智通财经APP获悉，心动公司(02400)涨超5%，截至发稿，涨4.97%，报39.1港元，成交额1.55亿港元。
消息面上，心动公司近期发布盈喜，预期2024财政年度取得收入约人民币49.6亿元至50.4亿元，同比增加约46.3%至48.7%；净利润约人民币8.6亿元至9.4亿元，同比扭亏为盈。主要由于新发行的自研游戏《出发吧麦芬》、《铃兰之剑》及《心动小镇》表现良好，提高了集团的收入与毛利率；TapTap于收入及利润方面均实现了持续增长。
东吴证券表示，公司自研游戏兑现及TapTap用户增长、变现效率提升，驱动业绩超预期，该行看好公司TapTap平台价值，广告收入增长潜力有望逐步释放，维持“买入”评级。开源证券指出，TapTap平台用户、广告曝光增长可观，AI算法模型进一步赋能转化效率提升。
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