8月4日，迅策盘中上涨5.11%，报122.8港元，成交额5569.17万港元。
消息面上，东北证券于8月3日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，Token在收入中的占比是后续收入质量与估值逻辑的核心变量。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。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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