智通财经APP获悉，心动公司(02400)涨超5%，截至发稿，涨5.09%，报75.4港元，成交额1.95亿港元。
消息面上，心动公司此前发盈喜，预期集团2025年度取得收入不少于人民币57.1亿元，同比增加约13.9%；净利润不少于人民币15.8亿元，同比增加约77.4%。华泰证券认为，公司利润增长良好，主因自研游戏《仙境传说M：初心服》、《心动小镇》及《火炬之光：无限》表现强劲，与2025年6月上线的新游戏《伊瑟》共同推动公司收入增长，并改善毛利率；TapTap受广告算法的改进及用户参与度提升所带动，录得大幅增长。
花旗发布研报称，市场或低估心动公司海外版《心动小镇》的强劲表现，其2月全平台流水估计达2.5亿至3亿元人民币，显著超越国内版本，并凭借其强大的社交属性、有效的本地化策略及成功的IP合作，该游戏有望成为2026财年预测的最大游戏收入贡献者。鉴于海外版《心动小镇》表现强于预期带来市场情绪逆转，花旗对心动公司开启30日正面催化剂观察。
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