Nintendo Co. shares surged to a new record, rising for the fifth consecutive day and marking their biggest gain in two months. Investors are drawn to the company’s robust sales growth amid global market uncertainties.
The Kyoto-based gaming giant sold over 3.5 million units of its newly launched Switch 2 console within just four days, far surpassing the original Switch’s early sales performance from eight years ago. This rapid demand highlights the Switch 2 as Nintendo’s fastest-selling hardware ever.
Hideki Yasuda, an analyst at Toyo Securities, noted that with tariff talks between the US and Japan stalling at the recent G7 summit, investors are turning to the gaming sector. This industry is seen as less vulnerable to tariffs and geopolitical risks.
Other gaming companies also saw stock gains, with Square Enix rising 4.7% and Bandai Namco up 3.9%. Japan’s gaming firms remain dominant globally, controlling major platforms like Sony’s PlayStation and Nintendo’s Switch, along with popular game franchises such as Elden Ring and Super Mario.
The Switch 2 features a larger 1080p screen (with 4K support on compatible TVs), faster processing, and redesigned Joy-Con controllers with mouse functionality. It also introduces GameChat, allowing players to voice or video chat and share screens during gameplay.
The console launched alongside Mario Kart World, which offers an expansive interconnected world and supports up to 24 drivers simultaneously—the most in the series’ history.
Nintendo forecasts selling 15 million Switch 2 units by March 2026, building on the strong early momentum.
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