브로드컴 CEO 컨콜 코멘트: • 2026회계연도 AI 사업 매출 전망치 560억달러에서 580억달러로 상향 조정 • 향후 몇 년 동안 매년 수백억개 TPUs 인도 • 앤트로픽은 2027년 5GW TPU 배치 예상. 이 회사는 2027년에 브로드컴의 최대 반도체칩 고객 될 것으로 기대 • OpenAI는 2028년 5GW 칩(Jalapeno+ 차세대 XPU 제품) 배치 예상.2028년 브로드컴의 두 번째 반도체칩 고객 될 것으로 예상 >> 시간외 플러스 전환 分析师电话会:博通CEO Hock Tan称,将2026财年人工智能业务营收指引从560亿美元上调至580亿美元。 未来数年,每年都将交付数百亿块TPUs。 预计Anthropic将在2027年部署5GW TPU,该公司有望仔2027年成为我们最大的芯片客户。 OpenAI也有望在2028年部署5GW芯片(Ja…
Channel
한국투자증권/기관영업부/이민근
@mk81_koreainvestment
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
16,327subscribers
+530 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 | -1001362297722 |
|---|---|
| Type | Channel |
| Username | @mk81_koreainvestment |
| Created | 9 March 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 18 September 2026 |
| Measurements held | 35 |
| Confirmed unchanged | 1 time, most recently 18 September 2026 |
| On Telegram | t.me/mk81_koreainvestment |
Topic
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 92% 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
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 18 Sept 2026, 06:15 | 16,327 | +40 |
| 16 Sept 2026, 02:19 | 16,287 | +57 |
| 14 Sept 2026, 06:59 | 16,230 | +30 |
| 12 Sept 2026, 14:40 | 16,200 | +93 |
| 10 Sept 2026, 10:40 | 16,107 | +14 |
| 7 Sept 2026, 08:17 | 16,093 | +11 |
| 4 Sept 2026, 16:59 | 16,082 | -1 |
| 3 Sept 2026, 01:49 | 16,083 | +12 |
| 1 Sept 2026, 23:14 | 16,071 | +39 |
| 31 Aug 2026, 21:56 | 16,032 | +21 |
| 31 Aug 2026, 00:24 | 16,011 | +2 |
| 30 Aug 2026, 01:43 | 16,009 | +3 |
| 29 Aug 2026, 00:33 | 16,006 | +9 |
| 28 Aug 2026, 00:58 | 15,997 | +1 |
| 27 Aug 2026, 00:44 | 15,996 | +3 |
| 26 Aug 2026, 02:25 | 15,993 | +5 |
| 25 Aug 2026, 05:58 | 15,988 | +20 |
| 24 Aug 2026, 02:27 | 15,968 | +59 |
| 22 Aug 2026, 12:25 | 15,909 | +15 |
| 21 Aug 2026, 05:47 | 15,894 | first reading |
Engagement
92 posts held, back to 4 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 54 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 19.2%
- avg views ÷ 16,327 subscribers
- Avg views / post
- 3,140
- 27 posts measured
- Reaction rate
- 0.247%
- reactions ÷ views · ER floor
- Posts in window
- 27
- of 92 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 22 of 27 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 2 September 2026 |
|---|---|
| Posts held | 92 (4 August 2026 – 2 September 2026) |
| Views total | 84,780 |
| Reactions total | 191 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 10:09 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.
Reaction mix
566 reactions across 76 posts, in 20 distinct kinds. The most used accounts for 36.6% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 207 | 36.6% | |
| ❤ | 169 | 29.9% | |
| 😁 | 56 | 9.89% | |
| 😭 | 32 | 5.65% | |
| 🤣 | 24 | 4.24% | |
| 😢 | 20 | 3.53% | |
| 😱 | 18 | 3.18% | |
| 👏 | 7 | 1.24% | |
| 🔥 | 7 | 1.24% | |
| 😡 | 6 | 1.06% | |
| 🤯 | 5 | 0.883% | |
| 🤔 | 4 | 0.707% | |
| 🤨 | 3 | 0.53% | |
| 👀 | 2 | 0.353% | |
| 🍌 | 1 | 0.177% | |
| 💯 | 1 | 0.177% | |
| 😈 | 1 | 0.177% | |
| 🤡 | 1 | 0.177% | |
| 🤪 | 1 | 0.177% | |
| 🥰 | 1 | 0.177% |
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 82 of the 92 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 609 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 92 most recent posts we hold, published 4 August 2026 to 2 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.
