周一盘中，晶泰控股（02228）股价大涨5.33%，引起市场广泛关注。这一涨势与公司强劲的海外业务增长密切相关。
据报道，晶泰控股预计今年上半年来自境外市场的收入将猛增9倍，远超境内市场50%的增幅。海外收入在公司总营收中的占比已突破80%，显示出公司国际化战略取得显著成效。这一亮眼的海外业务表现，使得晶泰控股成为银华基金、华夏基金等公募基金的重点关注对象。
值得注意的是，在公司披露海外业务数据后，晶泰控股股价在一个月内曾猛涨70%。分析人士指出，在当前经济环境下，出海逻辑正成为基金寻找优质投资机会的重要依据。海外业务不仅为企业打开了新的增长空间，还能有效对冲国内市场风险，提升公司估值。晶泰控股的表现正是这一投资逻辑的典型案例，也解释了今日股价大涨的原因。
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