智通财经APP获悉，心动公司(02400)盘中涨近19%，截至发稿，涨15.87%，报30.3港元，成交额4.89亿港元。
招商证券发布研报称，心动公司2024年上线的两款新游戏《出发吧麦芬》《心动小镇》的表现超预期，充分证明公司游戏自研能力已步入新台阶，随着TapTap平台与游戏双轮驱动的模式逐渐跑通，叠加平台商业化仍有较大提升空间，未来可推动广告营收进一步增长。
华泰证券此前指出，公司目前游戏+社区业务双轮驱动增长，游戏业务2023/24H1占营业收入分别为61.7%/66.9%，自研游戏突破助力游戏收入占比提升；社区业务得益于近年来中国市场推出的新游戏数量增加带来的营销需求和广告收入增加， TapTap平台业务收入已连续多年实现稳定增长。该行表示，相比于市场观点，该行对游戏流水稳定性及Taptap的商业化空间更加乐观。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.