金吾财讯 | 一季度摩根大通同时减持“蔚小理”，中概新能源车盘前走低，小鹏汽车跌3.93%，蔚来跌3.81%，理想汽车跌2.64%。根据摩根大通5月12日提交给SEC的文件，该机构在2025年Q1同时减持蔚来、小鹏汽车和理想汽车，对蔚来的持仓规模则已降至2019年Q1首次持有以来的新低。据13f.info数据，摩根大通报告期内分别减持了379.9万股、330.5万股和6.6万股蔚小理股份，环比分别减少95%、72%和17%。截至2025年Q1末，摩根大通对蔚小理的持仓规模分别降至18.8万股、129.3万股和33.2万股。
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