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"title": "日本两大娱乐巨头财报两样情 Sony利润大幅成长 任天堂收益下滑",
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"description": "索尼第二季营业利益年增45%至6,223亿日元，优于预期并上调全年获利展望9%。 索尼受《蜘蛛人：全新一天》、感光元件与音乐业务带动，但PS5出货量降至260万台。 任天堂第二季营益年减16%至739亿日元；古川称记忆体供应无重大变化，维持Switch 2年销1650万台目标。",
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"content": "<p>受全球人工智慧浪潮引发的记忆体晶片短缺影响，日本两大娱乐与游戏巨头索尼(Sony)与任天堂公布的最新财报呈现明显分歧。索尼在热门电影与多角化业务带动下，营业利益大幅超越市场预估；任天堂则因本业营业利益缩减与大作空窗期，业绩表现低于预期。</p>\n<p style=\"text-align:center;\"><img src=\"https://cimg.cnyes.cool/prod/news/6648379/l/5fbb56218f62bd91e9001e83f3843fac.jpg\" alt=\"日本两大娱乐巨头财报两样情 Sony利润大幅成长 任天堂收益下滑\" style=\"width:50%;height:auto;border-radius:6px;margin:15px auto;display:block;\"></p>\n\n\n<h6>索尼影视与感光元件亮眼</h6>\n\n<p>索尼公布第二季营业利益年增 45%，达 6,223 亿日元(约 39.5 亿美元)，优于分析师预估的 5,050 亿日元，并将全年获利展望上调 9%。亮眼表现主要得益于卖座电影《蜘蛛人：全新一天》(Spider-Man: Brand New Day)，以及智慧型手机感光元件与音乐部门展望提升。</p>\n\n<p>对于索尼的财报表现，Kantan Games 咨询公司创办人 Serkan Toto 指出：「索尼是今日的最大赢家，如果 PlayStation 5 Pro 供应量更充足，成绩甚至会更亮眼。」</p>\n\n<p>尽管索尼第二季 PlayStation 5 出货量自去年同期的 400 万台降至 260 万台，且 11 月 19 日发售的《侠盗猎车手 VI》(Grand Theft Auto VI)预期将挹注游戏业务，但整体产业仍面临记忆体价格上涨压力。</p>\n\n<p>索尼财务长Lin Tao对此表示：「在记忆体价格面临挑战的情况下，随着索尼投资新平台，维持活跃用户的参与度将是支撑获利能力的关键。」</p>\n\n<h6>任天堂本业营业利益承压</h6>\n\n<p>相对地，任天堂第二季营业利益年减 16% 至 739 亿日元，未达市场预期。不过在 4 月至 9 月的上半财年中，任天堂税后纯益在数位销售与《超级玛利欧银河电影》(The Super Mario Galaxy Movie)助攻下仍年增 11% 至 2,209 亿日元，但销售额下滑 12% 至 9,660 亿日元。期间内 Switch 售出 127 万台，Switch 2 则售出 649 万台。</p>\n\n<p>面对投资人对晶片短缺与主机定价的疑虑，任天堂社长古川俊太郎强调：「记忆体状况没有重大变化，任天堂有能力确保足够的供应量。」</p>\n\n<p>古川补充指出，继先前调涨售价后，目前公司不考虑额外调整主机价格，并维持全年销售 1,650 万台 Switch 2 的目标。</p>\n\n<p>针对刚上市并获得好评的《萨尔达传说：时之笛》，Serkan Toto 分析指出：「这款《萨尔达》游戏应该会热卖并带来稳健的一季，但在下个财年之前，公司不会再推出重量级大作。」</p>\n<div class=\"related-articles seo-links\">\n <h4>相关阅读</h4>\n <ul>\n <li><a href=\"/hour/article-23570.html\" title=\"中国续征美国进口正丙醇反倾销税5年 税率最高达267.4%\">中国续征美国进口正丙醇反倾销税5年 税率最高达267.4%</a></li>\n <li><a href=\"/hour/article-23572.html\" title=\"寄取货也可以在自家社区！全家首推社区取物流新服务\">寄取货也可以在自家社区！全家首推社区取物流新服务</a></li>\n <li><a href=\"/hour/article-23566.html\" title=\"台塑新智能拟办现金增资130亿元扩建彰滨二厂 四宝按持股比例加码投资\">台塑新智能拟办现金增资130亿元扩建彰滨二厂 四宝按持股比例加码投资</a></li>\n <li><a href=\"/hour/article-23540.html\" title=\"融资断头潮全面引爆！全市场站上月线比例骤降至历史冰点，暴风雨后何时迎来报复性反弹？\">融资断头潮全面引爆！全市场站上月线比例骤降至历史冰点，暴风雨后何时迎来报复性反弹？</a></li>\n <li><a href=\"/hour/article-23541.html\" title=\"末段赶底!!弱中透强、买被错杀、买价值、买绩优\">末段赶底!!弱中透强、买被错杀、买价值、买绩优</a></li>\n <li><a href=\"/hour/article-23538.html\" title=\"AI需求强劲+并购效益加持 贸联10月营收118亿元首度破百亿创高\">AI需求强劲+并购效益加持 贸联10月营收118亿元首度破百亿创高</a></li>\n </ul>\n</div>",
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