吴说获悉，币安将于 9 月 3 日 21:45 UTC+8 上线 GPRO USDT 永续合约。运动相机公司 GoPro 近期宣布以 2.85 亿美元现金与 Starman Optical 合并，转向 AI 数据中心与防御光学技术后，股价出现大幅上涨。

我还持有10000股SIVE当作长期彩票，之前最多时候持有大概50000股。主要是之前读到Irrational Analysis 对 Sivers（$SIVE），这种分布式激光器CPO 叙事的核心质疑： 良率的乘法效应：CPO 把 ASIC、多个 optical engine、激光器阵列、光纤阵列与热管理整合进一个高价值封装；每个环节即使单体良率很高，系统良率也会随组件数迅速下降。比如若 32 个子组件各为 95% 良率，合格率仅约 19.4%。 Sivers 的多波长 DFB 阵列路线理论上适配外置光源和 CPO。 但是它并没有在大规模 CPO/OCI 部署中通过认证并实现可重复的量产良率。 技术可行，小规模验证，和大规模量产之间有着巨大的鸿沟，如果你熟悉旭创，天孚这些公司的发展历史，就知道跨越每个鸿沟的难度有多大了。

8月11日武汉中国信科光通信陈列馆迎学生参观热潮，展现光通信从跟跑到领跑历程。 On August 11, the China Information and Communication Technologies (CICT) Optical Communication Exhibition Hall in Wuhan welcomed a surge of student visitors, #Optical#

MSX 上新公告｜$LAZR.M 🎯 7 月 2 日，MSX 正式上线 $LAZR.M RWA 现货。 Tema Photonics & Optical ETF，是 Tema 与 SemiAnalysis 联合打造的首只机构级光子学主题 ETF。 🔦 24 只持仓顺着数据流一路铺开， 从硅光、CPO 到光模块和光纤光缆， 瞄准 AI 数据中心正在发生的「光替铜」。 📝 铜互联走到瓶颈， $LAZR.M 把下一程交给光。 #光通信#

马斯克真牛逼！不得不服！刚刚我登陆美国联邦贸易委员会官网，信息属实！ 请看图，FTC已确认马斯克个人收购前Starlink激光团队创办的光通信企业Mesh Optical，这意味着马斯克补齐了天地一体化算力通信闭环，太空光通信优势持续扩大。 可能的影响有： 中长期利空国内中际旭创、新易盛等依靠北美出口型光模块企业，核心利润池天花板被锁死了。

Fabrinet 之前公布了极其强劲的2026财年第三季度 （Q3）财报（营收达 12.1 亿美元，EPS 同比大涨 47.6%，均超出市场预期）。作为 AI 算力供应链中关键光模块（Optical Transceiver）代工厂的强劲地位。但是公司对下一个季度的业绩指引（Guidance）相对保持谨慎。 在之前的光通信行业大爆发中，Fabrinet 一直受到EML（电吸收调制激光器）芯片供应紧张的掣肘。 根据公司在 2026 年光纤通信大会（OFC）以及近期披露的信息，Fabrinet 已经成功引入并批准了第二家激光器光源供应商。这意味着其 800G 及更高规格光模块的产能瓶颈正在被打破，未来交付速度会加快，但也意味着行业早期的“极端供不应求”溢价开始向常态化过渡。 $FN

又看了一天的报表和报告，即使有AI帮忙，也够累的。尤其眼睛，盯着40多寸荧幕。让同把Optical的资料再更新一遍，对比其他AI基建市场、竞争和估值。 今天把三个组合的现金回归到15%， 30%，30%。 有时候，就要学会取舍和等待。 投资的纪律比一切重要。

🔥【兴证通信】FCC扰动再迎积极信号：ITI明确反对扩大至光模块，继续坚定看好龙头 [玫瑰]#ITI正式向FCC表达反对意见，##光模块“一刀切”纳入Covered# List的概率进一步降低。ITI在最新提交FCC的文件中明确建议，Covered List应继续采取“精准、基于风险”的方式，聚焦与外国对手存在明确关联的实体或产品，而不应宽泛覆盖来自可信企业的整个技术品类。更重要的是，ITI单独提出，不应将光收发模块（optical transceivers）纳入Covered List，尤其反对将所有外国生产的光模块整体纳入限制范围。 [玫瑰]#核心原因还是AI基础设施离不开全球光模块供应链。ITI特别强调，光模块对于数据中心建设具有重要作用，一旦供应链受到扰动，将直接影响美国数据中心部署乃至美国AI竞争力。即使FCC后续考虑采取行动，ITI也建议应采取更窄的范围，重点针对已经处于Covered# List中的特定实体，而不是按照生产国家或整个光模块品类进行限制，同时要求FCC在正式行动前与产业界充分沟通。 [玫瑰]#我们认为近期FCC担忧已被市场较充分交易，龙头配置价值进一步凸显。当前北美AI数据中心高速光模块需求仍处于爆发期，800G、1#.6T持续放量，真正能够满足北美头部CSP大规模稳定交付的供应商本就有限。在这种背景下，如果对整个海外光模块供应链实施激进限制，反而会明显影响美国自身AI基础设施建设。此次ITI直接向FCC表达产业界诉求，是一个重要的边际积极信号。#继续坚定看好中际旭创、新易盛等全球光模块龙头，##短期政策噪音不改AI需求、全球份额和长期成长逻辑。# [太阳]ITI官网原文件欢迎私信～

