坐上算力C位的OCS光交换机,市场空间有多少?

估值之家
Nov 25, 2025

当谷歌在不依赖GPU、CUDA、NVLink、NVSwitch生态的条件下,诞生出全球最强AI大模型后Gemini 3 Pro,近几个交易日,以腾景科技(688195.SH)、德科立(688205.SH)、赛微电子(300456.SZ)、光库科技(300620.SZ)等为代表的OCS相关企业,与美股的“老馒头”一起,相对于英伟达产业链跑出了巨大的超额收益。图片说明:OCS相关公司较英伟达产业链公司...

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