Investment Rating - Industry rating: Recommended [1] Core Insights - The Nintendo Switch 2 was officially launched on June 5, leading to a buying frenzy overseas due to pent-up demand for the upgraded gaming console [2] - The first week of pre-orders has set records, with over 1.2 million units locked in Japan alone, surpassing the initial sales of previous consoles [3] - Nintendo has increased its monthly production from 2 million to 3 million units to meet the unexpected demand, although supply shortages are still anticipated [4] - Despite concerns about competition in the handheld gaming market, the unique positioning of the Switch 2 has led to strong sales, with a significant portion of new users being female and older demographics [5] - The strong demand for the Nintendo Switch 2 is expected to benefit the related supply chain, making it a focal point in the consumer electronics sector [6]