TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #15434 · Jan 24
#jupyter_notebook#aiagent#chatgpt#finance#fingpt#large_language_models#multimodal_deep_learning#prompt_engineering#robo_advisor FinRobot is a free open-source platform using AI agents and large language models for easy financial analysis. It automates stock predictions, equity reports from 10-K filings, risk checks, valuations like P/E ratios, and trading strategies with real-time data from news and markets. Install via Python, add API keys, and run demos for instant insights. This saves you hours on complex research, delivers pro-level reports and forecasts accurately, and helps make smarter investment decisions without expert skills. https://github.com/AI4Finance-Foundation/FinRobot
Search: #cohr
@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。