港股異動 | 手遊股繼續走強 心動公司(2400.HK)飆漲逾17%續創新高
格隆匯2月1日丨港股手遊股延續近期強勢行情,心動公司再次飆漲逾17%,盤中高見80港元續創新高價;IGG大漲近10%,中手遊等均有漲幅。臨近年關放假,中原證券發表研報稱,受衞生事件影響,各地開始紛紛倡導春節減少出行,減少聚集,就地過年等應對策略,預計以遊戲為代表的“宅娛樂”需求將會依然旺盛。另外,2021年首批遊戲版號已經下發,共84款國產遊戲獲批。在此次獲批版號的遊戲中,創夢天地的《小動物之星》、心動公司的《少年的人間奇遇》等。美銀證券指出心動公司擁有內地最大遊戲社區TapTap、及作為一間網遊營運商,隨著自身研發遊戲推出,估計心動公司於2021年至2022年盈利年複合增長率將會加快至39%。

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