异动解读 | 罗技股价盘中大跌5%,CEO宣布计划迁出中国生产线

异动解读
Aug 01, 2025

周五盘中,罗技(LOGI)股价大幅下跌5.08%,引发市场关注。截至发稿,该股报88.21美元/股,成交量10.3614万股,换手率0.07%,振幅2.98%。

罗技股价下跌可能与公司最新的战略调整有关。罗技首席执行官Hanneke Faber日前表示,公司计划将生产线迁出中国,以应对美国关税政策的影响。目前,罗技在中国生产并销往美国的键盘和鼠标等产品面临高达30%的美国关税。公司计划在年底前将其在中国制造的产品占美国进口总量的比例从40%降至10%,目前这一比例已下降至约30%。

分析人士认为,虽然这一举措旨在降低关税成本,但短期内可能会增加公司的运营成本和不确定性,进而影响投资者信心。此外,电脑硬件行业整体今日表现疲软,行业整体跌幅达4.84%,这也可能对罗技股价造成一定压力。投资者需密切关注公司后续的生产布局调整及其对财务表现的影响。

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