Group 1 - The core viewpoint of the article highlights that Xunce Technology (03317) has seen a significant stock price increase, reaching a new high of 93 HKD, following its inclusion in the Hang Seng Composite Index, effective March 9 [1] - The stock price rose by over 16% in early trading, with a current increase of 12.28%, indicating strong market interest and trading volume of 37.61 million HKD [1] - Cathay Securities recently published a report suggesting that Xunce Technology is replicating a "Chinese version of Palantir" model, leveraging its core capability in "data flow" to expand from asset management into diverse fields [1] Group 2 - The article discusses Google's announcement to double the peering data transmission service costs in North America, Europe, and Asia starting May 2026, signaling a strategic shift in the value of data flow [1] - Xunce Technology's rapid qualification for inclusion in the Hang Seng Index within just 45 days underscores its rarity and growth certainty, indicating a revaluation of the AI industry chain's focus from computational speed to the stability, accuracy, and speed of data flow [1] - The capital market is shifting its valuation focus towards companies that can ensure reliable and efficient data flow, rather than just those with faster computational capabilities [1]
港股异动 | 迅策(03317)涨超16%再创新高 下月有望进入港股通 数据流通战略价值迎来重估