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 ...

Core Insights - Nintendo's Switch 2 has achieved remarkable sales of 3.5 million units within four days of its launch, setting a new record for the company's new console releases in eight years [1] - The console's high demand has led to shortages at major retailers, reminiscent of the initial launch of the original Switch in 2017 [1] - Analysts are optimistic about the long-term sales potential of Switch 2, with sales targets set at 15 million units by the end of the fiscal year 2026, although some believe this estimate is conservative [1][2] Sales Performance - The Switch 2 was launched at a price of $449, making it Nintendo's most expensive console to date [1] - Predictions suggest that Switch 2 could exceed 20 million units sold in its first year, with estimates from analysts like David Gibson supporting this outlook [2] Supply Chain and Market Dynamics - Despite the strong sales, Nintendo's stock price fell by 3.5% following the launch, indicating investor concerns about potential risks related to supply chain sustainability and external policy uncertainties [3] - There is a notable supply shortage in Japan, with 2.2 million participants in the lottery for the console on its launch day, surpassing initial supply expectations [6] - Outside of Japan, supply appears to be more stable compared to the original Switch launch, allowing for better availability in other markets [7] Tariff and Pricing Considerations - The uncertainty surrounding tariffs has led Nintendo to delay pre-orders in the U.S. to assess the impact on pricing and costs [7] - If tariff issues are resolved, there is potential for a price reduction in the U.S. market, which could further boost sales [7]