任天堂股价大涨 12月美国市场销量表现强劲

Core Viewpoint - Nintendo's Switch 2 gaming console has shown strong sales performance in the critical U.S. market, alleviating concerns about demand slowdown, leading to a 5.6% increase in Nintendo's stock price [1] Group 1: Sales Performance - Circana reported that the Switch 2 was the best-selling video game hardware in the U.S. for December 2025 and maintained the top sales position for the year [1] - The stock price of Nintendo experienced its largest intraday gain in over two months due to the positive sales data [1] Group 2: Analyst Insights - Jefferies analyst Atul Goyal noted that the latest U.S. market data dispelled the narrative of "weak demand" for the Switch 2, highlighting its "intrinsic product competitiveness" even without large-scale promotional activities [1] - Wolfe Research analyst Peter Supino upgraded Nintendo's stock rating from "underperform" to "in line with the market" based on the strong sales performance [1]