4月29日周二，蔚来汽车（09866.HK）股价盘中大涨5.54%，引发市场关注。此轮上涨主要受到花旗集团积极评级的推动。
消息面上，花旗集团将蔚来汽车纳入30天"积极催化剂观察"清单。分析师预计，蔚来新车型的推出将远早于市场预期，公司在自动驾驶方面也有望取得进展。花旗预计，蔚来第二季度交付量可能达到6.3万辆，环比增长50%；第三季度有望达到10万-12万辆；第四季度可能达到12万-15万辆。此外，蔚来自主研发的高级辅助驾驶系统（ADAS）芯片以及新的ADAS系统预计将在5月底前推出，这些都被视为潜在的利好因素。
值得注意的是，在此前一个交易日，蔚来在美股市场表现同样强劲，股价大涨近7%。这反映出投资者对中国电动车企业前景持续看好。在当前市场环境下，新能源汽车板块整体走强，其他中国电动车企业如理想汽车、小鹏汽车等也呈现不同程度的上涨。
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