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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