每经AI快讯，1月23日，任天堂股价涨幅扩大至5%。 ...

REDMOND, Wash.--(BUSINESS WIRE)-- #nintendoswitch--Even more fun is coming to the Flower Kingdom! Whether you're looking for new ways to play together or new content to enjoy on your own, you'll find it when the Super Mario Bros. Wonder – Nintendo Switch 2 Edition + Meetup in Bellabel Park game arrives on the Nintendo Switch 2 system March 26. Check out the brand-new trailer to see the all-new multiplayer mayhem and more coming to the Flower Kingdom: https://www.youtube.com/watch? v=DVB3hZoOF0A Super Mario ...

Core Viewpoint - The gaming industry is closely monitoring the potential price increase of Nintendo's next-generation console, Switch 2, with analysts believing that a price adjustment is likely in the future due to rising memory costs and tariffs [1][7]. Group 1: Price Adjustment Predictions - Niko Partners forecasts that the price of Switch 2 may rise from $449.99 to $499.99 by 2026, influenced by increased memory costs and tariffs [1][7]. - The report emphasizes that the impact of tariffs and rising costs is a global concern, noting that competitors like Xbox and PlayStation 5 have already raised their prices due to similar factors [1][7]. Group 2: Market Performance and Strategy - The initial pricing strategy of Nintendo helped drive sales, with the console achieving multiple sales records upon launch in June 2025, but sales have shown signs of slowing during the recent holiday season [1][7]. - There is a possibility that Nintendo may discontinue the $449.99 version of Switch 2 without games, retaining only higher-priced bundles, as indicated by a recent internal memo from GameStop regarding the discontinuation of the Mario Kart bundle [6][9]. Group 3: Cost Pressures and Consumer Impact - Nintendo's president, Shuntaro Furukawa, acknowledged that cost pressures from tariffs are a significant concern for the company, and while they are not ruling out passing costs to consumers, they are aware that price increases could negatively affect market performance [6][9].

Group 1 - The core viewpoint is that despite challenges, the PS5 has achieved commercial success globally, surpassing 84 million units sold, but struggles in its home market of Japan [1] - To address the sales issues in Japan, PlayStation's new CEO introduced a lower-priced PS5 model in 2025, which led to a resurgence in sales [1] - Following the launch of the lower-priced model, PS5 sales in Japan rebounded, demonstrating the effectiveness of a consumer-centric strategy [4] Group 2 - According to Famitsu's sales data for early 2026, PS5 ranked second in Japan with 46,700 units sold, with the new lower-priced digital model contributing significantly [4] - From December 29 to January 11, the new digital model sold 36,800 units, while the standard PS5 sold 6,000 units and the PS5 Pro sold 3,800 units [4] - Although PS5's total sales still lag behind Nintendo Switch 2's 313,000 units, the recent sales increase is a positive sign for Sony, especially given the recent decline in sales [4]

Group 1 - The core update of "Animal Crossing: New Horizons" (version 3.0) includes new gameplay features such as customizable hotel rooms, expanded storage limits, and collaborations with other Nintendo franchises [2][6][22] - The game has achieved significant sales, with 47.82 million copies sold, making it the second best-selling game on the Nintendo Switch [6][19] - The social dynamics within the gaming community show a contrast between the solitary gameplay experience and the vibrant social interactions among players on social media platforms [5][10] Group 2 - The success of life simulation games like "Animal Crossing" and "Friends Party: New Life" is attributed to their ability to evoke emotional resonance and community engagement [10][12][14] - The gaming industry is witnessing a trend towards IP development, with life simulation games having a natural advantage in creating emotional connections and cultural impact [19][24] - Upcoming titles in the life simulation genre include "Pokémon Pokopia" and "inZOI," indicating a growing interest and investment in this segment of the gaming market [22][24][27]

Core Insights - Nintendo's stock, once considered a stable investment, has seen a decline of over 30% from its peak, leading to cautious market sentiment regarding its performance in 2026 [1][6] - Investor concerns are primarily focused on potential price increases for the Switch 2 and a lack of compelling first-party game titles [1][6] Stock Performance - Nintendo's stock reached a high of 14,795 JPY (approximately 653.6 CNY) in August 2025 but has since fallen to 9,950 JPY (approximately 439.6 CNY), marking a decline of about 33% [1][6] - The slowdown in market penetration of the new console has contributed to declining investor sentiment [1][6] Market Sentiment - Industry analysts express concerns that 2026 may be a relatively weak year for Nintendo, with increasing difficulty in attracting new users [3][8] - The absence of seasonal promotions for the Switch 2 has exacerbated market hesitance [3][8] Game Lineup Concerns - There is growing dissatisfaction among players regarding the upcoming game lineup for Switch 2, with a focus on quantity over quality in Nintendo's strategy [5][9] - Although more than nine first-party games are expected to launch within the next year, few are anticipated to have "console killer" appeal, leading consumers to wait for major titles like new Mario or Zelda games before upgrading [5][9] Sales Performance - Traditionally, November and December are peak sales months for consoles, but 2025 has not seen strong performance for either PS5 or Switch 2, with sales lagging behind the original Switch's early performance in 2017 [5][9] - The overall economic environment is suppressing consumer spending, and a blockbuster new release could potentially boost Nintendo's performance [5][9] Promotional Strategies - Historical trends indicate that price discounts can drive consumer investment in gaming hardware, but current promotional efforts for Switch 2 remain limited [5][9] - Despite relatively stable sales in the Japanese market and flexible cross-region usage options, these factors have not effectively supported a recovery in Nintendo's stock price [5][9]

