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。
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Bot API was updated to version 6.4 Forums • Bots can now open, close, edit and toggle the visibility of the General Topic. • Added support for new service messages, like ForumTopicEdited, GeneralForumTopicHidden and more. • The method sendChatAction can now send actions to any thread or topic via the message_thread_id parameter. Spoilers • Added spoiler detection via the new has_media_spoiler field in the Message class. • Bots can send media covered by a spoiler animation via the has_spoiler field in sendPhoto, sendVideo and sendAnimation. Web Apps • Added a native QR scanner popup, controllable via showScanQrPopup and closeScanQrPopup. • Web Apps launched from the attachment menu can request clipboard text via readTextFromClipboard. • Added a platform field, showing which platform the web app is being used on. General • Added the is_persistent field, to keep ReplyKeyboards open by default. See the full changelog for details on the official website. #update#BotAPI https://t.me/+VMLgtEPNL49jZmNh
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