3月24日消息，据报道，由于去年末假日季销量未达预期，尤其是美国市场表现疲软，任天堂已大幅下 调Switch 2游戏机的产量。任天堂计划本季度生产400万台这一旗舰产品，较原定的600万台减少约三分 之一，减产行动预计将持续至4月份。 ...

McDonald's officially unveiled its latest Happy Meal promotion, bringing back one of its most-requested and long-standing collaborations. The launch underscores the fast-food giant's ongoing strategy of blending nostalgia, pop culture, and digital engagement to strengthen customer loyalty across generations. Since introducing the Happy Meal in 1977, McDonald's has used its beloved kids' meal to release some of the most memorable collectible toys and limited-time partnerships. With more than 44,000 locat ...

On its face, the stock market looks to be humming along wonderfully. Despite geopolitical turmoil, the S&P 500 index is near all-time highs, driven by gains in artificial intelligence (AI) stocks. But under the hood, there is plenty of pain. From software companies to carmakers to cannabis producers to consumer lenders, many stocks outside of the AI boom are experiencing severe drawdowns. Two stalwart consumer stocks well off their highs are MercadoLibre (NASDAQ: MELI) and Nintendo (OTC: NTDOY). These dr ...

Core Viewpoint - Nintendo has filed a lawsuit against the U.S. federal government seeking a refund of import tariffs paid under the Trump administration's International Emergency Economic Powers Act (IEEPA) and corresponding interest [1][6] Group 1: Legal Proceedings - The U.S. Supreme Court ruled on February 20 that the actions of the Trump administration regarding IEEPA were "unconstitutional and overreaching," with a 6-3 majority [1][6] - Chief Justice Roberts stated that the IEEPA grants the president the power to "regulate imports" but does not include the power to impose tariffs [1][6] Group 2: Refund Process Challenges - The International Trade Court (CIT) has ordered the U.S. government to submit a report by March 12 regarding the progress on the refund process for IEEPA tariffs [1][6] - The U.S. government indicated that it may take approximately 4,431,161 hours (about 506 years) to manually process all refund applications, suggesting that refunds for companies like Nintendo may be delayed indefinitely [1][6][7] Group 3: Scale of Refund Applications - The scale of refund applications is described as "unprecedented," with U.S. Customs and Border Protection officials stating that existing administrative procedures and technical systems are inadequate to handle such a large task, necessitating significant manual intervention [4][7] - During the peak of the trade war initiated by the U.S., over 53 million product entries were subjected to illegal tariffs, affecting various goods including automobiles, toys, and clothing [4][7]

Core Viewpoint - Nintendo's stock has risen for three consecutive days, accumulating a 16.94% increase this week, driven by the success of the exclusive game "Pokémon Pokopia" for the Switch 2, alleviating market concerns over rising storage chip costs [1][3]. Group 1: Stock Performance - Nintendo's stock has seen a significant rise, with an 8.9% increase on the previous day, marking the largest single-day gain since April of the previous year [1]. - The stock's upward trend is attributed to the unexpected popularity of "Pokémon Pokopia," which has helped mitigate worries regarding increased storage chip costs [3]. Group 2: Game Success - "Pokémon Pokopia," a new sandbox-style game, was released on March 5 and has received a high Metacritic score of 89, the highest in the Pokémon series' history [5]. - The game sold over 2.2 million copies globally within just four days of its release, with 1 million copies sold in Japan alone [5]. - The demand for the physical version of the game in the U.S. has led to stock shortages at major retailers, indicating strong consumer interest [5]. Group 3: Analyst Insights - Analysts are increasingly optimistic about Nintendo's recovery prospects, anticipating higher sales for the Switch 2, priced at $450 [6]. - Jefferies analyst Atul Goyal has given Nintendo a "buy" rating, predicting the stock could double in value (+114%) within the next 12 months [7]. - The upcoming release of "Super Mario Galaxy" movie is expected to positively impact Nintendo's software division, providing further growth opportunities [7].

Core Insights - Nintendo shares have increased by 18% this week due to the unexpected success of the Pokémon game "Pokémon Pokopia," which has raised expectations for sales of the Switch 2 console [1][2] - "Pokémon Pokopia" sold 2.2 million units within the first four days of its release, making it the fourth-best-selling title for the Switch 2, which was launched last year [1][2] - The game is a spin-off from the main Pokémon franchise and is exclusively available on the Switch 2, contributing to the optimism surrounding the console's sales [2] Sales Performance - Nintendo has projected sales of 19 million units for the Switch 2 in the current fiscal year, which ends in March, and has already sold 17.37 million units to date [2] - The success of "Pokémon Pokopia" is seen as a potential system seller that could help maintain momentum for the Switch 2 hardware, despite not being a major title like a new 3D Mario or Zelda game [3]

