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Oculis

29.41

-0.5800-1.93%

盘后：29.410.00000.00%19:08 EST

成交量：21.41万

成交额：628.73万

市值：17.00亿

市盈率：-11.02

高：29.79

开：29.77

低：29.01

收：29.99

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：0.61

换手率：0.49%

股息：- -

股息率：- -

每股收益(TTM):-2.6693

每股收益(LYR):-2.3426

净资产收益率：-92.19%

总资产收益率：-33.35%

市净率：10.02

市盈率(LYR):-12.55

数据加载中...

总览公司新闻资讯公告

财报前瞻｜Oculis本季度营收预计下滑35.91%，机构观点偏多

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

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？

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

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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":"sg","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":["BK4566","DCI","LU0211326839.USD","IE00BZ1G4Q59.USD","LU0211327993.USD","LU0106261372.USD","LU0320765489.SGD","LU0211328371.USD","LU2456880835.USD","IE00BJTD4V19.USD","LU0689472784.USD","LU1917777945.USD","LU1914381329.SGD","LU0943347566.SGD","IE00BDCRKT87.USD","LU0170899867.USD","LU0964807845.USD","LU1267930490.SGD","LU1363072403.SGD","LU1988902786.USD","LU0211326755.USD","LU2237443549.SGD","IE00BWXC8680.SGD","LU0820561818.USD","LU1974910355.USD","LU1032466523.USD","BK4585","LU2552382058.USD","IE00B1BXHZ80.USD","LU1668664300.SGD","LU1548497426.USD","LU1084165304.USD","LU2746668974.SGD","LU0267386448.USD","OCS","LU0208291251.USD","LU0265550946.USD","LU0820562030.AUD","BK4588","LU2213496289.HKD","LU2054465674.USD","LU1280957306.USD","LU1629891620.HKD","BK4550","LU2237443895.HKD","LU2381873111.SGD","LU0787776722.HKD","LU0882574139.USD","LU1244550577.SGD"],"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://ttm.financial/m/news/2604180005?lang=zh_cn&edition=fundamental","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":["LU0820561909.HKD","LU0072462426.USD","LU1868836757.USD","PCB","NVDX","LU0979878070.USD","NVD2.UK","LU2491050071.SGD","AEC","3NVD.UK","NVDA","LU0256863811.USD","NVDD","DIPS","LU2746668461.USD","NVD3.UK","NVD","NVDG","NVDY","USJW.SI","LU0642271901.SGD","LU2023251221.USD","LU0882574139.USD","NVDQ","LU0251132253.USD","AI","SOXX","2NVD.UK","LU2089985449.USD","OCS","LU0708994859.HKD","IE00BK4W5M84.HKD","LU2247934214.USD","NVIW.SI","SNVD.UK","LU0154236417.USD","SMH","NVDU","NVDW","BK4528","SINA","IE00BHPRN162.USD","NVDS","TFC","NVDS.UK","ELS","NVII"],"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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月前后已被证伪。","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/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":["LU0302445910.USD","NVDS","SINA","LU0878866978.SGD","NVDY","LU1066053197.SGD","GOOG","IE00B1XK9C88.USD","OCS","NVDD","LU0048584097.USD","SNVD.UK","NVDS.UK","LU2237438978.USD","LU0238689110.USD","USJW.SI","LU0640476718.USD","IE00BDCRKT87.USD","NVD","2NVD.UK","LU1642822529.SGD","NVDA","LU0985489474.SGD","LU0289961442.SGD","LU0889566641.SGD","LU0456855351.SGD","NVIW.SI","LU1267930730.SGD","LU0742534661.SGD","NVDX","GOOGL","LU0072462426.USD","LU0661504455.SGD","LU0345774631.USD","NVD3.UK","LU0308772762.SGD","NVD2.UK","BK4023","LU2191332357.HKD","NVDU","3NVD.UK","AI","NVDL","SG9999004303.SGD","LU0203347892.USD","LU0310799852.SGD","LU0342679015.USD","LU0128525689.USD","IE00B3M56506.USD","LU1366192091.USD"],"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 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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":"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/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://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":"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/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":["BK0028","OCS","300456","BK0201","BK0125","BK0051","BK0183","BK0077","BK0214","BK4007","600909","BK0276"],"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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v7项目经验，携三大省电技术助力天玑9600提升能效","url":"https://stock-news.laohu8.com/highlight/detail?id=2588057926","media":"ITBEAR科技资讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2588057926?lang=zh_cn&edition=fundamental","pubTime":"2025-12-02 23:54","pubTimestamp":1764690887,"startTime":"0","endTime":"0","summary":"科技领域近日传来一则引人瞩目的消息：联发科深度参与了谷歌最新一代AI芯片TPU v7的设计工作，这一合作不仅让联发科在业界引发广泛讨论，更为其后续产品开发带来了重要助力。尽管专用集成电路与移动处理器在设计上存在本质差异，但联发科计划将参与TPU v7项目所积累的经验，转化为提升天玑9600移动处理器能效的关键技术。联发科打算从三个方面对天玑9600进行迭代改进。","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=nesSN20251203002420978c1cb2&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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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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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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