罗技（LOGI）今日盘前股价大跌10.90%，引发市场广泛关注。
消息面上，公司发布了2027财年第一财季业绩。尽管当季表现强劲——调整后每股收益1.85美元，远超市场预期的1.22美元，同比增长46.83%；营收12.27亿美元，同比增长7%，高于预期的12.04亿美元；归母净利润2.36亿美元，同比大增61.42%——但公司发布的第二财季营收指引为11.9亿至12.2亿美元，低于分析师预期的12.3亿美元，引发了市场对未来增长放缓的担忧。
此外，此前多家机构已对罗技前景发出警示：摩根士丹利指出PC需求下滑将拖累配件及游戏业务，预计营收面临超5%的下行风险；美银将其评级下调至“逊于大盘”，目标价降至86美元，认为PC及游戏系统价格上涨将显著抑制需求。强劲的当季表现未能打消市场对前景的疑虑，导致股价在盘前时段承压走低。
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