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OCS Oculis
休市中 12-12 16:00:00 EST
20.73
-0.15
-0.72%
盘后
20.73
+0.00
0.00%
16:10 EST
最高
21.00
最低
20.54
成交量
9.18万
今开
20.90
昨收
20.88
日振幅
2.20%
总市值
11.83亿
流通市值
9.55亿
总股本
5,707万
成交额
190.98万
换手率
0.20%
流通股本
4,606万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
德科立(688205.SH)：硅基OCS产品已获取海外样品订单 目前正处于样品交付与客户验证阶段
智通财经 · 12-09
德科立(688205.SH)：硅基OCS产品已获取海外样品订单 目前正处于样品交付与客户验证阶段
华安证券：OCS光交换机有望迎来高速成长期 建议关注赛微电子(300456.SZ)等
智通财经 · 12-08
华安证券：OCS光交换机有望迎来高速成长期 建议关注赛微电子(300456.SZ)等
一文读懂：谷歌TPU芯片采用的OCS技术为何先进？中国光模块厂商持续受益
每日经济新闻 · 11-27
一文读懂：谷歌TPU芯片采用的OCS技术为何先进？中国光模块厂商持续受益
追随谷歌TPU脚步，OCS技术站上AI浪潮之巅
光模块大佬 · 11-27
追随谷歌TPU脚步，OCS技术站上AI浪潮之巅
谷歌“千倍算力”目标搅动A股：光库科技成OCS概念旗手，市值2天飙涨超90亿
时代周报 · 11-25
谷歌“千倍算力”目标搅动A股：光库科技成OCS概念旗手，市值2天飙涨超90亿
坐上算力C位的OCS光交换机，市场空间有多少？
估值之家 · 11-25
坐上算力C位的OCS光交换机，市场空间有多少？
普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹
中金财经 · 11-24
普跌调整后短线修复窗口有望开启，AI 产业链或率先引领反弹
中泰证券：重视谷歌AI算力产业链和OCS技术创新带来的投资机会
智通财经 · 11-07
中泰证券：重视谷歌AI算力产业链和OCS技术创新带来的投资机会
超越疯狂！
奥KA姆剃刀 · 10-27
超越疯狂！
东北证券：各厂商积极布局OCS 重点关注三大投资方向
智通财经 · 10-23
东北证券：各厂商积极布局OCS 重点关注三大投资方向
【今日主题前瞻】我国科研团队在机器人算法领域取得重大突破
中金财经 · 10-22
【今日主题前瞻】我国科研团队在机器人算法领域取得重大突破
刚刚，利好来了！算力，重磅消息！
券商中国 · 10-16
刚刚，利好来了！算力，重磅消息！
工信部：开展城域“毫秒用算”专项行动 在城域内提供毫秒级算力资源网络通达能力
智通财经 · 10-16
工信部：开展城域“毫秒用算”专项行动 在城域内提供毫秒级算力资源网络通达能力
凌云光：代理OCS产品处于推广期，与谷歌无OCS业务直接交流
新浪财经 · 10-13
凌云光：代理OCS产品处于推广期，与谷歌无OCS业务直接交流
Oculis Holding Ag盘中异动 股价大涨5.13%
市场透视 · 10-10
Oculis Holding Ag盘中异动 股价大涨5.13%
和讯投顾邓雄：OCS为何成为光博会焦点？
中金财经 · 09-28
和讯投顾邓雄：OCS为何成为光博会焦点？
谷歌测试通过压电陶瓷OCS技术，突破AI集群光交换性能瓶颈
金融界 · 09-23
谷歌测试通过压电陶瓷OCS技术，突破AI集群光交换性能瓶颈
谷歌：OCS技术降本30%+功耗40%，2026年驱动800G需求
新浪财经 · 09-23
谷歌：OCS技术降本30%+功耗40%，2026年驱动800G需求
开源证券：OCS或加速发展 光通信、液冷迎新机遇
智通财经网 · 09-09
开源证券：OCS或加速发展 光通信、液冷迎新机遇
锐捷网络：公司未与英伟达合作开发CPO交换机
格隆汇 · 09-04
锐捷网络：公司未与英伟达合作开发CPO交换机
暂无数据
公司概况
公司名称：
Oculis
所属市场：
NASDAQ
上市日期：
--
主营业务：
Oculis Holding AG于2017年12月11日根据瑞士法律成立。该公司是一家临床阶段的生物制药公司，总部位于瑞士，在用于治疗眼部疾病的疗法方面拥有丰富的专业知识，并参与开发有潜力解决许多眼部疾病的创新候选药物。他们的重点是推进治疗候选药物，以治疗导致视力下降、失明或生活质量下降的重大眼科疾病。他们的临床组合目前包括三种治疗候选药物：OCS-01、OCS-02和OCS-05。
发行价格：
--
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15:24","pubTimestamp":1765178679,"startTime":"0","endTime":"0","summary":"头部厂商带领下，全球OCS光交换机市场规模将从2020年的0.7亿美元增长至2025年的7.8亿美元，年复合增长率达62%。OCS光交换机产业链上游核心器件是产业链技术壁垒最高的环节，价值量占比高。建议关注英唐智控以电子元器件分销为基础，正向半导体设计与制造逐步拓展。赛微电子为国内MEMS工艺开发与晶圆制造领军者，掌握硅通孔、晶圆键合等核心工艺，客户覆盖激光雷达、AI计算等领域。公司营收中MEMS业务占比达83%，2024年毛利率提升至35.1%。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1378730.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK0214","300456","BK0125","BK0051","BK0201","BK4007","600909","OCS","BK0183","BK0276","BK0028","BK0077"],"gpt_icon":0},{"id":"2586213343","title":"一文读懂：谷歌TPU芯片采用的OCS技术为何先进？中国光模块厂商持续受益","url":"https://stock-news.laohu8.com/highlight/detail?id=2586213343","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2586213343?lang=zh_cn&edition=full","pubTime":"2025-11-27 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00:00","pubTimestamp":1764172825,"startTime":"0","endTime":"0","summary":"在这场白热化的算力竞赛中，光模块与OCS技术正从幕后走向台前，成为驱动AI算力集群落地的关键引擎。