异动解读 | Token经济崛起叠加目标价上调，迅策(03317)盘中大涨5.49%

异动解读04-08

迅策(03317)今日盘中大涨5.49%，表现强劲。

消息面上，AI行业正式从“补贴烧钱”跨入“商业化定价时代”，被市场称为“Token第一股”的迅策迎来行业性利好。同时，国泰君安国际已将迅策目标价大幅上调至245港元/股，提振了市场信心。

分析认为，迅策有望跻身AI“千亿俱乐部”主要有三大逻辑支撑：其一，公司多年沉淀的金融、电信等高价值垂类数据，能为Token调用精准增效；其二，公司在产业链中作为连接大模型与垂直场景的“精炼层”，定价权与分成比例有望提升；其三，公司商业模式已升级为按Token付费，与行业趋势同频，估值框架正从规模逻辑转向质量逻辑。中国AI公司在成本与效率上的优势，也为迅策等企业提供了广阔的成长空间。

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