Switch 2面临内存成本飙升挑战，任天堂股价大跌

Group 1 - Nintendo's stock price dropped by 4.7%, reaching its lowest level since May, due to concerns over rising component prices, including memory chips, which may erode profit margins [1] - The cost of 12GB RAM modules for the Switch 2 has increased by 41% this quarter, while NAND flash storage costs have risen by nearly 8%, impacting the prices of external storage cards [1] - Over the past eight trading days, Nintendo's stock has declined in seven, resulting in a market value loss of approximately $14 billion [1] Group 2 - The rising NAND flash prices are significantly increasing the costs of high-speed SD cards, which are essential for players due to the limited internal storage of the Switch 2 [3] - There are concerns about the sustainability of the Switch 2's initial sales momentum, as it has started to see early price promotions, including a $50 discount on bundles during the Black Friday period [3] - The unexpected discounts during the holiday shopping season indicate potential challenges in maintaining demand for the Switch 2 beyond its core fanbase [3]