Nintendo(US:NTDOY) 智通财经网·2025-06-11 04:26Core Insights - Nintendo's new gaming console, Switch 2, sold over 3.5 million units within four days of its launch, setting a record for the company's first new console in eight years, indicating strong market demand and a positive outlook for achieving the target of 15 million units sold by March next year [1] - The release of Switch 2 is seen as a pivotal moment for the gaming industry, potentially influencing business decisions among partners and competitors, especially during a time of declining profit margins and rising development costs [1] Group 1 - Nintendo faces significant challenges in meeting the overwhelming demand for Switch 2, with the company apologizing for consumers missing out during the lottery for the console [2] - The company has requested partners to accelerate production and has formed agreements with Japanese online marketplaces to prevent resellers from profiting from hardware scarcity [2] - Concerns over tariffs affecting supply chains have led to fluctuations in Nintendo's stock price, which dropped over 3% in the Tokyo market [2] Group 2 - Analysts suggest that Nintendo, along with Sony and Microsoft, may be more affected by tariffs due to their hardware businesses, with potential price increases for Switch 2 in the U.S. market ranging from 7-8% to as much as 30% under worst-case scenarios [3] - Nintendo's president has indicated that maintaining momentum in sales is a top priority, especially given the higher retail price of Switch 2 compared to its predecessor and the weakening global economy [2]