08ird on 7974 (7974.HK)
公司名称：Nintendo Co., Ltd. (2)
详细生意模式：日本
护城河：Bulls model 25M FY27 units + ¥828B op profit，基于3D Mario(Oct'26)+Pokemon Gen X(Nov'26)。
估值水平：🟡中
EV/Market Cap：合理估值
网络观点：VIC看好者模拟FY27 25M单位+¥828B利润。
AI观点："完美情景"假设。更现实FY27应是15-18M + ¥450-500B OpInc(+30-40%)。零债务是长期防守底线。
原文日期：2026-02-02
作者简介：VIC游戏股分析师
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