异动解读 | 罗技盘中大跌6.38%,美银下调评级至“跑输大市”并警告需求前景恶化

异动解读
Jun 30

罗技今日盘中大跌6.38%,引发了市场的广泛关注。

消息面上,美国银行全球研究将罗技的评级从“中性”下调至“跑输大市”,并将目标价从108美元大幅下调18%至86美元。该行警告,硬件价格上涨影响波及整个消费电子生态系统,罗技的产品需求在未来12至18个月内将出现明显恶化。

值得注意的是,罗技近期已连续遭遇多家投行下调评级。此前摩根士丹利曾将其评级降至“低配”并下调目标价至89美元,巴克莱亦将评级从“增持”调降至“平配”,花旗则削减目标价约一成。行业层面,企业硬件支出收缩、PC整体需求疲软等因素持续对电脑外设板块形成压力。

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