小鹏汽车（09868.HK）今日盘中大跌5.14%，引发市场广泛关注。此次股价下跌主要受到公司自研芯片战略和卖空压力等因素影响。
据报道，小鹏汽车正式确认其下一代车型将搭载自主研发的"图灵"芯片，性能达到当前使用的英伟达旧款硬件的三倍。这一决策被视为小鹏汽车与英伟达的"分手"，可能是受到美国政府限制人工智能技术出口政策的影响。尽管"图灵"芯片展现了不俗的性能，但其与英伟达承诺的规格相比仍略显不足，这引发了投资者对小鹏汽车技术实力的担忧。
此外，最新数据显示，小鹏汽车4月15日的卖空交易量达851.08万股，较前一交易日增加37.34%，卖空比例高达41.82%。这一数据反映出市场对小鹏汽车短期前景存在较大分歧，加剧了股价的下行压力。尽管公司近期与支付宝达成充电服务战略合作，但似乎未能有效提振投资者信心。投资者需密切关注小鹏汽车自研芯片的实际表现及其对公司未来竞争力的影响。
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