异动解读 | 心动公司(02400)盘中暴涨5.16% 获外资连续增持加码DeepSeek AI概念利好

异动解读
06 Feb

游戏公司心动公司(02400)今日盘中大涨5.16%,引发市场关注。涨幅主要受到以下几方面利好因素推动:

首先,港股通资金持续对该股加码,数据显示南向资金连续3日增持心动公司,截止最新交易日已累计增持504.49万股,占流通股22.95%,外资大举买入显示出对该公司前景看好。

此外,最新DeepSeek AI模型R1性能突破,在多项推理任务上媲美OpenAI GPT,引发市场对于AI概念股的追捧。作为典型的DeepSeek概念股之一,心动公司获资金追捧在情理之中。

同时,心动公司是优质的游戏公司,上市次年年报业绩便强劲增长,自研游戏数量和研发能力步入新台阶。春节长假期间游戏消费需求旺盛,有望为公司带来营收业绩增长。

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