智通财经APP获悉，迅策(03317)涨近18%，截至发稿，涨17.67%，报269港元，成交额11.81亿港元。
消息面上，开年以来，Agentic AI渗透率持续提升，拉动Token（词元）消耗增长。根据国家数据局，中国Token消耗量在指数级爆发，2024年初我国日均Token消耗量约1000亿，2026年3月突破140万亿，两年增长超1000倍。摩根士丹利指出，中国人工智能正进入新阶段，从追赶技术能力转向捕捉价值，重点由训练转向推理，从技术转向应用，由潜力转向实际盈利。
数据显示，进入2026年4月，迅策Token调用ARR季度环比暴涨300%，Token付费收入占比突破5%，全年目标为提升至20%-30%区间。另值得一提的是，迅策高价值场景Token正获市场越来越多认可，目前，该公司垂类Token定价已达10至100美元/百万Token，是Anthropic同类产品的十倍以上。
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