来源：环球网 【环球网科技综合报道】12月23日消息，据科技媒体 Windows Central爆料，动视（Activision）计划于 2026 年在任天堂新一代掌机 Switch 2 上发行《使命召唤》系列游戏。 此前，微软已签署相关协议，承诺会将《使命召唤》系列引入任天堂平台。不过，从整体开发进度来 看，将 Switch 2 版《使命召唤》的发布窗口定在 2026 年更为稳妥。 消息源进一步透露，首个 Switch 版《使命召唤》游戏已接近完成，原本计划在几个月内就推出。但综 合多方面因素考量，2026 年才是玩家能在 Switch 2 上见到该作的最为可能的时间点。 此外，针对备受玩家期待的《黑色行动 7》未能随 Switch 2 同步首发的问题，消息人士称是因为开发套 件（Dev Kit）的缺失。据相关报道，任天堂在初期对于开发工具的分发对象把控极为严格，采取了"选 择性分发"策略。这一策略直接致使第三方游戏开发进度出现滞后，进而影响了《黑色行动 7》等游戏 的同步推出计划。（青山） ...

Nintendo (NTDOY) stock has declined by over 17% in the past month due to surging memory chip costs. RAM prices have seen a meteoric rise in just the past few months due to AI demand. Many investors believe Nintendo can suffer from this, as this can compress the margins on its Switch 2 consoles. Unexpectedly, this has been named as one of the best buys for 2026 by certain analysts. Barron's columnist Tae Kim believes that NTDOY is one of the best tech stocks you can buy for 2026. More News from Barchart ...

Gaming Hardware & Technology - Valve is releasing three new devices in early 2026: Steam Frame (a standalone VR headset with improved specs), Steam Machine (a hybrid PC console six times more powerful than Steam Deck), and a new Steam Controller with dual trackpads [3][4][5] - Sony is launching a 27-inch gaming monitor with 1440p resolution, HDR support, up to 120Hz refresh rate for PS5/PS5 Pro (240Hz for PC), and a built-in PS5 controller charging hook [6] - Sony is also releasing new wireless speakers with planar magnetic drivers and PlayStation Link technology, compatible with PS5, PC, and PlayStation Portal [7] - Nintendo is releasing a Virtual Boy remake as a Switch accessory, requiring a Nintendo Switch Online Plus expansion pack subscription, launching on February 17th for $100 [11][12] Game Releases & Industry Trends - Grand Theft Auto 6 is slated for release on November 19th, 2026, but potential delays are possible due to studio issues [13][14] - The industry anticipates new handheld devices from Nintendo (Switch 2) and Xbox in 2025 [1] - Speculation exists regarding a new Sony handheld console that can play games offline, potentially with a docking feature similar to the Nintendo Switch [8][9]

FinGraph是中文财经世界唯一一家每日图形化早晚专栏，为专注于全球市场的专业人士提供简短、准确、全面的每日概览。每天只需几分钟即可领先市 场。文章内容不构成投资建议。 长期说明：本篇内容为早报，如需查看晚报、周末特辑及相关研究报告，请至知识星球内阅读。 中国 1.高层确立的"适度宽松"货币政策基调直接驱动中国国债收益率曲线加速陡峭化，30年期与2年期利差已扩至年内高点。这一形态变化的短端逻辑在于流 动性宽松预期的有效锚定，随着央行单日净投放1105亿元并使隔夜回购利率降至1.28%（创2023年以来新低），短债收益率被压制在低位；而长端则受到 供需错配的显著推升，全年30年期国债供给同比激增30%且预计2026年财政扩张将进一步加码，叠加保险资金因保费转向红利股配置而削弱了债市承接 力，导致长债面临持续的抛压重估。 来源：Bloomberg 星球上月积分榜已发布，恭喜以下小组成员后台私信领取128元续费券 不要错过每一个市场信息，会员请点击后扫码阅读上一期晚报: 比2000年更加疯狂的泡沫 | 会员专属晚报（12月10日） 知识星球过往内容推荐，会员可点击后扫码进入阅读: 本周1081篇报告已在知识星球发 ...