Core Insights - Saudi Arabia's Public Investment Fund is transferring approximately $12 billion worth of gaming company shares to its subsidiary Savvy Games Group [1] - The transfer involves companies such as Nintendo Co., Ltd. and Bandai Namco Holdings Inc. [1] - Savvy Games Group will hold significant funds for future investments in the gaming industry, further solidifying its leading position [1] Company and Industry Summary - After the share transfer, Savvy Games Group will own about 10% of shares in companies including Konami Holdings Corporation, NCSoft, Nexon, and Square Enix Holdings Co., Ltd. [1]

Core Viewpoint - The classic Nintendo 64 game "Super Mario 64" has been successfully ported to the Sega Dreamcast by developers MrNeo, Falco Girgis, and jnmartin84, utilizing decompiled source code for improved accuracy and performance compared to traditional emulation methods [1][7][8]. Group 1 - The port runs natively at 480p resolution and achieves full speed performance, significantly enhancing the gaming experience [8]. - The ported version is now available for download, allowing players to convert their legally owned U.S. version of "Super Mario 64" ROM into a Dreamcast-compatible image file using an automated build tool from the project's GitHub page [3][10]. - Feedback from retro gamers indicates that this version offers smoother gameplay and better controls than the original N64, resembling a true native AAA title designed for the Dreamcast [6][12].

Core Viewpoint - Nintendo released a system update (version 21.2.0) for both the Switch and Switch 2 on January 13, 2026, which is primarily a maintenance update aimed at fixing bugs and enhancing system stability without introducing new features [1] Group 1 - The update is categorized as a routine maintenance patch [1] - The update does not include any new functionalities [1] - Nintendo warns that non-standard Switch 2 consoles may encounter issues post-update, potentially leading to abnormal operation [1] Group 2 - The company specifies that non-standard consoles are not covered under warranty after the update [1]

Group 1 - Sony has abandoned its live-service strategy after the failure of "Concord" and canceled two unannounced online service games, marking the end of a decade-long trend in the gaming industry [2] - Microsoft plans to port Xbox games to other platforms, with titles like "Indiana Jones and the Great Circle" and "Halo: Campaign Evolved" launching on PS5 [4] - Warner Bros. Games announced the closure of several studios, including Monolith Productions, which had developed notable games over its 30-year history [4] Group 2 - Despite a decrease in overall layoffs in the gaming industry, several studios, including Ubisoft Leamington and a developer under NetEase, are facing closures [5] - U.S. tariffs announced by President Trump have raised concerns about the gaming industry's future, leading to price increases for consoles and accessories, and prompting companies like Sony to consider local production [5] - Apple is under pressure to open its payment systems, following a court ruling that requires it to stop restricting developers from directing users to external purchasing channels [7] Group 3 - Scopely acquired Niantic's gaming business for $3.5 billion, including popular titles like "Pokemon Go" [7] - Nintendo's Switch 2 launched on June 5, 2025, selling over 3.5 million units in four days and reaching 10.36 million units in four months, double the sales of the original Switch [9] - The game "Peak" achieved significant success, selling over 10 million copies by the end of August 2025 [11] Group 4 - Microsoft initiated a large-scale layoff affecting about 4% of its workforce, with significant impacts on its gaming division, including the closure of The Initiative studio [17] - SAG-AFTRA ended an 11-month strike, securing agreements with major gaming companies to protect the rights of workers in the AI era [18] - The UK’s Online Safety Act came into effect, requiring strict age verification measures from gaming companies, leading to the removal of several adult games from platforms like Itch.org [18][20] Group 5 - EA announced its acquisition by a consortium led by Saudi Arabia's Public Investment Fund for $55 billion, pending regulatory approval [29] - AWS service disruptions affected numerous gaming networks, including Fortnite and PlayStation Network, causing widespread service interruptions [30] - Rockstar Games faced backlash after laying off employees attempting to form a union, leading to protests and government scrutiny [31] Group 6 - Take Two Interactive postponed the release of "GTA 6" to November 2026, sparking discussions about the implications for other game studios [33] - Valve released new devices, including the Steam Machine, which is set to launch in early 2026 [34] - Tencent completed a €1.16 billion investment in Ubisoft's Vantage Studios, which is known for major game franchises [37] Group 7 - Netflix is reportedly acquiring Warner Bros. for approximately $82.7 billion, with little focus on the gaming division [39] - Activision announced a strategic shift in its "Call of Duty" series, discontinuing future releases of "Modern Warfare" and "Black Ops" due to underperformance [42] - Larian Studios faced controversy over the use of AI in game development, leading to clarifications about its intentions [44]