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要适用于罗技等消费硬件企业。这家瑞士 - 美国厂商主营键盘、网络摄像头和游戏外设。过去一个月,罗技股价上涨超 2%,全年涨幅超 30%。相比之下,英伟达近 30 天股价小幅回落,但全年仍上涨超 80%。  未来数月,伊朗战争带来的供应冲击可能让消费硬件企业遭遇成本上涨 + 需求下滑的双重打击。  中东冲突看似与亚洲电脑工厂相距遥远,但二者通过能源与航运紧密相连。  存储芯片生产需要巨量、稳定的天然

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