XUNCE's stock soared 5.57% intraday on Monday, following a series of positive developments related to its token-based business model gaining significant traction.
The rally comes after DeepSeek V4's full open-source release, which is fundamentally reshaping the AI industry by shifting the competitive focus from model capability to value monetization. XUNCE, as a real-time data infrastructure and analytics provider, has emerged as a key beneficiary of this industry transformation.
In April, the company's token-related annualized recurring revenue (ARR) surged 300% quarter-over-quarter, with token-based paid revenue exceeding 5% of total revenue. Management targets raising this proportion to 20%-35% for the full year. The company has positioned itself as independent from any single large model, leveraging its proprietary scenario-specific tokens as a core competitive moat in high-frequency, high-precision vertical applications such as finance and energy.
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