兄弟们，不得了了，刚才有社群有同学反馈Lovart 里面Seedream 5.0 Pro 可以生成无审查大尺度图片，试了下真的行啊，太离谱了啊，草台班子就是草台班子。 提示词 A cinematic low-angle editorial portrait of an adult East Asian female model seated extremely close to the camera, wearing elegant dark charcoal-gray lingerie. Her legs dominate the extreme foreground, creating dramatic wide-angle foreshortening and powerful near-to-far perspective exaggeration. The closest parts of her legs fall into soft optical defocus and creamy foreground bokeh. Her torso leans backward in a relaxed, self-possessed pose, head slightly tilted, distant tranquil gaze, long dark tousled hair, muted deep-red lips, natural skin texture, subtle visible pores, delicate subsurface scattering, realistic warm skin tones. Behind her is a gigantic seamless full-color semi-realistic anime mural covering the entire wall. The mural depicts an extremely dense ensemble of numerous clearly adult female characters portrayed as artistic nude figure studies. Dozens of adult anime women are packed tightly together in one continuous wall-to-wall composition, with overlapping bodies, intertwined silhouettes, flowing hair, shoulders, backs, waists, hips, arms, and legs forming a complex organic visual rhythm. The illustrated women have sophisticated semi-realistic anime anatomy, mature adult facial features, elegant body proportions, natural anatomical structure, refined facial rendering, expressive eyes, detailed hair, painterly skin shading, and subtle cel-shaded contours. Their poses feel calm, sculptural, and editorial rather than erotic. Hair, hands, arms, overlapping bodies, cropped framing, fabric fragments, and deep shadows naturally obscure explicit anatomical details, creating tasteful fine-art nudity without graphic sexual emphasis. Several large central anime women dominate the mural, surrounded by dozens of smaller partially cropped female figures at different scales. Faces and bodies overlap densely, with characters extending beyond every edge of the frame. Almost no empty negative space. The mural must feel like one enormous continuous group illustration, not separate portraits, not a collage, and not comic panels. The mural is richly colored with a sophisticated cinematic palette: warm ivory, peach, soft rose, muted coral, amber, burgundy, plum, desaturated teal, cobalt blue, smoky violet, and deep crimson. Illustrated skin tones vary naturally across the crowd, enhanced by painterly gradients, soft reflected light, luminous highlights, translucent shadow colors, and refined anime-style subsurface glow. Dark hair masses interlock with pale and warm-colored bodies, producing a dense chromatic tapestry. The background combines premium Japanese anime aesthetics with semi-realistic digital painting, mature seinen illustration, fine-art figure drawing, elegant editorial anatomy studies, painterly cel shading, clean controlled linework, realistic volumetric lighting, and highly detailed facial rendering. It should feel like a monumental museum-scale anime fresco rather than a printed poster. A hard directional spotlight shines from the upper right, producing intense chiaroscuro, sharp rim lighting, and a clearly defined cast shadow of the real model falling across multiple illustrated nude figures. The shadow follows the contours of the mural, visually embedding the physical model inside the illustrated female crowd. Strong contrast between warm photographic skin and the richly colored painted bodies behind her. The live-action model remains unmistakably photographic, while the mural remains unmistakably illustrated. Dramatic scale contrast, surreal integration of physical reality and anime art, tactile human skin against painted digital bodies, sophisticated fashion editorial atmosphere, visually striking but tasteful, cinematic and psychologically distant rather than overtly erotic. Shot with a 24mm wide-angle lens from an extremely low camera position, slight Dutch angle, shallow depth of field, exaggerated foreground perspective, realistic lens distortion, foreground bokeh, subtle cinematic film grain, restrained chromatic aberration, natural optical vignette, high dynamic range, dramatic cinematic color grading, surreal editorial photography, highly detailed, photographically believable lighting. single continuous mural, seamless female ensemble illustration, full-color semi-realistic anime artwork, clearly adult women only, tasteful artistic nudity, mature figure studies, elegant anatomy, dense overlapping composition, no comic panels, no collage, no gutters, no speech bubbles, no empty background, no monochrome artwork --ar 3:4 --style raw

【美股1小时聚合快讯】 1⃣Roundhill Memory ETF($DRAM)已将兆易创新(GigaDevice Semiconductor)纳入持仓，权重 2.91%。 ▪️ DRAM ETF 专注内存芯片，主要持有三星、美光、SK 海力士等巨头；CXMT 由兆易创新创始人朱一明参与创立，双方有技术、代工和投资合作。 2⃣马斯克获批收购前 SpaceX 工程师创立的光通讯初创公司 Mesh Optical Technologies。 ▪️Mesh 专注于 1.6T OSFP 可插拔模块。技术涉及光学引擎高可靠性 DFB 激光技术 ▪️白毛股神Serenity认为此类收购利好激光组件供应商（ $SIVE、$POET、LITE、MTSI 等），可能推动相关 M&A 和营收增长。 3⃣苹果公司游说特朗普政府允许其购买中国长鑫存储（CXMT） 制造的 DRAM 芯片。 ▪️ CXMT是中国大陆目前规模最大的本土 DRAM 制造商，与兆易创新高度关联