心动公司(02400)今日盘中股价大涨11.09%,引发市场关注。从公开消息来看,这主要是由于下列两方面原因所致:
一方面,心动公司旗下Taptap平台受益于监管宽松后行业供给增加,平台月活数据出现回暖上行,推动流量增长。同时,自研爆款产品如《麦芬》《小镇》也为Taptap带来新的流量入口。
另一方面,由于《麦芬》《小镇》等多款自研游戏作品走红,预计将为心动公司带来可观收益。目前这些产品所产生的营收尚未充分体现在利润表中,未来随着游戏生命周期步入成熟期,将进一步助推公司业绩增长。
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