周五盘中，罗技（LOGI）股价大跌5.11%，引发市场关注。这一跌势主要源于美国总统特朗普最新宣布的关税政策，该政策可能对包括罗技在内的科技硬件企业造成严重打击。
根据摩根士丹利最新发布的研究报告，特朗普政府提出的"对等关税"政策将使销往美国的科技产品面临25%-54%的关税。这一政策将对严重依赖海外生产基地的美国科技硬件产业造成前所未有的冲击。报告中特别提到，除苹果、戴尔、惠普等大型科技公司外，罗技等中小型科技企业也将遭受严重打击。
摩根士丹利分析师估计，新的关税政策可能给科技硬件企业带来约510亿美元的额外成本，相当于这些公司利润的30%。面对即将于下周三生效的关税，这些企业几乎没有有效的应对措施。分析师认为，提高产品价格可能是最现实的选择，但这无疑会对市场需求产生负面影响。值得注意的是，尽管在此负面消息影响下股价大跌，美国银行证券部门仍上调了罗技的评级，从"低于大市"调整至"中性"，但同时下调了目标价至73美元。投资者需密切关注事态发展及其对罗技未来业绩的潜在影响。
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