TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #15331 · Dec 14
#c_lang#bk7231#bk7231n#bk7231t#bl602#home_assistant#iot#ln882h#mqtt#smart_home#tasmota#tuya#w600#w601#w800#w801#wifi#xr809 OpenBeken is a free Tasmota-like firmware for Tuya devices with chips like BK7231T/N, BL602, W600, ESP32, and 20+ others, adding MQTT, Home Assistant auto-discovery, OTA updates, scripting, sensors, power metering, and RGB LED control. Download ready binaries, flash easily via GUI tools or UART, and use a 700+ device database with guides. You gain cloud-free smart home control, easy local setup without AP mode, lower power use, and full customization for reliable automation. https://github.com/openshwprojects/OpenBK7231T_App
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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。