异动解读 | 蔚来-SW盘中大跌5.12%,港股新能源车股普遍承压

异动解读
Jul 30, 2025

周三(7月30日)港股交易时段,蔚来-SW(09866)股价盘中大跌5.12%,引发市场关注。与此同时,港股其他新能源汽车股也普遍走低,显示出整个板块面临压力。

数据显示,理想汽车-W(02015)跌幅最为显著,一度下跌超过12%。小鹏汽车-W(09868)跌近5%,比亚迪股份(01211)跌超4%。这一轮跌势似乎源于市场对电动车行业竞争加剧的担忧。理想汽车昨晚发布其首款纯电动SUV理想i8,定价低于此前公布的预售价格,引发了市场对价格战可能进一步升级的忧虑。

此外,中美关税会谈尚未取得重大突破也可能对市场情绪产生影响。分析人士指出,新能源汽车行业正面临着多重挑战,包括激烈的市场竞争、潜在的政策变化以及全球经济不确定性。投资者正密切关注这些因素对行业前景的影响,这也反映在今日的股价表现上。

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