一、核心观点与评级调整中金公司 发布研报,维持心动公司(02400)“跑赢行业”评级,并将目标价上调至82.5港元。这一调整主要基于TapTap盈利水平的提升以及游戏表现超出预期。同时,中金上调了心动公司2025年和2026年的归母净利润预期至16.5亿元和19.5亿元,分别对应15倍和13倍市盈率(P/E)。目标价上调幅度达49%,显示出对心动公司未来发展的强烈信心。二、业绩预告超预期心动公司...
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