港股异动 | 心动公司(02400)午后涨超4% 政策支持游戏出海 公司旗下《伊瑟》国际服表现亮眼

智通财经
18 Jun

智通财经APP获悉,心动公司(02400)午后涨超4%,截至发稿,涨4.49%,报47.7港元,成交额1.7亿港元。

消息面上,近日,浙江省商务厅等17部门联合印发了《关于支持游戏出海的若干措施》,提出20项具体举措。开源证券指出,《措施》全面覆盖游戏出海产业、平台、生态等领域,全方位对游戏行业提供政策支持,有望进一步提升国内游戏产品全球竞争力,带动整体游戏行业发展。基于行业产品周期向上、业绩有望迎来拐点,AI持续赋能及政策支持,建议继续加大游戏板块配置力度。

中金发布研报称,心动公司6月5日上线《伊瑟》国际服,前期流水表现亮眼。2025年上半年新上线《仙境传说RO:守护永恒的爱》初心服在中国港澳台地区、东南亚地区亦较好,该行建议关注:新游表现;暑期将至,业界新游供给丰富度提升带动 TapTap 社区热度及广告投放向上。

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