智通财经APP获悉，心动公司(02400)涨近4%，截至发稿，涨3.86%，报77.95港元，成交额2.72亿港元。
消息面上，近日，心动公司发盈喜，花旗认为，心动公司发布的盈喜令市场感到惊喜，公司预计上半年收入和净利润分别不少于30.5亿及7.9亿元。踏入下半年，随着《伊瑟：重启日》可能在9月25日于中国、日本和韩国推出，以及《心动小镇》在海外首次亮相，业务表现有上升机会。华泰证券看好心动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。
东吴证券指出，公司中期业绩预告超出该行及市场预期。TapTap增长稳健，根据2025/8/2的TapTap开发者沙龙，过去12个月TapTap平台DAU提升11%，游戏总下载量提升16%，游戏预约量提升10%，平台流量及用户活跃度均稳步提升。该行看好TapTap渠道及平台价值持续释放，经营杠杆效应带动利润率稳步提升，同时期待桌面版进一步打开TapTap市场空间。
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