港股异动丨迅策再飙7%，上半年盈利近亿+Token计费+机构唱好，多重利好引爆AI新贵

格隆汇

Aug 05

迅策(3317.HK)延续强劲走势，今日再度大涨超7%，报148港元创6月中旬以来新高，市值488亿港元。消息面上，公司日前发布的2026年上半年业绩预告显示，预计营收9.67亿元，同比大增389%；归母净利润7251万元，成功扭转去年同期8900万元的亏损，实现上市以来首个半年度盈利。数据Token调用量指数级上升，6月Token业务ARR季度环比大涨410%，打破了市场对AI企业持续“烧钱”的固有印象。东北证券于8月1日发布首次覆盖研报，给予迅策“增持”评级，看好其“按词元计价”的商业模式。此前华泰证券已给予“买入”评级及240.08港元目标价，中信证券等机构也密集覆盖。分析称，迅策这波大涨是业绩兑现(扭亏为盈)、商业模式升级(Token计费)与多家机构唱好三重利好的共振结果。

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