Oculis(OCS)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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OCS Oculis

交易中 12-15 14:43:54 EST

20.69

-0.04

-0.19%

最高20.97	最低20.59	成交量6.75万
今开20.97	昨收20.73	日振幅1.82%
总市值11.81亿	流通市值9.53亿	总股本5,707万
成交额139.96万	换手率0.15%	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--

数据加载中...

北京优虎网络科技有限公司

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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":"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://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":["OCS","BK0214","688205","BK4007"],"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://www.laohu8.com/m/news/2589338086?lang=zh_cn&edition=full","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":"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://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":["BK4007","OCS","BK0028","BK0051","BK0201","BK0276","BK0077","300456","600909","BK0183","BK0214","BK0125"],"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 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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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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10:31","pubTimestamp":1764037915,"startTime":"0","endTime":"0","summary":"图片说明：OCS及其组件占系统成本小于5%、能效小于3%，数据来源于Google Research OCS的市场空间谷歌尚未对外出货OCS，也未公开披露谷歌自己使用了多少台OCS，这涉及商业机密。图片说明：关于OCS的生产数量，数据来源于SemiAnalysis假设2025年谷歌新部署3万台OCS，则OCS的市场空间就是25亿美元左右。重点在于，谷歌已经用Gemini 3 Pro证明了TPU+OCS可以训练出世界上最优秀的AI大模型，谷歌对外部销售TPU+OCS才刚刚开始，OCS的市场空间或许还处在1-100的初始阶段。","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=nesSN20251125103611a70f8054&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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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":"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/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":["LU2211815571.USD","LU2237438978.USD","LU1917777945.USD","LU0158827781.USD","SG9999015945.SGD","LU0106261372.USD","LU1699723380.USD","LU2471134952.CNY","LU2471134879.HKD","LU0943347566.SGD","BK4514","LU0345774391.USD","LU2505996509.AUD","LU1003077747.HKD","LU2065171402.SGD","BK4007","LU0130103400.USD","LU0640476718.USD","LU2404859741.USD","GOOGL","LU2125154778.USD","LU0256863811.USD","LU0957808578.USD","LU1201861249.SGD","LU1244550577.SGD","LU2404859667.USD","LU0128525929.USD","LU0061474705.USD","LU1935042488.USD","LU0170899867.USD","LU0784383803.USD","LU0312595415.SGD","IE0004091025.USD","BK0276","LU0942090050.USD","LU0690374961.EUR","OCS","600918","LU1201861165.SGD","LU2242650005.HKD","LU2505996681.GBP","SGXZ51526630.SGD","LU1894683348.USD","LU0690374615.EUR","LU0742534661.SGD","LU2326559502.SGD","LU0820561818.USD","IE00B19Z3581.USD","LU0820562030.AUD","LU0980610538.SGD"],"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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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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