异动解读|罗技盘后下跌5.39%,供应链中断持续压制及多家机构下调目标价

行情直击
Aug 06

8月6日,罗技盘后下跌5.39%,报104.5美元/股,成交额197.03万美元。

消息面上,罗技近期持续受到半导体供应商突发停产事件的困扰。公司CEO此前确认,该关键供应商目前仍处于关停状态,尚未确定恢复运营日期,预计对第二季度影响约2000万美元,第三季度(假日季)则面临约2亿美元的营收风险。此外,Berenberg、摩根大通、Wedbush等多家机构近期集中下调目标价,叠加公司第二季度营收指引11.9亿至12.2亿美元低于市场预期的12.3亿美元,市场对其短期增长前景的担忧加剧。尽管第一季度调整后每股收益1.85美元大幅超预期,但供应链不确定性持续压制估值。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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