TGINSIGHT SIMILAR POSTS
Source channel @githubtrending · Post #15547 · Mar 7
#python#agent_memory#financial_forecasting#future_prediction#knowledge_graph#llms#multi_agent_simulation#public_opinion_analysis#python3#social_prediction#swarm_intelligence MiroFish is a simple AI tool that predicts anything by creating a digital world from your data like news, policies, or stories. Upload seed info and describe what you want to predict; it builds thousands of smart agents with personalities and memories to interact, simulate futures, and give you a detailed report plus chat access. You benefit by testing decisions risk-free—like policy impacts or story endings—making smart choices or fun ideas win through safe, accurate previews. https://github.com/666ghj/MiroFish
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。