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Oculis

28.54

-0.0400-0.14%

盘后：28.540.00000.00%17:35 EST

成交量：32.51万

成交额：930.24万

市值：16.29亿

市盈率：-10.69

高：28.81

开：28.58

低：28.40

收：28.58

52周最高：29.36

52周最低：14.00

股本：5,706.62万

流通股本：4,606.42万

量比：0.99

换手率：0.71%

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：9.59

市盈率(LYR):-12.18

数据加载中...

总览公司新闻资讯公告

【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

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

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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":"sh","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":["NVDQ","NVDS.UK","TFC","IE00BK4W5M84.HKD","LU2089985449.USD","DIPS","LU0256863811.USD","BK4528","LU0708994859.HKD","NVDW","NVD","IE00BHPRN162.USD","3NVD.UK","NVIW.SI","LU0882574139.USD","NVD3.UK","NVDD","LU0642271901.SGD","LU0154236417.USD","USJW.SI","2NVD.UK","NVDU","OCS","AEC","PCB","NVDX","SNVD.UK","AI","LU2746668461.USD","LU0251132253.USD","LU0820561909.HKD","LU1868836757.USD","LU2023251221.USD","NVDA","NVII","LU0979878070.USD","LU2247934214.USD","LU2491050071.SGD","LU0072462426.USD","SMH","ELS","NVDY","SOXX","NVDS","NVD2.UK","NVDG","SINA"],"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 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":"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://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":["OCS","BK0214","688079","BK4007"],"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://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 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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Ltd 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":"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":"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":["LU0289961442.SGD","LU1267930730.SGD","LU0048584097.USD","LU0985489474.SGD","2NVD.UK","NVDA","NVDY","LU0302445910.USD","SNVD.UK","SG9999004303.SGD","AI","USJW.SI","LU0072462426.USD","NVDL","NVDS.UK","LU0640476718.USD","LU1366192091.USD","GOOGL","NVDU","NVIW.SI","LU0310799852.SGD","LU0238689110.USD","LU0742534661.SGD","NVD","NVDX","LU0308772762.SGD","LU0345774631.USD","IE00B1XK9C88.USD","IE00BDCRKT87.USD","3NVD.UK","BK4023","LU0342679015.USD","IE00B3M56506.USD","OCS","NVD3.UK","LU0456855351.SGD","LU0661504455.SGD","NVDD","LU0203347892.USD","NVDS","LU1066053197.SGD","LU1642822529.SGD","GOOG","NVD2.UK","LU2237438978.USD","LU0878866978.SGD","LU2191332357.HKD","LU0889566641.SGD","LU0128525689.USD","SINA"],"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://ttm.financial/m/news/2590310821?lang=zh_cn&edition=fundamental","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":"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":"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://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":"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":"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":["600909","BK0183","BK4007","BK0214","300456","BK0051","BK0201","BK0276","BK0125","BK0077","BK0028","OCS"],"gpt_icon":0},{"id":"2588207861","title":"联发科借TPU v7项目经验赋能 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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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09:18","pubTimestamp":1764206298,"startTime":"0","endTime":"0","summary":"　　昨日市场震荡分化，三大指数涨跌不一，创业板指在CPO权重的带动下涨超2%。但另一方面，昨日超3500只收跌较前两日明显增加，量能也小幅萎缩。预计后续市场整体仍以震荡为主，重点关注结构性机会。　　算力硬件方向再迎爆发，核心标的中际旭创涨超13%，赛微电子、新易盛、源杰科技等个股涨幅居前。随着中际旭创再创新高，有利于带动算力硬件板块其余个股进一步冲高。