港股新能源汽车板块今日集体走低，其中蔚来-SW（09866）盘中大跌5.12%，引发市场关注。
导致蔚来股价下跌的主要原因包括：首先，理想汽车推出首款纯电SUV"理想i8"，官方指导价32.18万元至36.98万元，低于此前公布的预售价格，引发市场对新能源汽车行业竞争加剧的担忧。其次，中美关税会谈尚未达成重大突破，给汽车行业带来不确定性。这些因素共同影响了整个新能源汽车板块的表现，包括理想汽车、小鹏汽车等竞争对手股价均出现不同程度的下跌。
分析人士指出，新能源汽车行业竞争日益激烈，价格战持续升温。国家相关部门已开始关注并采取措施遏制非理性竞争。在这种背景下，投资者对行业前景保持谨慎态度，导致蔚来等新能源汽车股票承压。未来，车企如何在激烈的市场竞争中保持盈利能力，将成为投资者关注的焦点。
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