Investors are wondering just how big of a hit Nintendo's Switch 2 console will wind up being.Nintendo (NTDOY) stock is seeing a modest pullback in Friday's trading. The gaming giant's share price was down 1.9% as of 3:30 p.m. ET, and had been down as much as 2.8% earlier in the session. Even with some recent sell-offs, the stock is still up roughly 49% in 2025.Nintendo stock is moving lower today in conjunction with news that the company's Switch 2 console is no longer selling out at retail.  Nintendo stoc ...

7月23日消息，研究机构Circana的数据显示，任天堂6月在美国售出160万台Switch2游戏机，创下游戏机 在美首发月份销售纪录。此前纪录为2013年索尼PlayStation4的110万台。(智通财经) ...

完整早报音频，请点击标题下方小耳机收听 【北京燃油车彻底禁入网约平台？中国城市公共交通协会网约车分会删文并致歉】 据中国城市公共交通协会网约车分会消息，自 7 月 20 日起，北京燃油 车彻底禁入网约平台。记者了解到，中国城市公共交通协会网约车分会已经删除了该消息。中国城市公共交通协会网约车分会方面表示："是我们编辑在做 每日资讯时，从自媒体和司机了解到的信息，但消息的来源和核实存在问题，网页链接已经下架了。" 7月23日，中国城市公共交通协会网约车分会就22日发布"北京燃油车彻底禁入网约平台"简讯致歉。（每日经济新闻） 【郑州市市场监管局行政约谈饿了么、美团、京东三家外卖平台企业】 7月22日上午，郑州市市场监管局对饿了么、美团、京东三家平台企业开展行政约 谈，通报近期外卖平台经营中存在的突出问题，要求平台企业严格落实整改措施，切实履行主体责任，维护公平有序的网络市场经营秩序。会议要求，各平 台企业要切实增强合规经营的责任感和紧迫感，严格资质审查，限期完成入驻商户资质全面复核，重点清理"无证""套证"等违规商户，建立动态核验机 制，确保经营主体合法合规；维护公平竞争，杜绝刷单炒信、虚假评价、恶意压价等不正当 ...

点评：腾讯代理的《星痕共鸣》正式开服，这款基于万代南梦宫《蓝色协议》IP的二次元MMO游戏， 或为国内二次元游戏市场注入新活力。腾讯在二次元赛道的持续布局，可能强化其在该细分领域的竞争 优势。 NO.2任天堂新作《咚奇刚：蕉力全开》正式发售 ｜ 2025年7月18日星期五 ｜ NO.1腾讯《星痕共鸣》正式开服 7月17日，由腾讯代理发行的二次元MMO（大型多人同时在线游戏）《星痕共鸣》正式开服。该游戏为 日本游戏厂商万代南宫梦旗下《蓝色协议》IP（具有商业价值的创意内容或品牌）的衍生游戏，基于原 作世界观展开。游戏于今年1月拿到版号，而万代南梦宫的《蓝色协议》已于今年1月18日停服。 7月17日，任天堂新作《咚奇刚：蕉力全开》正式发售。在游戏评分平台Metacritic上，87家媒体给出的 均分为91分，其中全球知名游戏娱乐媒体IGN给出了满分的评分。该游戏是一款3D平台游戏，支持双人 游玩，作为Switch 2的独占作品发售。价格方面，eShop港区数字版为449港币（约合人民币411元）。 点评：任天堂新作《咚奇刚：蕉力全开》发售并拿下媒体高分评价，作为Switch 2独占作品，可能强化 任天堂在主机游戏 ...

The Roundhill Video Games ETF NERD launched in 2019 and is having a great year in 2025 thanks to the launch of the Switch 2 console from Nintendo Co NTDOY.Roundhill Investments CEO Dave Mazza shares thoughts on the Switch 2 launch, what sports games mean to Electronic Arts EA and why GameStop Corporation GME doesn't make the cut for inclusion in the ETF.Switch 2 Success: The Nintendo Switch 2 launched with a price of $449, $150 above the cost of the original 2017 model. Despite the higher price, the console ...

Core Viewpoint - The article discusses the successful collaboration between Nintendo and NVIDIA, highlighting the launch of the Switch2 and its advanced graphics capabilities through the NVN2 API, which significantly enhances gaming performance and visual quality compared to its predecessor. Group 1: Switch2 Launch and Performance - The Switch2, equipped with NVIDIA's NVN2, addresses issues like overheating, lag, short battery life, and reduced graphics quality seen in the previous generation [2][5] - Within just four days of its release, the Switch2 sold over 3.5 million units, setting a record for Nintendo's fastest sales [5] - The NVN2 API allows the Switch2 to run games that can achieve 60 frames per second on Xbox, making it easier to port titles [3][12] Group 2: Historical Context of Nintendo and NVIDIA Collaboration - The partnership between Nintendo and NVIDIA began over a decade ago, driven by Nintendo's need for a new mobile gaming hardware and NVIDIA's desire to revitalize its Tegra chip line [4][10] - The original Switch, which sold over 150 million units, was a result of this collaboration, leading to a 108% increase in Tegra processor sales, reaching $332 million [17][18] Group 3: Technical Innovations of NVN and NVN2 - NVN is a custom graphics API designed specifically for the Switch, optimizing performance by removing unnecessary features found in general-purpose APIs like OpenGL or Vulkan [25][26] - The Switch2's NVN2 includes NVIDIA's deep learning super sampling (DLSS) and ray tracing capabilities, allowing for enhanced graphics performance, such as increasing game resolution from 720p/30fps to 1440p/60fps [30] Group 4: Gaming Philosophy and User Experience - The Switch's design philosophy emphasizes flexibility, allowing players to switch between gaming scenarios, whether on the go or at home [32][36] - The technology serves to enhance creativity and enjoyment in gaming, reflecting a shift in how gaming is integrated into daily life [37][40]

