智通财经APP获悉,心动公司(02400)早盘涨超8%,截至发稿,涨6.61%,报3.95港元,成交额1.26亿港元。
开源证券指出,由心动公司研发的策略回合制RPG手游《伊瑟》国际服于5月8日开启最终测试,并将于6月5日正式上线,而国服或于2025年下半年推出,继2024年上线的《出发吧麦芬》《心动小镇》取得亮眼表现后,《伊瑟》上线或进一步驱动心动公司业绩增长。
花旗此前发表研报指,心动公司更多催化剂或在下半年实现,分别是年中推出的《伊瑟》和下半年推出的《心动小镇》海外版。该行认为心动仍然代表TapTap生态系统的独特敞口,以及游戏加广告双引擎的优势,维持“买入”评级,目标价为44港元。
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