Core Viewpoint - The article discusses the confirmed specifications of the upcoming Switch 2, highlighting its custom NVIDIA chip, enhanced performance, and comparisons with previous models and competitors. Group 1: Hardware Specifications - Switch 2 features a custom NVIDIA chip with an 8-core CPU and 12GB LPDDR5X memory [1][6] - The GPU is based on the Ampere architecture, similar to the NVIDIA 30 series, with 1536 CUDA cores and support for DLSS [2][13] - The CPU operates at clock frequencies of 998MHz in docked mode and 1101MHz in handheld mode, with a maximum frequency of 1.7GHz [8][9] Group 2: Performance Comparisons - The performance in docked mode is comparable to PS4 Pro, while handheld mode performance is likened to PS4 [4][3] - The GPU's performance is rated at 3.072 TFLOP in docked mode and 1.71 TFLOP in handheld mode, representing a 51% increase over the previous generation [14][15] Group 3: Memory and Storage - Switch 2 includes 12GB of LPDDR5X memory with bandwidths of 102GB/s in docked mode and 68GB/s in handheld mode [18] - It features a dedicated file decompression engine to load game data without burdening the CPU [19] Group 4: User Feedback and Concerns - Users express concerns about performance drops in handheld mode, despite a majority preferring this mode [25][34] - There are criticisms regarding the lack of support for high refresh rates and the adequacy of the reserved memory for system functions [28][32]

Group 1 - Nintendo Co., Ltd. reported FY 2025 earnings, but the focus is on future guidance and commentary regarding the Switch 2 [1] - The earnings report indicates that the current year's earnings are not deemed relevant for investment decisions [1] Group 2 - Best Anchor Stocks emphasizes finding high-quality companies that are currently experiencing downturns, presenting asymmetric investment opportunities [2] - The portfolio of Best Anchor Stocks has shown a track record of revenue growth with below-average volatility since its inception in January 2022, outperforming the market [2]

近日，任天堂发布了其最新财报，其中对于Switch 2首年销量预计1500万台，对比其他分析师的预测过 于保守，遭到了不少质疑。在周二一次投资者问答中，任天堂社长古川俊太郎对此作出回应：首要目标 是复制Switch的初期销量！ 古川俊太郎明确表示，2025财年1500万台的硬件销售目标，是参照初代Switch在2017年3月发售至当年 12月实现的1041万台销售节奏制定。该预测未受限于硬件产能天花板，也未考虑美国关税政策或经济衰 退可能性。 软件方面：财报中4500万份的软件销售预期未包含主机同捆版《马力欧卡丁车世界》。若计入该部分， 软件总销量将突破初代Switch同期5200万份纪录。他表示，这得益于"相比前代更强劲的首发阵容支 撑"。 古川俊太郎承认，尽管Switch 2体验活动反响热烈，但相较前代更高的定价将增加维持销售势头的难 度。为此，任天堂自年初起便持续提升产能，确保"能灵活应对需求波动"。 最后古川俊太郎还就软硬件涨价作出解释："硬件定价时不仅考虑制造成本，还综合消费者价格感知、 相较Switch发售时显著的汇率差异及各地区市场环境等多重因素。而软件定价除上述因素外，还需考量 游戏文件体积增 ...

Market Capitalization Changes - Tesla's market capitalization increased by 6.75% to $1,025.4 billion [3] - TSMC's market capitalization rose by 5.93% to $969.7 billion [3] - Tencent's market capitalization grew by 4.66% to $609.8 billion [3] - Netflix's market capitalization decreased by 2.65% to $472.3 billion [3] - Oracle's market capitalization increased by 4.58% to $440.8 billion [3] Notable Performers - Shopify saw a significant increase of 13.7% in market capitalization, reaching $136.2 billion [4] - AppLovin experienced a remarkable rise of 89% to $1.177 billion [4] - AMD's market capitalization increased by 5.13% to $175.3 billion [5] - Uber's market capitalization rose by 6.39% to $184.2 billion [5] Decliners - Pinduoduo's market capitalization fell by 6.14% to $165.2 billion [4] - Xiaomi's market capitalization decreased by 2.11% to $163.4 billion [4] - Spotify's market capitalization declined by 4.23% to $127.3 billion [4] Other Companies of Interest - Adobe's market capitalization increased by 3.3% to $168.7 billion [4] - Qualcomm's market capitalization rose by 4.78% to $167.0 billion [4] - Intel's market capitalization increased by 3.55% to $96.7 billion [5] - Airbnb's market capitalization grew by 5.64% to $828 million [5]

