智通财经APP获悉，心动公司(02400)盘中涨近5%，截至发稿，涨4.32%，报25.35港元，成交额1813.06万港元。
开源证券指出，心动公司旗下自研生活模拟游戏《心动小镇》于1月18日开启新卡池，并将于1月25日开启新春潮流季。截至1月20日《心动小镇》iOS畅销榜排名最高爬升至第13名，春节活动有望带来《心动小镇》流水大幅提升。此外，《出发吧麦芬》日服、《伊瑟》、《心动小镇》国际等新游及新区服值得期待。
华泰证券指出，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。
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