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2025/2/10
The official unveiling of Nintendo’s next-generation console, the Switch 2, not only marks a significant hardware upgrade but also represents a strategic battle within the global technology supply chain. The Switch 2 introduces key design innovations, including enhanced chip performance, upgraded memory, and dual USB-C ports, significantly improving the gaming experience and further strengthening Nintendo’s dominance in the portable gaming market. This article also highlights key Taiwanese suppliers in the Switch supply chain, covering core assembly, memory and power modules, as well as sensor production.
# Stocks
# Fundamental Analysis
# Japan
# Manufacturing Industry
2024/10/18
Recent volatility in global stock markets has intensified due to the Bank of Japan's interest rate hike, primarily driven by the yen's appreciation and the unwinding of large-scale carry trades. In a carry trade, investors borrow low-interest yen and invest in higher-yield assets like U.S. Treasuries or U.S. equities to earn a yield differential. However, the Bank of Japan's rate hike has pushed up the yen’s exchange rate, increasing both currency and liquidity risks. This has prompted investors to swiftly unwind their positions to repay yen loans, creating selling pressure in the market. This shift has reduced the attractiveness of carry trades and impacted market liquidity.
# Trading
# Financial Lessons
# Investment
# Bank of Japan
# Monetary Policy
# Investment Strategy
# Taiwan
