异动解读 | 迅策盘中大涨6.20%,盈喜叠加券商首覆增持评级持续发酵

异动解读
Aug 05

迅策(03317)今日盘中大幅上涨6.20%,引发市场关注。

消息面上,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。此外,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,6月Token业务ARR按季度环比暴增410%。

盈喜与券商看好评级叠加,市场情绪持续发酵,推动股价延续上行态势。

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