{"id":72824,"date":"2026-01-18T11:41:00","date_gmt":"2026-01-18T11:41:00","guid":{"rendered":"https:\/\/www.gameshub.com\/fr\/?p=72824"},"modified":"2026-01-20T23:29:12","modified_gmt":"2026-01-20T23:29:12","slug":"laction-nintendo-chute-de-33-face-aux-incertitudes-post-lancement-de-la-switch-2","status":"publish","type":"post","link":"https:\/\/www.gameshub.com\/fr\/actualites\/nintendo\/laction-nintendo-chute-de-33-face-aux-incertitudes-post-lancement-de-la-switch-2\/","title":{"rendered":"L\u2019action Nintendo chute de 33 % face aux incertitudes post-lancement de la Switch 2"},"content":{"rendered":"<?xml encoding=\"utf-8\" ?><p class=\"wp-block-paragraph\">Le cours de l&rsquo;action Nintendo au Japon a chut&eacute; d&rsquo;environ 33 % par rapport &agrave; son plus haut historique atteint en ao&ucirc;t 2025, alors que les investisseurs s&rsquo;inqui&egrave;tent du ralentissement de la dynamique de la Switch 2 et de pr&eacute;occupations plus larges li&eacute;es aux prix, aux marges et au catalogue de jeux pr&eacute;vu pour 2026.<\/p><p class=\"wp-block-paragraph\">L&rsquo;action a cl&ocirc;tur&eacute; &agrave; 9 950 yens (62,70 dollars) mardi, marquant la premi&egrave;re fois qu&rsquo;elle repasse sous la barre des 10 000 yens depuis avril 2025, en baisse par rapport &agrave; un pic de 14 795 yens (93,23 dollars) atteint l&rsquo;&eacute;t&eacute; dernier, port&eacute; par les ventes initiales spectaculaires de la nouvelle console.<\/p><p class=\"wp-block-paragraph\">Malgr&eacute; le lancement de la Switch 2 en juin 2025 et son statut de console la plus rapidement vendue de l&rsquo;histoire sur ses trois premiers mois, les ventes durant la p&eacute;riode des f&ecirc;tes ont ralenti plus fortement que pr&eacute;vu, poussant &agrave; une r&eacute;&eacute;valuation des perspectives de croissance &agrave; court terme.<\/p><h2 class=\"wp-block-heading\">Facteurs cl&eacute;s &agrave; l&rsquo;origine de la baisse<\/h2><p class=\"wp-block-paragraph\">Les analystes pointent plusieurs pressions :<\/p><ul class=\"wp-block-list\">\n<li>La crainte de hausses de prix potentielles en raison de l&rsquo;augmentation des co&ucirc;ts des composants, notamment de la m&eacute;moire (RAM).<\/li>\n\n\n\n<li>Les droits de douane am&eacute;ricains toujours en vigueur, qui p&egrave;sent sur la rentabilit&eacute;.<\/li>\n\n\n\n<li>Des remises sur le mat&eacute;riel pendant les f&ecirc;tes aux &Eacute;tats-Unis et dans l&rsquo;UE afin d&rsquo;&eacute;couler les stocks.<\/li>\n\n\n\n<li>Un manque per&ccedil;u de grandes exclusivit&eacute;s first-party &agrave; court terme pour maintenir l&rsquo;&eacute;lan.<\/li>\n<\/ul><p class=\"wp-block-paragraph\">Le pr&eacute;sident de Nintendo, Shuntaro Furukawa, a r&eacute;cemment reconnu que les co&ucirc;ts de la m&eacute;moire et les droits de douane, en particulier aux &Eacute;tats-Unis, constituent des d&eacute;fis persistants pour les marges de l&rsquo;entreprise.<\/p><p class=\"wp-block-paragraph\">Le consultant du secteur Dr Serkan Toto, PDG de Kantan Games, a soulign&eacute; l&rsquo;inqui&eacute;tude des investisseurs sur X :<br>&laquo; L&rsquo;action Nintendo au Japon est en baisse&hellip; soit -33 % en cinq mois : les investisseurs sont nerveux face &agrave; d&rsquo;&eacute;ventuelles hausses de prix, au manque de titres first-party et aux remises sur le mat&eacute;riel aux &Eacute;tats-Unis et dans l&rsquo;UE pendant les f&ecirc;tes. &raquo;<\/p><p class=\"wp-block-paragraph\">Toto a ajout&eacute; que des r&eacute;actions boursi&egrave;res marqu&eacute;es apr&egrave;s le lancement d&rsquo;une console sont fr&eacute;quentes chez Nintendo, citant des exemples historiques : envol&eacute;es durant l&rsquo;&egrave;re Wii\/DS, puis stagnation pendant la p&eacute;riode Wii U. Il a toutefois tenu &agrave; rassurer :<br>&laquo; Les joueurs n&rsquo;ont pas &agrave; s&rsquo;inqui&eacute;ter. En revanche, les investisseurs qui ont achet&eacute; l&rsquo;action au plus haut l&rsquo;&eacute;t&eacute; dernier devront sans doute faire preuve de patience. &raquo;<\/p><p class=\"wp-block-paragraph\">Ce ralentissement correspond &agrave; une normalisation classique post-lancement, mais combin&eacute; aux pressions sur les co&ucirc;ts, il a &eacute;branl&eacute; le sentiment &agrave; court terme malgr&eacute; les performances globales solides de la console.<\/p><p class=\"wp-block-paragraph\">Nintendo reste concentr&eacute; sur la stabilit&eacute; &agrave; long terme, et les investisseurs sont invit&eacute;s &agrave; replacer cette baisse dans le contexte des cycles pass&eacute;s plut&ocirc;t que de c&eacute;der &agrave; une panique imm&eacute;diate. L&rsquo;entreprise n&rsquo;a pas comment&eacute; directement l&rsquo;&eacute;volution du titre au-del&agrave; des remarques ant&eacute;rieures de Furukawa concernant les co&ucirc;ts.<\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":851959,"featured_media":72825,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"categories":[765],"tags":[],"news-type":[758],"keyword":[],"class_list":["post-72824","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-nintendo","news-type-actualites"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v28.0 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>L\u2019action Nintendo chute de 33 % face aux incertitudes post-lancement de la Switch 2 - Gameshub Fran\u00e7ais<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.gameshub.com\/fr\/actualites\/nintendo\/laction-nintendo-chute-de-33-face-aux-incertitudes-post-lancement-de-la-switch-2\/\" \/>\n<meta property=\"og:locale\" content=\"fr_FR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"L\u2019action Nintendo chute de 33 % face aux incertitudes post-lancement de la Switch 2 - 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