周五盘中，罗技（LOGI）股价大跌5.11%，引发市场关注。此次下跌主要受到美国总统特朗普最新宣布的关税政策影响，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。
根据摩根士丹利的最新研报，特朗普的"对等关税"政策将使销往美国的科技产品面临25%-54%的关税。这对严重依赖海外生产基地的科技企业来说是一个巨大挑战。研报指出，罗技、苹果、戴尔、惠普等公司都将受到严重影响。这些公司大部分销往美国的产品都在东南亚国家组装，而这些国家恰恰是新关税政策的主要目标。分析师估计，这些关税可能给科技硬件企业带来约510亿美元的额外成本，相当于这些公司获利的30%。
值得注意的是，尽管B of A Securities在当天早些时候将罗技的评级从"低于大市"上调至"中性"，并将目标价从90美元调整至73美元，但这一利好消息似乎未能抵消关税政策带来的负面影响。投资者对罗技未来的业绩表现仍持谨慎态度，这反映在了股价的大幅下跌上。市场将继续关注罗技如何应对这一挑战，以及公司未来的经营策略调整。
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