华泰证券发表研报指，心动公司发布业绩盈喜，预期2025年上半年取得收入不少于30.5亿元，按年增约37%；净利润不少于7.9亿元，按年增加约215%。该行预计业绩高增主因：游戏方面，《仙境传说 M：初心服》、《火炬之光：无限》、《心动小镇》流水较好，且游戏业务整体毛利率按年提升；广告算法改进及用户参与度提升带动，TapTap平台收入与利润均持续增长；公司费用率优化。华泰证券看好公司自研游戏进入兑现周期，多元市场拓展潜力被验证，TapTap平台商业化能力增强，长期增长空间有望打开，维持“买入”评级，目标价由42.89港元上调至81.69港元。
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