Industry Trends - The gaming industry is experiencing diverse dynamics with multiple companies releasing financial reports and hosting performance discussions, showcasing their operational results and strategic plans [1] - According to SensorTower, in April 2025, 33 Chinese companies made it to the global mobile game publisher revenue list TOP100, collectively generating $2 billion, accounting for 38.4% of the total revenue of the global TOP100 mobile game publishers [3] Domestic Company Insights - Century Huatong is actively embracing AI, focusing on long-term strategic layout in technology research and development, and exploring new paths for IP operation and overseas market expansion [4] - Perfect World is progressing with its game projects, including the new testing phase for "Eternal Ring" and plans for a world-class esports event in October 2025 [5] - Blueport Interactive reported a net loss of 29.89 million yuan for 2024, marking its tenth consecutive year of losses, with a significant decline in revenue from its new game "Naughty Heaven 2" [6] - ShengTian Network achieved an operating income of 1.136 billion yuan in 2024, with over 60% of its monthly revenue from the game "Star Wings" in Japan [7][8] - Xunyou Technology's total revenue for 2024 was 297 million yuan, down 19.76% year-on-year, with a net profit decline of 30.12% due to industry-wide challenges [9] - Yaoji Technology reported a 20.67% decline in main revenue for Q1 2025, emphasizing its commitment to quality game development and product innovation [10] - MiHoYo is executing a settlement agreement with the FTC regarding "Genshin Impact," which includes changes to its recharge page and age verification for U.S. players [11] Overseas Developments - Sony Interactive Entertainment announced the establishment of a new studio, team LFG, which will focus on a team action game [13] - Electronic Arts reported a 6.52% increase in net revenue for Q4 2025, with plans to release a new "Battlefield" game by April 2026 and a significant workforce reduction [14] - Nintendo's fiscal year 2025 results showed a net sales decline of 30.3%, with a forecasted 13% increase in operating profit for the next fiscal year [15] - Rockstar announced the release date for "GTA 6" has been pushed to May 26, 2026, leading to a significant drop in Take-Two's stock price [16] - Epic Games will adjust its revenue-sharing model starting June 2025, allowing developers to keep 100% of the first $1 million in revenue, with a new feature to support developers in managing their online stores [17]

Group 1 - NetEase's game "Identity V" issued an apology for an error in the character "Knight's" skill description, confirming that the actual decoding speed reduction for the character is 20% [1] - This incident highlights a lack of rigor in the game development and testing process, potentially raising market concerns about operational details and quality control standards in the gaming industry [1] Group 2 - Nintendo's president Shuntaro Furukawa responded to concerns regarding the Switch 2's design, stating that while the appearance is similar to its predecessor, the hardware and peripherals have been completely redesigned from scratch, featuring significant performance upgrades [2] - This emphasis on new hardware design and performance enhancements may elevate market expectations for the new product, influencing investor assessments of Nintendo's technological innovation and future product line strategy [2] Group 3 - Sega held a live stream for "Virtua Fighter" 2025 Spring Direct, sharing the latest updates on the series, which is recognized as the pioneer of 3D fighting games, with the first installment released in November 1993 [3] - The latest developments in the "Virtua Fighter" series could generate excitement among players, prompting investors to reassess the company's IP value and market competitiveness, which may impact future profitability expectations [3]

5月8日，任天堂在其2025财年业绩中披露，预计Switch2游戏机2026财年(截至2026年3月31日)的销量将 达到1500万台。 ...

若关税政策持续，任天堂或将面临价格调整压力。 5月8日，任天堂发布了2025财年财报，财报披露，游戏机Switch各型号全球累计销量已突破1.52亿台，是史上最畅销的游戏主机之一。 但2025财年（2024年4月1日至2025年3月底）的业绩数据并不亮眼，这一财年任天堂的净销售额为1.16万亿日元（约合人民币580亿元），同比下降 30.3%； 归属公司股东净利润2788亿日元（约合人民币139亿元），同比下降43.2%。 任天堂未来的盈利能力，很大程度取决于即将发售的下一代主机Switch 2。在财报中任天堂给出预测，预计Switch 2首年销量将为1500万台，另外将售出 4500万份游戏软件。值得一提的是，这一销量显著低于市场此前预期，美国关税政策的不确定性是预期调整的核心因素之一。 | | FY24 | | | --- | --- | --- | | 売上高 | 16,718 億円 | 1 | | 営業利益 | 5,289 億円 | | | 営業利益率 | 31.6 % | | | 経常利益 | 6,804 億円 | | | 当期純利益 | 4,906 億円 | | | 当期純利益率 | 29.3 0 ...

Group 1 - Nintendo expects to sell 15 million units of its new Switch 2 console in the fiscal year ending March 2026, marking the first sales forecast since the announcement of the successor to the original Switch [1] - Earlier in the year, Nintendo reduced its sales forecast for the original Switch to 11 million units, ultimately selling 10.8 million units, which is a 31% decrease year-on-year [2] - The original Switch, launched in 2017, has become Nintendo's second-best-selling console, supported by popular games and the expansion of its intellectual property [3] Group 2 - The Switch 2 will be priced starting at $449.99 in the U.S. and features improvements over its predecessor [2] - Nintendo delayed pre-orders for the Switch 2 in the U.S. due to tariffs announced by President Donald Trump, affecting consoles manufactured in Vietnam [4] - Investors are optimistic about Nintendo's future performance, with shares increasing by 33% this year [3]

智通财经5月8日电，任天堂第四季度净利润416.2亿日元，预估344.5亿日元。 ...