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OCS Oculis
交易中 03-05 13:20:31 EST
27.81
+0.09
+0.31%
最高
28.59
最低
27.62
成交量
25.32万
今开
28.33
昨收
27.72
日振幅
3.50%
总市值
16.07亿
流通市值
12.25亿
总股本
5,781万
成交额
713.01万
换手率
0.57%
流通股本
4,406万
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
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
智通财经 · 02-27
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
财报Agent · 02-24
财报前瞻|Oculis本季度营收预计下滑35.91%,机构观点偏多
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 · 02-05
关键AI客户CPO大单,“光模块巨头”Coherent掉队的担忧解除了?
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”?
市场资讯 · 01-19
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
中金财经 · 01-19
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%
市场透视 · 01-17
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%
市场透视 · 2025-12-23
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
市场资讯 · 2025-12-15
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
智通财经 · 2025-12-09
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 · 2025-12-08
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 · 2025-11-27
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 · 2025-11-27
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 · 2025-11-25
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 · 2025-11-25
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 · 2025-11-24
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 · 2025-11-07
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 · 2025-10-27
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 · 2025-10-23
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 · 2025-10-22
【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 · 2025-10-16
刚刚,利好来了!算力,重磅消息!
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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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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":"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/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","BK4007","BK0276","BK0183","002736","BK0028","OCS"],"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://www.laohu8.com/m/news/1121333726?lang=zh_cn&edition=full","pubTime":"2026-02-24 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21:11","pubTimestamp":1770297105,"startTime":"0","endTime":"0","summary":"Coherent最新财报以超预期业绩与强劲订单打破市场质疑,其数据中心产品订单出货比超4倍且产能全年告罄,更获关键AI客户CPO大单,重树技术领导者地位。尽管毛利率39%扩张暂未完全匹配需求热度,但全产品线需求爆发与产能爬坡仍推动华尔街上调目标价,公司正步入由AI数据中心投资驱动的盈利增长新周期。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765075","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765075","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2237443549.SGD","IE00BJTD4V19.USD","LU2746668974.SGD","LU2237443895.HKD","LU1280957306.USD","LU1988902786.USD","LU0787776722.HKD","LU0320765489.SGD","LU2552382058.USD","LU1084165304.USD","IE00B1BXHZ80.USD","LU1363072403.SGD","BK4588","LU1974910355.USD","LU2054465674.USD","IE00BZ1G4Q59.USD","LU0208291251.USD","LU1548497426.USD","LU0820562030.AUD","LU1917777945.USD","LU0211328371.USD","DCI","LU0211327993.USD","LU0689472784.USD","LU0170899867.USD","LU0267386448.USD","LU0882574139.USD","LU1032466523.USD","LU1244550577.SGD","LU0106261372.USD","LU0820561818.USD","IE00BDCRKT87.USD","LU0943347566.SGD","LU1629891620.HKD","LU1267930490.SGD","LU1914381329.SGD","LU2381873111.SGD","BK4585","LU2456880835.USD","LU0211326839.USD","LU1668664300.SGD","BK4550","LU2213496289.HKD","IE00BWXC8680.SGD","LU0211326755.USD","LU0265550946.USD","OCS","BK4566","LU0964807845.USD"],"gpt_icon":1},{"id":"2604180005","title":"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”?","url":"https://stock-news.laohu8.com/highlight/detail?id=2604180005","media":"市场资讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2604180005?lang=zh_cn&edition=full","pubTime":"2026-01-19 