Group 1 - Nintendo announced pricing information for multiple Switch2 game titles and upgrade packs on its eShop, with upgrade packs for "The Legend of Zelda: Breath of the Wild" and "The Legend of Zelda: Tears of the Kingdom" priced at 50 HKD (approximately 47 RMB) each [1] - The pricing strategy for upgrade packs may stimulate consumer spending and benefit game developers, while high-priced games could elevate market expectations for high-quality titles, fostering industry competition and innovation [1] Group 2 - Bethesda acknowledged text display issues in the Simplified Chinese version of "The Elder Scrolls IV: Oblivion Remastered" and is actively working with the development team to address these problems [2] - The company's response to player feedback demonstrates its commitment to brand image and may enhance player trust in game quality, highlighting the importance of localization quality in the industry [2] Group 3 - The mobile version of "Valorant," titled "Valorant: Source Action," surpassed 10 million pre-registrations within 48 hours of its announcement, showcasing strong market appeal [3] - The collaboration between Riot Games and Tencent enhances market expectations for game quality and positively supports stock prices, while also boosting overall market sentiment in the gaming sector, indicating significant potential in the mobile esports market [3]

Group 1 - Nintendo's upcoming Switch 2 console is experiencing unprecedented demand in the Japanese market, with a lottery pre-sale mechanism introduced to prioritize original Switch high-frequency players and online subscription service users [1] - The lottery pre-sale received 2.2 million applications, significantly exceeding expectations, leading to an apology from Nintendo's president for the large number of applicants who could not secure a purchase [1] - The Switch 2 is priced at $450 in the U.S. and 49,980 yen (approximately $350) in Japan, which is nearly 25% cheaper than the international version, effectively stimulating local demand [1] Group 2 - Nintendo's stock price surged by 5.5% in Tokyo, marking the largest intraday gain in two weeks [1] - Japan accounts for one-third of the global Switch install base, suggesting that global pre-orders could reach 6.6 million units [1] - Analysts predict that Nintendo could produce between 6 million to 8 million units of the new console before its official release on June 5 [1] Group 3 - Nintendo is taking various measures to enhance production capacity, impacted by trade policies that previously imposed a 46% tariff on one-third of the new units assembled in Vietnam, which has now been reduced to 10% for a 90-day grace period [2] - The company announced a price increase for Switch 2 accessories in the U.S. market and indicated potential future price adjustments for other products [2]

任天堂股价涨5%。此前任天堂表示，日本市场对Switch 2的需求极为火爆，远超预期。 ...

智通财经4月24日电，受SWITCH 2需求提振，任天堂股价一度上涨5%。 ...

任天堂表示，其即将推出的Switch 2游戏机在日本市场需求极为火爆，任天堂社长古川俊太郎发文称， 仅在日本地区就在官方在线商店收到了220万份抽签销售申请，远超预期。 ...

【环球网科技综合报道】4月22日消息，据外媒报道，美国三大零售商沃尔玛、GameStop和百思买对任天堂即将 推出的amiibo玩偶产品进行了价格调整，其中《街头霸王6》与《塞尔达传说》系列amiibo的售价涨幅引发市场关 注。 外媒认为，此次价格调整与近期美国关税政策调整密切相关。任天堂部分生产线位于越南和中国，而美国对这两 个国家的关税分别上调至46%和34%，导致生产成本显著增加。此外，Switch 2主机及配件的整体成本上涨趋势 也加剧了amiibo的定价压力。此前，Switch 2主机因日元贬值、开发成本增加等因素，海外版定价已较日版高出 近40%（日版49980日元/约2413元人民币，国际版69980日元/约3387元人民币）。 尽管百思买等平台仍显示原价，但GameStop等零售商已明确上调售价。部分玩家担忧，若关税持续影响，未来 游戏主机及配件价格或进一步上涨。此次调价尚未得到任天堂官方确认是否为长期调整。 值得关注的是，这批amiibo支持Switch 2主机的新功能，例如通过USB-C接口实现数据快速传输，并兼容最新发 布的AmiiJoy智能底座。这些技术升级可能进一步加剧生产成本，从而 ...

