异动解读 | 罗技股价盘中大跌5.1%,财报不及预期且面临关税挑战

异动解读
30 Apr

周三盘中,罗技(LOGI)股价出现大幅下跌,跌幅达5.1%,引发市场关注。截至发稿时,该股报价74.12美元/股。

此次股价下跌主要有两个原因。首先,罗技公布的第四财季业绩略低于市场预期,这可能引发了投资者对公司短期增长前景的担忧。其次,公司面临着美国对中国商品征收高额关税的挑战,这可能会对其成本结构和利润率产生负面影响。

为应对这些挑战,罗技宣布了一项战略计划。公司计划将其在中国制造并出口到美国的产品比例从40%大幅降低至10%。这一举措旨在减轻美国总统特朗普关税政策的影响,特别是在华盛顿对中国征收145%的关税后,罗技的苏州工厂生产受到了严重影响。这一调整反映了公司在全球贸易环境变化下的快速应对能力,但也凸显了其面临的经营压力。投资者可能需要密切关注罗技未来的财务表现和战略执行情况。

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