蔚来（NIO.SI）今日盘中股价大跌5.49%，引起了投资者的广泛关注。
消息面上，市场对蔚来新发布的旗舰SUV ES9的预售价格和未来销售前景表示担忧。ES9行政豪华版预售价高达52.8万元起，采用电池租用方案（BaaS）后预售价为42万元起。分析指出，在当前激烈的行业价格战背景下，如此高端的定价策略可能面临市场接受度的挑战。此外，有观点认为，蔚来与其他车企一样，正被迫向价格战“低头”，通过推出低价车型换取销量规模，但这也导致了品牌溢价空间的压缩和盈利能力的压力。
尽管蔚来在2025年第四季度实现了首次单季盈利，并且ES9被公司称为“十一年体系创新的集大成之作”，但投资者似乎更关注其在高端市场面临的竞争压力以及整个智能电动汽车行业利润率下滑的宏观环境。这些因素共同构成了今日股价承压的背景。
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