迅策（03317.HK）今日盘中大幅拉升15.07%，引发市场高度关注。
消息面上，公司近期发布2026年中期业绩盈喜公告，预计上半年实现营业收入9.67亿元，同比大涨389%，创下同期历史新高；归母净利润约7251万元，首次实现半年度盈利，较去年同期的亏损大幅扭亏为盈。业绩高增主要受益于企业AI需求集中释放，TokenOS操作系统部署加速，数据Token调用量指数级攀升，其中6月Token业务ARR按季度环比暴增410%。此外，公司成功拓展智能汽车、低空经济等新行业，并与多家产业伙伴达成战略合作，推动Token工厂模式在多行业实现复制，进一步打开了市场对公司长期增长空间的想象空间。
华泰证券指出，随着TokenOS产业生态和应用布局持续完善，公司商业化进程有望加快，进一步打开长期成长空间。市场情绪受盈喜消息持续发酵，资金积极涌入，推动股价盘中强势走高。
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