Switch 2 凤凰网科技讯 北京时间6月5日，任天堂Switch 2游戏机周四正式在全球上市。据路透社报道，由于玩家 们对这款性能更强大的下一代游戏机的需求积压已久，Switch 2预计将在全球范围内出现供应短缺的情 况。 "Switch 2的市场需求似乎高得惊人。"日本游戏顾问公司Kantan Games创始人塞尔坎·托托(Serkan Toto) 表示。 初代Switch在2017年推出，接替表现不佳的Wii U。这款家用主机与掌机二合一设备凭借两款《塞尔达 传说》游戏以及爆红的《集合啦！动物森友会》等游戏，成为了游戏机领域中的爆款。 "数量庞大的Switch用户群体，应该会让新机在生命周期初期的普及速度更快。任天堂这次在应对高需 求方面也做了更充分的准备。"分析公司Ampere Analysis分析师皮尔斯·哈丁-罗尔斯(Piers Harding-Rolls) 表示。 Switch 2与其前代产品有许多相似之处，但配备了更大的屏幕，更强的图形性能，而且其首发游戏包括 《马里奥赛车世界》等。 在美国总统特朗普发动全球贸易战的背景下，Switch 2的上市也是对任天堂供应链管理能力的一次考 验。任天堂 ...

Group 1 - Best Buy anticipates that the supply of the Nintendo Switch 2 will sell out shortly after its release, with fans already lining up outside stores for pre-orders and remaining stock [1] - Best Buy's senior executive Jason Bonfig stated that the inventory for customers who did not pre-order is "very limited" and additional supplies may take days or weeks to arrive [1] - The release of the Switch 2 is expected to drive growth in Best Buy's gaming business [1] Group 2 - According to Newzoo, total sales of game consoles declined by 15% last year to $42.8 billion, but the interactive features of the Switch 2 are expected to boost retail sales [2] - Best Buy has lowered its sales and profit forecasts due to import tariffs on goods from China, projecting fiscal year revenue between $41.1 billion and $41.9 billion, with a median of $41.5 billion [2] - The company has adjusted its same-store sales growth forecast to a maximum of 1%, down from a previous estimate of 2%, and lowered its earnings per share guidance to $6.15-$6.30 [2] - The upcoming launch of the Switch 2 may help Best Buy attract customers, with same-store sales expected to grow by 1% over the next four quarters following the product's release [2]

Core Insights - Best Buy anticipates that the new Nintendo Switch 2 console will sell out shortly after its midnight launch on June 4th, Eastern Time [1] - Fans have already begun lining up outside stores hours before the console's release, with some picking up pre-ordered devices and others hoping to purchase remaining stock [1] - GameStop, the largest independent video game retailer globally, also expects the Switch 2 to sell out on launch day and plans to restock weekly [1]

NVIDIA Corp NVDA CEO Jensen Huang highlighted the company's role in helping boost the new features of the highly anticipated Nintendo Switch 2 gaming console from Nintendo Co NTDOY in a recent video.What Happened: Nintendo stock has soared in 2025 ahead of the June 5 release of the Switch 2, a handheld video game console that follows up the highly successful Nintendo Switch released in 2017."It brings together three breakthroughs: the most advanced graphics ever in a mobile device, full hardware ray tracing ...

An attendee wearing a cow costume while playing Mario Kart World by Nintendo Switch 2 during the Nintendo Switch 2 Experience at the ExCeL London international exhibition and convention centre in London, Britain, April 11, 2025.Nvidia CEO Jensen Huang on Tuesday talked up the capabilities of Nintendo's new Switch 2, days before the long-awaited console is set to hit store shelves.In a video posted by Nintendo, Huang called the chip inside the Switch 2 "unlike anything we've built before.""It brings together ...

Group 1 - Tmall's 618 event has seen a significant increase in overseas brand participation, with nearly 50,000 new products launched on Tmall International [1][3] - The first hour of sales recorded a doubling in transactions for 374 overseas brands, with 109 brands exceeding 10 million in sales during the initial phase [3] - New Zealand's A2 milk brand experienced a 55% increase in sales during the first phase, prompting an early arrival of 100,000 units of popular stock [3] Group 2 - The second-generation red light mask sales increased by 198% compared to last year's Double 11 event, leading to a 20% increase in stock for CurrentBody [4] - KAGAMI, a Japanese whiskey glass brand, reported a 30% increase in sales by May 27, with stock levels for 618 being more than double that of the previous year [4] - VAPE, a mosquito repellent brand, achieved the top sales in the mosquito liquid category on Tmall International, with stock levels also doubling compared to last year [4] Group 3 - Many overseas brands attribute their sales success to simplified discount mechanisms and transparent pricing during the 618 event [6] - Gotukola, an Israeli hair care brand, anticipates a 268% increase in sales, with a target of 27 million [6] - WHC, a Belgian fish oil brand, aims for 130 million in sales, reflecting a 97% year-on-year growth, aided by a 15% official discount [6] Group 4 - On June 3, Tmall's 618 Import Day featured over 1,500 global buyers conducting live streams from 15 countries, showcasing nearly 20,000 imported products at discounted prices [8] - Major discounts were offered on luxury items, such as Louis Vuitton and Coach products, with significant price reductions during the live streams [8] - Tmall International introduced various import category coupons, providing discounts up to 420 yuan for purchases over specified amounts [9]

