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Oculis

27.42

+0.46001.71%

盘后：27.420.00000.00%16:10 EDT

成交量：28.80万

成交额：778.58万

市值：15.85亿

市盈率：-11.51

高：27.50

开：26.40

低：26.25

收：26.96

52周最高：30.68

52周最低：14.00

股本：5,780.69万

流通股本：4,406.43万

量比：0.82

换手率：0.65%

股息：- -

股息率：- -

每股收益(TTM):-2.3818

每股收益(LYR):-2.3426

净资产收益率：-73.45%

总资产收益率：-28.65%

市净率：6.29

市盈率(LYR):-11.70

数据加载中...

总览公司新闻资讯公告

Oculis Holding Ag2025财年实现净利润-1.19亿美元，同比减少22.18%

AI驱动光通信革命：千亿美元市场背后的技术博弈与投资机遇

半导体行业小报

国信证券：AI变革推动OCS新技术快速发展推荐关注OCS产业链公司

财报前瞻｜Oculis本季度营收预计下滑35.91%，机构观点偏多

摩根大通——相干公司（Coherent Corp）2026财年第二季度财报回顾：尽管管理层态度保守，每股收益增长潜力仍上调（附下载）

外资精华观点

【今日主题前瞻】各地政策密集出台，为消费市场"开门红"注入强劲动力

关键AI客户CPO大单，“光模块巨头”Coherent掉队的担忧解除了？

华尔街见闻

AI网络超级周期杀到2026年，最大赢家从“易中天”变成“中天太长”？

美迪凯(688079.SH)：公司暂未涉及OCS(光交换机)相关产品的制造

Oculis Holding Ag盘中异动急速拉升5.75%

Oculis Holding Ag盘中异动快速下跌5.06%

诺安基金邓心怡：AI产业内部正在发生深刻的结构性演变

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

联发科借TPU v7项目经验赋能天玑9600将携三大省电技术登场

ITBEAR科技资讯

联发科借TPU v7项目经验，携三大省电技术助力天玑9600提升能效

ITBEAR科技资讯

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

市场震荡分化，算力硬件强势爆发，商业航天政策红利有望延续

追随谷歌TPU脚步，OCS技术站上AI浪潮之巅

光模块大佬

反转了？

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25年第四季度业绩会公布OCS订单积压已突破4亿美元，主要来自3家核心客户，且需求仍在大幅增加，预计26年第四季度营收超1亿美元。","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/1407985.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":["BK0188","OCS","BK0276","002736","BK0028","BK0183","BK4007"],"gpt_icon":0},{"id":"1121333726","title":"财报前瞻｜Oculis本季度营收预计下滑35.91%，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1121333726","media":"财报Agent","labels":["earningPreview"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121333726?lang=zh_cn&edition=fundamental","pubTime":"2026-02-24 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Corp）2026财年第二季度财报回顾：尽管管理层态度保守，每股收益增长潜力仍上调（附下载）","url":"https://stock-news.laohu8.com/highlight/detail?id=2612314362","media":"外资精华观点","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612314362?lang=zh_cn&edition=fundamental","pubTime":"2026-02-19 08:48","pubTimestamp":1771462100,"startTime":"0","endTime":"0","summary":"免费体验“高时效”国际投行研报“T+0至T+1”“原研报”可至底部下载摩根大通——相干公司2026财年第二季度财报回顾： portfolio 广泛需求强劲与产能扩张推动增长加速；尽管管理层态度保守，每股收益增长潜力仍上调；目标价升至245美元精华翻译核心业绩表现 营收超预期：总营收16.86亿美元，高于摩根大通预期的16.30亿美元、市场共识的16.41亿美元及公司指引区间；经调整后同比增长22%，数据中心及通信业务需求异常强劲为核心驱动力。","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=nesSN2026021909024697a67a3f&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, 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19:17","pubTimestamp":1768821420,"startTime":"0","endTime":"0","summary":"　　全球AI基础设施投资正进入新一轮超级周期。野村证券最新研究显示，受多项技术升级路线图和关键组件供应短缺双重驱动，全球AI网络市场增长势头将延续至2026年甚至2027年，光模块、光纤光缆、高速铜缆等核心赛道迎来结构性机遇。　　据追风交易台消息，野村证券Bing Duan团队在1月9日发布的研报中认为，800G光模块出货量将从2025年的2000万只增至2026年的4300万只，1.6T光模块出货量将从250万只激增至2000万只。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"f8760765ec78192cb1bc88074daa8bdf","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/marketresearch/2026-01-19/doc-inhhvwpt6834659.shtml","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":"sina","symbols":["IE00BK4W5M84.HKD","LU0256863811.USD","NVDS","AI","NVDW","IE00BHPRN162.USD","NVD3.UK","DIPS","LU2089985449.USD","NVD","NVDY","LU0642271901.SGD","LU0154236417.USD","SNVD.UK","LU0979878070.USD","NVII","LU1868836757.USD","NVIW.SI","ELS","TFC","LU2247934214.USD","OCS","USJW.SI","SOXX","NVDQ","NVDX","LU0820561909.HKD","BK4528","LU2491050071.SGD","LU2746668461.USD","AEC","LU0251132253.USD","SINA","PCB","LU0708994859.HKD","LU2023251221.USD","LU0072462426.USD","NVDD","NVDS.UK","NVD2.UK","NVDA","NVDG","LU0882574139.USD","NVDU","SMH","2NVD.UK","3NVD.UK"],"gpt_icon":1},{"id":"2604189048","title":"美迪凯(688079.SH)：公司暂未涉及OCS(光交换机)相关产品的制造","url":"https://stock-news.laohu8.com/highlight/detail?id=2604189048","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604189048?lang=zh_cn&edition=fundamental","pubTime":"2026-01-19 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急速拉升5.75%","url":"https://stock-news.laohu8.com/highlight/detail?id=2604191059","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2604191059?lang=zh_cn&edition=fundamental","pubTime":"2026-01-17 03:22","pubTimestamp":1768591345,"startTime":"0","endTime":"0","summary":"北京时间2026年01月17日03时22分，Oculis Holding Ag股票出现波动，股价大幅上涨5.75%。