【#宝可梦屡踩靖国神社红线必须道歉#！媒体评：#宝可梦不能吃着中国饭还伤中国人#】近日，日本知 名游戏IP宝可梦，因计划在靖国神社举办卡牌活动，引发广泛关注。尽管活动页面被迅速删除，但宝可 梦及其母公司任天堂至今未作解释。事件仍在持续发酵，网友的质疑主要集中在三个方面：第一，虽然 靖国神社场地由申请活动的个人选择，但宝可梦官方如此堂而皇之地予以通过并发布在官网上，说明其 审核存在重大问题。第二，宝可梦在事件发酵后迅速删除页面，说明它很清楚红线所在，然而事件为何 仍然发生，这其中有什么隐情，任天堂和宝可梦必须给个说法。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。值得注意的是，这不是宝可梦首 次在靖国神社问题上"踩线"，宝可梦及任天堂公司必须正视此次事件的严重性，尽快就审核失察、伤害 中国人民感情一事，向中国消费者作出诚恳说明和道歉。宝可梦在中国拥有庞大的玩家群体和成熟的商 业布局，商业无国界，但历史必须有底线。公众需要的不只是页面删除后的404，而是明确的解释和整 改承诺。历史记忆不容消费，民族情感不容试探，这条底线，任何企业都必须守住。（综合环球时报） # ...

智通财经APP获悉，随着人工智能(AI)热潮席卷全球科技行业，存储芯片市场正经历一场严重的供需失 衡。这一变化不仅推高了关键零部件成本，更令全球电子游戏产业面临新一轮的挤压——游戏主机制造 商可能在成本压力下被迫提价，从而打击本已疲软的消费需求。 AI需求虹吸效应：消费电子遭遇"芯片饥荒" 动态随机存取存储器(DRAM)与闪存模块是包括索尼(SONY.US)PlayStation、微软(MSFT.US)Xbox及任 天堂(NTDOY.US)新款Switch 2在内的所有现代游戏主机的核心组件。然而，随着科技公司向AI基础设 施投入数百亿美元，数据中心所需的高利润芯片正获得内存制造商优先供货，导致消费电子领域供给持 续紧张。 美国存储巨头美光科技(MU.US)已释放明确信号，宣布将逐步停产长期以来受PC装机用户和游戏爱好 者欢迎的英睿达品牌。行业分析指出，这反映出芯片制造商资源正系统性向企业级与AI驱动需求倾 斜。 "内存约占PC总组件成本的五分之一，因此价格上涨对制造商打击沉重，"纽约大学斯特恩商学院游戏 行业教授Joost van Dreunen分析称。他预估，若内存成本持续上涨至2026年，游戏主机价格可 ...

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，引发轩然大波。尽管此次活动的主办方并非宝可梦官方，活动页面也在中外网友质疑下被迅速 删除，但宝可梦及其母公司任天堂至今没有给出任何解释。 现在，网民们要求宝可梦和任天堂正面回应的声音仍在不断汇聚。宝可梦及其关联公司在中国拥有庞大 的粉丝群和商业利益，这得益于中国开放的市场环境和几代中国消费者的喜爱。然而，商业上的成功绝 不代表可以伤害中国人民的感情。我们敦促宝可梦及任天堂公司正视此次事件的严重性，尽快就审核失 察、伤害中国人民感情一事向中国消费者作出诚恳说明和道歉，对一些别有用心的势力制造事端的企图 也要有所警惕。 中国大市场是世界大机遇。我们欢迎包括日本企业在内的各国企业共享中国万亿级市场的超级红利。但 在华经营的外国公司也应当遵守中国的法律，尊重中国人民的民族感情。这也是任何企业到其他国家投 资兴业、开展合作应当遵循的最起码的准则。唯有如此，才能赢得信誉，实现共赢。 本文系环球时报社评 审核 | 卢长银 编辑 | 王晓娇 靖国神社是日本军国主义的象征，里面供奉着对亚洲各国人民犯下滔天罪行的甲级战犯。任何 ...

Core Insights - The investment environment in 2025 was challenging, with foreign equity markets achieving their best returns in over a decade, while the International Growth Composite Portfolio finished the year essentially flat due to a market preference for cyclically sensitive businesses [8][11]. Portfolio Performance - The International Growth Composite Portfolio's performance was -2.21% for the quarter and 0.68% year-to-date, compared to the MSCI ACWI (ex-USA) which returned 5.05% for the quarter and 32.39% year-to-date [5]. - Top contributors to the Portfolio's performance included Tokyo Electron, ASML, and Shopify, while the largest detractors were Monday.com, MercadoLibre, and SAP [13][17]. Company-Specific Insights - **Tokyo Electron**: A leading player in semiconductor manufacturing equipment, expected to grow revenues at a high single-digit rate and increase operating margins from 25% in 2024 to 35% in the medium term, driving mid-teens earnings growth [14]. - **ASML**: Benefiting from investor optimism around AI, as its equipment is essential for advanced chips, which are critical for AI applications [16]. - **Monday.com**: Despite strong results, the stock sold off due to concerns over near-term growth slowdown, but revenue growth is expected to sustain over 20% as it expands its market reach [18]. - **MercadoLibre**: The largest e-commerce platform in Latin America, experiencing a decline in stock price due to a slight decrease in operating margin while investing in growth initiatives [19]. - **SAP**: Despite cloud revenue growth exceeding expectations, the stock faced pressure due to market conditions, but is viewed as resilient with a strong market position and high recurring revenues [20]. Portfolio Activity - New position established in **Nintendo**, which is expected to see significant growth following the release of the Switch 2, with anticipated earnings growth of 30% annually over the next few years [23]. - Positions in **Teleperformance** and **Siemens Healthineers** were eliminated due to ongoing business challenges, reallocating funds to invest in Nintendo and Tencent [25][26]. Market Outlook - The outlook for the Portfolio remains positive, with expectations of benefiting from structural trends such as technology shifts and growth in emerging markets like India [27].

