马年开局，迅策(3317.HK)“策马奔腾”连续两个交易日大涨，今日一马当先强势领涨港股AI概念股，午后涨幅进一步扩大至19.67%报95.5港元，股价续创上市新高，市值站稳300亿港元。迅策于2025年12月30日登陆港交所，迄今仅36个交易日，现价较招股价48港元已累涨约一倍。 消息面上，恒生指数公司2月13日宣布季度检讨结果，迅策获纳入恒生综合指数，相关调整将于3月6日收市后实施，并于3月9日正式生效。据LiveReport大数据预测，中国数据基础设施及分析公司迅策有望于2026年3月9日的定期检讨中纳入港股通。 此外，中国春晚的机器人节目再度刷屏，多家硬科技企业同台竞技，投资者热情高涨，国泰君安国际发研报指，作为中国版Palantir，迅策的增长故事才刚刚开始，预测2024-2029年营收的复合年增长率达40%，并预测公司将于2026年实现盈利。该行看好公司在资产管理行业的强大市场地位，多元化业务板块的增长潜力巨大，以及将人工智能融入现有产品带来的新兴机遇。(格隆汇)
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