Oracle - Oracle reported adjusted earnings of $1.79 per share for the period ending February 28, with revenue increasing by 22% year-over-year to $17.19 billion, surpassing analyst expectations of $1.70 per share and $16.89 billion in revenue [3] - For the fourth quarter of fiscal 2026, Oracle anticipates revenue growth between 18% and 20% in constant currency, translating to $18.93 billion to $19.24 billion, compared to analyst expectations of $19.11 billion [3] - Adjusted earnings for the next quarter are expected to be between $1.92 and $1.96 per share, exceeding the estimate of $1.93 per share, with fiscal 2027 revenue projected to reach $90 billion, an increase from previous guidance [4] Nintendo - Nintendo's stock surged by 10.5% in Tokyo, driven by the success of the new Pokémon game and anticipation for the upcoming Super Mario movie [4] - Reports indicate that physical copies of the Pokémon game have sold out at major U.S. retailers, contributing to the stock's momentum despite challenges from memory cost headwinds [5] Oil Refinery - President Trump announced plans for the first new U.S. oil refinery in 50 years, to be built in Brownsville, Texas, with investment from India's Reliance Industries, marking a historic $300 billion deal [6] - The refinery is expected to process 168,000 barrels per day of U.S. shale oil, with the project potentially starting as early as Q2 2026, processing 1.2 billion barrels valued at $125 billion and producing refined products worth $175 billion [6][7] - The project aims to enhance national security, boost American energy production, and be the cleanest refinery globally [7]

Core Viewpoint - Nintendo's stock surged over 10% following the unexpected success of its new game, Pokémon Pokopia, alleviating concerns about rising storage chip prices impacting software demand [1][3]. Group 1: Game Performance - Pokémon Pokopia's physical copies have sold out at major retailers in the U.S. and became the fastest-selling exclusive game on the Nintendo Switch 2, surpassing one million units sold [3]. - The game's popularity has significantly boosted sales momentum for the Nintendo Switch 2, helping to offset the pressure from rising storage costs that have affected Nintendo's stock since late 2025 [3]. Group 2: Financial Performance - Nintendo's quarterly operating profit was approximately 155.21 billion yen (about $998.5 million), falling short of analysts' average estimate of 180.7 billion yen, despite a sales increase of over 80% to 806.32 billion yen [4]. - The operating profit growth was limited to 23%, which did not meet market expectations, leading to concerns about the company's profitability due to rising storage component costs and pricing strategies in the Japanese market [4]. Group 3: Market Concerns - The rising costs of storage components, driven by strong demand from AI data centers, have created a "revenue without profit" dilemma for the Nintendo Switch 2, despite increased sales [4]. - Nintendo's low-price strategy in the Japanese market is further eroding profit margins, and the company has maintained a conservative annual outlook and hardware sales target of 19 million units from June to the end of March [4].

Group 1 - Nintendo's stock price increased by 10% on March 11 [1]

Core Insights - Nintendo celebrates MAR10 Day with the launch of The Super Mario Galaxy Movie, set to release in theaters on April 1, 2026, alongside various promotional activities and exclusive content for fans [1][3] Group 1: Movie Promotion - A new trailer for The Super Mario Galaxy Movie was released, and fans can unlock digital collectible cards through the Nintendo Today! app starting March 10 [1] - The app will allow users to check in at participating theaters beginning April 1 to unlock exclusive content, including a digital photo frame [1] - The movie is part of the 40th anniversary celebration of the Super Mario franchise, with various in-store giveaways and special offers on games [1] Group 2: Game Releases and Events - New trailers for Nintendo Switch 2 games featuring Mario, including Super Mario Bros. Wonder and Yoshi and the Mysterious Book, were announced, with release dates set for March 26 and May 21, respectively [1] - A Tetris 99 Maximus Cup event will take place from April 3 to April 6, featuring themes inspired by Super Mario Galaxy [1] - Special offers on select games featuring Mario and friends will be available until March 14 at participating retailers [1] Group 3: LEGO Collaboration - LEGO announced a new set, Luigi & Mach 8, designed for adult builders, featuring 2,234 pieces and a buildable Luigi figure [1] - The set is available for pre-order starting March 10, 2026, and pairs well with other LEGO Mario Kart sets [1] Group 4: Sweepstakes and Fan Engagement - A sweepstakes is being held for a chance to win a trip to either Universal Orlando Resort or Universal Studios Hollywood, with prizes valued at approximately $4,875 and $4,290, respectively [2] - Events at Nintendo New York and Nintendo San Francisco will include opportunities to meet Mario and participate in a doubles tournament for Mario Tennis Fever on March 14 [1][2]