Recent posts
뉴욕증시는 4거래일 만에 반등했습니다. 다우는 0.56% 오른 53,061.95, S&P500은 0.46% 상승한 7,666.60, 나스닥은 0.45% 오른 26,217.83으로 마감했습니다. 장중 10년물 국채금리가 4.821%까지 치솟았지만 이후 상승세가 진정되면서 저가 매수세가 유입됐고, VIX는 15.20으로 6.98% 하락했습니다. 다만 Fear & Greed Index는 33으로 여전히 ‘공포’ 구간에 머물러 반등에도 투자심리 자체는 신중했습니다. 업종은 부동산(-0.79%)을 제외하고 대부분 상승했습니다. 소재가 1.53%, 커뮤니케이션서비스가 1.16%, 헬스케어 0.79%, 금융 0.78% 올랐고 기술주는 0.33% 상승했습니다. 엔비디아가 3.21%, 마이크론 2.42% 오르며 반도체 반등을 주도했고 메타도 2.47% 상승…
Live: Dow rises nearly 300 points to snap three-day slide as Treasury yields cool https://www.cnbc.com/2026/09/01/stock-market-today-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
9월은 역사적으로 S&P 500의 계절성이 가장 약한 달 반대로 10월부터 계절성은 빠르게 개선. 상승 확률이 **10월 59% → 11월 62% → 12월 72%**로 높아지고, 특히 11월 평균 수익률은 역사적으로 가장 강한 축에 속함. 계절성으로는 제일 매수하기 좋은 시기
👍10❤6😁2
환율도 떨어지고 위스키를 싸게 살 기회들이 많아질거 같네요 문제는 내 잔고도 계속 줄어서...
❤10😭6😁3👍1🤯1
뉴욕 증시는 미국과 이란의 교전 격화로 유가와 글로벌 국채금리가 동반 급등하면서 9월 첫 거래일을 하락세로 시작했습니다. 다우는 0.79% 내린 52,766.88, S&P500은 0.71% 하락한 7,631.47, 나스닥은 1.03% 밀린 26,099.77로 마감했습니다. 미군의 이란 혁명수비대 시설 공습 이후 장중 낙폭이 다시 확대됐고, 금리 민감도가 높은 기술주의 부담이 상대적으로 컸습니다. 업종별로는 산업재·경기소비재·소재·기술이 1% 이상 하락한 반면 유가 급등을 반영해 에너지는 1.54% 상승했습니다. 필라델피아 반도체지수는 2.14% 하락했고 마이크론·AMD·Arm이 3% 안팎 밀렸습니다. 엔비디아는 1.39%, 테슬라는 3.22%, 마이크로소프트는 1.24%, 팔란티어는 3.47% 하락했습니다. 반면 애플은 신임 CEO 존 터너…
❤13😭2
Live: Dow falls more than 400 points, oil rises after new U.S. strikes against Iran https://www.cnbc.com/2026/08/31/stock-market-today-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
👍1
180도 달라진 원화 방향성
👍8😁4😡2
AI 데이터센터의 핵심 변수는 이제 ‘얼마나 많이 계획됐는가’보다 ‘그 계획이 실제로 얼마나 실행되느냐’로 이동 중. DC Byte 기준 미국의 100MW 이상 대형 데이터센터는 현재 약 90개에서 향후 280개 안팎까지 증가할 계획. 특히 2026~2030년 사이 계획 물량이 빠르게 늘어나면서, AI CAPEX가 전력·송전·변압기·냉각·가스터빈·부지까지 광범위한 인프라 수요를 만들고 있는 상황. 다만 시장이 봐야 할 숫자는 280개 자체가 아니라 실제 착공·전력 연결·운영까지 도달하는 프로젝트 수. 계획된 CAPEX가 그대로 실적으로 전환되는 것은 아니며, 전력 확보·인허가·건설비·자금조달 여건에 따라 지연·축소·취소 가능성 존재. 특히 최근처럼 금리가 상승하면 단순히 AI 관련주의 PER만 낮아지는 것이 아니라 프로젝트 실행확률 자체…
👍6😁3❤2
뉴욕증시 3대 지수는 미국과 이란의 교전 재개로 유가와 장기금리가 동반 상승하면서 2거래일 연속 하락했습니다. 다우는 0.70% 내린 53,185.90, S&P500은 0.33% 하락한 7,686.14, 나스닥은 0.12% 밀린 26,370.89로 마감했습니다. 다만 공포탐욕지수는 50으로 중립에 머물렀고 VIX도 14.92에 그쳐 전면적 위험회피보다는 섹터 차별화가 두드러졌습니다. 에너지가 2.1% 오르고 기술도 0.3% 상승한 반면 통신서비스는 1.63%, 유틸리티는 1.18%, 산업재는 1.16% 하락했습니다. 테슬라는 5.5% 급등했고 엔비디아 1.49%, 마이크론 2.77%, AMD 1.10% 등 반도체가 강세를 보였습니다. 반면 아마존은 2.50%, 알파벳은 2.09%, 마이크로소프트는 1.22% 하락했습니다. 산불 책임 제한 법…
❤7👍1
Live: Dow tumbles 370 points after U.S. strikes Iran, but index posts fifth straight winning month https://www.cnbc.com/2026/08/30/stock-market-today-live-updates.html?__source=iosappshare%7Ccom.apple.UIKit.activity.CopyToPasteboard
😱1
뉴욕증시는 케빈 워시 연준 의장의 잭슨홀 연설이 예상보다 매파적으로 해석되며 하락했습니다. 다우는 0.02% 내린 53,559.99, S&P500은 0.25% 하락한 7,711.76, 나스닥은 0.52% 밀린 26,402.42로 마감했고 러셀2000은 1.39% 하락했습니다. 장중에는 장기금리 하락에 S&P500이 0.52%까지 올랐지만, 9월 금리 인상 베팅이 강화되며 금리가 재차 상승하자 상승분을 반납했습니다. 공포·탐욕지수는 54로 중립권, VIX는 14.43을 기록했습니다. 업종별로 경기소비재 +1.69%, 커뮤니케이션 +1.56%, 에너지 +0.59%가 강했던 반면 기술 -1.29%, 유틸리티 -1.14%, 산업재 -0.96%가 부진했습니다. 엔비디아가 4.58% 하락했고 마벨 -10.28%, 램리서치 -5.24% 등 반도체에 매도…
👍7❤2
Showing the 12 most recent of 92 posts we hold for @mk81_koreainvestment. 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.
