任天堂和索尼股价下跌 内存上涨引发定价担忧

Core Viewpoint - Nintendo's stock price experienced a significant drop of 5.3%, marking the largest single-day decline since April, primarily due to concerns over rising storage chip prices influenced by NVIDIA CEO Jensen Huang's comments on AI-related data storage demand [1] Group 1: Company Impact - Nintendo's stock decline is attributed to fears that increased storage chip prices could elevate production costs for gaming consoles [1] - Sony, the manufacturer of PlayStation, also saw its stock fall by 4%, reaching its lowest point since September [1] Group 2: Market Context - Following Huang's remarks, U.S. storage-related stocks rose, which in turn led to an increase in stock prices for Japanese storage companies like Kioxia [1] - Huang stated that the current demand in the storage market is "far from being fully met," highlighting ongoing supply challenges [1]