메리츠 Tech 섹터 애널리스트 김선우, 양승수, 김동관입니다.
아래와 같은 내용이 본 방에서 공유됩니다. 언제든 질문 있으시면 따로 연락 주십시오.
1) 매일 아침 7시반 - 간밤의 뉴스를 정리한 Overnight Tech News
2) 수시 - 보고서 발간 직후 Summary 내용
3) 수시 - 주요 Dart 공시 사항
4) 수시 - 일간 올라오는 주목할 뉴스
감사합니다.
Created
27 March 2017 — measured — cross-checked against a third-party dataset (ext.tg_channel)
Crypto & trading — 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 68% 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.
Observations
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Content that also appears on other registered channels
Posts published here appear in near-verbatim form on 11 other registered channels. This entry also sits inside a group of 7 channels linked by matching posts, directly or through other channels in the group; two members of the group may share no posts with each other. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
Matching posts — open both and compare (6 of the pairs behind the counts below)
Channels this entry shares post bodies with, where at least one matching post pair has no forward credit between the two channels, or to a common source, recorded in our data
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. 86 of the 89 matches recorded here fall after that date and carried no header when we read them. The rest predate reliable capture and are not evidence either way.
“Published first” means first in this corpus. We hold 548 comparable posts for this entry, running 5 August 2026 to 10 November 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Of the group of 7 channels, the one whose matching posts we hold earliest is @Meritz_strategy. That channel is not among the channels listed above, so this entry may share no posts with it and this does not say where this entry’s content came from. It is a statement about our reading window, not a claim of authorship.
Recorded under the keys clone_copy · clone_mutual · clone_source, last confirmed 11 November 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
Channels linked by matching posts
This channel is in a group of 7 registered channels linked by matching posts, directly or through other channels in the group. This channel may share no posts with some of the channels listed below, and listed channels may share none with each other. Links are found by comparing text fingerprints across every channel on the register.
Which channel, if either, published first is deliberately not shown in this list. “First” could only mean first in our own crawl, which depends on how deep we happened to reach into each channel’s history, not on when the content was actually first posted. Our one hand-check read 45 of the highest-confidence flagged pairs against the live Telegram pages. In 18 of them the live page showed a “Forwarded from” credit that our database had no record of, so reading that pair as an unattributed copy was wrong; the check did not measure who published first. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Near-verbatim matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
64 measurements spanning 96 days, net +1,708. 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 22,831–25,051 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 64
Measured (UTC)
Subscribers
Change
10 Nov 2026, 04:11
24,795
+103
8 Nov 2026, 16:10
24,692
-7
7 Nov 2026, 08:51
24,699
+3
6 Nov 2026, 09:36
24,696
+7
5 Nov 2026, 11:26
24,689
+54
4 Nov 2026, 08:09
24,635
+3
3 Nov 2026, 05:39
24,632
+4
2 Nov 2026, 04:31
24,628
+10
1 Nov 2026, 02:29
24,618
+15
31 Oct 2026, 04:01
24,603
+6
30 Oct 2026, 06:36
24,597
+6
29 Oct 2026, 04:58
24,591
+65
28 Oct 2026, 04:41
24,526
+34
27 Oct 2026, 05:11
24,492
+8
26 Oct 2026, 06:06
24,484
+6
25 Oct 2026, 07:37
24,478
-1
24 Oct 2026, 09:16
24,479
+12
23 Oct 2026, 08:44
24,467
+8
22 Oct 2026, 08:55
24,459
+25
20 Oct 2026, 22:46
24,434
first reading
Engagement
805 posts held, back to 5 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 130 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
18.4%
avg views ÷ 24,795 subscribers
Avg views / post
4,560
307 posts measured
Reaction rate
—
this channel exposes no reaction counts
Posts in window
307
of 805 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 11 November 2026
Posts held
805 (5 August 2026 – 11 November 2026)
Views total
1,399,020
Reactions total
—
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
11 Nov 2026, 04:07 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
≈8,760
Videos
≈16
Links
≈7,010
Lifetime counters from Telegram’s own channel header, read 11 November 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.
Recent posts
Telegram’s own ‘edited’ marker: 51 of 307 posts held from the last 30 days (16.6%) 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).
[메리츠증권 IT 소재장비 김동관]
안녕하세요
메리츠증권 IT 소재장비 김동관입니다.
금일 반도체 밸류체인(소재·부품·장비)에 대한 2027년 전망을 담은 자료를 발간했습니다.
2027년 견조한 메모리 수요에 기반한 CAPEX 확대 사이클을 예상합니다.
또한 금번 자료를 통해 Q 사이클 수혜 업종 (소재, 식각 부품)에 대한 긍정적 의견을 제시드립니다.
2Q26부터 급증한 장비 판매는 셋업-시생산을 거쳐 2027년부터 생산 확대가 본격화될 전망입니다. 관련 공정 소재, 부품 사용량 증가도 눈에 띄게 확대될 것입니다.
금번부터 하나머티리얼즈(적정주가 7만원), 티씨케이(적정주가 25만원)를 분석 개시합니다. 장비 고객사의 강한 수요 전망, 신규 라인의 생산량 확대와 선단 공정 비중 확대까지 식각 부품 업종에 긍정적인 신호가 계속 관찰…
* 반도체 11월 1-10일 수출
- DRAM 수출 단가 사상 최고치 경신. 구조적인 상승세 내년까지 지속
- 4Q26 출하 성장은 막연한 우려와 달리 초과수요 속 판가 인상과 함께 빠르게 흡수되는 중
- 당사가 금일 발간한 [메리츠 2027 반도체 연간전망 - Prolonged Upcycle]에서 밝힌 바와 같이, 내년 반도체 공급부족은 '끄떡없이' 발생
- 역사점 저점 밸류에이션에 도달한 현 주가의 폭발적이며 탄력적 복원을 예상
[메리츠증권 전기전자/IT부품 양승수]
안녕하세요. 메리츠증권 양승수 연구원입니다.
