中金发表报告表示，心动公司预告今年上半年收入按年增长超过37%、净利润按年增长超过215%，公司业绩预告好于该行及市场预期，该行认为主要因：1)《仙境传说RO：初心服》流水及净利润率水平均好于预期；2)TapTap收入及利润率表现好于预期。该行指，心动公司游戏利润盘坚实，下半年关注《伊瑟》9月25日上线、《小镇》海外及2026年核心产品《RO2》首测。 考虑TapTap盈利水平提升、游戏表现好于预期，中金分别上调心动今明两年归母净利润预期66%及81%，至16.5亿及19.5亿元，对应当前股价今明两年预测市盈率15倍及13倍，维持“跑赢行业”评级，上调目标价49%至82.5港元。
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