智通财经APP获悉，心动公司(02400)尾盘涨近5%，截至发稿，涨4.1%，报81.3港元，成交额4.78亿港元。
消息面上，心动公司旗下Taptap近期发布通过自然语言对话让AI创作游戏的产品“Taptap Maker”。开源证券发布研报称，AI模型工具能力的跃迁或助力游戏开发门槛大幅降低，玩家可成为创作者，从而推动游戏供给个性化程度及丰富性大幅提升，进而提升流量平台及分发渠道价值。长江证券则表示，AI有望重塑游戏行业开发链路并构建全新内容生态。
此外，《心动小镇》国际服下载量超预期。开源证券表示，《心动小镇》作为3D社交建造游戏，玩家快速积累有助于打造更活跃的内容、社交生态进而提高留存度，亦为后续运营活动下流水进一步提升奠定基础。国际服官宣将联动全球知名IP《小马宝莉》，背靠国服超一年的运营经验及内容积累，我们看好后续系列运营活动的推出驱动国际服流水厚积薄发。
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