心动 1H25 预告点评:盈喜大涨,超预期在哪?

海豚投研
05 Aug

$心动公司(02400.HK)昨晚发了半年度盈喜预告。近两年心动连番跑出游戏黑马,相比前两年,属于是狠狠翻身了。与投行预期相比,利润 beat 更多一点(机构全年预期 12 亿 vs 心动上半年 8 亿)。同时公司还发布了参投 MiAO 方案,未来有望与 TapTap 合作互赢,再加上游戏板块资金情绪相对活跃,因此今天属于是利多扎堆式大涨。1、上半年收入预计 30.5 亿,同比 +37%,环比 +...

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