港股异动丨迅策大涨超11%,发盈喜+头部投行密集看好

格隆汇
Aug 04
迅策(3317.HK)盘中大涨超11%,最高触及131.1港元。 消息面上,迅策发盈喜,预计上半年营收9.67亿元,同比大涨389%,创下同期历史新高;归母净利润7251万元,实现首个半年度盈利。据悉,公司Token模式营收占比已超过10%,6月Token模式的ARR按季度环比增长更达到410%,商业化进程远超预期。业绩强劲增长主要归因于:企业AI落地需求集中释放,多元化行业渗透加速,Token业务模式落地,以及国际化业务拓展及生态构建加速推进。 东北证券发布研报,首次覆盖迅策科技,给予“增持”评级,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月以来,头部投行密集看好,中信证券、华泰证券、中信建投、海通国际相继覆盖或上调迅策评级。(格隆汇)

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