Oculis Holding Ag股票所在的生物技术行业中，整体跌幅为0.14%。其相关个股中，Jaguar Health, Inc.、Immunitybio, Inc.、Cytomx Therapeutics, Inc.涨幅较大，Jaguar Health, Inc.、Aditxt, Inc.、Biodexa Pharmaceuticals Plc较为活跃，换手率分别为3314.77%、212.32%、130.44%，振幅较大的相关个股有Jaguar Health, Inc.、Novabay Pharmaceuticals, Inc.、Moolec Science Sa C/Wts 30/01/2028，振幅分别为112.49%、52.66%、48.70%。Oculis Holding Ag公司简介：Oculis Holding AG 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Ltd C/Wts 25/01/2029涨幅较大，Pmgc Holdings Inc.、Psyence Biomedical Ltd.、Aditxt, Inc.较为活跃，换手率分别为193.51%、73.66%、49.43%，振幅较大的相关个股有Silexion Therapeutics Corp C/Wts Exp 15/08/2029 、健永生技、Apollomics Inc C/Wts 01/04/2028 ，振幅分别为351.58%、142.43%、103.24%。Oculis Holding Ag公司简介：Oculis Holding AG 是一家生物制药公司，致力于拯救视力并改善眼科护理。","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=nesSN20251223045557a46bc5a6&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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目前正处于样品交付与客户验证阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2590310821","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2590310821?lang=zh_cn&edition=fundamental","pubTime":"2025-12-09 18:51","pubTimestamp":1765277478,"startTime":"0","endTime":"0","summary":"近期，受AI算力建设需求驱动，光交换产品受到市场高度关注。公司始终紧密跟进前沿技术演进，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，尚未取得海外主流厂商的批量订单，该样品订单对公司营收贡献有限。当前OCS领域技术路线多样、研发门槛高，整体市场仍处早期培育与生态形成阶段，其技术路径、应用场景与规模化时间表仍具有不确定性，市场前景尚未明朗。","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/1379456.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["BK4007","688205","BK0214","OCS"],"gpt_icon":0},{"id":"2589338086","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2589338086","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2589338086?lang=zh_cn&edition=fundamental","pubTime":"2025-12-08 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":"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/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":["600909","BK0183","OCS","BK0077","BK0051","BK0201","300456","BK4007","BK0276","BK0028","BK0214","BK0125"],"gpt_icon":0},{"id":"2588207861","title":"联发科借TPU v7项目经验赋能 天玑9600将携三大省电技术登场","url":"https://stock-news.laohu8.com/highlight/detail?id=2588207861","media":"ITBEAR科技资讯","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2588207861?lang=zh_cn&edition=fundamental","pubTime":"2025-12-04 07:17","pubTimestamp":1764803848,"startTime":"0","endTime":"0","summary":"科技领域近期迎来一项备受瞩目的合作成果——联发科深度参与谷歌最新AI芯片TPU v7的设计工作，这一消息引发了行业内外的广泛关注。尽管专用集成电路与移动处理器在设计理念上存在显著差异，但联发科计划将在TPU v7项目中积累的经验转化为提升移动芯片能效的关键技术。通过将TPU v7项目中的技术积累转化为移动芯片的能效优势，天玑9600有望在性能与功耗之间实现新的平衡，为消费者带来更出色的使用体验。","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=nesSN20251204074136978eaa7f&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, 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11:28","pubTimestamp":1764214095,"startTime":"0","endTime":"0","summary":"谷歌 GEMINI3.0大模型 和 TPU芯片 两大杀手锏的推出，意义重大。值得一提的是，谷歌第七代TPU芯片采用的OCS技术创新，是成本压缩的关键，价格低至英伟达GPU芯片的1/5，但在特定场景下拥有更强的推理计算能力，因而也受到Meta等大客户的青睐，又为谷歌带来新的增长极。过去5年间，谷歌在OCS技术上投入了5亿至10亿美元，堪称OCS交换机领域的先驱。OCS技术会替代光模块CPO吗？","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=nesSN20251127113101a4bd1ffd&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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17:42","pubTimestamp":1764150177,"startTime":"0","endTime":"0","summary":"市场首先大幅低估了 26 年的需求，再次无视了 27 年的需求增长。谷歌全栈能力回击 AI 泡沫论为何现阶段要关注谷歌链？近期产业界与资本市场均对 AI 资本开支的回报产生担忧，转而更关注 AI 技术在产业中的实际落地效果。谷歌与英伟达真的存在绝对对立吗？市场反应也印证了这一趋势：上周市场已消化 “谷歌采用 TPU 进行模型训练” 的预期；本周则进一步消化 “谷歌将 TPU 对外出售给 Meta” 的消息。","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=nesSN20251126175713a4bb90f3&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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