Switch 2 sold 3.5 million units in four days! Nintendo (NTDOY.US) stock price hits two-month highest gain, becoming a new favorite in the market for risk avoidance.

Nintendo (NTDOY.US) stock recently hit the largest single-day increase in two months, reaching a new high. Market funds are now seeing this gaming giant as a safe haven asset in the turbulent global economic environment. The core driving force behind the continuous five-day increase in stock price comes from the strong market performance of the new generation game console, Switch 2. According to the latest sales data on June 11, the console has sold over 3.5 million units globally in just four days since its release, achieving a multiple increase compared to the sales of the original Switch eight years ago, with a highest daily increase of 7.1%. Yasuda Hideki, a senior analyst at Oriental Securities, pointed out that the gaming industry has shown unique risk resistance qualities amidst the heightened political uncertainty from the G7 Summit: "When the G7 Summit failed to reach a consensus on tariff policies, capital quickly flowed into areas less affected by trade barriers, and Japanese gaming companies owning top IPs like 'Super Mario' naturally became safe haven for funds." This industry characteristic has been fully confirmed in the capital market: aside from Nintendo, Square Enix Holdings (SQNNY.US) followed closely with a 4.7% increase, while Namco Bandai Holdings (NCBDY.US) also saw a rise of 3.9%. As a core force in the global gaming industry, Japanese companies not only control the two mainstream platforms, Nintendo Switch and Sony PlayStation, but also possess the intellectual property rights to phenomenon-level works like "Elden Ring". This combination of software and hardware in the industry layout enables them to demonstrate a higher level of operational stability in the current environment of fluctuating tariffs and political risks from GEO Group Inc. Market observers believe that with the continued hot sales of Switch 2 driving software ecosystem expansion, Nintendo is expected to maintain its safe haven asset properties in the turbulent market.