智通财经APP获悉，心动公司(02400)盘中涨超7%，截至发稿，涨5.45%，报31.9港元，成交额1.92亿港元。
招商证券指出，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。
开源证券则指出，根据《2024TapTap移动游戏行业白皮书》，TapTap站内广告投放呈上涨趋势，TapTap 2024年广告曝光同比上涨43%，目前已占据游戏行业广告投放市场10%的市场份额。该行指出，在2023-2024年期间，广告主通过oCPA出价（智能优化工具）的消耗占比不断提升，越来越多开发者愿意将游戏后链路数据回传给TapTap，通过模型学习后高效地获得优质付费用户，提升广告投产比。在流量增长与广告效率提升共同驱动下平台广告收入有望持续增长。
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