智通财经APP获悉，迅策(03317)涨超18%，截至发稿，涨18.45%，报122.8港元，成交额1.22亿港元。
消息面上，迅策科技公告2026年中期业绩盈喜：公司预计上半年营收达9.67亿元，同比大涨389%，创下同期历史新高；归母净利润达7251万元，经调整净利润6700万元，均实现扭亏为盈。业绩高增主要受益于企业AI需求集中释放，跨行业业务加速拓展，TokenOS部署及Token调用量增长带来新增收入；同时，平台化产品释放规模效应，费用率下降进一步推动盈利能力改善。
华泰证券指出，公司近期持续完善TokenOS的产业生态和应用布局。在算力侧，公司与沐曦、天数智芯及壁仞推进合作。与洪泰基金控股公司开展合作，推动TokenOS在基金投研、投后管理和被投企业AI升级中的应用，并拓展新场景，与博泰车联、赛目科技合作切入智能网联汽车、物理AI及世界模型训练场景。此外，公司与粤港澳大湾区大数据研究院共建词元经济联合创新应用中心。该行认为，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。
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