蔚来汽车（09866.HK）周二盘中大跌5.86%，延续美股市场的跌势。该公司近期公布的7月交付数据不及预期，引发投资者对其增长前景的担忧。
根据蔚来汽车公布的数据，7月份交付新车21,017辆，较6月的24,925辆环比下滑15.7%。这一数据表明蔚来汽车的月度销量增长面临挑战。与此同时，其他新能源汽车企业如理想汽车的7月销量同比下滑40%，环比下滑15%，反映出整个行业可能面临增长压力。
值得注意的是，蔚来汽车在美股市场上周一收盘大跌8.18%，今日港股跌幅进一步扩大。此外，其他新能源汽车股如比亚迪股份也出现下跌，显示投资者对整个行业的态度趋于谨慎。不过，蔚来相关人士表示，随着乐道L90的推出，公司8月销量有望迎来爆发。
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