据 Tech4Gamers 报道，起初，卡普空曾质疑 Switch 2 的性能，认为其不足以流畅运行《生化危机：安 魂曲》这类对配置要求极高的游戏。但最终成品效果让开发团队大为震惊，甚至反复确认了三遍才敢相 信。 IT之家注意到，任天堂此前宣传 Switch 2 是一台能够流畅运行 3A 大作的掌机。发售后该承诺未能立刻 兑现，一度引发外界对其性能的质疑；而一年后的今天，所有疑虑都已烟消云散。 IT之家 2 月 25 日消息，Switch 2 发售一年后，这款掌机终于迎来了成熟的第三方游戏支持。大量 3A 级 大作计划登陆这款小巧机型，其中最受关注的当属《生化危机：安魂曲》，距离发售仅剩几天时间。 在任天堂最新一期 《开发者心声》视频中，游戏总监 Koshi Nakanishi 分享了为 Switch 2 开发本作的经 历。团队最初同样怀疑这款掌机能否运行游戏，但实际表现令他们十分震撼。 我们开发团队第一次亲手体验时也持怀疑态度，所以反复确认了好几次。我们当时心 想："哇，这真的是在任天堂 Switch 2 上运行的吗？" 从试玩演示中可以看到，Switch 2 展现出了出色的光线追踪效果，且帧率表现十分稳定 ...

If an American Blue-Chip stock had dropped 40% in six months, you would have most likely read headlines about it and been tempted to enter just for the sake of paying less than half a year ago. With NintendoExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is rarely an ...

IT之家 2 月 20 日消息，宝可梦系列 GBA 经典作品《宝可梦 火红 / 叶绿》已上架 eShop 并开放预购，将于 2 月 27 日"宝可梦日"当天发售。 本作属于对原版游戏在 Nintendo Switch/2 平台上的复刻，因此语言设置也沿用了当年的版本，游戏内不支持语言切换（无官方中文），而在欧服甚至能看 到足足 5 种不同语言的版本。 日文版和英文版售价均为 100 港币（IT之家注：现汇率约合 88.5 元人民币）或 2000 日元（现汇率约合 89.2 元人民币）。 另外，日媒还公布了任天堂将在日本市场推出的《宝可梦 火红 / 叶绿》Pokémon Center 豪华特别版，售价 19800 日元（现汇率约合 883.3 元人民币），包含 下载兑换卡与原创特典。 这款游戏下载所需容量为 40MB，支持本地无线联机功能，可进行宝可梦对战和宝可梦交换，后续还将追加《Pokémon HOME》支持。 此外，Nintendo Music 新增《宝可梦火红 / 叶绿》原声音乐，包含 64 首曲目。 所有 播放列表 · Pokémon Pokémon Leaf 14, 11, 1000 -01- トキ ...

Group 1 - The article discusses Nintendo's investment thesis, highlighting its success in the video gaming industry and beyond [1] - The author emphasizes a long-term investment strategy, focusing on compounding wealth through well-managed organizations and dividend growth [1] - The investment approach includes seeking undervalued assets, balancing current income with sustainable growth, and taking advantage of market fears to acquire quality assets at fair prices [1] Group 2 - The author has a beneficial long position in Nintendo shares, indicating confidence in the company's future performance [2] - The article reflects the author's personal opinions and is not influenced by external compensation, ensuring an unbiased perspective [2]

Core Insights - The article emphasizes the convergence of culture, technology, and valuation in future-oriented industries, particularly in digital assets and gaming sectors [1] Group 1: Digital Assets - The focus includes major cryptocurrencies such as XRP, Bitcoin, and Ethereum, which are reshaping global finance [1] - The analysis aims to identify early positioning in these digital assets that are leading the next cycle of growth [1] Group 2: Gaming Industry - The article covers gaming publishers like Nintendo, Capcom, and Square Enix, highlighting their role in transforming entertainment [1] - The gaming sector is viewed as a significant area for investment opportunities due to its cultural impact and technological advancements [1] Group 3: Consumer Brands - Selected consumer brands such as Monster Beverage, Sprouts, and Macy's are analyzed, focusing on how brand and consumer behavior drive long-term value [1] - The approach combines discounted cash flow (DCF) and relative valuation with macroeconomic and narrative context [1]

Core Insights - Nintendo is releasing a new game titled "DRAGON QUEST VII Reimagined" on the Nintendo eShop for Nintendo Switch and Nintendo Switch 2, which features a new art style and a streamlined main story [1]. Group 1 - The game "DRAGON QUEST VII Reimagined" focuses on a narrative involving companions and the mystery of a kingdom being the last remaining island in the world [1]. - The new art style combines diorama visuals with iconic character designs, enhancing the visual experience for players [1]. - The game introduces a Moonlighting system, which allows players to engage in additional gameplay elements [1].