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 ...

Core Insights - Nintendo is set to launch a new entry in the Tomodachi Life series, titled "Tomodachi Life: Living the Dream," on April 16 for the Nintendo Switch and Nintendo Switch 2, marking the first new installment in over a decade [1][4]. Game Features - Players can create and customize Mii characters based on family, friends, or any imagined persona, allowing for a diverse and vibrant island experience [2][5]. - The game features real-time gameplay where time passes similarly to the real world, encouraging daily engagement with Mii characters [2]. - Customization options for Mii characters include facial features, personality traits, and living spaces, with new elements introduced in this installment [3][5]. - Players can help Mii characters interact and form relationships, with various scenarios unfolding based on their interactions [5]. Island Customization - The game allows players to modify the island's aesthetic with landscape items and rearrange shops and houses based on resident suggestions or personal preferences [5]. - Players can visit various island shops and facilities, including food marts, clothing stores, and home supply shops, to enhance the Mii experience [5]. Company Background - Nintendo Co., Ltd. has been a key player in the gaming industry since its founding in 1889, with a focus on developing and selling gaming systems and software [6]. - The company has sold over 6 billion video games and more than 870 million hardware units globally, establishing iconic franchises such as Mario and The Legend of Zelda [6].

Company Overview - LuxExperience B.V. - Sponsored ADR (LUXE) is part of the Consumer Discretionary sector, which includes 261 companies and is currently ranked 11 in the Zacks Sector Rank [2] - The company has a Zacks Rank of 2 (Buy), indicating a positive outlook based on earnings estimates and revisions [3] Performance Analysis - The Zacks Consensus Estimate for LUXE's full-year earnings has increased by 3.6% over the past quarter, reflecting improved analyst sentiment [4] - Year-to-date, LUXE has returned approximately 0.2%, outperforming the average return of -1.2% for the Consumer Discretionary sector [4] - In the Textile - Apparel industry, which includes 21 companies, LUXE is performing better as this group has lost an average of 14.2% this year [6] Comparative Analysis - Another company in the Consumer Discretionary sector, Nintendo Co. (NTDOY), has a year-to-date return of 0.6% and also holds a Zacks Rank of 2 (Buy) [5] - Nintendo belongs to the Gaming industry, which is currently ranked 191 and has shown no change in performance this year [6] Investment Outlook - Both LuxExperience B.V. and Nintendo Co. are highlighted as stocks to watch for continued solid performance in the Consumer Discretionary sector [7]

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 ...

Group 1: Film Overview - The Super Mario Galaxy Movie is an animated film based on the Super Mario Bros. universe, set to be released worldwide by Universal Pictures in April 2026 [1][3] - The film's release date has been moved from April 3, 2026, to April 1, 2026, in the US and many global markets, with Japan's release scheduled for April 24, 2026 [2] - The film follows the success of The Super Mario Bros. Movie, which grossed over $1.3 billion worldwide [3] Group 2: Production Details - The Super Mario Galaxy Movie is produced by Chris Meledandri of Illumination and Shigeru Miyamoto of Nintendo, co-financed by Universal Pictures and Nintendo [3] - The film is directed by Aaron Horvath and Michael Jelenic, with a screenplay by Matthew Fogel and music composed by Brian Tyler [4] Group 3: Cast Information - The voice cast includes Chris Pratt as Mario, Anya Taylor-Joy as Princess Peach, Charlie Day as Luigi, Jack Black as Bowser, and Brie Larson as Rosalina among others [4] Group 4: Company Background - Illumination - Illumination, founded in 2007 by Chris Meledandri, is a leading producer of animated films, known for franchises like Despicable Me and The Super Mario Bros. Movie [5] - Illumination's films have grossed nearly $11 billion worldwide, showcasing their global appeal and cultural relevance [5] Group 5: Company Background - Nintendo - Nintendo Co., Ltd., established in 1889, has evolved from manufacturing playing cards to becoming a major player in the gaming industry [6][7] - Nintendo has sold over 6 billion video games and more than 870 million hardware units globally, creating iconic franchises such as Mario, The Legend of Zelda, and Pokémon [7]

Group 1 - The core idea of the article revolves around the upcoming release of the annual research report "Secrets of Companies 7," which aims to provide in-depth analysis of companies that are currently trending in the market, breaking away from the traditional static reporting style [1][2][27]. - The report will focus on 12 key companies that have been significant in 2025, highlighting their financial performance and the underlying factors that contribute to their market presence [1][4][27]. - The research methodology emphasizes extracting overlooked information from financial reports, interviews, and public data, rather than merely reiterating news or amplifying emotions [2][17][26]. Group 2 - Notable companies featured in the report include Cambrian, which briefly surpassed Moutai to become the second-largest by market capitalization in China's A-share market, and Pop Mart, which saw over 400% growth in overseas performance [4][5]. - The report will analyze the implications of successful IPOs in various sectors, such as Bawang Tea and Horizon Robotics, and the challenges faced by companies like Cambrian and Horizon, which are often compared to their international counterparts [4][5][27]. - The report aims to provide a comprehensive understanding of the business landscape, focusing on cash flow, revenue, market share, and the competitive dynamics within industries [17][26].