迅策(03317)今日盘中大涨5.53%，引发市场关注。
消息面上，东北证券首次覆盖迅策并给予“增持”评级，指出AI数据基础设施需求释放与Token模式迁移构成公司双重增长逻辑。此外，公司此前发布中期业绩盈喜，预计上半年营收达9.67亿元，同比大涨389%，创同期历史新高；归母净利润约7251万元，首次实现半年度盈利。业绩高增主要受益于企业AI需求集中释放及TokenOS部署加速，6月Token业务ARR按季度环比暴增410%，Token调用量成为收入增长新引擎。
券商看好评级叠加公司强劲的业绩表现，共同推动了迅策今日股价的显著上涨。
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