智通财经APP获悉，电子游戏巨头任天堂(Nintendo)在日本股市的股价创下18个月来最大跌幅，此前该公司公布的盈利数据令 市场颇感失望，显示营业利润率遭受重创，同时市场对于2026年存储芯片价格持续飙升影响利润率曲线的担忧不断升温。向来 以长期牛市股价轨迹著称的任天堂惊现暴跌，该股周三在东京股票市场一度跌超12%。这家总部位于京都的电子游戏领军者正 面临美国关税带来的全球成本扰动，而由AI算力基础设施狂热投入引发的存储类组件成本飙升也在不断拖累其业绩展望。 任天堂周二公布的最新业绩数据以及未来展望显示，由于AI数据中心建设进程如火如荼争抢存储芯片产能，导致核心存储组件 采购成本飙升，成为Switch 2陷入 "增收不增利"困境的核心因素。尽管Switch 2销量增长，但硬件利润被严重侵蚀。此外，公 司在日本市场的低价策略也进一步摊薄了利润，并且该公司维持全年指引与硬件销量目标(6月发售到3月底预期1900万台)也被 市场解读为偏保守。 投资者们当前所忧虑的"存储吞噬消费电子利润"并非空穴来风，任天堂管理层在业绩声明中也明确指出：若存储组件高价持 续，价格超出预期并长期化，就可能进一步压缩盈利空间。市场研究 ...

每经AI快讯，任天堂今日跳空低开，股价一度下跌12.28%。 （文章来源：每日经济新闻） ...

>> THIS IS THE ASIA TRADE. I AM SHERY AHN IN TOKYO. >> I AM AVRIL HONG IN SINGAPORE.YOUR TOP STORIES THIS HOUR. ASIAN STOCKS FACING HEADWINDS AS ROTATION OUT OF TECH GATHER SPACE ON WALL STREET. SOFTWARE MAKERS PLANTING ON A THREAT FROM ANTHROPIC NEW AUTOMATION TOOL.BITCOIN TUMBLING TO ITS LOWEST OF THE TRUMP PRESIDENCY. AMD FALLING IN THEY TRADE WITH HIS FORECAST DISAPPOINTING INVESTORS WANTING MORE FROM ITS AI TO NVIDIA. OIL GAINING AS THE U.S. SHOOTS DOWN AN IRANIAN DRONE IN THE ARABIAN SEA BUT THE WHITE ...

任天堂净利润为1599.3亿日元，高于预期的1473亿日元，同比增长24%。 当地时间周二（2月3日），日本电子游戏公司任天堂公布了第三财季（截至2025年12月31日，自然年第 四季度）的业绩。 在游戏软件方面，Switch 2平台上的《马力欧卡丁车：世界》（与Switch 2同步发售）销量约为1400万 套。据任天堂称，全球约有1.29亿人正在使用Switch平台进行游戏。 任天堂股价近几个月持续承压。Switch 2于去年6月上市后，公司股价在8月一度升至14000日元以上的 历史高位，但此后已回落超过30%。 在12月关键假日销售季到来前，市场一度担忧Switch 2销售乏力。 市场研究机构Circana上月表示，任天堂Switch 2是美国12月销量最高的游戏主机。 Kantan Games首席执行官Serkan Toto表示："一些投资者预测的销量'崩塌'并未在假日季度发生。" 杰富瑞分析师Atul Goyal表示，有关Switch 2销量放缓的担忧被夸大了，其在Q4这一关键销售季表现强 劲。 财报显示，任天堂第三财季营收为8063.2亿日元（约52亿美元），低于预期的8477.3亿日元，同比增长 ...

(Refiles to fix Reuters Instrument Code) By Sam Nussey TOKYO, Feb 4 (Reuters) - Nintendo shares slid 11% on Wednesday as investors fretted about momentum ​for its flagship Switch 2 gaming device. The Kyoto-based gaming company on Tuesday ‌reported robust sales for the Switch 2 during the year-end shopping season, though the system is ‌viewed as lacking high-profile game titles to drive demand. The "Super Mario" maker kept its annual net profit forecast at 350 billion yen ($2.24 billion), lower than a ...

Nintendo’s shares slid their most since April after the company reported disappointing earnings, revealing a big hit to margins while concerns grow about the impact of soaring memory chip prices in 2026 https://t.co/eyoD155IK9 ...

（文章来源：每日经济新闻） 每经AI快讯，2月4日，任天堂股价一度下跌9.3%。 ...

任天堂股价下跌9%，第三季度营业利润不及预期。 来源：滚动播报 ...

任天堂股价一度下跌9.3%，此前公布的业绩不及预期。任天堂维持本财年Switch 2游戏机销售及盈利预 期不变。 责任编辑：王永生 责任编辑：王永生 任天堂股价一度下跌9.3%，此前公布的业绩不及预期。任天堂维持本财年Switch 2游戏机销售及盈利预 期不变。 ...

Core Viewpoint - Nintendo Co., Ltd. has shown strong financial performance, particularly due to the success of its Switch 2 console, but faces potential challenges from an impending chip shortage [3][4][6]. Financial Performance - Nintendo reported a net profit increase of over 50% in the nine months leading up to December, driven by the success of the Switch 2 console [3][6]. - As of February 3, 2026, Macquarie upgraded NTDOY's stock grade to "Outperform," reflecting a positive outlook on the company's future performance [2][6]. - The current stock price of NTDOY is $15.15, with a market capitalization of approximately $70.55 billion [5][6]. Market Position - Nintendo is a significant player in the gaming industry, known for its iconic franchises like Mario and Zelda, competing primarily with Sony and Microsoft [1][5]. Challenges - An impending chip shortage could impact future production and sales, posing a risk to maintaining the momentum gained from the Switch 2's success [4][6].