据路透社消息，随着任天堂下一代游戏主机Switch 2即将于6月5日正式亮相，这家日本电子游戏巨头正面 临全球贸易战带来的严峻考验。自第一代Switch于八年前问世以来，其销量已突破1.5亿台，打破了市场 对其生命周期的质疑。然而，在Switch 2发布之际，关税政策的变化为其供应链管理和定价策略增添了不 确定性。 尽管贸易战通常聚焦于汽车和芯片等高关税行业，但任天堂作为"超级马里奥"和"大金刚"等知名IP的持有 者，其业务同样受到关税波动的冲击。Switch 2的成功对任天堂未来盈利能力至关重要，而贸易壁垒可能 使这一核心产品的市场推广复杂化。公司需在确保美国市场供应的同时维持449.99美元的定价，这对供应 链管理提出了更高要求。 任天堂于4月2日宣布Switch 2的定价及发布日期，但随后因美国宣布全面征收进口关税暂停了美国市场的 预订。经过评估后，公司决定维持原定价，并于4月24日重新开放预订，但部分配件价格有所上调。咨询 公司Kantan Games创始人Serkan Toto指出，配件涨价仅能部分缓解关税影响，若关税压力持续，主机价 格仍可能上调。 供应链方面，任天堂计划通过越南和柬埔寨等替代生产 ...

Core Insights - Nintendo will increase the prices of some Switch 2 accessories while maintaining the console price at $450, amid concerns over potential tariff impacts on pricing [1][2][4] Price Adjustments - Pre-orders for the Switch 2 console will start on April 24, following a delay to evaluate tariff impacts [2] - Prices for several accessories have been raised by $5 to $10, including Joy-Con controllers from $89.99 to $94.99, Pro controllers from $79.99 to $84.99, and the Switch 2 camera from $49.99 to $54.99 [2][3] Market Conditions - Nintendo cited "changes in market conditions" as the reason for the price hikes, indicating that further adjustments may occur based on market dynamics [3] - The Switch 2 and its accessories are set to be released on June 5 [3] Tariff Impact - The price increases follow President Trump's tariff policies affecting manufacturing locations like China and Vietnam, with tariffs reaching 145% on China and 46% on Vietnam [4] - Experts had predicted accessory price increases of 10% to 15% due to these tariffs, which have significantly impacted Nintendo's manufacturing strategy [4] Consumer Reactions - The $450 price for the Switch 2 represents a 50% increase from the original Switch's launch price of $300 in 2017, leading to criticism from fans [5] - The pricing of launch games, such as "Mario Kart World" at $80, has also faced backlash for being higher than the industry standard of $70 [5]

Core Insights - Nintendo Switch 2 will begin retail pre-orders on April 24 [1] Company Summary - The announcement of the Nintendo Switch 2's pre-order date indicates a significant upcoming product launch for the company [1]

这并非PS5首次涨价。2022年和2024年，PS5也曾在部分地区提高售价。但是，此次涨价发生在美国总 统特朗普掀起的"关税战"浪潮中，受到市场普遍关注。 4月初以来，美国肆意加征所谓"对等关税"扰动全球市场。日本一些依赖硬件业务的游戏机制造商不可 避免地受到波及。 近日，游戏主机PlayStation 5（以下简称"PS5"）在部分地区提高价格，任天堂则推迟了新款主机Switch 2在美国的预购。 分析人士表示，游戏机制造商将产业链转移到美国的可能性微乎其微，其不仅要面对高昂投资、劳动力 成本飙升和供应链重构的难题，还要应对知识产权泄露的风险。 Switch 2在美预购推迟 4月13日，索尼方面宣布，提高PS5的价格。此次涨价涉及英国、欧洲、澳大利亚和新西兰等市场，涨 价措施在4月14日生效。 涨价后，PS5数字版欧洲地区的售价为499.99欧元，上涨50欧元，涨幅超11%。 "在高通胀和汇率波动等充满挑战的经济环境下，索尼互动娱乐做出了艰难的决定。"索尼方面并未在公 告中指明涨价的具体原因。 投大大数据研究院分析师胡怡文对《中国经营报》记者表示，在"关税战"风波中，日本受挫最重的产业 是汽车制造业。 4月 ...