个股方面，迅策科技专注于AI实时数据基础设施与分析解决方案，构建豪秒级的AI Data Agent平台，驱 动金融、城市运营、能源、高端制造、医疗、卫星、机器人、电信和消费市场等不同行业在AI时代实 时数据分析和高效决策。迅策聚焦"数据计算平台 + 智能体"的全栈能力构建，成为企业级AI落地的关 键赋能者，助力各行各业实现实时智能决策。(格隆汇) 来源：格隆汇APP 格隆汇2月23日｜AI概念股迅策(3317.HK)强势拉升，一度大涨16.54%至93港元，股价续创上市新高，市 值突破300亿港元。上周五(20日)港股三大指数集体收跌，恒生科技指数跌近3%创逾7个月新低，迅策仍 逆势上扬大幅收涨12.63%并创上市新高；截至目前，马年开年的两个交易日，迅策暂已累涨超31%。 行业方面，中国春晚的机器人节目再度刷屏，多家硬科技企业同台竞技，投资者热情高涨。经济日报最 新发文称，顶层设计和政策护航，为机器人产业发展把牢了"方向盘"。产业体系和成本优势，为机器人 前沿探索厚植了"培养基"。庞大市场和丰富场景，为机器人产品迭代提供了"练兵场"。中国人形机器人 正在全球产业竞争中抢占先机。展望未来，中国机器人必将以更智 ...

Group 1 - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series as of December 31, 2025, with XunCe (03317) being included in the Hang Seng Composite Index [1] - The changes will be implemented after the market closes on March 6, 2026, and will take effect on March 9, 2026, leading to adjustments in the eligible stocks for the Hong Kong Stock Connect [1] - According to CICC research, XunCe is likely to be included in the Hong Kong Stock Connect due to meeting various criteria, including market capitalization, liquidity, and listing duration [1] Group 2 - XunCe Technology focuses on real-time data infrastructure and analytical solutions, developing a millisecond-level AI Data Agent platform [1] - The platform drives real-time data analysis and efficient decision-making across various industries, including finance, urban operations, energy, high-end manufacturing, healthcare, satellites, robotics, telecommunications, and consumer markets in the AI era [1] - During the implementation of large AI models, XunCe's real-time data platform assists enterprises in addressing challenges related to data dispersion and insufficient real-time capabilities [1]

Core Viewpoint - The Hang Seng Index Company announced the quarterly review results for the Hang Seng Index series, with XunCe (03317) being included in the Hang Seng Composite Index, effective from March 9, 2026 [1] Group 1: Company Information - XunCe Technology focuses on real-time data infrastructure and analytical solutions, developing a millisecond-level AI Data Agent platform [1] - The platform drives real-time data analysis and efficient decision-making across various industries, including finance, urban operations, energy, high-end manufacturing, healthcare, satellites, robotics, telecommunications, and consumer markets [1] - XunCe's real-time data platform addresses challenges related to data dispersion and insufficient real-time capabilities during the implementation of large AI models [1] Group 2: Market Implications - The inclusion of XunCe in the Hang Seng Composite Index may lead to adjustments in the investable scope of Hong Kong Stock Connect, as it meets criteria such as market capitalization, liquidity, and listing duration [1]

Group 1 - The large model concept stocks are experiencing significant gains, with Zhiyu (02513) rising by 29.77% to HKD 405.4 and MINIMAX-WP (00100) increasing by over 16.76% to HKD 599 [1] - Multiple major companies are intensively upgrading their new models, with Zhiyu confirming that its model "Pony Alpha" is the new GLM-5, which has been launched on the chat.z.ai platform [1] - MiniMax is set to officially launch its M2.5 model, while DeepSeek has also updated its model, and ByteDance's Volcano Engine is expected to announce significant upgrades for its Doubao large model on February 14 [1] Group 2 - AI infrastructure stocks are gaining market attention as several large model companies plan to release next-generation models [2] - Xunce Technology (03317) focuses on real-time data infrastructure and analytics solutions, building a millisecond-level AI Data Agent platform to drive real-time data analysis and efficient decision-making across various industries [2] - Analysts believe that Xunce's real-time data platform will help enterprises address challenges related to data dispersion and insufficient real-time capabilities during the implementation of AI large models [2]

