8月11日，蔚来盘中下跌5.71%，报4.535美元/股，成交额2776.55万美元。纳斯达克中国金龙指数同日跌超1%，中概汽车股普遍走弱。
消息面上，汽车板块延续近期调整态势。行业层面，上半年国内汽车销量累计同比下降21.1%，终端消费动力疲软，市场对价格竞争持续加剧及销量增长承压的担忧仍在发酵。同时，市场忧虑新能源免征购置税政策到期后需求提前透支的风险。蔚来虽7月交付35,934台、同比增长71%，但在6月短暂触及4万辆后回落至3万区间，增速环比放缓，叠加同比基数逐步走高，市场对后续增长持续性存在分歧。港股蔚来-SW当日亦跌超3%，行业内吉利、比亚迪、小鹏等同步承压。
（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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