本文来自微信公众号：爱范儿 （ID：ifanr），作者：苏伟鸿，题图来自：视觉中国 最近的游戏市场可以说相当热闹：Switch 2发售引发热烈讨论，索尼也直播官宣了几款新游戏，并确认了PS6正在开发。 同为御三家之一的微软也不甘人后，这个月也带来了久违的新硬件：ROG Xbox Ally和Meta Quest 3S Xbox Edition，分别是Xbox从未涉足的游戏掌 机和VR头显形态。 至于微软自己，也已经官宣了正在打造Xbox的次世代主机，和AMD深度合作，不只有传统的游戏主机，还有掌机、PC、云服务以及配件，并且 不会和Xbox游戏商店单独绑定。 根据此前的爆料，即将到来的次世代Xbox主机，很可能将是微软推出的最后一款主机产品。 难道微软"砍刀部"的手终于伸向了Xbox这个经典的游戏机品牌？ 其实不然，Xbox会继续存在，但将不再和微软这家公司深度绑定，成为一种品牌和服务。 也就是说，以后"Xbox"将走"Windows"的老路，微软负责提供软件和游戏库，具体的产品形态就交给OEM厂商自己设计完成。 这样的转型，发生在Xbox部门运营情况江河日下的处境。 2024年堪称Xbox历史上最惨淡的一年， ...

在刚刚结束的Xbox Games Showcase 2025上，微软携手华硕推出了两款ROG Xbox Ally掌机，而该系列 机型的的问世也意味着真正的"Xbox掌机"或许要胎死腹中了。日前有消息显示，微软方面可能会永久 搁置Xbox掌机的开发计划，转而通过与华硕等OEM厂商合作，开发基于Windows 11操作系统的掌机。 根据这一消息源的说法，微软正专注于为Windows设备打造流畅的Xbox体验，并让Windows设备成为 Xbox游戏的新载体，来自华硕等OEM合作伙伴的硬件则会被视为下一代Xbox的一部分。事实上，放弃 自研Xbox掌机，微软在手持设备领域进行战略转向的概率相当大。 早在2023年，也就是游戏掌机最为火热时，微软游戏业务负责人菲尔·斯宾塞就曾表示，微软的绝大部 分游戏都可以在Steam Deck和ROG Ally等掌机上游玩，而且他们通常还支持云存档，所以目前微软还看 不到一个合适的入场时机，也就不会有Xbox便携游戏设备出现。 在彼时的菲尔·斯宾塞看来，ROG掌机除了"不是由微软生产和命名外 "，其实本身就与便携版Xbox本就 几乎没什么差别。只不过随着微软强行规定，不支持Xbox ...

Key Takeaways MSFT gaming revenues rose 5% in Q3 FY25, with Xbox content and services revenues up 8% year over year. Cloud gaming hit 150M hours played as MSFT added LG TV support and launched AI tools like Copilot and Muse. Two Xbox handhelds co-developed with Asus will launch in select markets during the 2025 holiday season.Microsoft’s (MSFT) gaming business is showing impressive growth so far, driven by strong gaming content, more AI integration and new hardware. In the third quarter of fiscal 2025, ga ...

Core Viewpoint - Microsoft is entering the handheld gaming console market with the launch of the ROG Xbox Ally and ROG Xbox Ally X, aiming to compete with Nintendo's recently released Switch 2 [1][2]. Group 1: Product Launch and Features - The ROG Xbox Ally handhelds will enable cross-device gameplay, allowing gamers to play "anytime, anywhere, on any device" [2]. - The ROG Xbox Ally X will feature the AMD Ryzen AI Z2 Extreme processor, while the standard ROG Xbox Ally will use the AMD Ryzen Z2 processor [4]. - The Nintendo Switch 2 utilizes a chip from NVIDIA, a leader in AI chips and GPUs, highlighting a key difference in hardware between the two consoles [4]. Group 2: Market Context and Competition - Nintendo has historically dominated the handheld market with successful consoles like the Game Boy, Nintendo DS, and Nintendo Switch [3]. - Microsoft aims to capture market share in both physical and handheld console segments, intensifying competition with Nintendo starting in 2025 [6]. - The new Microsoft handhelds are expected to launch in time for the holiday season in 2025, which is a peak shopping period for gaming consoles [5]. Group 3: Strategic Partnerships - Microsoft has partnered with Roblox to make its games playable natively on the new handhelds, marking a significant development for both companies [4]. Group 4: Financial Performance - Microsoft stock closed at $472.75, up 0.50%, and reached an all-time high of $473.43 during intraday trading, reflecting a 13% increase year-to-date in 2025 [6].

Microsoft Xbox players will soon be able to take their favorite games anywhere with the launch of the new ROG Xbox Ally handhelds.This is a first for Xbox, which has never released a handheld before.The devices, developed in collaboration with ASUS, offer a full-screen Xbox experience meant for portable play.Players will be able to access Xbox games, stream content, and play on the go with built-in support for cloud gaming."Players can look forward to an approachable gaming experience that travels with you ...