어제 장 초반 두산 전자BG가 북미 NV사 공급망에서 탈락하고, 중국 CCL 업체가 해당 물량을 독점 공급한다는 내용이 시장에 확산되었습니다.
그러나 해외에서는 오히려 중국 CCL 업체가 NV사 스위치 공급망에서 제외되고, 대만 업체가 관련 물량을 전량 공급한다는 정반대의 내용이 확산되었습니다. 실제로 해당 소식과 함께 대만 업체의 주가도 강세를 나타냈습니다.
이를 종합하면, 어제 국내 시장에 확산된 내용은 해외에서 유통된 정보가 잘못 전달되는 과정에서 발생한 것으로 파악됩니다.
감사합니다.
*동 자료는 Compliance 규정을 준수하여 사전 공표된 자료이며, 고객의 증권투자결과에 대한 법적 책임소재의 증빙자료로 사용될 수 없습니다.
Showing the 12 most recent of 805 posts we hold for @merITz_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
@merITz_tech edited 6 posts 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
15 August 2026
Most recent edit
7 November 2026
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republished by 81 registered channels. The 48 listed are the ones that have forwarded the most posts; the rest are counted here but not each listed.
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 6 registered channels — 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 17 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.
하나 중국/신흥국 전략 김경환 @HANAchina · 35,273 Telegram ranks this channel #15 of 92 here — alongside 91 others — read 2 September 2026
키움증권 미국주식 톡톡 @kwusa · 36,213 Telegram ranks this channel #23 of 92 here — alongside 91 others — read 2 September 2026
TNBfolio @TNBfolio · 25,170 Telegram ranks this channel #43 of 93 here — alongside 92 others — read 15 September 2026
루팡 @bornlupin · 49,242 Telegram ranks this channel #44 of 91 here — alongside 90 others — read 2 September 2026
유진투자증권 코스닥벤처팀 @SmallCap · 22,994 Telegram ranks this channel #50 of 96 here — alongside 95 others — read 19 September 2026
엄브렐라리서치 Jay의 주식투자교실 @Jstockclass · 26,513 Telegram ranks this channel #54 of 90 here — alongside 89 others — read 13 September 2026
신영증권 박소연 @sypark_strategy · 29,259 Telegram ranks this channel #58 of 91 here — alongside 90 others — read 8 September 2026
시장 이야기 by 제이슨 @bumgore · 35,370 Telegram ranks this channel #58 of 89 here — alongside 88 others — read 2 September 2026
AWAKE - 실시간 주식 공시 정리채널 @darthacking · 65,571 Telegram ranks this channel #63 of 91 here — alongside 90 others — read 2 September 2026
[하나증권 ETF] 박승진 @globaletfi · 20,575 Telegram ranks this channel #70 of 86 here — alongside 85 others — read 28 September 2026
허혜민의 제약/바이오 소식통 @huhpharm · 24,265 Telegram ranks this channel #73 of 93 here — alongside 92 others — read 16 September 2026
Rafiki research @rafikiresearch · 20,654 Telegram ranks this channel #80 of 88 here — alongside 87 others — read 26 September 2026
이지스스트레티지 리서치 @jeilstock · 26,244 Telegram ranks this channel #80 of 93 here — alongside 92 others — read 12 September 2026
Market News Feed @marketfeed · 39,726 Telegram ranks this channel #80 of 84 here — alongside 83 others — read 31 August 2026
시황맨의 주식이야기 @shmstory · 39,582 Telegram ranks this channel #82 of 89 here — alongside 88 others — read 2 September 2026
HS아카데미 대표 이효석 @HS_academy · 36,220 Telegram ranks this channel #83 of 90 here — alongside 89 others — read 8 September 2026
선수촌 @athletes_village · 22,138 Telegram ranks this channel #84 of 88 here — alongside 87 others — read 23 September 2026
실시간 주식 뉴스 @realtime_stock_news · 36,964 Telegram ranks this channel #84 of 93 here — alongside 92 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西 @YeouidoStory2 · 57,966 Telegram ranks this channel #85 of 92 here — alongside 91 others — read 2 September 2026
가치투자클럽 @corevalue · 67,126 Telegram ranks this channel #85 of 93 here — alongside 92 others — read 2 September 2026
Buff @bufkr · 21,585 Telegram ranks this channel #87 of 89 here — alongside 88 others — read 21 September 2026
Yeouido Lab_여의도 톺아보기 @Yeouido_Lab · 43,456 Telegram ranks this channel #87 of 90 here — alongside 89 others — read 2 September 2026
주식 급등일보🚀급등테마·대장주 탐색기 | Korean Stocks @FastStockNews · 128,822 Telegram ranks this channel #91 of 92 here — alongside 91 others — read 2 September 2026
This channel appears in 23 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 10 November 2026 — this
entry's latest reading, not the date you are reading this.
“[메리츠 Tech 김선우, 양승수, 김동관]” (@merITz_tech), 24,795 subscribers as measured 10 November 2026. Telegram Register, tgregister.com/channel/merITz_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.