Group 1 - The concept stocks related to large models are experiencing a strong performance, with Zhiyu (02513) rising by 29.77% to HKD 405.4, and MINIMAX-WP (00100) increasing by over 16.76% to HKD 599 [1] - Multiple major companies are intensively upgrading their new models, with Zhiyu confirming that its mysterious model "Pony Alpha" is the new GLM-5, which is now live on the chat.z.ai platform [1] - MiniMax is set to officially launch its M2.5 model, while DeepSeek has also updated its model, and ByteDance's Volcano Engine is expected to announce significant upgrades for its Doubao large model on February 14 [1] Group 2 - AI infrastructure stocks are gaining market attention as several large model companies plan to release next-generation models [2] - Xunce Technology (03317) focuses on real-time data infrastructure and analytics solutions, building a millisecond-level AI Data Agent platform to drive real-time data analysis and efficient decision-making across various industries [2] - Analysts believe that Xunce's real-time data platform will help enterprises address challenges related to data dispersion and insufficient real-time capabilities during the implementation of AI large models [2]

Group 1 - The AI large model concept stocks continue to attract market funds, with companies like Zhihui (02513) rising nearly 20% and MINIMAX-WP (00100) increasing over 10% [1] - Xunce Technology (03317), the first stock focused on large model Data Agents, has seen a rise of over 12%, with a cumulative increase of nearly 30% in the past two days [1] - As of the report, Xunce's stock is up 9.83%, priced at 66.5 HKD, with a trading volume of 16.4634 million HKD [1] Group 2 - Xunce Technology specializes in real-time data infrastructure and analytical solutions, building a millisecond-level AI Data Agent platform that drives real-time data analysis and efficient decision-making across various industries [1] - According to the prospectus, Xunce's VOne platform has the capability to process data in milliseconds and can connect to over 1,000 external data sources, ensuring 100% data consistency and traceability [1] Group 3 - Deutsche Bank recently published a report positioning Xunce Technology as a leader in China's real-time data infrastructure and analytical solutions [1] - The bank forecasts Xunce's revenue to grow from 632 million RMB in 2024 to 3.735 billion RMB in 2027, with a compound annual growth rate of 81%, significantly exceeding the industry average [1] - Deutsche Bank expects the company to achieve adjusted net profit breakeven by 2026, with a net profit margin of 6.7%, increasing to 18.3% by 2027 [1]

Group 1 - The AI large model concept stocks continue to attract market funds, with companies like Zhiyu (02513) rising nearly 20% and MINIMAX-WP (00100) increasing over 10% [1] - Xunce Technology (03317), the first stock focused on Data Agent for large models, has seen its stock price rise over 12%, with a cumulative increase of nearly 30% in the past two days [1] - As of the report, Xunce's stock is up 9.83%, priced at 66.5 HKD, with a trading volume of 16.4634 million HKD [1] Group 2 - Xunce Technology specializes in real-time data infrastructure and analytical solutions, building a millisecond-level AI Data Agent platform that drives real-time data analysis and efficient decision-making across various industries [1] - According to the prospectus, Xunce's VOne platform has the capability to process data in milliseconds and can connect to over 1,000 external data sources, ensuring 100% data consistency and traceability [1] Group 3 - Deutsche Bank recently published a report positioning Xunce Technology as a leader in China's real-time data infrastructure and analytical solutions [1] - The bank forecasts Xunce's revenue to grow from 632 million RMB in 2024 to 3.735 billion RMB in 2027, with a compound annual growth rate of 81%, significantly surpassing the industry average [1] - Deutsche Bank expects the company to achieve adjusted net profit breakeven by 2026, with a net profit margin of 6.7%, increasing to 18.3% by 2027 [1]

Core Viewpoint - Several domestic large model companies plan to release new generation models around the Spring Festival, which has accelerated the valuation release of AI infrastructure companies [1] Group 1: Company Developments - Xunce Technology (3317.HK) surged over 14% to HKD 60.55, driven by increased market attention [1] - The company focuses on real-time data infrastructure and analytical solutions, building a millisecond-level AI Data Agent platform [1] - Xunce's platform supports various industries including finance, urban operations, energy, high-end manufacturing, healthcare, satellites, robotics, telecommunications, and consumer markets [1] Group 2: Market Dynamics - The rise in market interest is primarily due to business collaboration with large model companies like Zhipu and MiniMax [1] - Analysts believe that Xunce's real-time data platform addresses challenges related to data dispersion and insufficient real-time capabilities during the implementation of AI large models [1] - As the AI industry expands towards application, the importance of infrastructure is increasingly recognized, with Xunce's technical capabilities and ecosystem collaboration gaining market consensus on its investment value and growth potential [1]