8月5日，蔚来(9866.HK)港股盘中一度下跌7.6%，创下近四个月来最大盘中跌幅。截至发稿，其股价跌幅收窄至6.75%。彭博社分析认为，其近期销量表现偏弱是导致股价承压的主要原因。
当日，其他新能源汽车股亦普遍走低，比亚迪股份(1211.HK)下跌2.3%，零跑汽车(9863.HK)下跌2%。
光大证券国际策略师Kenny Ng指出，部分新能源汽车股今日表现仍受7月销量数据影响，该月数据整体呈现较明显分化态势；蔚来因销量不及预期，股价受到显著压力。
市场对月度销量数据仍保持较高敏感度，短期内相关影响或将延续，投资者当前宜持观望态度，板块内部分个股可能仍面临调整压力。
从中长期视角看，新能源汽车行业竞争预计将进一步加剧，个股股价表现料将持续分化。具备核心技术实力与品牌优势的头部企业，如零跑、比亚迪等，依然值得投资者关注。（国际财闻汇）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.