Core Insights - Nintendo's stock price dropped 4.7%, reaching its lowest level since May, due to concerns over rising storage chip prices impacting profit margins [3] - The cost of 12GB RAM modules for the Switch 2 has surged by 41%, while NAND flash memory prices have increased by nearly 8%, affecting the pricing of related storage products [3] - The market sentiment towards the Switch 2 is cooling as the supply crisis for storage chips worsens, with Nintendo's market value declining by approximately $14 billion over eight trading days [3] Group 1 - The rising costs of storage components are expected to compress the profit margins of Nintendo's new Switch 2 gaming console, potentially suppressing market demand [3] - The price of a 256GB high-speed SD card on Amazon has reached $89.99, with costs being passed on to consumers, particularly affecting players due to the limited internal storage of the Switch 2 [4] - The unexpected early price drop of the Switch 2, including a $50 discount during Black Friday, raises concerns about its ability to maintain high sales momentum beyond its initial launch [4]

Core Insights - Nintendo's shares have experienced a decline of up to 2.6%, highlighting a broader trend in the tech supply chain related to increasing memory costs affecting gaming hardware [1] Industry Impact - The rising memory costs are causing significant ripples throughout the gaming hardware sector, indicating potential challenges for companies reliant on these components [1]

Group 1 - Nintendo's stock price dropped by 4.7%, reaching its lowest level since May, due to concerns over rising component prices, including memory chips, which may erode profit margins [1] - The cost of 12GB RAM modules for the Switch 2 has increased by 41% this quarter, while NAND flash storage costs have risen by nearly 8%, impacting the prices of external storage cards [1] - Over the past eight trading days, Nintendo's stock has declined in seven, resulting in a market value loss of approximately $14 billion [1] Group 2 - The rising NAND flash prices are significantly increasing the costs of high-speed SD cards, which are essential for players due to the limited internal storage of the Switch 2 [3] - There are concerns about the sustainability of the Switch 2's initial sales momentum, as it has started to see early price promotions, including a $50 discount on bundles during the Black Friday period [3] - The unexpected discounts during the holiday shopping season indicate potential challenges in maintaining demand for the Switch 2 beyond its core fanbase [3]

Core Viewpoint - Nintendo's stock experienced a significant decline due to concerns over rising component prices, particularly memory chips, which may erode profit margins for the upcoming Switch 2 console [1] Group 1: Stock Performance - On December 10, Nintendo's stock fell by 4.7%, reaching its lowest level since May of this year [1] - The stock has seen a downward trend, with seven out of eight trading days in December resulting in losses, leading to a market capitalization loss of approximately $14 billion [1] Group 2: Component Cost Increases - The price of the 12GB RAM modules used in the Switch 2 increased by 41% in the current quarter, according to market research firm TrendForce [1] - Additionally, the price of NAND storage, which is also utilized in the new console, rose by nearly 8%, impacting the cost of supplementary storage cards [1] Group 3: Market Sentiment - The escalating memory supply crisis has dampened investor optimism regarding the Switch 2, contributing to the stock's decline [1]

Product Preferences & Market Trends - The iPhone 17 Pro in orange is considered a potential "gadget of the year" due to its size and improved battery life [1][2] - Some find the upgrade from a larger phone to a smaller phone, like the iPhone 17 Pro, beneficial for daily life [2] - The M4 Mac Mini is viewed as an excellent value and a strong alternative to the MacBook Air [3][4] - The Switch 2 is anticipated to be a significantly improved version of the original Nintendo Switch [5] Competitive Analysis & Industry Positioning - The M4 Mac Mini is challenging the MacBook Air's position as the default computer recommendation [4] - Nintendo's Switch is recognized as a category-leading and game-changing product [5]

Console Performance & Pricing - PS5 Pro delivers 4K resolution at 60 frames per second, with some games reaching up to 120 frames per second [2] - The price of PS5 Pro is $750, plus an additional $80 for the disc drive attachment, totaling over $800 [3] PC Gaming & Alternatives - PC gaming offers access to a larger selection of games, often cheaper than on consoles, but requires a higher initial investment [5][6] - Valve's Steam Machine, launching next year, aims to simplify PC gaming [6] Handheld Gaming - ROG Xbox Ally X is favored for its extensive game library, but retails for $1,000 and can be buggy [7][8] - Switch 2 is the fastest-selling console, with over 350 万 (3.5 million) units sold worldwide since its summer release [9] - Steam Deck offers a cost-effective portable gaming solution, with the 256 GB LCD model at $400 and the 1 TB OLED model at $650 [12][13] Mobile Gaming - Mobile gaming is gaining traction with ports of top-tier titles like Death Stranding and Assassin's Creed Mirage [14] - Mobile platforms like Fortnite and Call of Duty: War Zone have millions of users [15]