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카이에 de market

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@cahier_de_market

- 전직 ν—€μ§€νŽ€λ“œ λ§€λ‹ˆμ €- 세상을 λ³€ν™”μ‹œν‚€λŠ” 핡심 사건, 핡심 기업을 κ³΅λΆ€ν•˜κ³  주관적 생각과 투자방ν–₯을 μ λŠ” λ…ΈνŠΈ- ν„°λ¬΄λ‹ˆμ—†μ΄ 틀릴 μˆ˜λ„ μžˆμœΌλ‹ˆ 주의- λ§€μˆ˜μ™€ 맀도 μ˜μ‚¬κ²°μ •μ˜ μ±…μž„μ€ 투자자 λ³ΈμΈμ—κ²Œ 귀속- 본인은 μ±„λ„μ—μ„œ μ–ΈκΈ‰ν•œ μ’…λͺ©μ΄λ‚˜ μ„Ήν„°λ₯Ό μ˜ˆκ³ μ—†μ΄ 맀수/맀도할 수 있음- 투자의 결과에 λ”°λ₯Έ μ±…μž„μ„ 지지 μ•ŠμŒ

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The growth chart appears once our crawler has recorded at least two member checkpoints for this channel. Fresh listings fill in within a few days.

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Freshness: stale Β· Classification: unresolved Β· Confidence: 0%

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Inventory limits: classification unresolved; low classification confidence; outside internal inventory; stale profile.

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About this channel

- 전직 ν—€μ§€νŽ€λ“œ λ§€λ‹ˆμ €- 세상을 λ³€ν™”μ‹œν‚€λŠ” 핡심 사건, 핡심 기업을 κ³΅λΆ€ν•˜κ³  주관적 생각과 투자방ν–₯을 μ λŠ” λ…ΈνŠΈ- ν„°λ¬΄λ‹ˆμ—†μ΄ 틀릴 μˆ˜λ„ μžˆμœΌλ‹ˆ 주의- λ§€μˆ˜μ™€ 맀도 μ˜μ‚¬κ²°μ •μ˜ μ±…μž„μ€ 투자자 λ³ΈμΈμ—κ²Œ 귀속- 본인은 μ±„λ„μ—μ„œ μ–ΈκΈ‰ν•œ μ’…λͺ©μ΄λ‚˜ μ„Ήν„°λ₯Ό μ˜ˆκ³ μ—†μ΄ 맀수/맀도할 수 있음- 투자의 결과에 λ”°λ₯Έ μ±…μž„μ„ 지지 μ•ŠμŒ

Recent posts

Public feed sample. Captured: 2026-08-30T04:30:29.624419. This is not a live feed.

