Switch 2开售 任天堂业绩可期

Group 1 - Nintendo's new gaming console, Switch 2, officially launched globally on June 5, marking the first new handheld product in 8 years since the original Switch was released in 2017 [1] - Switch 2 features significant hardware improvements, including a custom Nvidia processor with GPU performance reportedly 4 to 5 times better than its predecessor, enabling high-definition gameplay for major titles [1] - The console is available in Japan in two versions: a base model priced at 49,980 yen (approximately 2,503 RMB) and a multilingual version at 69,980 yen (approximately 3,504 RMB) [1] Group 2 - The demand for Switch 2 appears to be exceptionally high, with over 2.2 million pre-order applications received in Japan before its official release [2] - In the U.S., pre-orders sold out within two hours on Target's website, indicating strong market interest [2] - Nintendo's global production capacity for the first year is estimated at 12 million units, which is only 60% of the initial production capacity of the original Switch [2] Group 3 - Nintendo's financial performance had been declining prior to the Switch 2 launch, with a reported net sales of 1,164.922 billion yen (approximately 58.668 billion RMB) for the fiscal year 2025, a 30.3% year-over-year decrease [3] - Following the launch, Nintendo projects a 63.1% increase in revenue for fiscal year 2026, with sales targets of 15 million units for Switch 2 and 45 million game copies [3] - Analysts predict that Switch 2 will revitalize the gaming console market by leveraging advanced AI graphics technology and 4K output capabilities [3] Group 4 - Ampere's analyst predicts that Switch 2's sales could exceed 100 million units by 2030, building on the 152 million units sold of the original Switch [4] - In the domestic market, pre-orders for Switch 2 on JD.com have surpassed 400,000, with prices inflated by scalpers before the official release [4] - Various promotional offers and subsidies are available for the Hong Kong version of Switch 2, making it more accessible to consumers [4][5]