XD INC (02400) Rises Over 4%: TapTap Seen Benefiting from AI-Driven Content Creation, Institutions Bullish on Longevity of Existing Titles

Stock News10-26

According to Zhitong Finance APP, XD INC (02400) shares rose more than 4%, up 4.05% as of press time to HK$38.58, with turnover of approximately HK$46.1261 million.

On the news front, AI is significantly lowering the barriers to game development, and game content supply is expected to enter a phase of accelerated growth. Shenwan Hongyuan believes that TapTap's value is undervalued, and AI-driven creative democratization is clearly beneficial to the platform.

There are already examples in 2026: the company's AI creation platform TapTap Maker, launched in January, has so far released over 6,000 games, with Maker game user retention and playtime both higher than the platform average. In September, the Tap creative workshop AI game "Shenti Chudi" (simulation management) went viral, with 630,000 downloads and a rating of 8.5, and the TapTap APP hit Top 12 on the iOS free chart that day, a new high for the year.

The firm is bullish on the new product elasticity for 2026-2027. "Heartbeat Town" and "Torchlight" contribute the core game profits.

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