任天堂将于10月16日发售《宝可梦传说Z-A》。 ...

Group 1 - The Japanese toy market is experiencing diverse growth, with companies achieving record performance in various segments such as Kidults, digital technology, card games, and capsule toys [1][2][3] - Bandai Namco Group reported a sales revenue of 1,241.513 billion yen for the fiscal year ending March 2025, marking an 18.2% increase year-on-year, with operating profit rising by 98.7% to 180.229 billion yen [4][5] - Bandai's toy segment alone generated sales of 596.933 billion yen, a 17.1% increase, with high-profit toys like card games driving profit growth [5][6] Group 2 - Sega's sales for the fiscal year were 428.948 billion yen, a decrease of 8.5%, but the toy segment showed growth with a revenue of 76.6 billion yen, up 6.7% [31][32] - Happinet achieved a sales revenue of 364.418 billion yen, a 4% increase, with its toy business growing by 13% to 169.465 billion yen [45][47] - Furyu reported a sales revenue of 44.35 billion yen, a 3.6% increase, with game machine prizes being the main revenue source [53][55] Group 3 - Bandai's top IPs include Dragon Ball, Mobile Suit Gundam, and One Piece, with One Piece toy sales reaching 94.2 billion yen, a 56.22% increase [6][7][8] - The adult consumer segment is expanding, particularly in Bandai's high-end toy lines targeting Kidults, contributing significantly to revenue growth [19][20] - The toy industry is seeing a trend towards high-quality, high-price digital toys, with companies like Sega focusing on smart digital toys and expanding their product lines [36][44]

Core Insights - PowerA has launched a new lineup of accessories for the Nintendo Switch 2, featuring high-performance controllers with Hall Effect sensors and protective gear designed to enhance gaming experiences [2][3][4] Product Features - The new controllers utilize Hall Effect technology, providing contact-free magnetic sensors in the thumbsticks for improved precision and longevity [3] - The Advantage Wired Controller includes features such as two mappable Advanced Gaming Buttons, onboard audio controls, and a 10 ft. USB-C cable, available in multiple designs [11] - The Slim Case offers a low-profile design with a zippered outer shell, plush interior lining, and storage for up to ten game cards, ideal for portability [11] - A 2-pack screen protector is included in the lineup, designed for easy installation and protection of the Nintendo Switch 2 screen [11] Availability and Warranty - PowerA's Nintendo Switch 2 accessories will be available in June 2025 through various retailers including PowerA.com and Amazon [6] - All products come with a two-year limited warranty, ensuring quality and customer satisfaction [8] Commitment to Compatibility - PowerA is actively testing its existing Nintendo Switch accessory catalog for forward compatibility with the new Nintendo Switch 2 system [7]

Core Viewpoint - Nintendo's stock experienced a significant increase of over 5% due to an analyst's price-target upgrade, contrasting with the S&P 500's decline of 0.4% [1] Group 1: Analyst Upgrades - JPMorgan Chase's Junko Yamamura raised her fair value assessment for Nintendo's Japan-listed stock to 15,300 yen ($106.52) per share from 13,400 yen ($93.29), maintaining an overweight recommendation [2] - Yamamura's bullish stance has evolved over the past few months, having initially rated the stock as a buy at 11,600 yen ($0.76 per share) in January [4] Group 2: Market Sentiment - The upcoming launch of the long-awaited Switch 2 console has generated positive pre-launch buzz, contributing to the stock's support [5] - Other analysts have also increased their price targets for Nintendo, with Benchmark's Mike Hickey raising his target to 13,000 yen ($90.50) from 11,800 yen ($82.15), while CLSA's Jay Defibaugh raised his target to 8,600 yen ($59.87) from 7,800 yen ($54.30) despite maintaining a sell rating [6]