港股直击 | 迅策涨超9%,TokenOS加速商业场景落地,中长期估值天花板有望打开

智通财经
Jul 23

7月23日,迅策涨超9%,报135.2港元。

消息面上,近日,迅策科技宣布其与洪泰基金母公司青岛鑫宸科创实业有限公司正式达成全面战略合作。此次合作,标志着迅策科技TokenOS数据Token化能力首次进入私募股权投资领域。双方将围绕数据Token化治理、企业小模型落地、Token商业化等核心领域展开全面深度合作。

华泰证券认为,迅策作为国内对标Palantir的本土场景Token龙头,依托资管赛道构筑的技术与客户高壁垒,持续推进全行业场景复制落地,同时凭借TokenOS实现按Token计费的商业模式升级,推动收入增长。看好公司依托硬核实时数据技术、跨行业扩张红利与按Token计费的商业模式,持续兑现业绩高增,打开中长期成长与估值天花板。

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