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":"fut","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","IE00BHPRN162.USD","SMH","SOXX","NVDW","2NVD.UK","NVDU","LU2089985449.USD","NVDX","LU2023251221.USD","NVDD","LU0820561909.HKD","NVDA","AEC","AI","LU0642271901.SGD","NVII","LU1868836757.USD","OCS","3NVD.UK","BK4528","LU0072462426.USD","NVDS.UK","NVDY","LU2746668461.USD","LU0882574139.USD","NVD","LU0251132253.USD","LU0979878070.USD","LU2247934214.USD","NVDQ","NVD3.UK","DIPS","SINA","NVD2.UK","NVDG","NVIW.SI","TFC","SNVD.UK","ELS","NVDS","LU0256863811.USD","LU0154236417.USD","LU2491050071.SGD","LU0708994859.HKD","USJW.SI","PCB"],"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://www.laohu8.com/m/news/2604189048?lang=zh_cn&edition=full","pubTime":"2026-01-19 16:37","pubTimestamp":1768811821,"startTime":"0","endTime":"0","summary":"格隆汇1月19日丨美迪凯(688079.SH)在投资者互动平台表示,公司暂未涉及OCS(光交换机)相关产品的制造,现有 MEMS 产品与 OCS 器件在结构设计上亦有差异;但依托全流程 MEMS 微纳制造平台、12 英寸晶圆级光学薄膜及微透镜阵列加工能力,以及正在开发的 TGV 先进封装工艺,公司可为 OCS 核心器件提供部分底层工艺支撑,并具备一定的技术储备与产业化基础。","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/gushizhibo/20260119/31953452.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":"zhongjincaijing_highlight","symbols":["BK4007","688079","BK0214","OCS"],"gpt_icon":0},{"id":"2604191059","title":"Oculis Holding Ag盘中异动 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://www.laohu8.com/m/news/2604191059?lang=zh_cn&edition=full","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 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=nesSN20260117032226a4cd0f49&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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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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月前后已被证伪。","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":"https://finance.sina.com.cn/money/fund/jjsy/2025-12-15/doc-inhawxxz3914526.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":["GOOGL","LU0072462426.USD","LU1642822529.SGD","LU0128525689.USD","LU0456855351.SGD","2NVD.UK","LU0203347892.USD","NVDA","NVDY","IE00B1XK9C88.USD","LU0878866978.SGD","NVDS.UK","GOOG","LU1066053197.SGD","LU0985489474.SGD","NVDL","SINA","LU0289961442.SGD","NVDD","NVD","LU0640476718.USD","LU0342679015.USD","LU2237438978.USD","LU0310799852.SGD","LU0742534661.SGD","LU0661504455.SGD","LU2191332357.HKD","LU1267930730.SGD","SG9999004303.SGD","3NVD.UK","IE00BDCRKT87.USD","IE00B3M56506.USD","NVD3.UK","USJW.SI","BK4023","LU0308772762.SGD","LU0238689110.USD","NVDS","AI","NVIW.SI","OCS","LU1366192091.USD","LU0048584097.USD","NVDX","SNVD.UK","NVDU","NVD2.UK","LU0345774631.USD","LU0302445910.USD","LU0889566641.SGD"],"gpt_icon":0},{"id":"2590310821","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2590310821","media":"智通财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2590310821?lang=zh_cn&edition=full","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":"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":["BK0214","BK4007","OCS","688205"],"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":"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":["BK0276","BK0077","BK0183","BK0051","BK0028","BK0214","BK4007","BK0125","300456","600909","BK0201","OCS"],"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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有券商指出,算力布局在AI产业中占据越来越重要的核心地位。当前,国产AI芯片持续迭代,自主可控进展顺利,建议重视国产算力的投资机遇。","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":"https://finance.sina.com.cn/stock/zqgd/2025-10-16/doc-infuayzf2359207.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":["BK4528","BK4023","BK4007","OCS","AI","BK4587","BK4588","BK4543","BK4551","BK4585"],"gpt_icon":0}],"profile":{"websiteUrl":"http://www.oculis.com","stockEarnings":[{"period":"1week","weight":-0.0622},{"period":"1month","weight":-0.0451},{"period":"3month","weight":0.4071},{"period":"6month","weight":0.6098},{"period":"1year","weight":0.5409},{"period":"ytd","weight":0.3881}],"compareEarnings":[{"period":"1week","weight":-0.0116},{"period":"1month","weight":-0.0148},{"period":"3month","weight":0.0011},{"period":"6month","weight":0.0585},{"period":"1year","weight":0.1877},{"period":"ytd","weight":0.0047}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"Oculis 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