异动解读|蔚来夜盘下跌5.67%,Q2财报发布前夕市场担忧毛利率承压

行情直击
Sep 01

9月1日,蔚来夜盘下跌5.67%,报3.99美元/股,成交额346.66万美元,股价触及52周新低。

消息面上,蔚来于9月1日美股盘前发布Q2财报,市场此前一致预期本季度营收约334.89亿元人民币,同比增长68.13%,调整后每股亏损0.21元人民币。值得关注的是,公司此前已明确提示内存芯片、碳酸锂、铜铝等原材料涨价将推高整车成本,Q2整车毛利率预计降至17%-18%,较Q1的18.8%有所回落。期权市场此前已定价约8.8%的财报日波动幅度。此外,智驾负责人任少卿创立具身智能独立公司,市场对智驾研发连续性的担忧亦构成额外压力。

(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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