周五盘中，GoPro（股票代码：GPRO）股价大幅下跌6%，引发市场关注。这一显著跌幅与特朗普政府最新宣布的关税政策密切相关。
据报道，特朗普政府即将实施的"对等关税"政策将对美国科技硬件产业造成严重打击。摩根士丹利在最新研报中指出，新的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美国科技硬件企业来说是一个前所未有的挑战。
作为一家主要依赖海外生产的科技硬件公司，GoPro也将受到这一政策的重大影响。根据摩根士丹利的分析，像GoPro这样的公司可能面临高达46%的关税（针对越南进口商品）。这些额外的成本可能会显著影响公司的盈利能力，甚至可能迫使公司提高产品价格，从而影响需求。分析师认为，科技硬件企业面对即将生效的关税几乎没有有效的应对措施，这进一步加剧了投资者的担忧，导致GoPro等相关股票价格大幅下跌。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.