这套系统可连接4096块TPU芯片，每套包含64个机柜、48个OCS及6144条光纤，实测实现了30%的吞吐量提升和40%的功耗降低。LightCounting同步预测，2029年OCS出货量将超5万台。光模块与OCS技术作为突破算力瓶颈的核心支撑，正迎来历史性发展机遇。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127012649a7136a48&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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18:35","pubTimestamp":1764066928,"startTime":"0","endTime":"0","summary":"获益于此，谷歌大幅提升算力容量消息传出后，光库科技股价连日上涨。不过，光库科技此前始终未对谷歌供应链传言做出过明确回应。投资者曾多次在互动易上向光库科技提问，公司是否涉及OCS业务，但均未获得确切答复。正是借由对武汉捷普的并购，光库科技完成了对OCS技术的布局，并成为此后股价大涨的重要推力。其最新财报数据显示，截至9月30日，光库科技货币资金约8.76亿元，短期借款约3.84亿元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251125183542951961dd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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09:32","pubTimestamp":1763947940,"startTime":"0","endTime":"0","summary":"导读：①AI应用逆势走强：谷歌Gemini3.0Pro更新、蚂蚁灵光APP爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。当地时间11月20日，谷歌的新一代多模态AI模型、第二代NanoBanana更新，此则消息于周末持续发酵。故作为上涨阻力较小的方向能否成为率先引领市场反弹性的新方向便是今日之观盘重点。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/zldongxiang/20251124/31818169.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["AI","LU0210528500.USD","LU0048573561.USD","LU0211328371.USD","LU0784383803.USD","LU0323591593.USD","LU0942090050.USD","LU2271345857.HKD","LU0642271901.SGD","LU2111349929.HKD","LU2552382058.USD","LU1585245621.USD","SG9999015945.SGD","IE00BJTD4V19.USD","USJW.SI","LU2750360641.GBP","LU0348723411.USD","LU0079474960.USD","LU0310800379.SGD","LU1934455277.USD","OCS","LU0345774631.USD","IE00BJJMRX11.SGD","LU2168564065.EUR","LU1074936037.SGD","LU1839511570.USD","LU0417517546.SGD","LU1551013342.USD","GOOG","LU0225283273.USD","LU1934455194.USD","LU1316542783.SGD","LU2458330243.SGD","LU0314106906.USD","LU0109392836.USD","LU2168564495.EUR","GOOGL","LU1914381329.SGD","LU1506573853.SGD","LU2458330169.SGD","LU2487616109.SGD","IE00B19Z8W00.USD","LU1823568750.SGD","BK4543","LU0203345920.USD","LU0203347892.USD","LU1116320901.HKD","IE0004445239.USD","LU0215105999.USD","LU2168564222.USD"],"gpt_icon":1},{"id":"2581425670","title":"中泰证券：重视谷歌AI算力产业链和OCS技术创新带来的投资机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2581425670","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2581425670?lang=zh_cn&edition=full","pubTime":"2025-11-07 07:29","pubTimestamp":1762471762,"startTime":"0","endTime":"0","summary":"中泰证券主要观点如下：谷歌AI全栈优势构筑护城河，资本开支具备提升潜力。全面布局芯片 -网络-模型-应用，自研TPU芯片实现跨越式发展， Gemini模型能力全球领先，重视谷歌算力需求的高增长以及AI硬件创新带来的产业链投资机会。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1366342.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU0690374615.EUR","LU0158827781.USD","LU2211815571.USD","LU0820561818.USD","LU0130103400.USD","OCS","LU1201861165.SGD","LU0957808578.USD","GOOGL","LU0256863811.USD","LU0345774391.USD","LU2404859667.USD","LU2471134879.HKD","BK4514","BK4007","LU0312595415.SGD","LU0942090050.USD","LU0943347566.SGD","LU2065171402.SGD","LU0128525929.USD","LU0106261372.USD","LU0640476718.USD","LU0784383803.USD","LU2125154778.USD","SGXZ51526630.SGD","LU1003077747.HKD","LU0980610538.SGD","LU2505996681.GBP","LU1201861249.SGD","LU0061474705.USD","LU2326559502.SGD","LU2505996509.AUD","LU1917777945.USD","LU0170899867.USD","IE00B19Z3581.USD","SG9999015945.SGD","LU2242650005.HKD","LU2471134952.CNY","LU0742534661.SGD","LU1894683348.USD","LU2404859741.USD","LU0820562030.AUD","LU1699723380.USD","LU1935042488.USD","LU1244550577.SGD","LU0690374961.EUR","LU2237438978.USD","IE0004091025.USD","600918","BK0276"],"gpt_icon":1},{"id":"2578667890","title":"超越疯狂！","url":"https://stock-news.laohu8.com/highlight/detail?id=2578667890","media":"奥KA姆剃刀","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2578667890?lang=zh_cn&edition=full","pubTime":"2025-10-27 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重点关注三大投资方向","url":"https://stock-news.laohu8.com/highlight/detail?id=2577342597","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577342597?lang=zh_cn&edition=full","pubTime":"2025-10-23 09:37","pubTimestamp":1761183450,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，东北证券发布研报称，OCS产业趋势目前仍由海外大厂主导，国内厂商参与度逐步提升，建议重点关注零部件供应或代工机会。重点关注三大投资方向：已进入海外OCS供应/代工环节的厂商、有潜力进入海外OCS供应/代工环节的厂商、积极布局OCS的光模块厂商。数据中心中采用OCS可显著提升整体网络性能、运行效率和可持续性，优势显著。在scale up网络，CPO与OCS可能存在竞争。目前，OCS整体落地应用节奏领先于CPO。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1358508.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["OCS","BK0028","BK0183","BK0276","BK0188","BK4007","000686"],"gpt_icon":0},{"id":"2577381999","title":"【今日主题前瞻】我国科研团队在机器人算法领域取得重大突破","url":"https://stock-news.laohu8.com/highlight/detail?id=2577381999","media":"中金财经","labels":["preview"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2577381999?lang=zh_cn&edition=full","pubTime":"2025-10-22 08:07","pubTimestamp":1761091643,"startTime":"0","endTime":"0","summary":" 据媒体报道，我国科研团队在机器人算法领域取得重大突破，提出全球首个“力位混合控制算法的统一理论”。更值得关注的是，其相关论文目前已斩获国际机器人学习大会杰出论文奖，这也是该奖项设立以来，首次由全中国籍学者团队摘得。 GGII预测，中国人形机器人市场规模到2030年将达到近380亿元。卡倍亿已成立机器人事业部，布局机器人线缆行业、研发机器人线缆产品，目前进展顺利。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/shichangceping/20251022/31725612.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"preview","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["OCS","BK4007"],"gpt_icon":0},{"id":"2575932741","title":"刚刚，利好来了！算力，重磅消息！","url":"https://stock-news.laohu8.com/highlight/detail?id=2575932741","media":"券商中国","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2575932741?lang=zh_cn&edition=full","pubTime":"2025-10-16 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17:00","pubTimestamp":1760346000,"startTime":"0","endTime":"0","summary":"投资者提问：董秘您好。公司代理的Polatis DBS方案OCS产品已向国内主流CSP送样。请问目前送样测试的进展如何？是否已进入客户的小批量试产或采购清单阶段？公司是否与谷歌就OCS技术路线有直接或间接的交流与合作？董秘回答(凌云光SH688400)：您好，感谢您的关注！公司代理的OCS产品在国内处于市场前期推广阶段，面向主流厂商已有送样与小批量采购。公司与谷歌基于OCS业务没有直接的交流与合作。谢谢！查看更多董秘问答>>免责声明：本信息由新浪财经从公开信息中摘录，不构成任何投资建议；新浪财经不保证数据的准确性，内容仅供参考。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251013172316a6b6d773&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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