Trevor Williams/DigitalVision via Getty Images Summary Foreign equity markets delivered their best returns in over a decade while our International Growth Composite Portfolio (the “Portfolio) finished the year essentially flat. This underperformance was not a result of deteriorating business fundamentals among our holdings, but rather a pronounced market preference for cyclically sensitive businesses. We seek to invest in businesses with durable competitive advantages, strong returns on capital, and re ...

第三，宝可梦不能一边从中国赚钱，一边损害中国利益。缺乏历史责任感的日本公司，中国玩家不可能 容忍。 2016年，实景互动的宝可梦游戏"Pokemon Go"在日本上线，由于以玩家所在地区实景地图作为游戏地 图，很多地标性建筑更容易成为玩家聚集区。当年宝可梦官方居然将"道馆"（游戏中进行宝可梦挑战的 重要地点）和"补给站"放在了靖国神社内，成为了日本玩家的"必经之路"。中国玩家发现这一情况后， 丝毫没有给游戏官方面子，游戏发售第一天，就将位于靖国神社的道馆"占领"。 然而宝可梦吃一堑并未长一智。2019年，宝可梦的股东之一Creature公司一批员工公然参拜靖国神社， 并且在推特上大张旗鼓宣传。在受到大量网友批评后，该公司也仅是"删帖跑路"，并没有明确的道歉态 度。 但这一次，宝可梦恐怕很难再蒙混过关。（补壹刀 环球时报 视频/河畔视频） #宝可梦踩靖国神社红线不是初犯#【#任天堂宝可梦至今未道歉#】日本知名游戏动漫IP宝可梦官网近日 发布消息，计划于1月31日在供奉日本甲级战犯的靖国神社举办相关活动，这件事在中外社交平台上迅 速引发关注，"宝可梦靖国神社"相关话题一度冲上热搜。 对这起事件，任天堂和宝可梦至今 ...

Tomodachi Life: Living the Dream launches on Nintendo Switch April 16 and will also be playable on Nintendo Switch 2. Pre-orders will be available on Nintendo eShop and on My Nintendo Store later today. REDMOND, Wash.--(BUSINESS WIRE)--In today's Tomodachi Life: Living the Dream Direct presentation, Nintendo shared a closer look at the first new entry in the Tomodachi Life series in more than 10 years, and some of the elements that players can look out for when the game launches for the Nintendo Switch syst ...

Investors interested in Consumer Discretionary stocks should always be looking to find the best-performing companies in the group. Is LuxExperience B.V. - Sponsored ADR (LUXE) one of those stocks right now? A quick glance at the company's year-to-date performance in comparison to the rest of the Consumer Discretionary sector should help us answer this question.LuxExperience B.V. - Sponsored ADR is a member of our Consumer Discretionary group, which includes 261 different companies and currently sits at #11 ...

Investors might want to bet on Nintendo Co. (NTDOY) , as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.A company's changing earnings picture is at the core of the Zacks rating. The system tracks the Zacks Consensus Estimate -- the consensus measure of EPS estimates from the sell-side analysts covering the stock -- for the current and following years.Since a cha ...

SANTA MONICA, Calif. & KYOTO, Japan--(BUSINESS WIRE)--Illumination (HQ: Santa Monica, CA, USA; Founder and CEO: Chris Meledandri) and Nintendo Co., Ltd. (HQ: Kyoto, Minami-ku, Japan; President and Representative Director: Shuntaro Furukawa, "Nintendo†hereafter) revealed the first look at Yoshi in The Super Mario Galaxy Movie, the new animated film based on the world of Super Mario Bros., during a Nintendo Direct presentation today. The film will be released worldwide by Universal Pictures in April 2026. The ...

