美股详情

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Oculis

21.15

-0.3900-1.81%

成交量：9.59万

成交额：204.54万

市值：11.07亿

市盈率：-7.87

高：21.70

开：21.70

低：20.97

收：21.54

52周最高：23.08

52周最低：14.00

股本：5,233.58万

流通股本：4,092.14万

量比：0.72

换手率：0.23%

股息：- -

股息率：- -

每股收益(TTM):-2.6873

每股收益(LYR):-2.3426

净资产收益率：-83.96%

总资产收益率：-29.71%

市净率：6.17

市盈率(LYR):-9.03

数据加载中...

总览公司新闻公告

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%

AI算力下半场，具备预期差的方向

环球老虎财经app

【券商聚焦】中信建投：算力的资本开支具有持续性关注OCS、CPO、CPC等各种新技术、新产品商业化进展

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

谷歌：OCS技术降本30%+功耗40%，2026年驱动800G需求

AI带飞！OCS概念股集体爆发，这些公司股东却默默减持

周末发酵：OCS升温、OpenAI+立讯歌尔打造智能硬件、甲骨文与Meta签200亿美金大单

橙子不糊涂

谷歌测试通过压电陶瓷（DLBS）OCS 技术，突破 AI 集群光交换性能瓶颈

临床Ⅲ期失败，公司股价暴跌83%

佰傲谷BioValley

开源证券：OCS或加速发展光通信、液冷迎新机遇

智通财经网

锐捷网络：公司未与英伟达合作开发CPO交换机

锐捷网络：目前尚无OCS交换机产品，未与英伟达合作开发CPO交换机

【券商聚焦】中金公司：关注OCS产业趋势及该产业链中的在位厂商和潜在进入厂商

Oculis Holding Ag2025财年第二财季实现净利润-30.72百万美元，同比减少33.33%

中金：OCS或为AI新型网络架构下创新光学底座建议关注相关产业趋势

上海证券：国产芯片替代加速 OCS光交换开启新纪元

中信证券：OCS技术路线长期来看有望成为AI基建的主流

中信证券研报表示需求决定供给是商业世界重要规律AI大模型与以往截然不同的需求带来产业链变革机遇。使用OCS构建大型算力集

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中信建投发研报指，阿里巴巴在其云栖大会上表示正在积极推进三年3800亿元的AI基础设施建设计划，并将会持续追加更大的投入，2032年阿里云全球数据中心的能耗规模相较于2022年将提升10倍。英伟达与OpenAI宣布双方达成战略合作伙伴关系：OpenAI将部署至少10GW的英伟达系统，而英伟达也将向OpenAI持续投资，投资总额最高达1000亿美元。近期算力板块呈现震荡走势，但从产业趋势来看，无论是海外，还是国内，均在加码算力相关投资。我们认为，算力的资本开支具有持续性，调整是机会，同时建议积极关注OCS、CPO、CPC、空芯光纤等各种新技术、新产品商业化进展。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250109/ODJmOWY1ZDhkZDY4MmEzZDMyMTcwNTE1ODgyMzc=.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"1966973","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":null,"symbols":["LU0348767384.USD","06869","BK1607","BK0276","BK1523","BK1134","BK1613","BK1585","BK1588","LU0588546209.SGD","BK1149","OCS","LU0348766576.USD","LU0307460666.USD","SG9999006597.SGD","BK1506","BK4007","BK1109","BK1575","601066","06682","09698"],"gpt_icon":0},{"id":"2570816114","title":"和讯投顾邓雄：OCS为何成为光博会焦点？","url":"https://stock-news.laohu8.com/highlight/detail?id=2570816114","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2570816114?lang=zh_cn&edition=fundamental","pubTime":"2025-09-28 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技术领域取得新进展，正积极测试基于压电陶瓷的OCS方案，以优化其AI超算集群的网络性能。据行业分析，压电陶瓷OCS的系统损耗最低、切换速度最快，尤其适合高稳定性的AI集群互联场景，且其兼具正逆压电效应，能高效实现光电信号转换，拥有低能耗、无电磁噪音、寿命长，适配严苛工作环境等优势。此次测试或加速压电陶瓷在超大规模GPU互联中的应用，推动数据中心效能升级。","market":"fut","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://stock.jrj.com.cn/2025/09/23084153299257.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":"jrj_jhqb","symbols":["BK4561","LU1804176565.USD","GOOGL","LU0094547139.USD","LU0477156797.USD","IE00BQXX3C00.GBP","LU0345770993.USD","LU0128525689.USD","IE0004091025.USD","IE00BQXX3D17.EUR","LU1244550494.USD","IE00BZ199S13.USD","LU2108987350.USD","LU2764262908.HKD","IE00BMPRXR70.SGD","BK4592","GOOG","LU0203202063.USD","BK4579","IE00B775H168.HKD","LU2168564495.EUR","IE0004445015.USD","BK4532","USJW.SI","BK4554","LU0444973449.USD","LU2191332357.HKD","LU0648001328.SGD","OCS","BK4077","LU0943347566.SGD","LU0276348264.USD","LU0477156953.USD","LU0690374961.EUR","BK4612","LU1670627923.USD","LU0545039389.USD","LU2286300806.USD","LU0211328371.USD","IE00B5TLWC47.USD","LU0068578508.USD","IE0009356076.USD","LU2430703251.USD","LU1868836914.USD","LU0942090050.USD","LU2361044949.HKD","LU0210533765.USD","LU1642822529.SGD","IE0005OL40V9.USD","LU0348723411.USD"],"gpt_icon":1},{"id":"2569756566","title":"谷歌：OCS技术降本30%+功耗40%，2026年驱动800G需求","url":"https://stock-news.laohu8.com/highlight/detail?id=2569756566","media":"新浪财经","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569756566?lang=zh_cn&edition=fundamental","pubTime":"2025-09-23 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Laser决定提前终止本次股份减持计划，剩余未减持股份在该次减持计划期间内不再减持。","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":"https://finance.sina.com.cn/stock/relnews/cn/2025-09-22/doc-infrkftf4609766.