理想汽車(02015.HK)下調第三季車輛交付量 股價隨美股續挫8%創上市新低
下調第三季車輛交付量的理想汽車(LI.US)昨晚於美國股價急挫7.5%收26.91美元;本港理想汽車(02015.HK)更四連跌兼跑輸同業,今早股價跌破8月20日所創上市低位101.8元,最低見99元,現報102.1元,下挫8%,且已連跌第四天,成交額增至6,924萬元。理想汽車表示,受累馬來西亞新冠疫情反彈影響,公司所採用毫米波雷達供應商專用芯片嚴重減產,芯片供應恢復不及預期,故將第三季車輛交付量由早前公佈2.5-2.6萬輛,下調至2.45萬輛。公司未來將繼續監測持續的市場狀況,並與供應鏈合作夥伴保持密切合作,以儘量減少芯片短缺對其生產影響。
小鵬汽車(XPEV.US)昨晚於美國股價挫6.2%收36.59美元;本港小鵬汽車-W(09868.HK)反彈受制10天線,今早股價扭兩連升,曾低見140.5元,現報141.8元,回吐4.4%。
其餘車股也普遍受壓,恆大汽車(00708.HK)今早高開曾回升至3.22元無以爲繼,掉頭低見2.68元(昨天盤中所創逾三年半低),現報2.76元,續跌4.8%。不過,吉利(00175.HK)、長汽(02333.HK)及東風(00489.HK)反覆逆彈0.2%-0.7%,分別報24.3元、29.65元及7.15元。
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