智通财经APP获悉，港股AI应用板块早盘普涨，迅策(03317)涨超8%领涨该版块。截至发稿，迅策涨7.05%，报139.7港元，成交额3.76亿港元。
消息面上，迅策此前发布盈喜，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。其中，Token业务模式快速落地，成为收入增长新引擎。迅策2026年4月Token调用ARR环比增长约300%，5月进一步劲增320%，6月Token模式ARR按季度环比增长410%，Token经济商业化进程远超预期。
智通财经APP在《营收半年同比暴涨近4倍，ARR季度环比大涨410%！迅策（03317）业绩如何驶入“指数级增长”通道？》中指出，这份中期业绩预告真正值得关注的，在于其已经形成了“AI产业需求释放—Token商业模式升级—行业复制—平台生态扩张”的增长闭环。未来随着企业AI进入规模化落地阶段，迅策科技正从传统软件企业成长为企业AI基础设施平台，其增长逻辑也有望从一轮业绩高增，演变为一个更具持续性和想象空间的长期成长周期。
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