宏观经济环境变化

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暴雪前总裁揭秘Xbox年内二次涨价:利润不足为主因,关税仅为借口
Huan Qiu Wang Zi Xun· 2025-09-23 07:42
Core Insights - The core reason for Microsoft's Xbox price increase is attributed to internal profit pressures rather than external factors like tariffs [1] Pricing Adjustments - Microsoft announced a price adjustment for Xbox consoles effective October 3, with the Xbox Series S 512GB increasing from $379 to $399 and the Xbox Series X rising from $499 to $599 [1] - This marks the second price increase in 2023, following a previous hike in May that saw prices rise by up to $150 [1] - Since their launch in 2020, the cumulative price increases for the two consoles are 33% for the Series S and 30% for the Series X [1] Profitability Concerns - Mike Ybarra criticized Microsoft for shifting operational risks onto consumers, suggesting that the company should absorb tariff costs instead of passing them on to users [1] - The initial price increase in May was linked to tariff costs, but the recent adjustment is primarily driven by internal profit pressures [1]
前暴雪总裁揭秘微软Xbox涨价内幕:利润不足是主因
Sou Hu Cai Jing· 2025-09-23 01:39
IT之家 9 月 23 日消息,前暴雪娱乐总裁 Mike Ybarra 今天在 X 平台发文,聊及微软 Xbox 游戏机的涨价政策。 据IT之家此前报道,微软在本月 21 日宣布再次上调 Xbox 游戏机售价,其中 Xbox Series S 512GB 由原价 379 美元(IT之家注:现汇率约合 2697 元人民币) 涨至 399 美元(现汇率约合 2839 元人民币),Xbox Series X 由 499 美元(现汇率约合 3550 元人民币)涨至 599 美元(现汇率约合 4262 元人民币),新价 格将于 10 月 3 日在美国生效。 Mike 表示,本次微软涨价与关税无关,纯粹是利润问题,具体来说就是主机的利润没有达到应有的水平,内部的原因远比人们口中传言深得多。 后续 Mike 在回复玩家观点时表示,Xbox 今年第一次涨价确实是有"关税方面的原因",本次涨价完全是另一种原因,微软只是让消费者继续为这些问题买 单,而关税就被当成了"持续涨价的借口"。 值得注意的是,微软强调过本次涨价的原因是"宏观经济环境变化",而今年 5 月微软已经将 Xbox 游戏机及配件大幅涨价,最高涨幅达 150 美元 ...
因“宏观经济环境变化”,微软再次上调Xbox游戏机美国售价
Xin Lang Cai Jing· 2025-09-20 00:42
Core Viewpoint - Microsoft announced an increase in the suggested retail prices of several Xbox consoles in the U.S. starting in October due to changes in the macroeconomic environment [1] Pricing Changes - The starting price for the Xbox Series S will rise to $399 from the previous $379, reflecting a $20 increase [1] - The digital version of the Xbox Series X will now be priced at $599, up by $50, while the disc version will reach $649, also reflecting a $50 increase [1] Accessories Pricing - Microsoft stated that the prices for accessories such as controllers and headsets will not be increased [1] International Pricing - Prices for Xbox consoles in other countries and regions will remain unchanged [1]
今年第二次调价 微软(MSFT.US)宣布10月上调Xbox主机在美售价
Zhi Tong Cai Jing· 2025-09-19 23:28
微软(MSFT.US)周五表示,将从10月起上调多款Xbox游戏主机在美国市场的建议零售价,原因是"宏观 经济环境变化"。 微软在官网声明中指出,此次调价仅涉及主机产品,不包括手柄、耳机等配件,且其他国家的价格保持 不变。 虽然微软并未在公告中直接提及关税因素,外界普遍认为,此举或与特朗普政府近期加征关税的政策相 关。过去数月,众多消费品公司已不断发出涨价预警,称美国贸易政策变化将推高产品成本。特朗普总 统今年对多个国家加征关税,目标是推动更多制造业回流美国。 微软表示:"我们理解这些调整会给用户带来挑战,但这是经过慎重考虑后作出的决定。" 这已是微软今年第二次上调美国市场Xbox主机售价。与此同时,竞争对手索尼和任天堂也在特朗普关 税政策落地后,对其主机产品进行了类似涨价。 根据微软官网公布的PDF文件,Xbox Series S标准版价格从379美元上调至399美元,1TB存储版售价449 美元;Xbox Series X数字版(无光驱)上涨50美元至599美元;Xbox Series X光驱版同样上涨50美元至649 美元;而2TB顶配版价格从729美元提升至799美元。 业内人士指出,在美国消费者面临 ...
日发精机半年预亏最高扩至3.3亿,同比亏损增幅超1300%
Jing Ji Guan Cha Bao· 2025-07-16 08:35
Core Viewpoint - Zhejiang Rifa Precision Machinery Co., Ltd. is expected to report a significant net loss of between 222.3 million to 333 million yuan for the first half of 2025, marking an increase in losses of 855.45% to 1323.55% year-on-year, the highest loss growth in nearly three years [1] Group 1: Financial Performance - The company's net profit loss, excluding non-recurring gains and losses, is projected to be between 232 million to 346 million yuan, reflecting a year-on-year increase of 867.38% to 1342.73% [1] - Basic earnings per share are expected to be a loss of 0.298 to 0.444 yuan, a significant increase from the loss of 0.031 yuan per share in the same period last year [1] - The company has experienced a continuous trend of expanding losses over three consecutive half-year periods, with the first half of 2024 showing a loss of 22.8 million yuan and a total loss of 315 million yuan for the entire year [1] Group 2: Operational Challenges - The significant loss expansion is attributed to two main issues: a decline in demand for high-end CNC machine tools, particularly due to reduced investment in the aerospace manufacturing sector, and the new digital intelligent equipment business not yet providing effective profit support, which continues to strain cash flow [2] - The financial downturn is exacerbated by the bankruptcy proceedings of two overseas subsidiaries, Airwork in New Zealand and MCM in Italy, leading to full impairment risks for the company's investments [2] - Airwork was taken over by a syndicate due to loan defaults, while MCM's net assets deteriorated to -57.3 million yuan, prompting a court application for bankruptcy restructuring [2] Group 3: Market Reaction - The company attributes its losses to changes in the macroeconomic environment and cyclical adjustments in the industry, but has not disclosed specific countermeasures [3] - There has been a 300% increase in investor inquiries regarding cash flow pressures and timelines for returning to profitability, but the company has responded uniformly by stating "as per the announcement information" [3] - The company's stock has dropped 37.6% this year, underperforming the high-end equipment sector index by 260 basis points, with institutional investor holdings decreasing by 14.2% since the beginning of the year [3]