《公司的秘密7》年度研报合集 "穿越热点，看到秘密" 预售已开启 2026年1月25日之后开始发货 01 所有人都在追的热点公司， 在《第一财经》杂志内部，研报长期被视为一种"静态报道"。 所谓静态，不追逐当下热度，不围观股价起伏；看长线、看基本面，看那些暂时不喧哗但真正重要的变 量。 而它们往往不会是社交媒体上最热闹的那一批，过去6册《公司的秘密》几乎都遵循了这一逻辑。 在即将发布的第7册里，这个规律被打破了。 我们把它拆解给你看 回看 2025 年我们发表的 12 篇研报，你会发现一个明显变化——它们几乎全部围绕年度商业热点展开。 △ 点击即可预订《公司的秘密7》 当然，这些公司之所以能被《第一财经》杂志选中成为研报对象，并不是因为声量，而是因为足够重要 和有趣。 和以往一样，编辑和记者做的，并不是复述新闻、放大情绪，而是持续做一件"有点反直觉"的事：从财 报、采访和公开数据里，挖掘那些被常规商业报道有意或无意忽略的信息。 你会看到—— 寒武纪，在夏天一度超越茅台，成为中国 A 股市值第二 泡泡玛特出海业绩增长超 400%，Labubu 成为全球级网红 霸王茶姬、地平线、Figma，完成各自行业里具有标志 ...

Group 1 - Nintendo's flagship console, Switch 2, saw a sales rebound last month, alleviating concerns about demand slowdown, leading to a 6.6% increase in Nintendo's stock price, the largest single-day gain since November 5 [1] - According to Circana, Switch 2 was the best-selling console in the U.S. for both December and the entire year of 2025, contributing to a 9% growth in overall hardware spending in the industry [1] - Despite a significant drop in spending due to increased tariffs and component costs in November, Switch 2 maintained strong sales, contradicting claims of its weakness [1] Group 2 - After seven months on the market, Switch 2's sales exceeded Sony's PlayStation 4 by 35%, supported by multiple best-selling games in December [2] - The overall U.S. gaming market is expected to grow by 1% to $60.7 billion by 2025, with a shift towards subscription models, which have seen a 20% increase [5] - Epic Games' Fortnite continues to dominate user attention and gaming time on console platforms, with a significant portion of active users having experienced the game [5]

市场追踪机构Circana的数据显示，任天堂 Switch 2 游戏机在关键的美国市场销量表现强劲，打消了市 场对其需求放缓的担忧，任天堂股价因此上涨 5.6%。Circana表示，Switch 2 游戏机不仅拿下 2025 年 12 月美国最畅销电子游戏硬件的桂冠，还蝉联了该年度的销量榜首。任天堂股价也创下两个多月以来的最 大日内涨幅。杰富瑞分析师Atul Goyal在一份报告中写道："最新的美国市场数据，打破了'Switch 2 需 求疲软'的论调。" 他指出，这款游戏机 "即便没有大规模促销活动"，仍能稳居美国销量榜首，足以彰 显其 "内在的产品竞争力"。 Wolfe Research 分析师Peter Supino将任天堂股票的评级从 "跑输大盘" 上调 至 "与大盘持平"。 ...

市场追踪机构Circana的数据显示，任天堂 Switch 2 游戏机在关键的美国市场销量表现强劲，打消了市 场对其需求放缓的担忧，任天堂株式会社股价因此上涨 5.6%。 Circana表示，Switch 2 游戏机不仅拿下 2025 年 12 月美国最畅销电子游戏硬件的桂冠，还蝉联了该年度 的销量榜首。任天堂股价也创下两个多月以来的最大日内涨幅。 杰富瑞分析师Atul Goyal在一份报告中写道："最新的美国市场数据，打破了'Switch 2 需求疲软'的论 调。" 他指出，这款游戏机 "即便没有大规模促销活动"，仍能稳居美国销量榜首，足以彰显其 "内在的 产品竞争力"。 Wolfe Research 分析师Peter Supino将任天堂股票的评级从 "跑输大盘" 上调至 "与大盘持 平"。 尽管 2025 年 11 月，关税上调和零部件成本飙升推高了游戏机售价，导致消费者持币观望、市场支出大 幅下滑，但 Switch 2 的亮眼表现抵消了竞争对手产品销量下滑的影响，最终带动整个电子游戏硬件行 业全年支出同比增长 9%。任天堂旗舰产品在 12 月的销量反弹，使其得以延续破纪录的销售势头。 Circana数 ...