智通财经APP获悉，电子游戏巨头任天堂(Nintendo)在日本股市的股价创下18个月来最大跌幅，此前该公司公布的盈利数据令 市场颇感失望，显示营业利润率遭受重创，同时市场对于2026年存储芯片价格持续飙升影响利润率曲线的担忧不断升温。向来 以长期牛市股价轨迹著称的任天堂惊现暴跌，该股周三在东京股票市场一度跌超12%。这家总部位于京都的电子游戏领军者正 面临美国关税带来的全球成本扰动，而由AI算力基础设施狂热投入引发的存储类组件成本飙升也在不断拖累其业绩展望。 任天堂周二公布的最新业绩数据以及未来展望显示，由于AI数据中心建设进程如火如荼争抢存储芯片产能，导致核心存储组件 采购成本飙升，成为Switch 2陷入 "增收不增利"困境的核心因素。尽管Switch 2销量增长，但硬件利润被严重侵蚀。此外，公 司在日本市场的低价策略也进一步摊薄了利润，并且该公司维持全年指引与硬件销量目标(6月发售到3月底预期1900万台)也被 市场解读为偏保守。 投资者们当前所忧虑的"存储吞噬消费电子利润"并非空穴来风，任天堂管理层在业绩声明中也明确指出：若存储组件高价持 续，价格超出预期并长期化，就可能进一步压缩盈利空间。市场研究 ...

每经AI快讯，任天堂今日跳空低开，股价一度下跌12.28%。 （文章来源：每日经济新闻） ...

Nintendo shares plunged more than 10% in Tokyo on Wednesday after the gaming giant missed market estimates for quarterly revenue and flagged mounting headwinds from an unprecedented shortage of memory... ...

Core Viewpoint - Nintendo is experiencing significant challenges due to a memory chip shortage, which has led to a decline in its stock price despite a strong performance in profit and revenue growth. Group 1: Financial Performance - Nintendo's profit increased by 24% year on year, driven by strong sales of the Nintendo Switch, which is now the company's best-selling console since its release in 2017 [2] - Revenue rose by 86%, indicating robust demand for its products despite the ongoing supply chain issues [2] Group 2: Market Challenges - The company is facing headwinds from an unprecedented shortage of memory chips, a critical component for its consoles, resulting in rising prices [2] - Investors are concerned about the potential impact of high memory costs on Nintendo's profit margins, although the company maintains that these costs have not yet significantly affected its financial results for the current year [3] Group 3: Product Launches and Future Outlook - Nintendo plans to release major titles for the Switch 2, including "Mario Tennis Fever" in February and "Pokémon Pokopia" in March, which are expected to drive sales [4] - The company is also set to release "The Super Mario Galaxy Movie" in April, following the success of the first Super Mario movie in 2023, which boosted console sales [4] - Analysts suggest that 2026 will be a critical year for the Switch 2 as Nintendo aims to expand its appeal to a broader market [5]

任天堂净利润为1599.3亿日元，高于预期的1473亿日元，同比增长24%。 当地时间周二（2月3日），日本电子游戏公司任天堂公布了第三财季（截至2025年12月31日，自然年第 四季度）的业绩。 在游戏软件方面，Switch 2平台上的《马力欧卡丁车：世界》（与Switch 2同步发售）销量约为1400万 套。据任天堂称，全球约有1.29亿人正在使用Switch平台进行游戏。 任天堂股价近几个月持续承压。Switch 2于去年6月上市后，公司股价在8月一度升至14000日元以上的 历史高位，但此后已回落超过30%。 在12月关键假日销售季到来前，市场一度担忧Switch 2销售乏力。 市场研究机构Circana上月表示，任天堂Switch 2是美国12月销量最高的游戏主机。 Kantan Games首席执行官Serkan Toto表示："一些投资者预测的销量'崩塌'并未在假日季度发生。" 杰富瑞分析师Atul Goyal表示，有关Switch 2销量放缓的担忧被夸大了，其在Q4这一关键销售季表现强 劲。 财报显示，任天堂第三财季营收为8063.2亿日元（约52亿美元），低于预期的8477.3亿日元，同比增长 ...

Core Viewpoint - Nintendo shares experienced a 10% decline as investors expressed concerns regarding the momentum for its upcoming Switch 2 gaming device [1] Company Summary - The decline in Nintendo's stock price indicates investor anxiety about the future performance and market reception of the Switch 2 [1] Industry Summary - The gaming industry is facing scrutiny as new product launches are critical for maintaining growth and investor confidence, particularly for established companies like Nintendo [1]

Asia-Pacific markets mostly fell Wednesday, tracking Wall Street losses after a sell-off in U.S. technology stocks weighed on sentiment, while gold extended gains for a second day.Japan's Nikkei 225 lost 1.2%, dragged by tech stocks. Among the biggest losers on the index were chip equipment maker Lasertec, which plunged 7%, and game maker Konami Group, which lost 5.8%. Japanese semiconductor equipment powerhouse Tokyo Electron also declined 3.2%.The Topix declined 0.39%. Australia's S&P/ASX 200 fell 0.22%, ...

（文章来源：每日经济新闻） 每经AI快讯，2月4日，任天堂股价一度下跌9.3%。 ...

任天堂股价下跌9%，第三季度营业利润不及预期。 来源：滚动播报 ...

Group 1 - The core issue revolves around the quality concerns of Chow Sang Sang's gold pendants, which were found to have varying gold content levels, with the highest at 99.99% and the lowest at 64.37%, showing a difference of 35.62% [3][5] - Chow Sang Sang's official response emphasized that all their gold products meet national standards, with a gold content of no less than 990‰, and they are taking the matter seriously by conducting further tests [5][3] - The company has sent the same batch of products for testing to the National Gemstone and Jewelry Testing Center, which confirmed the gold content as 99.99% in multiple tests [5][3] Group 2 - The market is experiencing significant volatility, with various sectors, including precious metals, facing sharp declines due to panic selling and high leverage [17][12] - The domestic automotive market is showing a clear divide, with traditional brands like SAIC and Geely seeing over 20% growth, while new energy vehicle startups are facing collective declines [17] - The gaming industry is under scrutiny for potential tax adjustments, with rumors causing stock price drops among major companies like Tencent, although these rumors have been deemed unreliable [14][12]