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":"sina","symbols":["BK4007","OCS"],"gpt_icon":0},{"id":"2569224438","title":"周末发酵：OCS升温、OpenAI+立讯歌尔打造智能硬件、甲骨文与Meta签200亿美金大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2569224438","media":"橙子不糊涂","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2569224438?lang=zh_cn&edition=fundamental","pubTime":"2025-09-21 22:02","pubTimestamp":1758463346,"startTime":"0","endTime":"0","summary":"2，OpenAI联手立讯、歌尔打造智能硬件周末The information发了2篇关于智能硬件的文章，非常有意思。第1篇是OpenAI+立讯歌尔：第2篇是“为什么智能手机是最佳AI设备”：这样的争论会持续下去，不过我偏向于第2篇文章的观点。","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=nesSN20250921232638a72d8a17&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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技术，突破 AI 集群光交换性能瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=2568252748","media":"IT之家","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2568252748?lang=zh_cn&edition=fundamental","pubTime":"2025-09-19 18:38","pubTimestamp":1758278299,"startTime":"0","endTime":"0","summary":"近日，谷歌在光路交换机技术领域取得新进展，正积极测试基于压电陶瓷的 OCS 方案，以优化其 AI 超算集群的网络性能。据行业分析，压电陶瓷 OCS 的系统损耗最低、切换速度最快，尤其适合高稳定性的 AI 集群互联场景。此次测试或加速压电陶瓷在超大规模 GPU 互联中的应用，推动数据中心效能升级。谷歌此前 OCS 采用 MEMS 微镜，因良率问题需屏蔽部分通道，而压电陶瓷或突破这一限制。","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=nesSN2025091918455495387ce0&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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光通信、液冷迎新机遇","url":"https://stock-news.laohu8.com/highlight/detail?id=2566651406","media":"智通财经网","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2566651406?lang=zh_cn&edition=fundamental","pubTime":"2025-09-09 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及该产业链中的在位厂商和潜在进入厂商","url":"https://stock-news.laohu8.com/highlight/detail?id=2564829839","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2564829839?lang=zh_cn&edition=fundamental","pubTime":"2025-09-02 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Holding Ag2025财年第二财季实现净利润-30.72百万美元，同比减少33.33%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563789870","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2563789870?lang=zh_cn&edition=fundamental","pubTime":"2025-08-29 14:00","pubTimestamp":1756447225,"startTime":"0","endTime":"0","summary":"8月29日，Oculis Holding Ag公布财报，公告显示公司2025财年第二财季净利润为-30.72百万美元，同比减少33.33%；其中营业收入为0.00美元，每股基本收益为-0.59美元。从资产负债表来看，Oculis Holding Ag总负债48.40百万美元，其中短期债务389447.24美元，资产负债比为0.05，流动比率为0.05。机构评级：截至2025年8月29日，当前有6家机构对Oculis Holding Ag目标价做出预测，其中目标均价为37.05美元，其中最低目标价为28.02美元，最高目标价为50.18美元。","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=nesSN20250829140027a4a6dea6&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description 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13:40","pubTimestamp":1756446040,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，中金发布研报称，海外光通信公司COHR、LITE在2Q25财报中均提到已获得OCS初期收入，且预期相关收入将持续增长。Coherent认为OCS存有20亿美元的潜在增量市场空间。建议关注OCS产业趋势、及该产业链中的在位厂商和潜在进入厂商。Coherent也在2Q25公开业绩会上表示OCS交换机存在20亿美元的潜在市场机会。风险因素OCS技术发展不及预期；CPO等其他交换机技术的替代性竞争。","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/1338324.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"],"gpt_icon":0},{"id":"2562074897","title":"上海证券：国产芯片替代加速 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