Core Insights - The latest Nintendo Direct: Partner Showcase introduced a variety of classic titles with enhancements, new adventures debuting on Nintendo Switch 2, and entirely new games for both Nintendo Switch 2 and Nintendo Switch [1] Group 1 - Iconic franchises from Bethesda Game Studios and MachineGames are making their debut on the Nintendo Switch 2 system [1] - The showcase highlighted the arrival of a well-known archeologist and adventurer in India [1]

Core Viewpoint - Nintendo's recent financial report fell short of market expectations, raising concerns about future profitability due to rising component costs and conservative sales forecasts [1][3]. Financial Performance - For the first three quarters of fiscal year 2026, Nintendo reported net sales of 1,905.8 billion yen, a year-on-year increase of 99.3%; operating profit was 300.3 billion yen, up 21.3%; and net profit reached 358.8 billion yen, a 51.3% increase. However, the net profit margin decreased by 6 percentage points to 18.8% [1]. - In the third quarter of fiscal year 2026, Nintendo achieved revenue of 806.3 billion yen, an 86% year-on-year increase, but below the market expectation of 847.7 billion yen. Operating profit was 155.2 billion yen, up 23.1%, also below the expected 180.7 billion yen [1]. Hardware and Software Sales - In the first three quarters, the Switch 2 console sold 17.37 million units, making it the fastest console to reach 15 million sales. However, sales of the original Switch console decreased by 66% to 3.25 million units. Software sales for Switch 2 reached 37.93 million copies, while sales for the original Switch declined by 12.1% to 109 million copies [2]. Future Outlook - Nintendo maintained its full-year forecast for fiscal year 2026, projecting Switch 2 sales of 19 million units, with nearly 17.4 million units sold by the end of December 2025. The company also expects a net profit of 350 billion yen for the fiscal year [3]. - Concerns about profit margins are heightened due to ongoing U.S. tariffs and rising storage chip prices, which could pressure future profitability [3]. Component Cost Impact - Nintendo's president stated that the recent rise in memory prices has not significantly impacted hardware profits for the first three quarters, but ongoing price increases could pose risks. The company is monitoring the situation closely [5]. - The global storage chip market is experiencing a "super cycle" driven by AI demand, leading to rising prices that could affect the profitability of consumer electronics [5]. Pricing Strategy - Analysts suggest that raising the price of the Switch 2 may be necessary to maintain profitability amid rising memory costs, with estimates indicating a potential price increase of about 15% [6]. - However, some analysts believe that concerns regarding the profitability of the Switch 2 may be overstated, as Nintendo traditionally adheres to a strategy of not selling hardware at a loss [7].

Core Insights - The highly anticipated game "Black Myth: Wukong," set to launch in 2024, is expected to be available on the Nintendo Switch 2, generating significant interest in the gaming industry and among players [1][3] - The information was revealed by insider Nate the Hate during his podcast, mentioning the upcoming "Nintendo Direct: Partner Showcase," although it remains uncertain if the game will be officially showcased in February [1] Group 1 - "Black Myth: Wukong," an action game adapted from the classic IP "Journey to the West," has achieved impressive sales, surpassing 30 million copies shortly after its release [3] - The game won the Best Action Game award at the 2024 TGA Game Awards, gaining global recognition for its unique cultural expression and high-quality gameplay [3] - Currently, there are no downloadable content (DLC) available for the game, and it is unclear whether the storyline will continue as a traditional sequel or through DLC [3] Group 2 - Game Science has announced a new title, "Black Myth: Zhong Kui," during the 2025 Cologne Game Show, clarifying that it is not a sequel to "Black Myth: Wukong" [3] - The company plans to expand the "Black Myth" series with more titles centered around this story IP, aiming to enrich the content matrix of the franchise [3]

Market Overview - The U.S. stock market is experiencing mixed trading patterns with a notable rotation out of technology giants and into broader market sectors [1] - The S&P 500 has slipped around 0.2% to 0.3%, marking a modest decline for the fourth time in the last five days [2] - The Nasdaq Composite has traded approximately 1% lower, with the Nasdaq 100 specifically seeing a 1.4% loss [2] - The Dow Jones Industrial Average has risen by as much as 389 points, or 0.8%, indicating a shift away from tech stocks towards firms expected to benefit from improving growth prospects [2] Economic Indicators - The yield on 10-year Treasuries has remained steady at 4.28% [3] - Upcoming economic data includes the ADP Employment Change and ISM Services PMI for January, which are crucial for assessing the labor market and services sector [5] - The week will culminate with the U.S. Employment Report on February 6th, which includes non-farm payrolls and average hourly earnings [6] Company-Specific Highlights - Advanced Micro Devices (AMD) shares dropped by as much as 15.7% despite stronger-than-expected profits, indicating high expectations for AI-related companies [9] - Uber Technologies (UBER) fell 3% to 5% after its quarterly results and profit forecast fell short of expectations [10] - Super Micro Computer (SMCI) rallied by 12% to 14% after delivering stronger-than-expected profits [10] - Eli Lilly (LLY) surged by 9.2% after exceeding profit expectations and providing strong guidance, driven by its obesity drugs [11] - Silicon Laboratories (SLAB) shares soared by 51% following the announcement of its acquisition by Texas Instruments for approximately $7.5 billion [13] - Nvidia (NVDA) shares declined 2.8% due to a broad tech sell-off and uncertainty surrounding its OpenAI investment [14]