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Source channel @githubtrending · Post #14975 · Jul 19
#typescript bknd is a lightweight backend system that makes app development easier by providing ready-to-use features like database management, user authentication, media handling, and workflow automation, all in one place. It works with many JavaScript runtimes and frameworks, so you can deploy it almost anywhere and even bundle backend and frontend together. It offers a full REST API, a React SDK, and UI components to speed up development without needing deep backend knowledge. This saves you time, reduces complexity, and helps you build secure, scalable apps faster with less effort. You can start quickly with a simple command and customize as needed. https://github.com/bknd-io/bknd
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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。