港股异动 | 小鹏汽车-W(09868)跌超6%领跌汽车股 特斯拉第四财季调整后营收低于预期
汽车股早盘普跌，截至发稿，小鹏汽车-W(09868)跌5.11%，报35.3港元；理想汽车-W(02015)跌3.75%，报107.7港元；长城汽车(02333)跌1.64%，报8.4港元。
消息面上，特斯拉公布的第四季财报不及市场预期。特斯拉第四财季营收251.7亿美元，分析师预期258.7亿美元；第四财季调整后每股收益0.71美元，分析师预期0.73美元；第四财季毛利率17.6％，分析师预期18.1％。特斯拉称2024年销量增速可能会显著低于2023年。特斯拉股价在盘后交易中一度下跌5%以上，随后跌幅缩小至3%。
瑞银发布研报称，中国电动车产业面临真正挑战，尤其是价格竞争方面。在恶化的定价环境下，该行认为规模经济较大的成本龙头企业，如电动车领域的比亚迪和电池领域的宁德时代，将成为保持稳健毛利的市场整合者；销量规模有限的亏损企业将进一步遭受损失，他们需持续再融资来维持日常营运和技术开发，但于近期股市抛售下，再融资环境恶化，融资变得更为困难，限制他们对研发和市场定位的投资。
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