BofAλŠ” μ—”λΉ„λ””μ•„μ˜ +70% κ°€μ΄λ˜μŠ€ 이후 λ©”λͺ¨λ¦¬μ˜ 2027λ…„ ASP 전망을 κΈ°μ‘΄ +24%μ—μ„œ +46%둜 상ν–₯μ‘°μ •
2027λ…„ 1λΆ„κΈ°λΆ€ν„° 4λΆ„κΈ°κΉŒμ§€ 맀뢄기(QoQ) 10% μˆ˜μ€€μ˜ μ™„λ§Œν•œ ASP μƒμŠΉλ§Œ κ°€μ •ν•˜λ”λΌλ„, 2027λ…„ κΈ€λ‘œλ²Œ D램 λ§€μΆœμ€ 80% 이상 μ„±μž₯ν•  수 μžˆμŠ΅λ‹ˆλ‹€(μ „λ…„ λŒ€λΉ„ ASP +46% Γ— λΉ„νŠΈκ·Έλ‘œμŠ€ +19%).
μ˜μƒ 속 2번째 파트(인곡지λŠ₯κ³Ό 기술 ν˜μ‹ )의 μ „λ¬Έ ν•œκ΅­μ–΄ λ²ˆμ—­μž…λ‹ˆ λ‹€: ​**** AI 뢐: 인곡지λŠ₯(AI)의 μ§„λ³΄λŠ” μ˜ˆκ²¬μžλ“€μ˜ μ˜ˆμƒλ³΄λ‹€ 훨씬 더 λΉ λ₯΄κ²Œ μ§„ν–‰λ˜μ—ˆμŠ΅λ‹ˆλ‹€. AI κ΄€λ ¨ 인프라 μ „λ°˜μ— 걸쳐 λ§‰λŒ€ν•œ 자본이 μœ μž…λ˜κ³  있으며, μΌμ’…μ˜ ' 슈퍼 λ¬΄μ–΄μ˜ 법칙(Super Moore's Law)'이 μž‘μš©ν•˜λŠ” λ“―ν•œ λͺ¨μŠ΅μ„ 보이고 μžˆμŠ΅λ‹ˆλ‹€. μŠ€μΌ€μΌλ§ 법칙(Scaling laws) μ—­μ‹œ ν˜μ‹ μ˜ 방법과 속도 λͺ¨λ‘λ₯Ό λ³€ν™”μ‹œν‚€κ³  μžˆμŠ΅λ‹ˆλ‹€. 자본과 노동λ ₯이 κ²°ν•©ν•˜μ—¬ AI의 핡심인 κ±°λŒ€ μ–Έμ–΄ λͺ¨λΈ(LLM)을 λ§Œλ“€μ–΄λƒˆκ³ , μ‚¬μš©μžλ“€μ€ 이 λͺ¨λΈμ— μ ‘κ·Όν•˜κΈ° μœ„ν•΄ 토큰을 κ΅¬λ§€ν•©λ‹ˆλ‹€. ​**…
μ›Œμ‹œ ν›„ 단기물 쀑심 μƒμŠΉ
BofAκ°€ λ§ν•œ ASP +10%λŠ” λ””λž¨μ΄ μ•„λ‹ˆλΌ μ—”λΉ„λ””μ•„μ˜ ASPλ₯Ό λ§ν•œ κ±° 같은데 원문을 더 확인해 봐야 ν• λ“―

Frequently asked questions

How many members does 카이에 de market have?

As of our latest crawl on 2026-08-25, the channel reports about 22,100 members. The count refreshes automatically every time we re-check the profile.

How do I join 카이에 de market on Telegram?

Tap β€œOpen in Telegram” above β€” it opens the official t.me page for @cahier_de_market, where you can press Join inside Telegram.

Is joining 카이에 de market free?

Yes. Public Telegram channels are free to join; only your normal internet data usage applies.

What content does it publish?

The owner describes it as: β€œ- 전직 ν—€μ§€νŽ€λ“œ λ§€λ‹ˆμ €- 세상을 λ³€ν™”μ‹œν‚€λŠ” 핡심 사건, 핡심 기업을 κ³΅λΆ€ν•˜κ³  주관적 생각과 투자방ν–₯을 μ λŠ” λ…ΈνŠΈ- ν„°λ¬΄λ‹ˆμ—†μ΄ 틀릴 μˆ˜λ„ μžˆμœΌλ‹ˆ 주의- λ§€μˆ˜μ™€ 맀도 μ˜μ‚¬κ²°μ •μ˜ μ±…μž„μ€ 투자자 λ³ΈμΈμ—κ²Œ 귀속- 본인은 μ±„λ„μ—μ„œ μ–ΈκΈ‰ν•œ μ’…λͺ©μ΄λ‚˜ μ„Ήν„°λ₯Ό μ˜ˆκ³ μ—†μ΄ 맀수/맀도할 수 있음- 투자의 결과에 λ”°λ₯Έ μ±…μž„μ„ 지지 μ•ŠμŒβ€

카이에 de market (@cahier_de_market) β€” Telegram Channel Stats, Members & Description | Telegram Channel Finder