智通财经APP获悉，心动公司(02400)早盘再涨超6%，截至发稿，涨4.82%，报23.9港元，成交额4989.53万港元。
中信建投指出，从游戏生命周期角度看，心动公司《香肠派对》、《RO仙境传说》等游戏处于成熟期，流水同比有所下滑但整体可控。新游戏《火炬之光》以高频赛季内容更新与玩法迭代有望持续吸纳用户，取得不错流水。
该行指出，新游戏方面，23年11月《铃兰之剑》国付流水表现稳健，24年上线新市场之后带来新增长。今年以来港澳台《出发吧麦芬》流水数据优秀；国服《麦芬》上线之后亦大幅超预期，或能带动24年游戏业务利润实现快速增长。期待明年Pipeline对营收的持续贡献。此外，在新游带动与营销费用提升预期下，TapTap营收与MAU有望保持增长，行业内卷加剧利好TapTap广告。
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