電動車股隨外圍全面受壓 去年表現未達標蔚來(09866.HK)跌逾4%
港股六連跌累挫半成後,恆指今早仍反彈乏力,高低見16,247/16,038,現報16,114,反覆續跌75點或近0.5%,總成交額378億元。此外,恆生科指反覆連跌第四天兼屢創逾一年低,高低見3,476/3,409,現報3,439,反覆續跌0.4%。
美國電動車昨晚普遍逆納指捱沽,尤其是Canoo(GOEV.US)挫約15.5%;Lucid(LCID.US)昨晚跌4.7%報3.62美元;行業巨擘特斯拉(TSLA.US)繼昨晚回吐2.3%後,盤後再跌0.3%報234.2美元。
本港電動車股今早全面受壓,尤其是蔚來-SW(09866.HK)CEO透露去年公司綜合表現未達標,該股繼昨天反覆止跌微升後,今早跑輸同業兼失守50天線(60.85元),最低見58.1元,現報58.65元,跌4.4%,為表現最差科指成份股,成交額4,505萬元。
理想汽車(02015.HK)連跌第三天,最低見127.8元,現報128.5元,續跌1.9%。零跑汽車(09863.HK)最低見30.7元,現報31.3元,跌1.9%。藍籌比亞迪(01211.HK)失守20天線(206.5元),現報205.2元,反覆跌1.2%。小鵬(09868.HK)低見48.25元,現報48.65元,跌0.6%。
蔚來行政總裁李斌發表2024年第一封內部信,認為去年充滿挑戰及難忘的一年,公司的綜合表現並未達到預期目標,有很多需要總結和反思的教訓,有太多需要盡快提升的組織能力,強調公司的資源是有限,目前仍在承受研發與基礎建設投入帶來的虧損,需要持續改進財務表現才能支持公司的永續發展。
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