@FastStockNewsUSA · 40,6513 posts범송공자 X 29PER
@bumsong2 · 13,1012 posts프리라이프
@free_life59 · 12,7062 posts재야의 고수들
@gaoshoukorea · 41,1952 posts브로커 앤 뱅커
@moneyspectrum · 2,5782 posts텐렙
@Ten_level · 17,1331 postW리서치
@Wave_Research · 1,7811 postKorea GCR 🌏
@brandingotter · 2911 post다영의 뉴스공장
@dynewscollecters · 2,8361 postFOMO 4가투
@fourgachi · 8,3751 post김그린의 GreenWorld(일기장)
@greenslow2021 · 2481 post한걸음_적자생존 기록실
@helpmeonestep · 12,1841 post조금 느려도 괜찮아
@hyunhee82 · 21 post시장의 밤은 깨어있다.😌
@rot109 · 31 post세종기업데이터
@sejongdata2013 · 23,3341 post재간둥이 송선생
@songjongsik · 18,1671 post
Republishes
Channels on the register whose posts this channel has forwarded.
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.
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.
@sypark_strategy · 29,539
Telegram ranks this channel #2 of 91 here — alongside 90 others — read 8 September 2026
@yieldnspread · 22,030
Telegram ranks this channel #3 of 89 here — alongside 88 others — read 21 September 2026
@HANAchina · 35,284
Telegram ranks this channel #7 of 92 here — alongside 91 others — read 2 September 2026
@SmallCap · 23,201
Telegram ranks this channel #10 of 96 here — alongside 95 others — read 19 September 2026
@kwusa · 36,528
Telegram ranks this channel #10 of 92 here — alongside 91 others — read 2 September 2026
@HS_academy · 36,249
Telegram ranks this channel #13 of 90 here — alongside 89 others — read 8 September 2026
@jeilstock · 26,472
Telegram ranks this channel #18 of 93 here — alongside 92 others — read 12 September 2026
@Jstockclass · 25,947
Telegram ranks this channel #21 of 90 here — alongside 89 others — read 13 September 2026
@marketfeed · 38,658
Telegram ranks this channel #22 of 84 here — alongside 83 others — read 31 August 2026
@shmstory · 38,160
Telegram ranks this channel #24 of 89 here — alongside 88 others — read 2 September 2026
@FastStockNewsUSA · 40,651
Telegram ranks this channel #27 of 89 here — alongside 88 others — read 2 September 2026
@athletes_village · 21,627
Telegram ranks this channel #30 of 88 here — alongside 87 others — read 23 September 2026
@bumgore · 35,332
Telegram ranks this channel #33 of 89 here — alongside 88 others — read 2 September 2026
@merITz_tech · 24,008
Telegram ranks this channel #35 of 92 here — alongside 91 others — read 17 September 2026
@bornlupin · 48,016
Telegram ranks this channel #36 of 91 here — alongside 90 others — read 2 September 2026
@TNBfolio · 24,668
Telegram ranks this channel #37 of 93 here — alongside 92 others — read 15 September 2026
@YeouidoStory2 · 58,446
Telegram ranks this channel #39 of 92 here — alongside 91 others — read 2 September 2026
@realtime_stock_news · 37,253
Telegram ranks this channel #40 of 93 here — alongside 92 others — read 2 September 2026
@easobi · 23,632
Telegram ranks this channel #42 of 87 here — alongside 86 others — read 18 September 2026
@growthresearch · 40,127
Telegram ranks this channel #43 of 90 here — alongside 89 others — read 2 September 2026
@aetherjapanresearch · 34,469
Telegram ranks this channel #45 of 89 here — alongside 88 others — read 3 September 2026
@survival_DoPB · 22,275
Telegram ranks this channel #52 of 90 here — alongside 89 others — read 21 September 2026
@FastStockNews · 128,921
Telegram ranks this channel #54 of 92 here — alongside 91 others — read 2 September 2026
@cahier_de_market · 22,483
Telegram ranks this channel #60 of 85 here — alongside 84 others — read 20 September 2026
This channel appears in 30 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 18 September 2026 — this entry's latest reading, not the date you are reading this.
“한국투자증권/기관영업부/이민근” (@mk81_koreainvestment), 16,327 subscribers as measured 18 September 2026. Telegram Register, tgregister.com/channel/mk81_koreainvestment.
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.