智通财经APP获悉，心动公司(02400)再涨超9%，截至发稿，涨6.51%，报33.55港元，成交额1.49亿港元。
申万宏源指出，心动公司旗下《心动小镇》保持版本更新，近期排名有所回暖。《小镇》作为大DAU品类，与Taptap相互促进，具备较强的“平台”价值；Taptap月活重回增长，关注AI对于Taptap平台广告长期赋能；递延储备大幅增厚、关注《麦芬》《小镇》长周期能力。
此外，近期有媒体报道称，国内iOS生态政策或有变化。开源证券指出，当前IOS平台国区暂未开放用户从苹果应用商店以外下载软件，若后续放开，则下载平台型公司有望受益。其中，心动公司旗下TapTap作为国内游戏平台TOP3下载渠道和优秀的游戏UGC社区，如IOS侧第三方平台下载限制放开，或将带来用户数量和黏性的提升，进而带动流量生意的增长。
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