9月2日，蔚来盘中下跌5.05%，报3.855美元/股，成交额1.55亿美元。
消息面上，蔚来此前发布Q2财报，总营收321.37亿元，同比增长69.1%，但低于市场预期的334.89亿元；Q3营收指引332.9亿至340.5亿元，显著低于市场预期的360.1亿元，成为压制股价的核心因素。此外，摩根大通将蔚来评级从"增持"下调至"中性"，目标价7美元；美银证券同步下调销量及毛利率预测，美股目标价由6美元降至5.2美元。8月交付35,836辆，同比增速仅14.5%，较前7个月68%的累计增速明显放缓。尽管Q2经调整净利润已扭亏为盈，但业绩指引不足叠加多家投行下调预期，持续拖累股价表现。
（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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