港股異動 | 心動公司(2400.HK)漲4.11% 券商看好 中國移動遊戲出海收入高增長
格隆匯2月16日丨心動公司(2400.HK)漲4.11%,報29.1港元,總市值139億港元。中信證券預計2025年中國移動遊戲出海收入可達328.98億美元,未來4年複合增長率超20%,相比2021年具備翻倍空間(104%)。中國手遊廠商在新興市場如東南亞、拉美保持較強競爭力,同時在美日韓等成熟市場市佔率相比本土廠商的差距縮小。心動公司為基於優勢品類集中突破的廠商,受到了推薦。銀河證券稱,長期來看遊戲行業仍具備較好的成長性,建議關注研發能力出色的:騰訊控股、網易-S、三七互娛、祖龍娛樂、心動公司。

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