TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #14864 · Jun 25
#ruby#engineering_blogs#lists#programming_blogs#software_development#tech This list organizes hundreds of top software engineering blogs from big companies, well-known individuals, and popular technologies, all sorted for easy browsing. Following these blogs gives you access to expert advice, real-world solutions, and the latest trends in tech, helping you solve problems faster, learn new skills, and stay updated with what’s happening in the industry[1][3][5]. This saves you time and effort by pointing you to the most valuable resources, so you can focus on learning and improving your work. https://github.com/kilimchoi/engineering-blogs
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@eco_cn · Post #29975 · 03/17/2026, 03:42 AM
摩根大通：在CPO方面，市场叙事已经历从熊到中性再到看多的完整轮转。早期市场担忧CPO的普及会压缩收发器收入，但这一逻辑已被事实证伪——CPO带来的增量营收机会对相关公司的增长预期形成叠加而非替代。 行业分析机构预测，#CPO 市场规模将从2027年的不足5亿美元，增长至2030年的约100亿美元，其中规模扩展（scale-up）应用场景而非规模延伸（scale-out）是主要增长引擎。 投资者的关注点也随之转移：在确认光学公司整体受益于CPO之后，下一阶段的核心问题在于CPO赢家与输家的分化。摩根大通认为，Coherent #COHR 和Lumentum #LITE 凭借既有订单及英伟达的供应链定向投资，已稳固确立了CPO赢家地位。