lab · 43,277 Telegram ranks this channel #8 of 90 here — alongside 89 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西 @YeouidoStory2 · 58,411 Telegram ranks this channel #8 of 92 here — alongside 91 others — read 2 September 2026
오를주식 - 뉴스/경제/주식 @GoUpstock · 20,970 Telegram ranks this channel #9 of 83 here — alongside 82 others — read 25 September 2026
⚡️번개맞은뉴스 - 상위2% 주식텔레그램 채널 @stock_messenger · 25,522 Telegram ranks this channel #10 of 90 here — alongside 89 others — read 14 September 2026
실시간 주식 뉴스 @realtime_stock_news · 37,210 Telegram ranks this channel #10 of 93 here — alongside 92 others — read 2 September 2026
This channel appears in 44 seed channels' Telegram-generated recommendation lists in total, of which the 24 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 29 September 2026 — this
entry's latest reading, not the date you are reading this.
“김찰저의 관심과 생각 저장소” (@kimcharger), 24,931 subscribers as measured 29 September 2026. Telegram Register, tgregister.com/channel/kimcharger.
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.