9月1日，蔚来盘前下跌6.38%，报4.03美元/股，成交额146.36万美元，股价逼近52周新低。
消息面上，公司公布8月交付数据，当月交付35,836辆，同比仅增长14.5%，较前8个月累计57.9%的同比增速大幅回落，环比7月的35,900辆基本持平，交付动能边际放缓明显。其中蔚来品牌21,174辆、乐道8,810辆、萤火虫5,852辆。同期竞争对手零跑交付超10万辆、同比增长80.7%，小鹏交付39,107辆，蔚来增速在新势力阵营中处于低位。
此外，公司将于美股盘前发布Q2财报，市场预期营收约334.89亿元人民币、调整后每股亏损0.21元，期权市场定价约8.8%的财报日波动幅度。智驾负责人任少卿创立具身智能独立公司，亦加剧市场对核心研发连续性的担忧。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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