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Oculis

26.63

-0.4000-1.48%

盘后：26.630.00000.00%16:04 EDT

成交量：10.98万

成交额：291.63万

市值：15.39亿

市盈率：-11.18

高：27.00

开：26.41

低：26.08

收：27.03

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：0.49

换手率：0.25%

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):-11.37

数据加载中...

总览公司新闻资讯公告

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？

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

催化不断！AI硬件全线暴涨商业航天、量子科技等表现活跃

东方财富网

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

【中泰通信】陈宁玉：谷歌链专题：AI全栈式创新，TPU+OCS共塑下一代智算网络

中泰证券研究

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

【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！

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

Oculis Holding Ag盘中异动股价大涨5.13%

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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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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":"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/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":["LU0690374961.EUR","LU2125154778.USD","LU0943347566.SGD","BK4514","LU1894683348.USD","LU0742534661.SGD","LU2211815571.USD","LU0690374615.EUR","LU0640476718.USD","LU1201861249.SGD","LU2505996509.AUD","LU0170899867.USD","GOOGL","LU2404859667.USD","OCS","LU1699723380.USD","LU0820562030.AUD","LU1201861165.SGD","LU2065171402.SGD","LU0158827781.USD","LU2326559502.SGD","BK4007","LU2505996681.GBP","LU0957808578.USD","LU0980610538.SGD","LU2242650005.HKD","IE00B19Z3581.USD","BK0276","LU2471134879.HKD","LU0942090050.USD","LU1917777945.USD","LU1935042488.USD","LU0820561818.USD","LU1244550577.SGD","LU2404859741.USD","LU0345774391.USD","SG9999015945.SGD","LU0106261372.USD","LU0061474705.USD","IE0004091025.USD","LU1003077747.HKD","LU2237438978.USD","600918","LU0312595415.SGD","LU0128525929.USD","LU0784383803.USD","LU0130103400.USD","SGXZ51526630.SGD","LU0256863811.USD","LU2471134952.CNY"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2581868042","title":"【中泰通信】陈宁玉：谷歌链专题：AI全栈式创新，TPU+OCS共塑下一代智算网络","url":"https://stock-news.laohu8.com/highlight/detail?id=2581868042","media":"中泰证券研究","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581868042?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 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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":"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/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":["BK0028","BK0276","BK0183","BK0188","OCS","000686","BK4007"],"isVideo":false,"video":null,"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://ttm.financial/m/news/2577381999?lang=zh_cn&edition=fundamental","pubTime":"2025-10-22 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16:52","pubTimestamp":1760604776,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，10月16日，工业和信息化部办公厅组织开展城域“毫秒用算”专项行动，聚焦算力网络发展，构建高在城域内提供毫秒级算力资源网络通达能力速大容量、确定低时延、泛在广覆盖的城域网络，即面向基础设施实现算力中心毫秒互连，面向重点场所实现算力资源毫秒接入，面向应用终端实现算力应用毫秒可达。","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://www.zhitongcaijing.com/content/detail/1355884.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":["BK4007","OCS"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2575712524","title":"凌云光：代理OCS产品处于推广期，与谷歌无OCS业务直接交流","url":"https://stock-news.laohu8.com/highlight/detail?id=2575712524","media":"新浪财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2575712524?lang=zh_cn&edition=fundamental","pubTime":"2025-10-13 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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