心动公司早盘持续上涨超10% Taptap受益行业供给扩张

金融界
16 Dec 2024

心动公司早盘涨幅持续扩大,股价上涨10.04%,现报26.30港元,成交额1.23亿港元。

申万宏源指出,24年Taptap国内月活回暖,拉动因素来自监管宽松环境下供给持续增加;自研爆款驱动平台流量增长。Taptap受益行业供给扩张的逻辑较为稀缺,考虑到版号发放趋势,用户规模继续向上可期。24年广告商业化较为克制,除行业供给驱动外,关注广告精准度提升带来的单用户价值和毛利率向上。

责任编辑:栎树

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