这一升级有望直接带动OCS及相关光学元件的需求爆发。","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/zldongxiang/20251127/31827249.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":["OCS","BK4007"],"gpt_icon":0},{"id":"2586477261","title":"追随谷歌TPU脚步，OCS技术站上AI浪潮之巅","url":"https://stock-news.laohu8.com/highlight/detail?id=2586477261","media":"光模块大佬","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2586477261?lang=zh_cn&edition=fundamental","pubTime":"2025-11-27 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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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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产业链或率先引领反弹","url":"https://stock-news.laohu8.com/highlight/detail?id=2585315534","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2585315534?lang=zh_cn&edition=fundamental","pubTime":"2025-11-24 09:32","pubTimestamp":1763947940,"startTime":"0","endTime":"0","summary":"导读：①AI应用逆势走强：谷歌Gemini3.0Pro更新、蚂蚁灵光APP爆火，成反弹潜在引领方向；②算力硬件迎利好：谷歌算力指引超预期，拉动光模块等硬件需求，供应链企业有望修复；③高位股退潮，情绪冰点后存修复预期，率先反包个股值得关注。当地时间11月20日，谷歌的新一代多模态AI模型、第二代NanoBanana更新，此则消息于周末持续发酵。故作为上涨阻力较小的方向能否成为率先引领市场反弹性的新方向便是今日之观盘重点。","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":"http://sc.stock.cnfol.com/zldongxiang/20251124/31818169.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":"zhongjincaijing_highlight","symbols":["LU0210528500.USD","LU2271345857.HKD","LU2750360641.GBP","LU2552382058.USD","LU0225283273.USD","LU1551013342.USD","LU1506573853.SGD","LU0203345920.USD","LU0310800379.SGD","LU2111349929.HKD","OCS","LU1116320901.HKD","SG9999015945.SGD","LU2168564222.USD","LU1074936037.SGD","LU1316542783.SGD","IE00BJTD4V19.USD","LU1934455194.USD","LU0109392836.USD","LU0417517546.SGD","LU0642271901.SGD","GOOGL","LU0784383803.USD","LU2458330169.SGD","IE00BJJMRX11.SGD","LU2168564495.EUR","LU2168564065.EUR","LU1914381329.SGD","BK4543","LU0345774631.USD","LU0348723411.USD","LU0079474960.USD","USJW.SI","LU2487616109.SGD","LU0211328371.USD","LU0048573561.USD","LU2458330243.SGD","LU1585245621.USD","LU0203347892.USD","LU0215105999.USD","LU1839511570.USD","IE00B19Z8W00.USD","LU1934455277.USD","IE0004445239.USD","AI","LU1823568750.SGD","GOOG","LU0942090050.USD","LU0323591593.USD","LU0314106906.USD"],"gpt_icon":1},{"id":"2581425670","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2581425670","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2581425670?lang=zh_cn&edition=fundamental","pubTime":"2025-11-07 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":"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/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":["LU2505996509.AUD","LU1201861165.SGD","LU0312595415.SGD","LU2125154778.USD","LU2471134952.CNY","OCS","LU0784383803.USD","LU0345774391.USD","LU2505996681.GBP","LU1201861249.SGD","LU0106261372.USD","LU0130103400.USD","LU0742534661.SGD","LU2242650005.HKD","LU2326559502.SGD","LU0980610538.SGD","LU0943347566.SGD","IE00B19Z3581.USD","LU0256863811.USD","LU0061474705.USD","GOOGL","LU0957808578.USD","LU2211815571.USD","LU2471134879.HKD","SGXZ51526630.SGD","LU1935042488.USD","LU1003077747.HKD","LU0158827781.USD","SG9999015945.SGD","LU0820562030.AUD","LU1699723380.USD","LU2404859741.USD","LU2065171402.SGD","600918","IE0004091025.USD","LU1244550577.SGD","LU0690374961.EUR","LU0170899867.USD","BK0276","LU1894683348.USD","LU2404859667.USD","LU0820561818.USD","BK4514","BK4007","LU0640476718.USD","LU0690374615.EUR","LU1917777945.USD","LU0128525929.USD","LU0942090050.USD","LU2237438978.USD"],"gpt_icon":1}],"pageSize":20,"totalPage":3,"pageCount":1,"totalSize":48,"code":"91000000","status":"200"}]}}