智通财经APP获悉,心动公司(02400)尾盘涨超8%,截至发稿,涨7.63%,报26.05港元,成交额7.22%,报26港元,成交额2.94亿港元。
开源证券指出,心动公司《铃兰之剑》国际服已于8月上线,《出发吧麦芬》韩服已于9月11日上线,随着长期运营活动展开,有望持续贡献流水。《出发吧麦芬》日服及其他国际服有望陆续上线,或带来可观流水及利润增量。
该行指出,《心动小镇》已于7月17日上线,9月19日,在新卡池的带动下,《心动小镇》畅销榜排名一度提升至第5,流水或快速增长。该行表示,延续此前判断,基于游戏大DAU基础,随游戏内容不断丰富,用户体验持续提升,以及商业化设计的不断完善,《心动小镇》商业化潜力有望逐渐释放,成为公司长生命周期基石产品。此外,TapTap用户快速增长,长期成长及变现空间广阔。
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