OCS光交换机

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A股两大猜想!今天盘中 实现了一个
Zhong Guo Zheng Quan Bao· 2025-08-19 04:52
今天上午,A股窄幅震荡,医药和白酒两大板块集体上涨。医药板块中,动物疫苗、中药、创新药等板块涨幅居前。白酒板块中,"茅五泸"齐涨,酒鬼 酒、皇台酒业等个股大涨。 算力产业链这两天迎来一个新的分支——OCS光交换机概念,腾景科技、德科立、光库科技、赛微电子等概念股上午大涨。光模块三只龙头股天孚通信、 中际旭创、新易盛,盘中股价集体创历史新高。 截至上午收盘,上证指数上涨0.3%,深证成指上涨0.3%,创业板指上涨0.39%。市场半日成交超1.67万亿元。 这两天,OCS光交换机概念表现火热。腾景科技、德科立昨天双双 "20CM"涨停,今天上午继续大涨,分别上涨6.99%、13.33%。光库科技、赛微电子等 个股上午也大涨。 资料显示,OCS是一种在光域内直接进行光信号交换的设备,无需进行光-电-光转换,允许在光信号层面直接进行路由和切换。OCS有多种实现技术,包 括3D MEMS、液晶、直接光束偏转DLBS、AWGR光波导等。 机构介绍,现阶段OCS最大下游客户为谷歌,2026年谷歌TPU中位数出货量预期为400万颗,谷歌TPU由4096个单芯片组成运算集群,集群需要48个128端 口OCS交换机,仅谷歌TPU ...
A股两大猜想!今天盘中,实现了一个
Zhong Guo Zheng Quan Bao· 2025-08-19 04:45
Market Overview - A-shares experienced narrow fluctuations with both the pharmaceutical and liquor sectors rising collectively [1] - The Shanghai Composite Index increased by 0.3%, the Shenzhen Component Index rose by 0.3%, and the ChiNext Index gained 0.39% [1] Pharmaceutical Sector - The pharmaceutical sector saw significant gains, with stocks like Shenlian Bio and Boji Medicine rising sharply [9] - A total of 534 drug generic names passed the preliminary review for the National Basic Medical Insurance and Commercial Insurance Innovative Drug Directory, marking a notable increase from the previous year [12] - The continuous optimization of the medical insurance directory adjustment mechanism is expected to stimulate innovation in the pharmaceutical industry [12] Liquor Sector - The liquor sector, particularly stocks like Moutai, Wuliangye, and Luzhou Laojiao, experienced substantial increases [1] OCS Optical Switch Concept - The OCS optical switch concept has gained traction, with stocks like Tengjing Technology and Dekeli seeing significant price increases [8] - OCS technology allows for direct optical signal exchange without conversion, with Google being the largest current customer [8] - The expected demand for OCS switches from Google alone could exceed $3 billion by 2026, with the overall market size projected to reach $4 billion [8] Key Stock Movements - Cambrian's stock price reached a peak of 1001.1 yuan before closing at 952 yuan, raising speculation about its ability to maintain a price above 1000 yuan [2] - Industrial Fulian's stock rose by 6.5%, bringing its market capitalization close to 9403.5 billion yuan, positioning it as the 14th largest in A-shares [6]
行业周报点评:GTC开启新纪元,重视OFC光学创新-2025-03-26
Guotai Junan Securities· 2025-03-26 07:33
Investment Rating - The report maintains an "Accumulate" rating for the industry, consistent with the previous rating [1]. Core Insights - The GTC conference is leading advancements in computing power, with silicon photonic switches marking the beginning of a new era in CPO (Co-Packaged Optics) [3][8]. - The upcoming OFC 2025 conference is expected to showcase various technological innovations, with a focus on optical communication stocks that exhibit potential for innovation [3][9]. Summary by Sections GTC Conference Highlights - The GTC conference held on March 19, 2025, featured significant product launches from Nvidia, including the GB300, Rubin NVL144, and Rubin Ultra NVL576, which demonstrate substantial improvements in computing performance and cost-effectiveness [8][19]. - Nvidia introduced three CPO switches that incorporate advanced technologies such as micro-ring modulators and detachable optical interfaces, with plans for these switches to become standard options by 2028 [8][31]. OFC 2025 Preview - OFC 2025, scheduled for March 30 to April 3, 2025, is anticipated to be a major platform for showcasing new products from key players in the optical communication industry, focusing on innovations like CPO, 1.6T/3.2T optical modules, and liquid-cooled optical fiber connectors [39][40]. Investment Recommendations - The report recommends several optical communication stocks with innovation potential, including Taicheng Technology, Xinyi Technology, Huagong Technology, and others, as they are well-positioned to benefit from the upcoming industry trends [9][43]. Catalysts for Growth - Key catalysts for the industry include the successful delivery of orders and product samples, which are expected to drive growth in the optical communication sector [10].