Core Viewpoint - The Nintendo Switch 2 (NS2) has introduced 4K HDR output, but users are experiencing difficulties with HDR settings and overall visual quality, raising concerns about the device's HDR implementation compared to competitors like Sony's PS5 and Microsoft's Xbox [1][4][30]. Group 1: HDR Implementation Issues - Users report that adjusting HDR settings on NS2 is cumbersome and results in unsatisfactory visual experiences, with many encountering similar problems online [3][4]. - The HDR adjustment process on NS2 is less intuitive than on PS5, requiring excessive clicks to achieve desired brightness levels, which can lead to frustration [20][24]. - NS2 lacks a method to determine minimum brightness levels, making it difficult to create an accurate brightness curve for optimal HDR performance [24][30]. Group 2: Technical Aspects of HDR - HDR video content is pre-produced with metadata that allows for accurate brightness mapping, while HDR in games is generated in real-time, complicating the adjustment process [5][9]. - The NS2's HDR adjustment only includes two screens for peak brightness and overall brightness, lacking comprehensive controls found in other gaming consoles [18][22]. - The absence of a standardized HDR adjustment process across devices contributes to inconsistent user experiences, with calls for a unified HDR standard in the industry [31]. Group 3: Recommendations and Standards - HDTVTest suggests enabling HGIG (HDR Gaming Interest Group) on compatible TVs to improve HDR performance on NS2, but this feature is not universally available [26][30]. - The current state of HDR standards is criticized for being chaotic, with a need for a unified approach to enhance user experience and simplify adjustments across different platforms [31].

Core Insights - Nintendo's latest gaming console, Switch 2, achieved a record launch performance with 5.4 million units sold in its first month, surpassing previous consoles [1] - The high pricing of Switch 2 is seen as a significant barrier to sales, acknowledged by Nintendo's president Shuntaro Furukawa [1] - The introduction of a USB-C interface with encryption authentication limits compatibility with third-party accessories, causing user complaints about charging and video output issues [3][5] Sales Performance - Switch 2's first-month sales reached 5.4 million units, marking the best opening for any Nintendo console [1] - Nintendo's overall sales for the fiscal year 2024 dropped by 30.3% to 1.1649 trillion yen, with net profit decreasing by 43.2% to 278.8 billion yen [10] Accessory Compatibility - The encryption mechanism in Switch 2's USB-C interface restricts third-party accessory compatibility, leading to user frustrations [3][5] - Users face high repair costs of approximately $180 for official support, prompting interest in third-party solutions that may not be viable due to Nintendo's encryption [5] Business Strategy - Nintendo appears to be developing a "Made For Nintendo Switch" ecosystem similar to Apple's MFi certification, which could enhance revenue from authorized accessories [7][10] - The company is diversifying its revenue streams beyond console sales, focusing on mobile games and theme parks to mitigate reliance on hardware sales [10][12] Future Implications - The establishment of a proprietary accessory ecosystem may lead to increased costs for consumers, as both the console and compatible accessories are expected to be priced higher [13]

Market Capitalization Changes - The market capitalization of major global technology and internet companies has shown varied changes as of July 9, 2025, with notable increases in companies like Tesla, which rose by 1.32% to reach $959.2 billion, and Alibaba, which increased by 1.62% to $257.6 billion [3][4][5]. - Companies such as Netflix and Shopify experienced declines, with Netflix decreasing by 1.11% to $548.8 billion and Shopify dropping by 3.58% to $619.1 billion [3][4]. Notable Performers - AMD saw a significant increase of 2.24%, bringing its market cap to $223.4 billion, while Intel had a remarkable rise of 7.23%, reaching $102.8 billion [5][6]. - Other companies with positive performance include Adobe, which increased by 1.41% to $162.1 billion, and ASML, which rose by 1.15% to $312.2 billion [3][4]. Decliners - Companies like Robinhood and Sea Limited faced declines, with Robinhood decreasing by 2.34% to $824 million and Sea Limited dropping by 1.32% to $894 million [6][7]. - FICO experienced a significant drop of 8.91%, bringing its market cap down to $455 million [7]. Overall Trends - The overall trend indicates a mixed performance across the technology sector, with some companies gaining market value while others are experiencing losses [3][4][5][6].

任天堂在 Switch 2 中故意为 USB-C 接口的拓展性设置了限制，手段包括软件加密和独立的加密芯片，导致 Switch 2 在搭配一些第三方的拓展坞或 USB 配件时无法正常工作。 在 Sean Hollister 自己的测试中，他通过 Power-Z 的 KM003c 快充测试仪抓包了 Switch 2 与任天堂官方底座之间的握手记录： 任天堂 Switch 2 发布至今已经近一个月，首批玩家的反馈也已经陆续出炉。然而在这个合家欢游戏大胜利的节骨眼上，任天堂自己却又开始作妖了。 Switch 2 拒绝向第三方底座输出视频讯号 知名科技媒体 The Verge 的资深编辑 Sean Hollister 于 7 月 3 日发文，指出有两家配件厂商向 The Verge 透露： 不用底座 不许投屏 通过抓包记录可以看到，Switch 2 与官方底座之间相互沟通的前若干个码片使用的都是 USB-IF 联盟规定的标准信号，用来帮助两台设备完成握手，确定 双方支持的充电功率和视频规格等等。 其中唯一的例外是一款名为 Antank S3 Max 的底座（国内商品名为思维趣 siwiqu S3A-Max）： 这是一 ...