摘要
- 遊戲狂潮席捲全球,任天堂新機賣到全球缺貨。
- 新機軟硬體皆提升,為玩家帶來更加體驗。
- 台廠供應鏈受惠,未來成長勁道令人期待。
全球賣到缺貨、連公司股東都買不到的Nintendo Switch 2即將在台灣時間7/10熱烈開賣,勢必將帶起一波熬夜排隊潮,任天堂Nintendo Switch 2自6月5號全球發售以來便捷報頻傳,不僅在短短四天就銷售突破350萬台,也為任天堂的推陳出新帶來新氣象。
跟Switch 初代機相比,新機種不論畫質、硬體設備或是軟體上有重大突破及更新。除了螢幕大小提升7.9吋,畫面解析度來到1080p以外,Switch 2底座支援輸出的解析度更高達4K,呈現出極為精細的影像,讓玩家們透過大螢幕獲得更佳的遊戲體驗;為拉近玩家們間的距離,這次還推出了遊戲聊天功能,隨時能邊玩遊戲邊進行語音聊天,還能即時分享正在遊玩的遊戲畫面,享受放鬆遊戲與朋友盡情聊天的樂趣。
遊戲迷們玩得不亦樂乎的同時,Switch 2台廠供應鏈也是笑得合不攏嘴。目前Switch 2的市場需求遠遠大於供給,為化解缺貨危機,任天堂社長谷川俊太郎表示任天堂正全力增加產能,台廠供應鏈受惠於急單紛飛,未等到開賣日股價就被喚醒,為Nintendo Switch 2台灣開賣做足熱身。
瀚亞亞洲科技資本家股票基金(本基金配息來源可能為本金)經理人林元平表示,遊戲族群將會是下一個市場關注的板塊,除了任天堂新機熱銷外,中國騰訊與網易預計發行的遊戲將會比2024年增加,顯示出廠商對於遊戲市場的需求持續看好。*本資料僅作說明使用,無任何推薦投標的之意圖,市場有潛在風險,過去績效不代表未來之績效表現。
瀚亞亞洲科技資本家股票基金(本基金配息來源可能為本金)集亞洲各大科技廠商於一身,台股持有比重高達45%、陸港股合計近30%;同時,看好AI 伺服器及遊戲族群未來發展,遊戲與AI的帶動下,有望為亞洲科技供應鏈帶來強勁動能,後市成長可期,建議投資人分批購入,參與市場未來投資機會。
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